The Southern Company
DE ˙ XTRA ˙ US8425871071
77,72 € ↑0,30 (0,39%)
2026-06-04
AKTIENPREIS
SecurityDE:SOT / The Southern Company
InstitutionEdgestream Partners, L.P.
Latest Disclosed Ownership100,794 shares
Latest Disclosed Value $ 9,728,637
Edgestream Partners, L.P. reports 1,790.36% increase in ownership of SOT / The Southern Company

On May 18, 2026 - Edgestream Partners, L.P. filed a 13F-HR form disclosing ownership of 100,794 shares of The Southern Company (DE:SOT) valued at $8,513,061 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 5,332 shares of The Southern Company. This represents a change in shares of 1,790.36% during the quarter. The current value of the position is $7,833,710 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)
2026-05-18 2026-03-31 13F SOUTHERN COM 842587107 100,794 95,462 1,790.36 9,729 1,996.55 0.3192
2026-02-13 2025-12-31 13F SOUTHERN COM 842587107 5,332 -81,093 -93.83 465 -94.33 0.0131
2025-11-12 2025-09-30 13F SOUTHERN COM 842587107 86,425 86,425 8,190 0.2394
2025-05-02 2025-03-31 13F SOUTHERN COM 842587107 0 -7,225 -100.00 0 -100.00
2025-02-07 2024-12-31 13F SOUTHERN COM 842587107 7,225 -81,184 -91.83 595 -92.55 0.0253
2024-11-14 2024-09-30 13F SOUTHERN COM 842587107 88,409 -43,536 -33.00 7,973 -22.10 0.3506
2024-08-09 2024-06-30 13F SOUTHERN COM 842587107 131,945 106,304 414.59 10,235 456.50 0.4927
2024-05-10 2024-03-31 13F SOUTHERN COM 842587107 25,641 525 2.09 1,839 4.43 0.0917
2024-02-14 2023-12-31 13F SOUTHERN COM 842587107 25,116 9,650 62.39 1,761 76.10 0.1268
2023-11-15 2023-09-30 13F SOUTHERN COM 842587107 15,466 15,466 1,001 0.0797
2023-08-10 2023-06-30 13F SOUTHERN COM 842587107 0 -16,957 -100.00 0 -100.00
2023-05-15 2023-03-31 13F SOUTHERN COM 842587107 16,957 -29,085 -63.17 1,180 -64.13 0.1303
2023-02-13 2022-12-31 13F SOUTHERN COM 842587107 46,042 32,212 232.91 3,288 249.68 0.3697
2022-11-14 2022-09-30 13F SOUTHERN COM 842587107 13,830 -75,735 -84.56 940 -85.28 0.0727
2022-08-12 2022-06-30 13F SOUTHERN COM 842587107 89,565 49,673 124.52 6,387 120.77 0.5035
2022-05-13 2022-03-31 13F SOUTHERN COM 842587107 39,892 29,644 289.27 2,893 311.52 0.2303
2022-02-15 2021-12-31 13F SOUTHERN COM 842587107 10,248 10,248 703 0.0438
2020-11-10 2020-09-30 13F SOUTHERN COM 842587107 0 -49,185 -100.00 0 -100.00
2020-08-11 2020-06-30 13F SOUTHERN COM 842587107 49,185 44,035 855.05 2,550 813.98 0.1341
2020-05-14 2020-03-31 13F SOUTHERN COM 842587107 5,150 5,150 279 0.0258
2019-11-08 2019-09-30 13F SOUTHERN COM 842587107 0 -23,179 -100.00 0 -100.00
2019-08-08 2019-06-30 13F SOUTHERN COM 842587107 23,179 23,179 1,281 0.1445
2019-02-14 2018-12-31 13F SOUTHERN COM 842587107 0 -59,020 -100.00 0 -100.00
2018-11-07 2018-09-30 13F SOUTHERN COM 842587107 59,020 11,483 24.16 2,573 16.90 0.4382
2018-08-09 2018-06-30 13F SOUTHERN COM 842587107 47,537 -2,564 -5.12 2,201 -1.65 0.4485
2018-05-15 2018-03-31 13F SOUTHERN COM 842587107 50,101 50,101 2,238 0.4392
2017-08-10 2017-06-30 13F SOUTHERN COM 842587107 0 -6,675 -100.00 0 -100.00
2017-05-15 2017-03-31 13F SOUTHERN COM 842587107 6,675 6,675 332 0.1463
2017-02-14 2016-12-31 13F SOUTHERN COM 842587107 0 -55,399 -100.00 0 -100.00
2016-11-14 2016-09-30 13F SOUTHERN COM 842587107 55,399 55,399 0.00 2,842 1.5649
2016-05-16 2016-03-31 13F SOUTHERN COM 842587107 0 -6,194 -100.00 0 -100.00
2016-02-16 2015-12-31 13F SOUTHERN COM 842587107 6,194 6,194 290 0.8278
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.