DOSSIER · 13F Holders · Q2 2026
SO 3.25 06/15/28

SOUTHERN CO

3 institutions still hold SOUTHERN CO as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 842587ED5·3 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$15M
visible holders
Holders
3
filers reporting
Concentration
63.10%
INCOME RESEARCH & MANAGEMENT #1
top holder share
AI Holders Summary · Q2 2026

3 institutions reported SO 3.25 06/15/28 in Q2 2026. INCOME RESEARCH & MANAGEMENT leads at 63.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
INCOME RESEARCH & MANAGEMENT
CIK 0001165830
$9M9.3M5.12%Q2 2026
02
Police & Firemen's Retirement System of New Jersey
CIK 0002040686
$5M4.8M0.04%Q2 2026
03
AEGON USA Investment Management, LLC
CIK 0001454937
$707K700K0.51%Q2 2026