The Southern Company
DE ˙ XTRA ˙ US8425871071
77,72 € ↑0,30 (0,39%)
2026-06-04
AKTIENPREIS
SecurityDE:SOT / The Southern Company
InstitutionFmr Llc
Latest Disclosed Ownership22,887,934 shares
Latest Disclosed Value $ 2,209,143,439
Fmr Llc reports 0.52% decrease in ownership of SOT / The Southern Company

On May 15, 2026 - Fmr Llc filed a 13F-HR form disclosing ownership of 22,887,934 shares of The Southern Company (DE:SOT) valued at $1,933,114,906 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 23,006,431 shares of The Southern Company. This represents a change in shares of -0.52% during the quarter. The current value of the position is $1,778,850,230 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 22,887,934 -118,497 -0.52 2,209,143 10.12 0.0231
2026-02-17 2025-12-31 13F SOUTHERN COM 842587107 23,006,431 -1,498,859 -6.12 2,006,161 -13.62 0.1023
2025-11-13 2025-09-30 13F SOUTHERN COM 842587107 24,505,290 -236,174 -0.95 2,322,366 2.22 0.1208
2025-08-14 2025-06-30 13F SOUTHERN COM 842587107 24,741,464 -4,280,489 -14.75 2,272,009 -14.86 0.1281
2025-05-12 2025-03-31 13F SOUTHERN COM 842587107 29,021,953 805,977 2.86 2,668,569 14.89 0.1704
2025-02-13 2024-12-31 13F SOUTHERN COM 842587107 28,215,976 -1,159,616 -3.95 2,322,739 -12.32 0.1386
2024-11-13 2024-09-30 13F SOUTHERN COM 842587107 29,375,592 -1,018,607 -3.35 2,649,091 12.36 0.1612
2024-08-13 2024-06-30 13F SOUTHERN COM 842587107 30,394,199 -2,618,016 -7.93 2,357,678 -0.45 0.1509
2024-05-13 2024-03-31 13F SOUTHERN COM 842587107 33,012,215 -3,286,303 -9.05 2,368,296 -6.95 0.1590
2024-02-13 2023-12-31 13F SOUTHERN COM 842587107 36,298,518 -2,608,242 -6.70 2,545,252 1.08 0.1955
2023-11-13 2023-09-30 13F SOUTHERN COM 842587107 38,906,760 1,838,857 4.96 2,518,045 -3.30 0.2176
2023-08-11 2023-06-30 13F SOUTHERN COM 842587107 37,067,903 2,348,417 6.76 2,604,020 7.79 0.2183
2023-08-11 2023-03-31 13F/A-1 SOUTHERN COM 842587107 34,719,486 2,906,914 9.14 2,415,782 6.34 0.2210
2023-05-11 2023-03-31 13F SOUTHERN COM 842587107 34,719,486 2,906,914 2,415,782 0.2210
2023-02-13 2022-12-31 13F SOUTHERN COM 842587107 31,812,572 -5,374,774 -14.45 2,271,736 -10.16 0.2257
2022-11-10 2022-09-30 13F SOUTHERN COM 842587107 37,187,346 2,270,284 6.50 2,528,741 1.56 0.2637
2022-08-12 2022-06-30 13F SOUTHERN COM 842587107 34,917,062 2,583,841 7.99 2,489,935 6.20 0.2481
2022-05-13 2022-03-31 13F SOUTHERN COM 842587107 32,333,221 6,793,401 26.60 2,344,482 33.85 0.1873
2022-02-14 2021-12-31 13F SOUTHERN COM 842587107 25,539,820 605,880 2.43 1,751,520 13.36 0.1293
2022-02-14 2021-09-30 13F/A-1 SOUTHERN COM 842587107 24,933,940 2,286,694 10.10 1,545,156 12.75 0.1225
2021-11-15 2021-09-30 13F SOUTHERN COM 842587107 24,933,940 2,286,694 1,545,156 0.1225
2021-08-13 2021-06-30 13F SOUTHERN COM 842587107 22,647,246 1,626,550 7.74 1,370,384 4.88 0.1074
2021-05-14 2021-03-31 13F SOUTHERN COM 842587107 21,020,696 1,270,445 6.43 1,306,647 7.70 0.1116
2021-02-08 2020-12-31 13F SOUTHERN COM 842587107 19,750,251 3,154,842 19.01 1,213,258 34.84 0.1079
2020-11-13 2020-09-30 13F SOUTHERN COM 842587107 16,595,409 2,216,945 15.42 899,804 20.69 0.0910
