As of 30 Sep 2025, 51 institutional investors reported holding $771,296,500 in principal (par value) of SOUTHERN CO - NOTE 3.875%12/1.
| Period | Principal | Value | Change | Price (% of par) (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | $0 | $0 | -$652,987 | 0 | |
| 2025 Q3 | $771,296,500 | $870,903,752 | +$23,466,739 | 112.68% | 51 |
| 2025 Q2 | $863,866,000 | $958,471,947 | -$826,494,248 | 110.68% | 68 |
| 2025 Q1 | $1,583,716,552 | $1,772,203,150 | +$47,654,234 | 111.94% | 67 |
| 2024 Q4 | $1,558,000,061 | $1,637,397,505 | -$76,458,459 | 105.15% | 73 |
| 2024 Q3 | $1,514,933,387 | $1,689,535,924 | -$47,904,617 | 111.27% | 70 |
| 2024 Q2 | $1,564,266,171 | $1,603,097,414 | -$1,797,385 | 102.15% | 75 |
| 2024 Q1 | $1,555,294,226 | $1,565,366,420 | +$1,562,596,103 | 99.63% | 61 |