The Southern Company
DE ˙ XTRA ˙ US8425871071
77,72 € ↑0,30 (0,39%)
2026-06-04
AKTIENPREIS
SecurityDE:SOT / The Southern Company
InstitutionCohen & Steers, Inc.
Latest Disclosed Ownership691,562 shares
Latest Disclosed Value $ 66,750
Cohen & Steers, Inc. ownership in SOT / The Southern Company

On May 15, 2026 - Cohen & Steers, Inc. filed a 13F-HR form disclosing ownership of 691,562 shares of The Southern Company (DE:SOT) valued at $58,409,327 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 691,562 shares of The Southern Company. This represents a change in shares of 0.00% during the quarter. The current value of the position is $53,748,199 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)
2026-05-15 2026-03-31 13F Southern COM 842587107 691,562 0 0.00 67 10.00 0.1159
2026-02-13 2025-12-31 13F Southern COM 842587107 691,562 -46,648 -6.32 60 -13.04 0.1090
2025-11-14 2025-09-30 13F Southern COM 842587107 738,210 -380,116 -33.99 70 -32.35 0.1262
2025-08-14 2025-06-30 13F Southern COM 842587107 1,118,326 500 0.04 103 0.00 0.1883
2025-05-15 2025-03-31 13F Southern COM 842587107 1,117,826 1,730 0.16 103 12.09 0.1900
2025-02-13 2024-12-31 13F Southern COM 842587107 1,116,096 -455,797 -29.00 92 -35.46 0.1740
2024-11-14 2024-09-30 13F Southern COM 842587107 1,571,893 -845,906 -34.99 142 -24.60 0.2522
2024-08-13 2024-06-30 13F Southern COM 842587107 2,417,799 -61,031 -2.46 188 5.65 0.3932
2024-05-15 2024-03-31 13F Southern COM 842587107 2,478,830 -24,840 -0.99 178 1.14 0.3722
2024-02-14 2023-12-31 13F Southern COM 842587107 2,503,670 -9,121 -0.36 176 8.02 0.3552
2023-11-14 2023-09-30 13F Southern COM 842587107 2,512,791 1,459,237 138.51 163 118.92 0.3739
2023-08-14 2023-06-30 13F Southern COM 842587107 1,053,554 0 0.00 74 1.37 0.1559
2023-05-15 2023-03-31 13F Southern COM 842587107 1,053,554 0 0.00 73 -99.90 0.1584
2023-02-14 2022-12-31 13F Southern COM 842587107 1,053,554 0 0.00 75,234 5.01 0.1661
2022-11-14 2022-09-30 13F Southern COM 842587107 1,053,554 -187,500 -15.11 71,642 -19.05 0.1603
2022-08-15 2022-06-30 13F Southern COM 842587107 1,241,054 0 0.00 88,500 -1.65 0.1738
2022-05-16 2022-03-31 13F Southern COM 842587107 1,241,054 0 0.00 89,989 5.73 0.1508
2022-02-14 2021-12-31 13F Southern COM 842587107 1,241,054 0 0.00 85,111 10.67 0.1383
2021-11-15 2021-09-30 13F Southern COM 842587107 1,241,054 0 0.00 76,908 2.41 0.1436
2021-08-16 2021-06-30 13F Southern COM 842587107 1,241,054 -1,617,768 -56.59 75,096 -57.74 0.1426
2021-05-17 2021-03-31 13F Southern COM 842587107 2,858,822 2,858,483 843,210.32 177,704 846,109.52 0.3808
2021-02-16 2020-12-31 13F Southern COM 842587107 339 339 21 0.0001
2015-08-14 2015-06-30 13F Southern COM 842587107 0 -84,357 -100.00 0 -100.00
2015-05-15 2015-03-31 13F Southern COM 842587107 84,357 84,357 3,735 0.0101
2015-02-17 2014-12-31 13F Southern COM 842587107 0 -75,260 -100.00 0 -100.00
2014-11-14 2014-09-30 13F Southern COM 842587107 75,260 -743,851 -90.81 3,285 -91.16 0.0099
2014-08-14 2014-06-30 13F Southern COM 842587107 819,111 -118,846 -12.67 37,171 -9.81 0.1065
2014-05-15 2014-03-31 13F Southern COM 842587107 937,957 46,813 5.25 41,214 12.50 0.1246
2014-02-14 2013-12-31 13F Southern COM 842587107 891,144 891,144 -21.45 36,635 -26.83 0.1197
2013-11-14 2013-09-30 13F Southern COM 842587107 0 -1,134,514 -100.00 0 -100.00
2013-08-14 2013-06-30 13F Southern COM 842587107 1,134,514 1,134,514 50,066 0.1556
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.