Southern Co
SOJD- Exchange
- NYSE
- Industry
- Electric Services
- SEC CIK
- 0000092122
In the last 90 days, Southern Co insiders filed 0 open-market purchases and 6 sales; 3 institutions reported holding it in 13F filings for Q2 2026, worth $357.9K in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in Southern Co as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 6
- 0 vs. Q3 2022
- Shares held
- 399.2K
- −932.5K (−70.0%) vs. Q3 2022
- Total value
- $7.84M
- −$19.7M (−71.5%) vs. Q3 2022
- New holders
- 2
- 2 more added
- Sold out
- 2
- 2 more reduced
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SOJD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3 | $357.9K |
| Q1 2026 | 2 | $331.2K |
| Q4 2025 | 3 | $434.8K |
| Q3 2025 | 3 | $450.7K |
| Q2 2025 | 3 | $424.8K |
| Q1 2025 | 1 | $37.8K |
| Q4 2024 | 3 | $6.74M |
| Q3 2024 | 3 | $7.70M |
| Q2 2024 | 3 | $7.07M |
| Q1 2024 | 4 | $7.23M |
| Q4 2023 | 4 | $9.88M |
| Q3 2023 | 3 | $8.58M |
| Q2 2023 | 4 | $9.30M |
| Q1 2023 | 5 | $9.39M |
| Q4 2022 | 6 | $7.84M |
| Q3 2022 | 6 | $27.6M |
| Q2 2022 | 5 | $8.11M |
| Q1 2022 | 5 | $9.17M |
| Q4 2021 | 5 | $9.62M |
| Q3 2021 | 3 | $161.0K |
| Q2 2021 | 4 | $205.0K |
| Q1 2021 | 3 | $194.0K |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | 268,495 | $5.27M | 0.13% | +6,025+2.3% | Added |
| Bartlett & Co. Wealth Management LLC | 64,180 | $1.26M | 0.03% | −295−0.5% | Reduced |
| Bartlett & Co. LLC | 64,180 | $1.26M | 0.03% | −295−0.5% | Reduced |
| 3Chopt Investment Partners, LLC | 2,000 | $39.3K | 0.02% | +2,000 | New |
| The PNC Financial Services Group, Inc. | 224 | $4.40K | 0.00% | +18+8.7% | Added |
| Cornerstone Planning Group LLC | 125 | $2.81K | 0.00% | +125 | New |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −928,923−100.0% | Sold out |
| Abner Herrman & Brock LLC | 0 | $0 | 0.00% | −11,141−100.0% | Sold out |