Southern Co. (so 4.5 06/15/27)
13F holders, Q3 2025 (September 30)12holders +2
7new positions
5sold out
$1.19avg. 13F price*
At the end of Q3 2025, 12 institutions reported holding Southern Co. (so 4.5 06/15/27) in their 13F filings, up 2 from Q2 2025. 7 opened new positions and 5 sold out. The largest holders were Angelo Gordon & Co., L.P. ($36.7M), State of Wisconsin Investment Board ($3.3M) and Nomura Holdings Inc. ($2.9M).
- 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 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $6.5M |
| Exits | 5 | $10.0M |
All 13F filers, Q2 2025 → Q3 2025: 3,300,879 shares bought and 9,226,163 shares sold, net −5,925,284 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| Angelo Gordon & Co., L.P. | 5.34% | No change | 33,000,000 | $36.7M |
| State of Wisconsin Investment Board | 0.01% | New | 3,000,000 | $3.3M |
| Nomura Holdings Inc. | 0.01% | New | 30,265 | $2.9M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 1,375,000 | $1.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -20.0% | 400,000 | $444K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.02% | No change | 240,000 | $267K |
| Oppenheimer Asset Management Inc. | 0.00% | New | 184,000 | $205K |
| &partners | 0.00% | Reduce -2.4% | 163,000 | $181K |
| Stephens Inc. | 0.00% | New | 54,000 | $60K |
| Lombard Odier Asset Management (Switzerland) SA | 0.00% | New | 18,314 | $22K |
| Fifth Third Bancorp | 0.00% | New | 11,000 | $12K |
| Boussard & Gavaudan Investment Management LLP | 0.00% | New | 3,300 | $4K |
"% 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.