The Southern Company
DE ˙ XTRA ˙ US8425871071
77,42 € ↑0,20 (0,26%)
2026-06-03
AKTIENPREIS
SecurityDE:SOT / The Southern Company
InstitutionRiverview Trust Co
Latest Disclosed Ownership194 shares
Latest Disclosed Value $ 18,725
Riverview Trust Co ownership in SOT / The Southern Company

On May 1, 2026 - Riverview Trust Co filed a 13F-HR form disclosing ownership of 194 shares of The Southern Company (DE:SOT) valued at $16,385 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 194 shares of The Southern Company. This represents a change in shares of 0.00% during the quarter. The current value of the position is $15,019 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)
2026-05-01 2026-03-31 13F Southern Com 842587107 194 0 0.00 19 12.50 0.0162
2026-01-26 2025-12-31 13F Southern Com 842587107 194 0 0.00 17 -11.11 0.0204
2025-10-22 2025-09-30 13F Southern Com 842587107 194 0 0.00 18 5.88 0.0222
2025-07-21 2025-06-30 13F Southern Com 842587107 194 -1,673 -89.61 18 -90.06 0.0222
2025-04-11 2025-03-31 13F Southern Com 842587107 1,867 -22 -1.16 172 10.32 0.1694
2025-02-06 2024-12-31 13F Southern Com 842587107 1,889 7 0.37 156 -8.28 0.1414
2024-10-18 2024-09-30 13F Southern Com 842587107 1,882 15 0.80 170 17.36 0.1489
2024-07-16 2024-06-30 13F Southern Com 842587107 1,867 0 0.00 145 8.27 0.1373
2024-04-12 2024-03-31 13F Southern Com 842587107 1,867 1,867 134 0.1033
2024-01-24 2023-12-31 13F Southern Com 842587107 0 -1,867 -100.00 0 -100.00
2023-10-17 2023-09-30 13F Southern Com 842587107 1,867 0 0.00 121 -8.40 0.1071
2023-07-18 2023-06-30 13F Southern Com 842587107 1,867 0 0.00 131 1.55 0.1189
2023-04-20 2023-03-31 13F Southern Com 842587107 1,867 0 0.00 130 0.1194
2023-01-26 2022-12-31 13F Southern Com 842587107 1,867 1,066 133.08 0 -100.00 0.1258
2022-10-27 2022-09-30 13F Southern Com 842587107 801 0 0.00 54 -5.26 0.0523
2022-07-27 2022-06-30 13F Southern Com 842587107 801 0 0.00 57 -1.72 0.0497
2022-04-21 2022-03-31 13F Southern Com 842587107 801 607 312.89 58 346.15 0.0430
2022-01-19 2021-12-31 13F Southern Com 842587107 194 0 0.00 13 8.33 0.0076
2021-10-14 2021-09-30 13F Southern Com 842587107 194 0 0.00 12 0.00 0.0127
2021-07-16 2021-06-30 13F Southern Com 842587107 194 0 0.00 12 0.00 0.0127
2021-04-19 2021-03-31 13F Southern Com 842587107 194 0 0.00 12 0.00 0.0134
2021-01-22 2020-12-31 13F Southern Com 842587107 194 0 0.00 12 9.09 0.0133
2020-10-15 2020-09-30 13F Southern Com 842587107 194 0 0.00 11 10.00 0.0126
2020-07-08 2020-06-30 13F Southern Com 842587107 194 0 0.00 10 -9.09 0.0097
2020-04-15 2020-03-31 13F/A-1 Southern Com 842587107 194 0 0.00 11 -8.33 0.0106
2020-04-15 2020-03-31 13F Southern Com 842587107 194 0 12 6,402.1853
2020-01-10 2019-12-31 13F Southern Com 842587107 194 0 0.00 12 0.00 0.0081
2019-10-16 2019-09-30 13F Southern Com 842587107 194 0 0.00 12 9.09 0.0084
2019-07-12 2019-06-30 13F Southern Com 842587107 194 0 0.00 11 10.00 0.0077
2019-04-10 2019-03-31 13F Southern Com 842587107 194 194 10 0.0076
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.