The Southern Company
IT ˙ BIT ˙ US8425871071
78,00 € 0,00 (0,00%)
2026-06-03
AKTIENPREIS
SecurityIT:1SO / The Southern Company
InstitutionAmalgamated Bank
Latest Disclosed Ownership205,421 shares
Latest Disclosed Value $ 19,827
Amalgamated Bank reports 0.87% increase in ownership of 1SO / The Southern Company

On May 8, 2026 - Amalgamated Bank filed a 13F-HR form disclosing ownership of 205,421 shares of The Southern Company (IT:1SO) valued at $17,725,778 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 203,644 shares of The Southern Company. This represents a change in shares of 0.87% during the quarter. The current value of the position is $16,022,838 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)
2026-05-08 2026-03-31 13F SOUTHERN COM 842587107 205,421 1,777 0.87 20 11.76 0.1517
2026-02-05 2025-12-31 13F SOUTHERN COM 842587107 203,644 -9,668 -4.53 18 -15.00 0.1282
2025-10-29 2025-09-30 13F SOUTHERN COM 842587107 213,312 -3,481 -1.61 20 5.26 0.1444
2025-08-04 2025-06-30 13F SOUTHERN COM 842587107 216,793 26 0.01 20 0.00 0.1537
2025-04-25 2025-03-31 13F SOUTHERN COM 842587107 216,767 2,067 0.96 20 11.76 0.1706
2025-02-04 2024-12-31 13F SOUTHERN COM 842587107 214,700 -3,042 -1.40 18 -10.53 0.1451
2024-10-30 2024-09-30 13F SOUTHERN COM 842587107 217,742 -3,153 -1.43 20 11.76 0.1617
2024-08-12 2024-06-30 13F SOUTHERN COM 842587107 220,895 -3,772 -1.68 17 6.25 0.1459
2024-04-23 2024-03-31 13F SOUTHERN COM 842587107 224,667 -40,375 -15.23 16 -11.11 0.1378
2024-02-06 2023-12-31 13F SOUTHERN COM 842587107 265,042 -13,065 -4.70 19 5.88 0.1483
2023-11-08 2023-09-30 13F SOUTHERN COM 842587107 278,107 -2,944 -1.05 18 -10.53 0.1532
2023-08-11 2023-06-30 13F SOUTHERN COM 842587107 281,051 -6,599 -2.29 20 -5.00 0.1598
2023-05-02 2023-03-31 13F SOUTHERN COM 842587107 287,650 3,836 1.35 20 0.00 0.1706
2023-02-10 2022-12-31 13F SOUTHERN COM 842587107 283,814 1,852 0.66 20 -99.90 0.1807
2022-11-09 2022-09-30 13F SOUTHERN COM 842587107 281,962 7,562 2.76 19,173 -2.01 0.1851
2022-08-15 2022-06-30 13F SOUTHERN COM 842587107 274,400 8,646 3.25 19,567 1.54 0.1824
2022-08-25 2022-03-31 13F/A-1 SOUTHERN COM 842587107 265,754 -19,009 -6.68 19,270 -1.33 0.1497
2022-06-30 2022-03-31 13F THE SOUTHERN COM 842587107 265,754 -19,009 19,270 0.1530
2022-02-15 2021-12-31 13F/A-1 THE SOUTHERN COM 842587107 284,763 -3,762 -1.30 19,529 9.22 0.1441
2022-02-15 2021-12-31 13F THE SOUTHERN COM 842587107 284,763 -3,762 19,529 0.1441
2021-10-29 2021-09-30 13F THE SOUTHERN COM 842587107 288,525 -10,092 -3.38 17,880 -1.05 0.1510
2021-08-16 2021-06-30 13F THE SOUTHERN COM 842587107 298,617 240,882 417.22 18,069 403.46 0.1448
2021-05-13 2021-03-31 13F THE SOUTHERN COM 842587107 57,735 -2,122 -3.55 3,589 -2.39 0.1346
2021-02-12 2020-12-31 13F THE SOUTHERN COM 842587107 59,857 -143 -0.24 3,677 13.03 0.1394
2020-10-30 2020-09-30 13F THE SOUTHERN COM 842587107 60,000 -1,235 -2.02 3,253 2.46 0.1414
2020-08-10 2020-06-30 13F THE SOUTHERN COM 842587107 61,235 -91,720 -59.97 3,175 -61.66 0.1469
2020-05-13 2020-03-31 13F THE SOUTHERN COM 842587107 152,955 -5,910 -3.72 8,281 -18.17 0.2025
2020-02-13 2019-12-31 13F THE SOUTHERN COM 842587107 158,865 12,446 8.50 10,120 11.90 0.1862
