Southern Co. (so 3.875 12/15/25)
13F holders, Q3 2025 (September 30)5holders −5
0new positions
5sold out
$1.13avg. 13F price*
At the end of Q3 2025, 5 institutions reported holding Southern Co. (so 3.875 12/15/25) in their 13F filings, down 5 from Q2 2025. 0 opened new positions and 5 sold out. The largest holders were Fort Baker Capital Management LP ($3.1M), Mizuho Securities USA LLC ($2.8M) and &partners ($59K).
- Company
- Southern Co. (so 3.875 12/15/25)
- CUSIP
- 842587DP9
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 5 | $3.9M |
All 13F filers, Q2 2025 → Q3 2025: 9,000 shares bought and 24,657,248 shares sold, net −24,648,248 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Fort Baker Capital Management LP | 0.52% | No change | 2,687,000 | $3.1M |
| Mizuho Securities USA LLC | 0.06% | Reduce -89.9% | 2,500,000 | $2.8M |
| &partners | 0.00% | Add +18.2% | 52,000 | $59K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.3% | 17,000 | $19K |
| Roundview Capital LLC | 0.00% | No change | 12,500 | $14K |
"% of holder's portfolio" is SOUTHERN CO (SO 3.875 12/15/25)'s weight in each manager's 13F, not the share of Southern Co. (so 3.875 12/15/25) the manager owns.