Southern Co. (so 4.5 06/15/27)
13F holders, Q4 2025 (December 31)9holders −3
4new positions
7sold out
$1.07avg. 13F price*
At the end of Q4 2025, 9 institutions reported holding Southern Co. (so 4.5 06/15/27) in their 13F filings, down 3 from Q3 2025. 4 opened new positions and 7 sold out. The largest holders were Ovata Capital Management Ltd ($10.7M), State of Wisconsin Investment Board ($3.2M) and Bank of New York Mellon Corp ($428K).
- 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $10.8M |
| Exits | 7 | $41.4M |
All 13F filers, Q3 2025 → Q4 2025: 10,147,000 shares bought and 34,677,879 shares sold, net −24,530,879 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Ovata Capital Management Ltd | 1.30% | New | 10,000,000 | $10.7M |
| State of Wisconsin Investment Board | 0.01% | No change | 3,000,000 | $3.2M |
| Bank of New York Mellon Corp | 0.00% | No change | 400,000 | $428K |
| &partners | 0.00% | Add +28.2% | 209,000 | $223K |
| Oppenheimer Asset Management Inc. | 0.00% | No change | 184,000 | $196K |
| MML Investors Services, LLC | 0.00% | New | 70,000 | $75K |
| Stephens Inc. | 0.00% | No change | 54,000 | $58K |
| NewEdge Advisors, LLC | 0.00% | New | 25,000 | $27K |
| CoreCap Advisors, LLC | 0.00% | New | 6,000 | $6K |
"% 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.