Southern Co. (so 4.5 06/15/27)
13F holders, Q2 2025 (June 30)10holders
$1.10avg. 13F price*
At the end of Q2 2025, 10 institutions reported holding Southern Co. (so 4.5 06/15/27) in their 13F filings. The largest holders were Angelo Gordon & Co., L.P. ($36.3M), Mizuho Securities USA LLC ($4.8M) and Income Research & Management ($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 Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $44.0M |
| Exits | 0 | $0 |
Ownership 10 holders
| Angelo Gordon & Co., L.P. | 5.82% | New | 33,000,000 | $36.3M |
| Mizuho Securities USA LLC | 0.10% | — | 4,430,000 | $4.8M |
| Income Research & Management | 1.18% | New | 4,002,000 | $4.4M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | New | 1,375,000 | $1.5M |
| Ameritas Investment Partners, Inc. | 0.02% | New | 680,000 | $748K |
| Bank of New York Mellon Corp | 0.00% | New | 500,000 | $550K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.02% | New | 240,000 | $265K |
| &partners | 0.00% | New | 167,000 | $184K |
| Natixis | 0.00% | New | 7,500 | $8K |
| Laffer Tengler Investments, Inc. | 0.00% | New | 2,663 | $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.