The Southern Company
DE ˙ XTRA ˙ US8425871071
77,72 € ↑0,30 (0,39%)
2026-06-04
AKTIENPREIS
SecurityDE:SOT / The Southern Company
InstitutionCertified Advisory Corp
Latest Disclosed Ownership8,855 shares
Latest Disclosed Value $ 854,700
Certified Advisory Corp reports 0.25% increase in ownership of SOT / The Southern Company

On April 17, 2026 - Certified Advisory Corp filed a 13F-HR form disclosing ownership of 8,855 shares of The Southern Company (DE:SOT) valued at $747,893 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 8,833 shares of The Southern Company. This represents a change in shares of 0.25% during the quarter. The current value of the position is $688,211 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 COM 842587107 8,855 22 0.25 855 10.91 0.0767
2026-01-12 2025-12-31 13F SOUTHERN COM 842587107 8,833 126 1.45 770 -6.67 0.0702
2025-11-13 2025-09-30 13F SOUTHERN COM 842587107 8,707 21 0.24 825 3.51 0.0784
2025-08-14 2025-06-30 13F SOUTHERN COM 842587107 8,686 4 0.05 798 -0.13 0.0829
2025-05-08 2025-03-31 13F SOUTHERN COM 842587107 8,682 -1,303 -13.05 798 -2.92 0.0904
2025-01-15 2024-12-31 13F SOUTHERN COM 842587107 9,985 -9 -0.09 822 -8.77 0.0892
2024-11-12 2024-09-30 13F SOUTHERN COM 842587107 9,994 2,207 28.34 901 49.17 0.0999
2024-08-13 2024-06-30 13F SOUTHERN CO COM Stock 842587107 7,787 7,787 604 0.0758
2024-02-09 2023-12-31 13F SOUTHERN CO COM Stock 842587107 0 -1,302 -100.00 0 -100.00
2023-11-13 2023-09-30 13F SOUTHERN CO COM Stock 842587107 1,302 3 0.23 84 -7.69 0.0155
2023-08-14 2023-06-30 13F SOUTHERN CO COM Stock 842587107 1,299 4 0.31 91 1.11 0.0168
2023-05-17 2023-03-31 13F/A-1 SOUTHERN CO COM Stock 842587107 1,295 1,295 90 0.0160
2023-05-15 2023-03-31 13F SOUTHERN CO COM Stock 842587107 1,295 1,295 90 0.0160
2022-11-14 2022-09-30 13F SOUTHERN CO COM COM 842587107 0 -42 -100.00 0 -100.00
2022-08-15 2022-06-30 13F SOUTHERN CO COM COM 842587107 42 -969 -95.85 3 -95.89 0.0007
2022-05-13 2022-03-31 13F SOUTHERN CO COM Stock 842587107 1,011 1,011 73 0.0155
2022-02-14 2021-12-31 13F SOUTHERN CO COM Stock 842587107 0 -42 -100.00 0 -100.00
2021-11-15 2021-09-30 13F SOUTHERN CO COM Stock 842587107 42 42 3 0.0007
2021-08-16 2021-06-30 13F SOUTHERN CO COM Stock 842587107 0 -887 -100.00 0 -100.00
2021-05-10 2021-03-31 13F SOUTHERN CO COM Stock 842587107 887 64 7.78 56 33.33 0.0145
2020-07-27 2020-06-30 13F SOUTHERN CO COM Stock 842587107 823 3 0.37 42 -4.55 0.0139
2020-04-27 2020-03-31 13F SOUTHERN CO COM Stock 842587107 820 3 0.37 44 -15.38 0.0174
2020-01-29 2019-12-31 13F SOUTHERN CO COM Stock 842587107 817 3 0.37 52 1.96 0.0166
2019-11-12 2019-09-30 13F SOUTHERN CO COM Stock 842587107 814 4 0.49 51 15.91 0.0177
2019-08-07 2019-06-30 13F SOUTHERN CO COM Stock 842587107 810 3 0.37 44 4.76 0.0164
2019-05-07 2019-03-31 13F SOUTHERN CO COM Stock 842587107 807 42 5.49 42 23.53 0.0176
2019-02-04 2018-12-31 13F SOUTHERN CO COM Stock 842587107 765 -7,004 -90.15 34 -89.97 0.0176
2018-11-13 2018-09-30 13F SOUTHERN CO COM Stock 842587107 7,769 -707 -8.34 339 -13.74 0.1568
2018-08-13 2018-06-30 13F SOUTHERN CO COM COM 842587107 8,476 1 0.01 393 3.97 0.2185
2018-04-30 2018-03-31 13F SOUTHERN CO COM COM 842587107 8,475 0 0.00 378 -7.13 0.2241
2018-02-22 2017-12-31 13F SOUTHERN CO COM COM 842587107 8,475 8,475 407 0.2925
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.