The Southern Company
DE ˙ XTRA ˙ US8425871071
77,42 € ↑0,20 (0,26%)
2026-06-03
AKTIENPREIS
SecurityDE:SOT / The Southern Company
InstitutionFca Corp /tx
Latest Disclosed Ownership15,613 shares
Latest Disclosed Value $ 1,506,957
Fca Corp /tx reports 6.78% increase in ownership of SOT / The Southern Company

On May 14, 2026 - Fca Corp /tx filed a 13F-HR form disclosing ownership of 15,613 shares of The Southern Company (DE:SOT) valued at $1,318,674 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 14,621 shares of The Southern Company. This represents a change in shares of 6.78% during the quarter. The current value of the position is $1,208,758 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)
2026-05-14 2026-03-31 13F SOUTHERN COM 842587107 15,613 992 6.78 1,507 18.21 0.4118
2026-02-11 2025-12-31 13F SOUTHERN COM 842587107 14,621 -772 -5.02 1,275 -12.62 0.3599
2025-11-14 2025-09-30 13F SOUTHERN COM 842587107 15,393 365 2.43 1,459 5.65 0.4051
2025-08-12 2025-06-30 13F SOUTHERN COM 842587107 15,028 -93 -0.62 1,380 -0.72 0.4132
2025-05-13 2025-03-31 13F SOUTHERN COM 842587107 15,121 537 3.68 1,390 15.83 0.4433
2025-02-11 2024-12-31 13F SOUTHERN COM 842587107 14,584 23 0.16 1,201 -8.61 0.3749
2024-11-13 2024-09-30 13F SOUTHERN COM 842587107 14,561 14,561 1,313 0.4027
2017-08-04 2017-06-30 13F Southern COM 842587107 0 -50,107 -100.00 0 -100.00
2017-05-08 2017-03-31 13F Southern COM 842587107 50,107 990 2.02 2,494 3.23 1.1755
2017-02-09 2016-12-31 13F Southern COM 842587107 49,117 181 0.37 2,416 -3.75 1.2021
2016-11-09 2016-09-30 13F Southern COM 842587107 48,936 -427 -0.87 2,510 -5.18 1.2988
2016-08-04 2016-06-30 13F Southern COM 842587107 49,363 -1,973 -3.84 2,647 -0.34 1.3515
2016-05-13 2016-03-31 13F Southern COM 842587107 51,336 -1,515 -2.87 2,656 7.40 1.4106
2016-02-05 2015-12-31 13F Southern COM 842587107 52,851 -12 -0.02 2,473 4.66 1.4357
2015-11-09 2015-09-30 13F Southern COM 842587107 52,863 1,991 3.91 2,363 10.83 1.3725
2015-08-11 2015-06-30 13F SOUTHERN COM 842587107 50,872 16,024 45.98 2,132 38.17 1.1772
2015-05-12 2015-03-31 13F SOUTHERN COM 842587107 34,848 383 1.11 1,543 -8.86 0.8345
2015-02-13 2014-12-31 13F SOUTHERN COM 842587107 34,465 455 1.34 1,693 14.01 0.9690
2014-11-17 2014-09-30 13F SOUTHERN COM 842587107 34,010 1,750 5.42 1,485 1.43 0.8292
2014-08-14 2014-06-30 13F/A-1 SOUTHERN ADR 842587107 32,260 0 1,464 803,922.9684
2014-09-08 2014-06-30 13F/A-2 SOUTHERN COM 842587107 32,260 4,710 17.10 1,464 20.89 0.8040
2014-08-12 2014-06-30 13F SOUTHERN ADR 842587107 32,260 1,519
2014-09-08 2014-03-31 13F/A-1 SOUTHERN COM 842587107 27,550 27,550 1,211 0.7392
2014-05-14 2014-03-31 13F SOUTHERN COM 842587107 27,550 1,211
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.