The Southern Company
DE ˙ XTRA ˙ US8425871071
77,72 € ↑0,30 (0,39%)
2026-06-04
AKTIENPREIS
SecurityDE:SOT / The Southern Company
InstitutionBokf, Na
Latest Disclosed Ownership30,139 shares
Latest Disclosed Value $ 2,909,016
Bokf, Na reports 4.24% decrease in ownership of SOT / The Southern Company

On May 8, 2026 - Bokf, Na filed a 13F-HR form disclosing ownership of 30,139 shares of The Southern Company (DE:SOT) valued at $2,545,540 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 31,475 shares of The Southern Company. This represents a change in shares of -4.24% during the quarter. The current value of the position is $2,342,403 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)
2026-05-08 2026-03-31 13F SOUTHERN common 842587107 30,139 -1,336 -4.24 2,909 6.01 0.0343
2026-02-03 2025-12-31 13F SOUTHERN common 842587107 31,475 -3,024 -8.77 2,745 -16.06 0.0420
2025-11-13 2025-09-30 13F SOUTHERN common 842587107 34,499 -19 -0.06 3,269 3.16 0.0492
2025-08-12 2025-06-30 13F SOUTHERN common 842587107 34,518 -486 -1.39 3,170 -1.52 0.0513
2025-05-13 2025-03-31 13F SOUTHERN common 842587107 35,004 -1,400 -3.85 3,219 8.72 0.0569
2025-02-14 2024-12-31 13F SOUTHERN common 842587107 36,404 -237 -0.65 2,960 -10.92 0.0500
2024-11-14 2024-09-30 13F SOUTHERN common 842587107 36,641 644 1.79 3,323 19.02 0.0590
2024-08-08 2024-06-30 13F SOUTHERN COM 842587107 35,997 -595 -1.63 2,792 7.34 0.0501
2024-05-15 2024-03-31 13F SOUTHERN COM 842587107 36,592 -483 -1.30 2,602 0.08 0.0474
2024-02-14 2023-12-31 13F SOUTHERN COM 842587107 37,075 -78 -0.21 2,600 3.96 0.0509
2023-11-14 2023-09-30 13F SOUTHERN COM 842587107 37,153 8,436 29.38 2,500 23.95 0.0551
2023-08-21 2023-06-30 13F SOUTHERN COM 842587107 28,717 -5,129 -15.15 2,017 -14.35 0.0411
2023-05-11 2023-03-31 13F SOUTHERN COM 842587107 33,846 -31,155 -47.93 2,355 -49.26 0.0493
2023-02-13 2022-12-31 13F SOUTHERN COM 842587107 65,001 1,264 1.98 4,642 7.06 0.0857
2022-11-14 2022-09-30 13F SOUTHERN COM 842587107 63,737 -899 -1.39 4,335 -5.94 0.0877
2022-08-11 2022-06-30 13F SOUTHERN COM 842587107 64,636 -2,871 -4.25 4,609 -5.84 0.0884
2022-05-13 2022-03-31 13F SOUTHERN COM 842587107 67,507 -7,226 -9.67 4,895 -4.49 0.0807
2022-03-11 2021-12-31 13F SOUTHERN COM 842587107 74,733 -996 -1.32 5,125 9.21 0.0793
2021-11-10 2021-09-30 13F SOUTHERN COM 842587107 75,729 -1,722 -2.22 4,693 -2.51 0.0807
2021-04-21 2021-03-31 13F SOUTHERN COM 842587107 77,451 -19,987 -20.51 4,814 -19.58 0.0876
2021-02-12 2020-12-31 13F SOUTHERN COM 842587107 97,438 8,687 9.79 5,986 24.40 0.1142
2020-10-30 2020-09-30 13F SOUTHERN COM 842587107 88,751 25,927 41.27 4,812 47.70 0.1057
