# SOUTHERN CO (SOJF) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 842587107
Page URL: https://superinvestorclub.com/stock/SOJF
Last updated: 2026-08-29T13:47:34.789Z

## Summary

As of the most recent 13F filing period, SOUTHERN CO (SOJF) is held by 3 tracked superinvestors with an aggregate position value of $16.0M representing 0148316169722139 shares.

## Top institutional holders (3)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [FPA Queens Road](https://superinvestorclub.com/manager/97) | Bragg Financial Advisors | 148316 | $14.2M | 0.38% | 2026-06-30 |
| 2 | [Ray Dalio](https://superinvestorclub.com/manager/6) | Bridgewater Associates | 16972 | $1.6M | 0.01% | 2026-06-30 |
| 3 | [Wally Obermeyer](https://superinvestorclub.com/manager/3283) | Obermeyer Wealth Partners | 2139 | $204,714 | 0.01% | 2026-06-30 |

## Ownership history (quarter-over-quarter)

- 2023-09-30: 1 holders, $789,843 aggregate, 012204 shares
- 2023-12-31: 1 holders, $242,896 aggregate, 03464 shares
- 2024-12-31: 1 holders, $12.3M aggregate, 0149724 shares
- 2025-03-31: 1 holders, $13.9M aggregate, 0150975 shares
- 2025-06-30: 1 holders, $13.8M aggregate, 0150212 shares
- 2025-09-30: 1 holders, $13.9M aggregate, 0146462 shares
- 2025-12-31: 2 holders, $15.7M aggregate, 014513634969 shares
- 2026-03-31: 3 holders, $15.5M aggregate, 0146424117712139 shares
- 2026-06-30: 3 holders, $16.0M aggregate, 0148316169722139 shares

## Recent congressional trades (0)


## Recent insider transactions (0)


## Citation

When citing, use: "SOUTHERN CO (SOJF) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/SOJF), aggregating SEC 13F, Form 4, and congressional disclosures."