SEC 13F Intelligence

SOUTHERN CO 4.20 NT S20C 60

CUSIP 842587883

Southern Co 4.20 Nt S20c 60 has 2 institutional holders in Filings Flow’s 13F database, together reporting 11.1K shares worth $187,842 as of Q1 2026. The largest reported holders are Boyd Watterson Asset Management LLC/Oh, Thompson Investment Management, Inc., and United Community Bank.

Institutional Holders
2
Q1 2026
Reported Value
$187,842
Ticker
unmapped
private placement or foreign
Quarters Tracked
23

Ownership Trend

Institutional holders
Q3 ’20: 1Q3 ’20Q4 ’20: 2Q1 ’21: 4Q2 ’21: 4Q2 ’21Q3 ’21: 4Q4 ’21: 5Q1 ’22: 5Q1 ’22Q2 ’22: 5Q3 ’22: 5Q4 ’22: 5Q4 ’22Q1 ’23: 4Q2 ’23: 5Q3 ’23: 4Q3 ’23Q4 ’23: 4Q1 ’24: 4Q2 ’24: 4Q2 ’24Q3 ’24: 4Q4 ’24: 5Q1 ’25: 4Q1 ’25Q2 ’25: 5Q3 ’25: 4Q4 ’25: 4Q4 ’25Q1 ’26: 2filingsflow.com
Total reported value
Q3 ’20: $2MQ3 ’20Q4 ’20: $1MQ1 ’21: $2MQ2 ’21: $2MQ2 ’21Q3 ’21: $2MQ4 ’21: $2MQ1 ’22: $3MQ1 ’22Q2 ’22: $3MQ3 ’22: $3MQ4 ’22: $2MQ4 ’22Q1 ’23: $3MQ2 ’23: $3MQ3 ’23: $2MQ3 ’23Q4 ’23: $3MQ1 ’24: $715,396Q2 ’24: $692,936Q2 ’24Q3 ’24: $735,293Q4 ’24: $227,684Q1 ’25: $219,063Q1 ’25Q2 ’25: $210,523Q3 ’25: $217,585Q4 ’25: $207,335Q4 ’25Q1 ’26: $187,842filingsflow.com

Holders

··Mixed quarters
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Manager% of PortfolioValueSharesQuarter
BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM0.05%$170,89210.1KQ1 2026
THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM0.00%$16,9501.0KQ1 2026
United Community Bank$300M AUM0.00%$10,201575Q4 2025OLDER
1620 INVESTMENT ADVISORS, INC.$148M AUM0.00%$4,393250Q2 2025OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$1,02858Q4 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.