2020-08-12 2020-06-30 13F SOUTHERN COM 842587107 62,824 -1,019 -1.60 3,258 -5.76 0.0766
2020-05-13 2020-03-31 13F SOUTHERN COM 842587107 63,843 -4,041 -5.95 3,457 -20.07 0.0996
2020-02-12 2019-12-31 13F SOUTHERN COM 842587107 67,884 5,060 8.05 4,325 11.44 0.0977
2019-11-13 2019-09-30 13F SOUTHERN COM 842587107 62,824 5,814 10.20 3,881 23.13 0.0935
2019-08-14 2019-06-30 13F SOUTHERN COM 842587107 57,010 615 1.09 3,152 8.13 0.0757
2019-05-15 2019-03-31 13F SOUTHERN COM 842587107 56,395 -111 -0.20 2,915 17.45 0.0698
2019-02-13 2018-12-31 13F SOUTHERN COM 842587107 56,506 2,623 4.87 2,482 5.66 0.0710
2018-11-13 2018-09-30 13F SOUTHERN COM 842587107 53,883 -10,617 -16.46 2,349 -21.36 0.0590
2018-08-13 2018-06-30 13F SOUTHERN COM 842587107 64,500 -97 -0.15 2,987 3.54 0.0804
2018-05-14 2018-03-31 13F SOUTHERN COM 842587107 64,597 -5,291 -7.57 2,885 -14.16 0.0819
2018-02-14 2017-12-31 13F SOUTHERN COM 842587107 69,888 2,920 4.36 3,361 2.13 0.0926
2017-11-14 2017-09-30 13F SOUTHERN COM 842587107 66,968 -11,496 -14.65 3,291 -12.40 0.0955
2017-08-14 2017-06-30 13F SOUTHERN COM 842587107 78,464 -9,739 -11.04 3,757 -14.44 0.1182
2017-05-15 2017-03-31 13F SOUTHERN COM 842587107 88,203 2,611 3.05 4,391 4.30 0.1370
2017-02-14 2016-12-31 13F SOUTHERN COM 842587107 85,592 -1,577 -1.81 4,210 -5.84 0.1385
2016-11-10 2016-09-30 13F SOUTHERN COM 842587107 87,169 17,639 25.37 4,471 19.90 0.1480
2016-08-12 2016-06-30 13F SOUTHERN COM 842587107 69,530 3,422 5.18 3,729 9.04 0.1314
2016-05-13 2016-03-31 13F SOUTHERN COM 842587107 66,108 -1,747 -2.57 3,420 7.72 0.1236
2016-02-09 2015-12-31 13F SOUTHERN COM 842587107 67,855 -284 -0.42 3,175 4.24 0.1148
2015-11-13 2015-09-30 13F SOUTHERN COM 842587107 68,139 -8,540 -11.14 3,046 -5.20 0.1146
2015-08-13 2015-06-30 13F SOUTHERN COM 842587107 76,679 -9,403 -10.92 3,213 -15.69 0.1091
2015-05-14 2015-03-31 13F SOUTHERN COM 842587107 86,082 22,449 35.28 3,811 21.95 0.1283
2015-02-12 2014-12-31 13F SOUTHERN COM 842587107 63,633 125 0.20 3,125 12.69 0.1079
2014-11-13 2014-09-30 13F SOUTHERN COM 842587107 63,508 66 0.10 2,773 -3.68 0.0927
2014-08-14 2014-06-30 13F SOUTHERN COM 842587107 63,442 -8,536 -11.86 2,879 -8.95 0.0924
2014-05-14 2014-03-31 13F SOUTHERN COM 842587107 71,978 -1,337 -1.82 3,162 4.91 0.1048
2014-02-14 2013-12-31 13F SOUTHERN COM 842587107 73,315 6,195 9.23 3,014 9.04 0.1010
2013-11-12 2013-09-30 13F SOUTHERN COM 842587107 67,120 -128,995 -65.78 2,764 -68.06 0.1004
2013-08-14 2013-06-30 13F SOUTHERN COM 842587107 196,115 196,115 8,654 0.3270
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.