The Southern Company
IT ˙ BIT ˙ US8425871071
78,00 € 0,00 (0,00%)
2026-06-03
AKTIENPREIS
SecurityIT:1SO / The Southern Company
InstitutionBoston Partners
Latest Disclosed Ownership40,704 shares
Latest Disclosed Value $ 3,928,799
Boston Partners reports 7.12% increase in ownership of 1SO / The Southern Company

On May 11, 2026 - Boston Partners filed a 13F-HR form disclosing ownership of 40,704 shares of The Southern Company (IT:1SO) valued at $3,512,348 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 38,000 shares of The Southern Company. This represents a change in shares of 7.12% during the quarter. The current value of the position is $3,174,912 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)
2026-05-11 2026-03-31 13F SOUTHERN COM 842587107 40,704 2,704 7.12 3,929 18.56 0.0018
2026-02-13 2025-12-31 13F SOUTHERN COM 842587107 38,000 -998 -2.56 3,314 -10.34 0.0034
2025-11-13 2025-09-30 13F SOUTHERN COM 842587107 38,998 -139 -0.36 3,696 2.84 0.0038
2025-08-12 2025-06-30 13F/A-1 SOUTHERN COM 842587107 39,137 -272,913 -87.46 3,594 -87.48 0.0040
2025-08-07 2025-06-30 13F SOUTHERN COM 842587107 39,137 -272,913 3,594 0.0017
2025-05-13 2025-03-31 13F SOUTHERN COM 842587107 312,050 -43,947 -12.34 28,693 -2.09 0.0347
2025-02-11 2024-12-31 13F SOUTHERN COM 842587107 355,997 10,867 3.15 29,306 -5.84 0.0356
2024-11-12 2024-09-30 13F SOUTHERN COM 842587107 345,130 20,012 6.16 31,124 23.41 0.0367
2024-08-14 2024-06-30 13F SOUTHERN COM 842587107 325,118 -555,249 -63.07 25,219 -60.07 0.0313
2024-05-28 2024-03-31 13F/A-1 SOUTHERN COM 842587107 880,367 68,561 8.45 63,158 10.95 0.0752
2024-05-13 2024-03-31 13F SOUTHERN COM 842587107 880,367 68,561 63,158 0.0313
2024-02-07 2023-12-31 13F SOUTHERN COM 842587107 811,806 811,806 56,924 0.0754
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.