Southern Co. (so 3.875 12/15/25)
13F holders, Q1 2025 (March 31)13holders −1
2new positions
3sold out
$1.39avg. 13F price*
At the end of Q1 2025, 13 institutions reported holding Southern Co. (so 3.875 12/15/25) in their 13F filings, down 1 from Q4 2024. 2 opened new positions and 3 sold out. The largest holders were Mizuho Securities USA LLC ($19.5M), Nomura Holdings Inc. ($4.0M) and Police & Firemen's Retirement System of New Jersey ($1.2M).
- 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $336K |
| Exits | 3 | $22.9M |
All 13F filers, Q4 2024 → Q1 2025: 21,521 shares bought and 28,432,641 shares sold, net −28,411,120 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 13 holders
| Mizuho Securities USA LLC | 0.42% | Reduce -26.8% | 17,500,000 | $19.5M |
| Nomura Holdings Inc. | 0.02% | Reduce -55.0% | 43,933 | $4.0M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 1,115,000 | $1.2M |
| Loomis Sayles & Co. L P | 0.00% | Reduce -17.7% | 13,248 | $1.2M |
| Ameritas Investment Partners, Inc. | 0.03% | No change | 830,000 | $924K |
| Bank of New York Mellon Corp | 0.00% | Reduce -18.8% | 650,000 | $729K |
| Kestra Advisory Services, LLC | 0.00% | New | 3,518 | $323K |
| &partners | 0.00% | Reduce -3.3% | 147,000 | $162K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +77.8% | 16,000 | $18K |
| Roundview Capital LLC | 0.00% | No change | 12,500 | $14K |
| Lanark Financial, Inc. | 0.00% | — | 12,000 | $13K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 11,000 | $12K |
| Laffer Tengler Investments, Inc. | 0.00% | Add +0.1% | 2,552 | $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.