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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.

Other share classesSOSOJCSOJESOJFSOMN

Q1 2023 vs. Q4 2022

How the institutions holding Southern Co changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of SOJD: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders6150
Shares399.2K125415.6K+16.5K (+4.1%)
Value$7.84M$2.81K$9.39M+$1.55M (+19.8%)

1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (1)

Institutions that held Southern Co at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to SOJD in Q1 2023
InstitutionSharesValue% of portfolio
Ethos Financial Group, LLC15,311$346.0K0.11%

Sold out (1)

Institutions that held Southern Co at the end of Q4 2022 and filed for Q1 2023 without it.

Institutions that sold out of SOJD in Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
3Chopt Investment Partners, LLC2,000$39.3K

Not filed for Q1 2023 yet (1)

Institutions that held Southern Co at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SOJD in Q4 2022 that haven't filed for Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Cornerstone Planning Group LLC125$2.81K