The Southern Company
IT ˙ BIT ˙ US8425871071
78,00 € 0,00 (0,00%)
2026-06-03
AKTIENPREIS
SecurityIT:1SO / The Southern Company
InstitutionBurney Co/
Latest Disclosed Ownership11,466 shares
Latest Disclosed Value $ 1,106,721
Burney Co/ reports 4.73% decrease in ownership of 1SO / The Southern Company

On April 29, 2026 - Burney Co/ filed a 13F-HR form disclosing ownership of 11,466 shares of The Southern Company (IT:1SO) valued at $989,401 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 12,035 shares of The Southern Company. This represents a change in shares of -4.73% during the quarter. The current value of the position is $894,348 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)
2026-04-29 2026-03-31 13F SOUTHERN COM 842587107 11,466 -569 -4.73 1,107 5.43 0.0346
2026-01-23 2025-12-31 13F SOUTHERN COM 842587107 12,035 604 5.28 1,049 -3.14 0.0327
2025-10-16 2025-09-30 13F SOUTHERN COM 842587107 11,431 -1 -0.01 1,083 3.24 0.0345
2025-08-05 2025-06-30 13F SOUTHERN COM 842587107 11,432 146 1.29 1,050 1.16 0.0355
2025-05-06 2025-03-31 13F SOUTHERN COM 842587107 11,286 -1,499 -11.72 1,038 -1.43 0.0378
2025-01-14 2024-12-31 13F SOUTHERN COM 842587107 12,785 -225 -1.73 1,052 -10.32 0.0372
2024-10-18 2024-09-30 13F SOUTHERN COM 842587107 13,010 -197 -1.49 1,173 14.55 0.0417
2024-07-29 2024-06-30 13F SOUTHERN COM 842587107 13,207 -59 -0.44 1,024 7.68 0.0391
2024-05-22 2024-03-31 13F SOUTHERN COM 842587107 13,266 -800 -5.69 952 -3.55 0.0363
2024-02-12 2023-12-31 13F SOUTHERN COM 842587107 14,066 -298 -2.07 986 6.14 0.0415
2023-11-08 2023-09-30 13F SOUTHERN COM 842587107 14,364 601 4.37 930 -3.83 0.0436
2023-08-09 2023-06-30 13F SOUTHERN COM 842587107 13,763 207 1.53 967 2.44 0.0443
2023-05-10 2023-03-31 13F SOUTHERN COM 842587107 13,556 20 0.15 943 -2.38 0.0465
2023-02-06 2022-12-31 13F SOUTHERN COM 842587107 13,536 0 0.00 967 5.00 0.0490
2022-11-15 2022-09-30 13F SOUTHERN COM 842587107 13,536 421 3.21 920 -1.60 0.0508
2022-08-12 2022-06-30 13F SOUTHERN COM 842587107 13,115 -87 -0.66 935 -2.30 0.0492
2022-05-09 2022-03-31 13F SOUTHERN COM 842587107 13,202 0 0.00 957 5.75 0.0393
2022-02-11 2021-12-31 13F SOUTHERN COM 842587107 13,202 1,324 11.15 905 22.96 0.0391
2021-11-12 2021-09-30 13F SOUTHERN COM 842587107 11,878 -152 -1.26 736 1.10 0.0345
2021-08-06 2021-06-30 13F SOUTHERN COM 842587107 12,030 -5 -0.04 728 -2.67 0.0339
2021-05-13 2021-03-31 13F SOUTHERN COM 842587107 12,035 1,755 17.07 748 18.54 0.0369
2021-02-11 2020-12-31 13F SOUTHERN COM 842587107 10,280 0 0.00 631 13.29 0.0346
2020-12-14 2020-09-30 13F SOUTHERN COM 842587107 10,280 -2,247 -17.94 557 -14.31 0.0345
