Southern Co. (so 3.875 12/15/25)
13F holders, Q2 2025 (June 30)10holders −3
2new positions
5sold out
$1.15avg. 13F price*
At the end of Q2 2025, 10 institutions reported holding Southern Co. (so 3.875 12/15/25) in their 13F filings, down 3 from Q1 2025. 2 opened new positions and 5 sold out. The largest holders were Mizuho Securities USA LLC ($27.3M), Fort Baker Capital Management LP ($3.0M) 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $3.0M |
| Exits | 5 | $4.4M |
All 13F filers, Q1 2025 → Q2 2025: 2,707,000 shares bought and 326,003 shares sold, net +2,380,997 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Mizuho Securities USA LLC | 0.58% | — | 24,679,000 | $27.3M |
| Fort Baker Capital Management LP | 0.52% | New | 2,687,000 | $3.0M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 1,115,000 | $1.2M |
| Loomis Sayles & Co. L P | 0.00% | No change | 13,248 | $1.2M |
| Ameritas Investment Partners, Inc. | 0.03% | No change | 830,000 | $919K |
| Bank of New York Mellon Corp | 0.00% | Reduce -23.1% | 500,000 | $554K |
| &partners | 0.00% | Reduce -70.1% | 44,000 | $49K |
| HB Wealth Management, LLC | 0.00% | New | 20,000 | $22K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 16,000 | $18K |
| 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.