DOSSIER · 13F Holders · Q1 2025
SO 3.875 12/15/25

SOUTHERN CO

4 institutions still hold SOUTHERN CO as of Q1 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 842587DP9·4 13F holders·last filed Mar 31, 2025
Market cap
13F value held
$22M
visible holders
Holders
4
filers reporting
Concentration
90.66%
MIZUHO SECURITIES USA LLC #1
top holder share
AI Holders Summary · Q1 2025

4 institutions reported SO 3.875 12/15/25 in Q1 2025. MIZUHO SECURITIES USA LLC leads at 90.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MIZUHO SECURITIES USA LLC
CIK 0001513006
$20M17.5M0.42%Q1 2025
02
Quaero Capital S.A.
CIK 0001843510
$2M1.8M2.49%Q2 2025
03
Stonegate Investment Group, LLC
CIK 0001904154
$21K19K0.00%Q3 2025
04
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025