2020-08-13 2020-06-30 13F SOUTHERN COM 842587107 12,527 -245 -1.92 650 -5.93 0.0422
2020-05-13 2020-03-31 13F SOUTHERN COM 842587107 12,772 -915 -6.69 691 -20.76 0.0531
2020-02-14 2019-12-31 13F SOUTHERN COM 842587107 13,687 2,144 18.57 872 22.30 0.0481
2019-11-12 2019-09-30 13F SOUTHERN COM 842587107 11,543 -2,248 -16.30 713 -6.43 0.0427
2019-08-12 2019-06-30 13F SOUTHERN COM 842587107 13,791 1,152 9.11 762 16.69 0.0462
2019-05-13 2019-03-31 13F SOUTHERN COM 842587107 12,639 -653 -4.91 653 11.82 0.0405
2019-02-12 2018-12-31 13F SOUTHERN COM 842587107 13,292 360 2.78 584 3.55 0.0411
2018-11-13 2018-09-30 13F SOUTHERN COM 842587107 12,932 -3,658 -22.05 564 -26.56 0.0336
2018-08-13 2018-06-30 13F SOUTHERN COM 842587107 16,590 2,411 17.00 768 21.33 0.0450
2018-05-08 2018-03-31 13F SOUTHERN COM 842587107 14,179 -4,061 -22.26 633 -27.82 0.0392
2018-02-13 2017-12-31 13F SOUTHERN COM 842587107 18,240 4,448 32.25 877 29.93 0.0496
2017-11-13 2017-09-30 13F/A-1 Southern COM 842587107 13,792 2,001 16.97 675 18.63 0.0438
2017-11-09 2017-09-30 13F Southern COM 842587107 11,791 0 569
2017-08-09 2017-06-30 13F Southern COM 842587107 11,791 -2,296 -16.30 569 -18.83 0.0373
2017-05-11 2017-03-31 13F Southern COM 842587107 14,087 421 3.08 701 4.32 0.0462
2017-02-07 2016-12-31 13F Southern COM 842587107 13,666 174 1.29 672 -5.49 0.0457
2016-11-14 2016-09-30 13F Southern COM 842587107 13,492 -201 -1.47 711 -3.13 0.0502
2016-08-10 2016-06-30 13F Southern COM 842587107 13,693 3 0.02 734 3.67 0.0527
2016-05-02 2016-03-31 13F Southern COM 842587107 13,690 24 0.18 708 9.94 0.0516
2016-02-09 2015-12-31 13F Southern COM 842587107 13,666 -2,521 -15.57 644 -11.05 0.0477
2015-11-03 2015-09-30 13F Southern COM 842587107 16,187 504 3.21 724 10.20 0.0558
2015-08-10 2015-06-30 13F Southern COM 842587107 15,683 114 0.73 657 -4.64 0.0447
2015-05-12 2015-03-31 13F Southern COM 842587107 15,569 84 0.54 689 -9.34 0.0472
2015-02-11 2014-12-31 13F SO COM 842587107 15,485 864 5.91 760 19.12 0.0602
2014-11-12 2014-09-30 13F SO COM 842587107 14,621 3 0.02 638 -3.77 0.0547
2014-08-05 2014-06-30 13F/A-1 SO COM 842587107 14,618 -47 -0.32 663 2.95 0.0574
2014-08-04 2014-06-30 13F SO COM 842587107 14,618 663
2014-05-07 2014-03-31 13F/A-1 SO COM 842587107 14,665 1,283 9.59 644 17.09 0.0587
2014-05-06 2014-03-31 13F SUNOCOLOGIS COM 842587107 9,952 904
2014-02-03 2013-12-31 13F SO COM 842587107 13,382 410 3.16 550 3.00 0.0536
2013-11-04 2013-09-30 13F SO COM 842587107 12,972 -179 -1.36 534 -7.93 0.0597
2013-07-22 2013-06-30 13F SO COM 842587107 13,151 13,151 580 0.0724
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.