SOUTHERN CO - NOTE 3.875%12/1

Historical Holders from Q1 2024 to Q3 2025

Type / Class
Debt / NOTE 3.875%12/1
All holders as of 30 Sep 2025
Q3 2025
Total 13F principal, excl. options
771,296,500
Holdings value
$870,903,752
% of all portfolios
0.001%
Number of holders
51
Number of buys
15
Number of sells
-36
Average buys %
+0%
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of SOUTHERN CO - NOTE 3.875%12/1

Period Principal Value Change Price Investors
2025 Q3 771,296,500 $870,903,752 +$26,232,936 $1.13 51
2025 Q2 863,866,000 $955,704,592 -$820,938,762 $1.11 68
2025 Q1 1,583,716,552 $1,772,203,150 +$47,648,892 $1.12 67
2024 Q4 1,558,000,061 $1,637,397,505 -$76,458,754 $1.05 73
2024 Q3 1,514,933,387 $1,689,535,924 -$47,901,598 $1.11 70
2024 Q2 1,564,266,171 $1,603,097,185 -$1,803,495 $1.02 75
2024 Q1 1,555,294,226 $1,550,647,103 +$1,550,368,721 $0.9963 61