The Southern Company
IT ˙ BIT ˙ US8425871071
78,00 € 0,00 (0,00%)
2026-06-03
AKTIENPREIS
SecurityIT:1SO / The Southern Company
InstitutionBeacon Pointe Advisors, LLC
Latest Disclosed Ownership97,001 shares
Latest Disclosed Value $ 9,362,529
Beacon Pointe Advisors, LLC reports 28.52% increase in ownership of 1SO / The Southern Company

On May 15, 2026 - Beacon Pointe Advisors, LLC filed a 13F-HR form disclosing ownership of 97,001 shares of The Southern Company (IT:1SO) valued at $8,370,216 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 75,477 shares of The Southern Company. This represents a change in shares of 28.52% during the quarter. The current value of the position is $7,566,078 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.

Upgrade to unlock premium data and export to Excel .

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 97,001 21,524 28.52 9,363 42.26 0.0495
2026-02-18 2025-12-31 13F SOUTHERN COM 842587107 75,477 1,186 1.60 6,582 -6.52 0.0461
2025-11-14 2025-09-30 13F SOUTHERN COM 842587107 74,291 -14,358 -16.20 7,041 -13.51 0.0596
2025-08-13 2025-06-30 13F SOUTHERN COM 842587107 88,649 2,061 2.38 8,141 2.25 0.0850
2025-05-13 2025-03-31 13F SOUTHERN COM 842587107 86,588 -2 -0.00 7,962 11.69 0.0894
2025-02-14 2024-12-31 13F SOUTHERN COM 842587107 86,590 -913 -1.04 7,128 -9.66 0.0790
2024-11-14 2024-09-30 13F SOUTHERN COM 842587107 87,503 -15,284 -14.87 7,891 -1.04 0.0910
2024-08-12 2024-06-30 13F SOUTHERN COM 842587107 102,787 -1,803 -1.72 7,973 6.26 0.0943
2024-05-14 2024-03-31 13F SOUTHERN COM 842587107 104,590 -1,335 -1.26 7,503 1.02 0.0834
2024-02-08 2023-12-31 13F SOUTHERN COM 842587107 105,925 -23,953 -18.44 7,428 -11.64 0.0888
2023-11-14 2023-09-30 13F SOUTHERN COM 842587107 129,878 58,223 81.25 8,406 67.00 0.1047
2023-08-14 2023-06-30 13F SOUTHERN COM 842587107 71,655 -33,513 -31.87 5,034 -31.21 0.0822
2023-05-12 2023-03-31 13F SOUTHERN COM 842587107 105,168 32,698 45.12 7,318 41.39 0.1247
2023-02-14 2022-12-31 13F SOUTHERN COM 842587107 72,470 15,521 27.25 5,175 33.69 0.1004
2022-11-09 2022-09-30 13F SOUTHERN COM 842587107 56,949 -884 -1.53 3,871 -6.23 0.0866
2022-08-11 2022-06-30 13F SOUTHERN COM 842587107 57,833 -28,384 -32.92 4,128 -33.97 0.0871
2022-05-17 2022-03-31 13F SOUTHERN COM 842587107 86,217 65,568 317.54 6,252 341.53 0.0857
2022-02-14 2021-12-31 13F SOUTHERN COM 842587107 20,649 -33,581 -61.92 1,416 -57.87 0.0369
2021-11-15 2021-09-30 13F SOUTHERN COM 842587107 54,230 31,871 142.54 3,361 148.41 0.0829
2021-08-17 2021-06-30 13F SOUTHERN COM 842587107 22,359 12,849 135.11 1,353 129.71 0.0479
2021-05-18 2021-03-31 13F SOUTHERN COM 842587107 9,510 -1,242 -11.55 589 -10.89 0.0362
2021-02-12 2020-12-31 13F SOUTHERN COM 842587107 10,752 2,955 37.90 661 56.26 0.0452
2020-11-16 2020-09-30 13F SOUTHERN COM 842587107 7,797 -2,291 -22.71 423 -19.43 0.0409
2020-08-14 2020-06-30 13F SOUTHERN COM 842587107 10,088 3,253 47.59 525 41.13 0.0526
2020-05-15 2020-03-31 13F SOUTHERN COM 842587107 6,835 2,986 77.58 372 51.22 0.0593
2020-02-14 2019-12-31 13F SOUTHERN COM 842587107 3,849 3,849 246 0.0762
2019-11-14 2019-09-30 13F SOUTHERN COM 842587107 0 -3,960 -100.00 0 -100.00
2019-08-14 2019-06-30 13F SOUTHERN COM 842587107 3,960 3,960 219 0.0799
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.