Southern Co. (so 4.5 06/15/27)
13F holders, Q2 2026 (June 30)15holders +1
5new positions
4sold out
$1.31avg. 13F price*
At the end of Q2 2026, 15 institutions reported holding Southern Co. (so 4.5 06/15/27) in their 13F filings, up 1 from Q1 2026. 5 opened new positions and 4 sold out. The largest holders were Ovata Capital Management Ltd ($37.5M), Mizuho Securities USA LLC ($8.4M) and State of Wisconsin Investment Board ($4.4M).
- Company
- Southern Co. (so 4.5 06/15/27)
- CUSIP
- 842587DZ7
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $8.5M |
| Exits | 4 | $41.9M |
All 13F filers, Q1 2026 → Q2 2026: 15,649,624 shares bought and 37,492,806 shares sold, net −21,843,182 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| Ovata Capital Management Ltd | 2.82% | Add +74.4% | 34,000,000 | $37.5M |
| Mizuho Securities USA LLC | 0.14% | New | 88,255 | $8.4M |
| State of Wisconsin Investment Board | 0.01% | Add +33.3% | 4,000,000 | $4.4M |
| Rational Advisors, Inc. | 0.30% | No change | 2,820,000 | $3.1M |
| Bank of New York Mellon Corp | 0.00% | No change | 500,000 | $553K |
| Nomura Holdings Inc. | 0.00% | Add +10.5% | 2,964 | $284K |
| &partners | 0.00% | Reduce -1.0% | 196,000 | $216K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -2.3% | 174,000 | $192K |
| Stephens Inc. | 0.00% | No change | 54,000 | $59K |
| Focus Partners Wealth | 0.00% | New | 28,000 | $31K |
| Commonwealth Equity Services, LLC | 0.00% | New | 20,000 | $22K |
| Lanark Financial, Inc. | 0.00% | New | 10,000 | $11K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 5,000 | $6K |
| Boussard & Gavaudan Gestion Sas | 0.00% | — | 3,300 | $4K |
| Laffer Tengler Investments, Inc. | 0.00% | New | 3,088 | $3K |
"% of holder's portfolio" is SOUTHERN CO (SO 4.5 06/15/27)'s weight in each manager's 13F, not the share of Southern Co. (so 4.5 06/15/27) the manager owns.