Southern Co. (so 4.2 10/15/60 C)Preferred / convertible
13F holders, Q1 2026 (March 31)2holders −2
0new positions
2sold out
$16.92avg. 13F price*
At the end of Q1 2026, 2 institutions reported holding Southern Co. (so 4.2 10/15/60 C) in their 13F filings, down 2 from Q4 2025. 0 opened new positions and 2 sold out. The largest holders were Boyd Watterson Asset Management LLC ($171K) and Thompson Investment Management, Inc. ($17K).
- Company
- Southern Co. (so 4.2 10/15/60 C)
- CUSIP
- 842587883
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $11K |
All 13F filers, Q4 2025 → Q1 2026: 633 shares sold, net −633 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Boyd Watterson Asset Management LLC | — | No change | 10,100 | $171K |
| Thompson Investment Management, Inc. | — | No change | 1,000 | $17K |
"% of holder's portfolio" is SOUTHERN CO (SO 4.2 10/15/60 C)'s weight in each manager's 13F, not the share of Southern Co. (so 4.2 10/15/60 C) the manager owns.