2020-08-24 2020-06-30 13F/A-1 SOUTHERN COM 842587107 14,378,464 1,420,920 10.97 745,524 6.27 0.0820
2020-08-13 2020-06-30 13F SOUTHERN COM 842587107 14,378,464 13,919,064 745,524 18,315.3430
2020-05-14 2020-03-31 13F SOUTHERN COM 842587107 12,957,544 -2,154,623 -14.26 701,521 -27.13 0.0971
2020-02-07 2019-12-31 13F SOUTHERN COM 842587107 15,112,167 -1,080,453 -6.67 962,645 -3.76 0.1062
2019-11-13 2019-09-30 13F SOUTHERN COM 842587107 16,192,620 645,631 4.15 1,000,218 16.38 0.1200
2019-08-13 2019-06-30 13F SOUTHERN COM 842587107 15,546,989 2,639,967 20.45 859,437 28.84 0.1004
2019-05-13 2019-03-31 13F SOUTHERN COM 842587107 12,907,022 2,503,587 24.07 667,035 45.99 0.0799
2019-02-13 2018-12-31 13F SOUTHERN COM 842587107 10,403,435 1,785,854 20.72 456,919 21.61 0.0626
2018-11-09 2018-09-30 13F SOUTHERN COM 842587107 8,617,581 1,896,970 28.23 375,726 20.72 0.0423
2018-08-10 2018-06-30 13F SOUTHERN COM 842587107 6,720,611 451,664 7.20 311,231 11.17 0.0367
2018-05-14 2018-03-31 13F SOUTHERN COM 842587107 6,268,947 832,782 15.32 279,972 7.09 0.0332
2018-02-12 2017-12-31 13F SOUTHERN COM 842587107 5,436,165 -2,467,259 -31.22 261,425 -32.69 0.0306
2017-11-13 2017-09-30 13F SOUTHERN COM 842587107 7,903,424 2,166,030 37.75 388,374 41.38 0.0470
2017-08-29 2017-06-30 13F/A-1 SOUTHERN COM 842587107 5,737,394 -370,327 -6.06 274,707 -9.65 0.0341
2017-08-11 2017-06-30 13F SOUTHERN COM 842587107 5,737,394 -370,327 274,707
2017-05-11 2017-03-31 13F SOUTHERN COM 842587107 6,107,721 675,303 12.43 304,042 13.78 0.0386
2017-02-10 2016-12-31 13F SOUTHERN COM 842587107 5,432,418 2,045,418 60.39 267,220 53.79 0.0357
2016-11-14 2016-09-30 13F SOUTHERN COM 842587107 3,387,000 -5,072,066 -59.96 173,753 -61.70 0.0231
2016-08-11 2016-06-30 13F SOUTHERN COM 842587107 8,459,066 -726,129 -7.91 453,660 -4.52 0.0619
2016-05-16 2016-03-31 13F SOUTHERN COM 842587107 9,185,195 79,946 0.88 475,150 11.53 0.0657
2016-02-12 2015-12-31 13F SOUTHERN COM 842587107 9,105,249 -326,264 -3.46 426,034 1.05 0.0573
2015-11-10 2015-09-30 13F SOUTHERN COM 842587107 9,431,513 536,058 6.03 421,588 13.11 0.0600
2015-08-25 2015-06-30 13F/A-1 SOUTHERN COM 842587107 8,895,455 612,228 7.39 372,719 1.62 0.0478
2015-08-13 2015-06-30 13F SOUTHERN COM 842587107 8,895,455 372,719
2015-05-14 2015-03-31 13F SOUTHERN COM 842587107 8,283,227 -2,045,731 -19.81 366,781 -27.69 0.0467
2015-02-17 2014-12-31 13F SOUTHERN COM 842587107 10,328,958 121,564 1.19 507,256 13.85 0.0660
2014-11-14 2014-09-30 13F SOUTHERN COM 842587107 10,207,394 441,060 4.52 445,553 0.53 0.0603
2014-08-14 2014-06-30 13F SOUTHERN COM 842587107 9,766,334 -627,287 -6.04 443,196 -2.96 0.0594
2014-05-15 2014-03-31 13F SOUTHERN COM 842587107 10,393,621 2,309,864 28.57 456,696 37.42 0.0634
2014-02-13 2013-12-31 13F SOUTHERN COM 842587107 8,083,757 3,576,540 79.35 332,324 79.05 0.0470
2013-11-14 2013-09-30 13F SOUTHERN COM 842587107 4,507,217 1,668,767 58.79 185,607 48.18 0.0284
2013-09-24 2013-06-30 13F/A-1 SOUTHERN COM 842587107 2,838,450 2,838,450 125,261 0.0205
2013-08-14 2013-06-30 13F SOUTHERN COM 842587107 2,838,450 125,261 0.0205
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.