2019-11-13 2019-09-30 13F THE SOUTHERN COM 842587107 146,419 -3,015 -2.02 9,044 9.48 0.1902
2019-08-14 2019-06-30 13F THE SOUTHERN COM 842587107 149,434 18,359 14.01 8,261 21.95 0.1928
2019-05-15 2019-03-31 13F THE SOUTHERN COM 842587107 131,075 3,926 3.09 6,774 21.31 0.1642
2019-02-15 2018-12-31 13F THE SOUTHERN COM 842587107 127,149 -84 -0.07 5,584 0.67 0.1582
2018-11-14 2018-09-30 13F THE SOUTHERN COM 842587107 127,233 -3,046 -2.34 5,547 -8.06 0.1372
2018-07-18 2018-06-30 13F THE SOUTHERN COM 842587107 130,279 6,122 4.93 6,033 8.80 0.1474
2018-05-22 2018-03-31 13F THE SOUTHERN COM 842587107 124,157 -1,521 -1.21 5,545 -8.26 0.1471
2018-02-13 2017-12-31 13F SOUTHERN COM 842587107 125,678 11,213 9.80 6,044 7.45 0.1635
2017-11-09 2017-09-30 13F SOUTHERN COM 842587107 114,465 2,174 1.94 5,625 4.63 0.1752
2017-08-10 2017-06-30 13F SOUTHERN COM 842587107 112,291 42,672 61.29 5,376 55.11 0.1762
2017-05-12 2017-03-31 13F SOUTHERN COM 842587107 69,619 6,684 10.62 3,466 11.95 0.1725
2017-02-14 2016-12-31 13F SOUTHERN COM 842587107 62,935 17,925 39.82 3,096 34.08 0.1399
2016-11-15 2016-09-30 13F/A-1 SOUTHERN COM 842587107 45,010 903 2.05 2,309 0.04 0.1340
2016-11-14 2016-09-30 13F SOUTHERN COM 842587107 20,010 1,027
2016-08-16 2016-06-30 13F SOUTHERN COM 842587107 44,107 11,596 35.67 2,308 37.22 0.1335
2016-05-11 2016-03-31 13F SOUTHERN COM 842587107 32,511 8,654 36.27 1,682 50.72 0.1639
2016-02-10 2015-12-31 13F SOUTHERN COM 842587107 23,857 -7,751 -24.52 1,116 -21.02 0.1377
2015-11-04 2015-09-30 13F SOUTHERN COM 842587107 31,608 895 2.91 1,413 9.79 0.1482
2015-07-10 2015-06-30 13F SOUTHERN COM 842587107 30,713 2,218 7.78 1,287 1.98 0.1264
2015-04-22 2015-03-31 13F SOUTHERN COM 842587107 28,495 28,495 0.00 1,262 0.1541
2015-01-29 2014-12-31 13F SOUTHERN COM 842587107 0 -24,681 -100.00 0 -100.00
2014-11-14 2014-09-30 13F SOUTHERN COM 842587107 24,681 189 0.77 1,077 -3.06 0.1603
2014-08-11 2014-06-30 13F SOUTHERN COM 842587107 24,492 3,287 15.50 1,111 19.21 0.1676
2014-05-12 2014-03-31 13F SOUTHERN COM 842587107 21,205 -389 -1.80 932 4.95 0.1606
2014-02-13 2013-12-31 13F SOUTHERN COM 842587107 21,594 -190 -0.87 888 -1.00 0.1509
2013-11-14 2013-09-30 13F SOUTHERN COM 842587107 21,784 -515 -2.31 897 -8.84 0.2882
2013-08-15 2013-06-30 13F SOUTHERN COM 842587107 22,299 1,673 8.11 984 1.65 0.3606
2014-02-13 2013-03-31 13F SOUTHERN COM 842587107 20,626 1,210 6.23 968 16.49 0.2747
2014-02-11 2012-12-31 13F SOUTHERN COM 842587107 19,416 7,401 61.60 831 50.00 0.3461
2014-02-11 2012-09-30 13F SOUTHERN COM 842587107 12,015 376 3.23 554 2.78 0.3518
2014-02-11 2012-06-30 13F SOUTHERN COM 842587107 11,639 262 2.30 539 5.48 0.3870
2014-02-11 2012-03-31 13F SOUTHERN COM 842587107 11,377 -545 -4.57 511 -7.43 0.3549
2014-02-11 2011-12-31 13F SOUTHERN COM 842587107 11,922 0 0.00 552 9.31 0.3967
2014-02-11 2011-09-30 13F SOUTHERN COM 842587107 11,922 896 8.13 505 13.48 0.4138
2014-02-11 2011-06-30 13F SOUTHERN COM 842587107 11,026 122 1.12 445 6.97 0.3221
2014-02-11 2011-03-31 13F SOUTHERN COM 842587107 10,904 -536 -4.69 416 -4.81 0.3023
2014-02-11 2010-12-31 13F SOUTHERN COM 842587107 11,440 11,440 437 0.3346
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.