The Southern Company
DE ˙ XTRA ˙ US8425871071
77,72 € ↑0,30 (0,39%)
2026-06-04
AKTIENPREIS
SecurityDE:SOT / The Southern Company
InstitutionAtlas Brown,Inc.
Latest Disclosed Ownership5,427 shares
Latest Disclosed Value $ 523,777
Atlas Brown,Inc. reports 0.57% increase in ownership of SOT / The Southern Company

On April 17, 2026 - Atlas Brown,Inc. filed a 13F-HR form disclosing ownership of 5,427 shares of The Southern Company (DE:SOT) valued at $458,364 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 5,396 shares of The Southern Company. This represents a change in shares of 0.57% during the quarter. The current value of the position is $421,786 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-17 2026-03-31 13F SOUTHERN CO COM Stock 842587107 5,427 31 0.57 524 11.28 0.1565
2026-01-09 2025-12-31 13F SOUTHERN CO COM Stock 842587107 5,396 3 0.06 471 -8.02 0.1399
2025-10-17 2025-09-30 13F SOUTHERN CO COM Stock 842587107 5,393 -161 -2.90 511 0.20 0.1511
2025-07-08 2025-06-30 13F SOUTHERN CO COM Stock 842587107 5,554 -623 -10.09 510 -10.05 0.1638
2025-04-08 2025-03-31 13F SOUTHERN CO COM Stock 842587107 6,177 73 1.20 568 12.95 0.1993
2025-01-10 2024-12-31 13F SOUTHERN CO COM Stock 842587107 6,104 18 0.30 502 -8.39 0.1719
2024-10-18 2024-09-30 13F SOUTHERN CO COM Stock 842587107 6,086 -1,329 -17.92 549 -4.70 0.1901
2024-07-23 2024-06-30 13F SOUTHERN CO COM Stock 842587107 7,415 56 0.76 575 9.11 0.2062
2024-04-08 2024-03-31 13F SOUTHERN CO COM Stock 842587107 7,359 -1,461 -16.56 528 -14.72 0.1922
2024-01-18 2023-12-31 13F SOUTHERN CO COM Stock 842587107 8,820 251 2.93 618 11.55 0.2563
2023-10-17 2023-09-30 13F SOUTHERN CO COM Stock 842587107 8,569 53 0.62 555 -7.36 0.2530
2023-07-18 2023-06-30 13F SOUTHERN CO COM Stock 842587107 8,516 50 0.59 598 1.53 0.2632
2023-04-21 2023-03-31 13F SOUTHERN CO COM Stock 842587107 8,466 53 0.63 589 -1.83 0.2715
2023-01-05 2022-12-31 13F SOUTHERN CO COM Stock 842587107 8,413 -2,488 -22.82 601 -19.03 0.2952
2022-10-06 2022-09-30 13F SOUTHERN CO COM Stock 842587107 10,901 45 0.41 741 -4.26 0.3775
2022-07-15 2022-06-30 13F SOUTHERN CO COM Stock 842587107 10,856 47 0.43 774 -1.28 0.3658
2022-04-14 2022-03-31 13F SOUTHERN CO COM Stock 842587107 10,809 -13 -0.12 784 5.66 0.3197
2022-01-18 2021-12-31 13F SOUTHERN CO COM Stock 842587107 10,822 98 0.91 742 11.58 0.2875
2021-10-14 2021-09-30 13F SOUTHERN CO COM Stock 842587107 10,724 -626 -5.52 665 -3.20 0.2890
2021-07-19 2021-06-30 13F SOUTHERN CO COM Stock 842587107 11,350 201 1.80 687 -0.87 0.2969
2021-04-13 2021-03-31 13F SOUTHERN CO COM Stock 842587107 11,149 779 7.51 693 8.79 0.3284
2021-01-19 2020-12-31 13F SOUTHERN CO COM Stock 842587107 10,370 3 0.03 637 13.35 0.3294
2020-10-15 2020-09-30 13F SOUTHERN CO COM Stock 842587107 10,367 513 5.21 562 9.98 0.3324
2020-07-21 2020-06-30 13F SOUTHERN CO COM Stock 842587107 9,854 -82 -0.83 511 -5.02 0.3242
2020-04-16 2020-03-31 13F SOUTHERN CO COM Stock 842587107 9,936 619 6.64 538 -9.27 0.4204
2020-01-14 2019-12-31 13F SOUTHERN CO COM Stock 842587107 9,317 46 0.50 593 3.49 0.3709
2019-10-29 2019-09-30 13F SOUTHERN CO COM Stock 842587107 9,271 140 1.53 573 13.47 0.4091
2019-07-24 2019-06-30 13F SOUTHERN CO COM Stock 842587107 9,131 113 1.25 505 8.37 0.3489
2019-04-12 2019-03-31 13F SOUTHERN CO COM Stock 842587107 9,018 269 3.07 466 21.35 0.3301
2019-01-28 2018-12-31 13F SOUTHERN CO COM Stock 842587107 8,749 358 4.27 384 4.92 0.2961
2018-10-26 2018-09-30 13F SOUTHERN CO COM Stock 842587107 8,391 -132 -1.55 366 -9.18 0.2248
2018-07-11 2018-06-30 13F SOUTHERN CO COM Stock 842587107 8,523 38 0.45 403 6.33 0.0940
2018-04-17 2018-03-31 13F SOUTHERN CO COM COM 842587107 8,485 445 5.53 379 7.06 0.0689
2018-01-25 2017-12-31 13F SOUTHERN CO COM Stock 842587107 8,040 559 7.47 354 -3.80 0.0632
2017-10-12 2017-09-30 13F SOUTHERN CO COM Stock 842587107 7,481 91 1.23 368 3.95 0.0781
2017-07-18 2017-06-30 13F SOUTHERN CO COM Stock 842587107 7,390 -233 -3.06 354 -6.60 0.3099
2017-04-06 2017-03-31 13F SOUTHERN CO COM Stock 842587107 7,623 1,368 21.87 379 18.07 0.2991
2017-02-01 2016-12-31 13F SOUTHERN CO COM COM 842587107 6,255 0 0.00 321 0.00 0.1322
2016-10-19 2016-09-30 13F SOUTHERN CO COM Stock 842587107 6,255 0 0.00 321 -4.18 0.1322
2016-07-28 2016-06-30 13F SOUTHERN CO COM Stock 842587107 6,255 0 0.00 335 3.40 0.1357
2016-04-11 2016-03-31 13F SOUTHERN CO COM Stock 842587107 6,255 825 15.19 324 25.58 0.1356
2016-01-28 2015-12-31 13F SOUTHERN CO COM Stock 842587107 5,430 -65 -1.18 258 4.88 0.1642
2015-11-05 2015-09-30 13F SOUTHERN CO COM Stock 842587107 5,495 0 0.00 246 -1.60 0.1059
2015-08-11 2015-06-30 13F SOUTHERN CO COM Stock 842587107 5,495 0 0.00 250 2.88 0.0972
2015-04-20 2015-03-31 13F Southern COM 842587107 5,495 5,495 0.00 243 0.0653
2015-01-30 2014-12-31 13F Southern COM 842587107 0 -4,795 -100.00 0 -100.00
2014-11-12 2014-09-30 13F Southern COM 842587107 4,795 0 0.00 209 -4.13 0.0775
2014-08-19 2014-06-30 13F Southern COM 842587107 4,795 4,795 218 0.1077
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.