The Southern Company
DE ˙ XTRA ˙ US8425871071
77,72 € ↑0,30 (0,39%)
2026-06-04
AKTIENPREIS
SecurityDE:SOT / The Southern Company
InstitutionWebster Bank, N. A.
Latest Disclosed Ownership661 shares
Latest Disclosed Value $ 63,800
Webster Bank, N. A. ownership in SOT / The Southern Company

On April 17, 2026 - Webster Bank, N. A. filed a 13F-HR form disclosing ownership of 661 shares of The Southern Company (DE:SOT) valued at $55,828 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 661 shares of The Southern Company. This represents a change in shares of 0.00% during the quarter. The current value of the position is $51,373 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)
2026-04-17 2026-03-31 13F SOUTHERN COM 842587107 661 0 0.00 64 10.53 0.0058
2026-01-23 2025-12-31 13F SOUTHERN COM 842587107 661 -115 -14.82 58 -21.92 0.0054
2025-10-23 2025-09-30 13F SOUTHERN COM 842587107 776 0 0.00 74 2.82 0.0071
2025-07-08 2025-06-30 13F SOUTHERN COM 842587107 776 0 0.00 71 0.00 0.0074
2025-04-04 2025-03-31 13F SOUTHERN COM 842587107 776 -686 -46.92 71 -40.83 0.0078
2025-01-22 2024-12-31 13F Southern COM 842587107 1,462 177 13.77 120 4.35 0.0129
2024-10-10 2024-09-30 13F Southern COM 842587107 1,285 689 115.60 116 150.00 0.0123
2024-07-12 2024-06-30 13F Southern COM 842587107 596 0 0.00 46 9.52 0.0051
2024-04-16 2024-03-31 13F Southern COM 842587107 596 0 0.00 43 2.44 0.0048
2024-01-23 2023-12-31 13F Southern COM 842587107 596 0 0.00 42 7.89 0.0051
2023-10-10 2023-09-30 13F Southern COM 842587107 596 0 0.00 39 -7.32 0.0052
2023-07-13 2023-06-30 13F Southern COM 842587107 596 0 0.00 42 0.00 0.0054
2023-04-13 2023-03-31 13F Southern COM 842587107 596 0 0.00 41 0.0054
2023-01-18 2022-12-31 13F Southern COM 842587107 596 0 0.00 0 -100.00 0.0057
2022-10-24 2022-09-30 13F Southern COM 842587107 596 0 0.00 41 -2.38 0.0059
2022-07-12 2022-06-30 13F Southern COM 842587107 596 -436 -42.25 42 -44.74 0.0057
2022-04-13 2022-03-31 13F Southern COM 842587107 1,032 436 73.15 76 85.37 0.0055
2022-01-12 2021-12-31 13F Southern COM 842587107 596 0 0.00 41 10.81 0.0042
2021-10-12 2021-09-30 13F Southern COM 842587107 596 0 0.00 37 2.78 0.0041
2021-07-20 2021-06-30 13F Southern COM 842587107 596 0 0.00 36 -2.70 0.0039
2021-05-07 2021-03-31 13F Southern COM 842587107 596 0 0.00 37 0.00 0.0042
2021-01-07 2020-12-31 13F Southern COM 842587107 596 -9,064 -93.83 37 -92.94 0.0043
2020-10-22 2020-09-30 13F Southern COM 842587107 9,660 9,064 1,520.81 524 1,590.32 0.0688
2020-07-09 2020-06-30 13F Southern COM 842587107 596 0 0.00 31 -6.06 0.0044
2020-04-21 2020-03-31 13F Southern COM 842587107 596 -300 -33.48 33 -42.11 0.0055
2020-01-14 2019-12-31 13F Southern COM 842587107 896 -413 -31.55 57 -29.63 0.0073
2019-10-01 2019-09-30 13F Southern COM 842587107 1,309 0 0.00 81 12.50 0.0110
2019-07-11 2019-06-30 13F Southern COM 842587107 1,309 -200 -13.25 72 -7.69 0.0099
2019-04-10 2019-03-31 13F Southern COM 842587107 1,509 200 15.28 78 36.84 0.0112
2019-01-09 2018-12-31 13F Southern COM 842587107 1,309 0 0.00 57 0.00 0.0092
2018-10-12 2018-09-30 13F Southern COM 842587107 1,309 36 2.83 57 -3.39 0.0079
2018-07-12 2018-06-30 13F Southern COM 842587107 1,273 -281 -18.08 59 -14.49 0.0085
2018-04-19 2018-03-31 13F Southern COM 842587107 1,554 0 0.00 69 -8.00 0.0100
2018-01-23 2017-12-31 13F Southern COM 842587107 1,554 -153 -8.96 75 -10.71 0.0103
2017-10-12 2017-09-30 13F Southern COM 842587107 1,707 0 0.00 84 2.44 0.0122
2017-07-12 2017-06-30 13F Southern COM 842587107 1,707 0 0.00 82 -3.53 0.0121
2017-05-01 2017-03-31 13F Southern COM 842587107 1,707 0 0.00 85 1.19 0.0128
2017-02-15 2016-12-31 13F Southern COM 842587107 1,707 1,707 84 0.0123
2016-10-14 2016-09-30 13F SOUTHERN COMMON STOCK 842587107 0 -9,617 -100.00 0 -100.00
2016-07-11 2016-06-30 13F SOUTHERN COMMON STOCK 842587107 9,617 9,617 0.00 516 0.0757
2015-04-30 2015-03-31 13F SOUTHERN COMMON STOCK 842587107 0 -4,104 -100.00 0 -100.00
2015-01-15 2014-12-31 13F SOUTHERN COMMON STOCK 842587107 4,104 -5,119 -55.50 202 -50.12 0.0339
2014-04-11 2014-03-31 13F SOUTHERN COMMON STOCK 842587107 9,223 1,675 22.19 405 30.65 0.0559
2014-01-28 2013-12-31 13F SOUTHERN COMMON STOCK 842587107 7,548 -1,150 -13.22 310 -13.41 0.0434
2013-11-05 2013-09-30 13F SOUTHERN COMMON STOCK 842587107 8,698 -1,050 -10.77 358 -16.94 0.0551
2013-08-06 2013-06-30 13F SOUTHERN COMMON STOCK 842587107 9,748 9,748 431 0.0544
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.