Southern Co. (so 3.875 12/15/25)
13F holders, Q1 2024 (March 31)9holders
$0.99avg. 13F price*
At the end of Q1 2024, 9 institutions reported holding Southern Co. (so 3.875 12/15/25) in their 13F filings. The largest holders were Thrivent Financial for Lutherans ($23.2M), Income Research & Management ($12.8M) and New York State Common Retirement Fund ($6.2M).
- 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 Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $48.7M |
| Exits | 0 | $0 |
Ownership 9 holders
| Thrivent Financial for Lutherans | 0.05% | New | 23,275,000 | $23.2M |
| Income Research & Management | 8.62% | New | 12,820,000 | $12.8M |
| New York State Common Retirement Fund | 0.01% | New | 6,224,000 | $6.2M |
| Liberty Mutual Group Asset Management Inc. | 0.89% | New | 3,150,000 | $3.1M |
| Toronto Dominion Bank | 0.00% | New | 1,953,000 | $1.9M |
| Bank of New York Mellon Corp | 0.00% | New | 800,000 | $798K |
| Mizuho Securities USA LLC | 0.02% | New | 710,000 | $704K |
| Truist Financial Corp. | 0.00% | New | 11,000 | $11K |
| Laffer Tengler Investments, Inc. | 0.00% | New | 2,468 | $3K |
"% 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.