The Southern Company
IT ˙ BIT ˙ US8425871071
78,00 € 0,00 (0,00%)
2026-06-03
AKTIENPREIS
SecurityIT:1SO / The Southern Company
InstitutionBogart Wealth, LLC
Latest Disclosed Ownership2,254 shares
Latest Disclosed Value $ 217,516
Bogart Wealth, LLC reports 9.10% increase in ownership of 1SO / The Southern Company

On April 28, 2026 - Bogart Wealth, LLC filed a 13F-HR form disclosing ownership of 2,254 shares of The Southern Company (IT:1SO) valued at $194,498 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 2,066 shares of The Southern Company. This represents a change in shares of 9.10% during the quarter. The current value of the position is $175,812 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)
2026-04-28 2026-03-31 13F SOUTHERN CO COM Stock 842587107 2,254 188 9.10 218 20.56 0.0084
2026-01-30 2025-12-31 13F SOUTHERN CO COM Stock 842587107 2,066 127 6.55 180 -1.64 0.0072
2025-10-27 2025-09-30 13F SOUTHERN CO COM Stock 842587107 1,939 21 1.09 184 3.98 0.0075
2025-07-30 2025-06-30 13F SOUTHERN CO COM Stock 842587107 1,918 260 15.68 176 15.79 0.0075
2025-05-02 2025-03-31 13F SOUTHERN CO COM Stock 842587107 1,658 97 6.21 152 18.75 0.0072
2025-01-30 2024-12-31 13F SOUTHERN CO COM Stock 842587107 1,561 13 0.84 129 -7.91 0.0061
2024-10-23 2024-09-30 13F SOUTHERN CO COM Stock 842587107 1,548 80 5.45 140 23.01 0.0066
2024-07-31 2024-06-30 13F SOUTHERN CO COM Stock 842587107 1,468 2 0.14 114 7.62 0.0058
2024-04-25 2024-03-31 13F SOUTHERN CO COM Stock 842587107 1,466 220 17.66 105 20.69 0.0054
2024-02-07 2023-12-31 13F SOUTHERN CO COM Stock 842587107 1,246 -18 -1.42 87 7.41 0.0049
2023-10-30 2023-09-30 13F SOUTHERN CO COM Stock 842587107 1,264 0 0.00 82 -7.95 0.0051
2023-07-31 2023-06-30 13F SOUTHERN CO COM Stock 842587107 1,264 -105 -7.67 89 -7.37 0.0056
2023-04-21 2023-03-31 13F SOUTHERN CO COM Stock 842587107 1,369 -344 -20.08 95 -22.13 0.0064
2023-02-06 2022-12-31 13F SOUTHERN CO COM Stock 842587107 1,713 -28 -1.61 122 3.39 0.0085
2022-11-03 2022-09-30 13F SOUTHERN CO COM Stock 842587107 1,741 152 9.57 118 4.42 0.0098
2022-07-22 2022-06-30 13F SOUTHERN CO COM Stock 842587107 1,589 0 0.00 113 -1.74 0.0099
2022-04-22 2022-03-31 13F SOUTHERN CO COM Stock 842587107 1,589 0 0.00 115 5.50 0.0098
2022-01-19 2021-12-31 13F SOUTHERN CO COM Stock 842587107 1,589 0 0.00 109 11.22 0.0098
2021-10-15 2021-09-30 13F SOUTHERN CO COM Stock 842587107 1,589 0 0.00 98 2.08 0.0100
2021-08-06 2021-06-30 13F SOUTHERN CO COM Stock 842587107 1,589 0 0.00 96 -3.03 0.0105
2021-04-16 2021-03-31 13F SOUTHERN CO COM Stock 842587107 1,589 0 0.00 99 2.06 0.0138
2021-01-14 2020-12-31 13F SOUTHERN CO COM Stock 842587107 1,589 0 0.00 97 12.79 0.0180
2020-10-06 2020-09-30 13F SOUTHERN CO COM Stock 842587107 1,589 -75 -4.51 86 0.00 0.0191
2020-07-08 2020-06-30 13F SOUTHERN CO COM Stock 842587107 1,664 0 0.00 86 -4.44 0.0202
2020-04-20 2020-03-31 13F SOUTHERN CO COM Stock 842587107 1,664 4 0.24 90 -15.09 0.0245
2020-02-10 2019-12-31 13F SOUTHERN CO COM Stock 842587107 1,660 0 0.00 106 2.91 0.0339
2019-11-06 2019-09-30 13F/A-1 SOUTHERN CO COM Stock 842587107 1,660 -28 -1.66 103 10.75 0.0507
2019-10-10 2019-09-30 13F SOUTHERN CO COM Stock 842587107 1,660 -28 103 0.0474
2019-07-11 2019-06-30 13F SOUTHERN CO COM Stock 842587107 1,688 0 0.00 93 6.90 0.0562
2019-04-08 2019-03-31 13F SOUTHERN CO COM Stock 842587107 1,688 0 0.00 87 17.57 0.0420
2019-01-15 2018-12-31 13F SOUTHERN CO COM Stock 842587107 1,688 0 0.00 74 0.00 0.0369
2018-10-16 2018-09-30 13F SOUTHERN CO COM Stock 842587107 1,688 -70 -3.98 74 -8.64 0.0428
2018-07-13 2018-06-30 13F SOUTHERN CO COM Stock 842587107 1,758 0 0.00 81 2.53 0.0493
2018-04-12 2018-03-31 13F SOUTHERN CO COM Stock 842587107 1,758 -910 -34.11 79 -38.28 0.0457
2018-01-10 2017-12-31 13F SOUTHERN CO COM Stock 842587107 2,668 -6,420 -70.64 128 -71.62 0.0820
2017-10-12 2017-09-30 13F SOUTHERN CO COM Stock 842587107 9,088 -607 -6.26 451 -2.80 0.3336
2017-09-19 2017-06-30 13F SOUTHERN CO COM Stock 842587107 9,695 976 11.19 464 6.91 0.2975
2017-09-19 2017-03-31 13F SOUTHERN CO COM Stock 842587107 8,719 1,866 27.23 434 28.78 0.2887
2017-08-30 2016-12-31 13F SOUTHERN CO COM Stock 842587107 6,853 6,853 337 0.2282
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.