Southern Co. (so 3.25 06/15/28)
13F holders, Q2 2026 (June 30)9holders
$1.01avg. 13F price*
At the end of Q2 2026, 9 institutions reported holding Southern Co. (so 3.25 06/15/28) in their 13F filings. The largest holders were Income Research & Management ($9.4M), Police & Firemen's Retirement System of New Jersey ($4.8M) and State of Wisconsin Investment Board ($4.0M).
- Company
- Southern Co. (so 3.25 06/15/28)
- CUSIP
- 842587ED5
- Latest filing quarter
- Q2 2026
Total Exit/New Position Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $19.0M |
| Exits | 0 | $0 |
Ownership 9 holders
| Income Research & Management | 5.15% | New | 9,340,000 | $9.4M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | New | 4,760,000 | $4.8M |
| State of Wisconsin Investment Board | 0.01% | New | 4,000,000 | $4.0M |
| Sei Investments Co. | 0.00% | New | 283,000 | $286K |
| Cetera Investment Advisers | 0.00% | New | 153,000 | $155K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.01% | New | 145,000 | $147K |
| Natixis | 0.00% | New | 65,000 | $66K |
| Truist Financial Corp. | 0.00% | New | 40,000 | $40K |
| Choreo, LLC | 0.00% | New | 38,000 | $38K |
"% of holder's portfolio" is SOUTHERN CO (SO 3.25 06/15/28)'s weight in each manager's 13F, not the share of Southern Co. (so 3.25 06/15/28) the manager owns.