The Southern Company
IT ˙ BIT ˙ US8425871071
78,00 € 0,00 (0,00%)
2026-06-03
AKTIENPREIS
SecurityIT:1SO / The Southern Company
InstitutionClarius Group, LLC
Latest Disclosed Ownership3,576 shares
Latest Disclosed Value $ 311,827
Clarius Group, LLC reports 0.06% increase in ownership of 1SO / The Southern Company

On January 14, 2026 - Clarius Group, LLC filed a 13F-HR form disclosing ownership of 3,576 shares of The Southern Company (IT:1SO) valued at $266,984 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 14, 2025 disclosing 3,574 shares of The Southern Company. This represents a change in shares of 0.06% during the quarter. The current value of the position is $278,928 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)
2026-01-14 2025-12-31 13F SOUTHERN COM 842587107 3,576 2 0.06 312 -7.99 0.0178
2025-10-14 2025-09-30 13F SOUTHERN COM 842587107 3,574 -2,341 -39.58 339 -37.75 0.0201
2025-07-22 2025-06-30 13F SOUTHERN COM 842587107 5,915 -587 -9.03 543 -9.05 0.0317
2025-04-18 2025-03-31 13F SOUTHERN COM 842587107 6,502 -39 -0.60 598 10.97 0.0375
2025-01-16 2024-12-31 13F SOUTHERN COM 842587107 6,541 13 0.20 538 -8.19 0.0368
2024-10-09 2024-09-30 13F SOUTHERN COM 842587107 6,528 -228 -3.37 586 11.83 0.0411
2024-07-11 2024-06-30 13F SOUTHERN COM 842587107 6,756 -305 -4.32 524 3.56 0.0372
2024-04-17 2024-03-31 13F SOUTHERN COM 842587107 7,061 -2,032 -22.35 507 -20.57 0.0350
2024-01-29 2023-12-31 13F SOUTHERN COM 842587107 9,093 -413 -4.34 638 3.58 0.0529
2023-10-19 2023-09-30 13F SOUTHERN COM 842587107 9,506 -3,412 -26.41 615 -32.19 0.0586
2023-08-10 2023-06-30 13F SOUTHERN COM 842587107 12,918 828 6.85 907 7.85 0.0701
2023-04-17 2023-03-31 13F SOUTHERN COM 842587107 12,090 347 2.95 841 0.0714
2023-01-25 2022-12-31 13F SOUTHERN COM 842587107 11,743 738 6.71 1 -100.00 0.0756
2022-10-24 2022-09-30 13F SOUTHERN COM 842587107 11,005 184 1.70 748 -3.11 0.0748
2022-08-10 2022-06-30 13F SOUTHERN COM 842587107 10,821 209 1.97 772 6.04 0.0770
2022-04-08 2022-03-31 13F SOUTHERN COM 842587107 10,612 0 0.00 728 0.00 0.0576
2022-02-02 2021-12-31 13F SOUTHERN COM 842587107 10,612 152 1.45 728 12.35 0.0576
2021-10-18 2021-09-30 13F SOUTHERN COM 842587107 10,460 290 2.85 648 5.37 0.0580
2021-08-06 2021-06-30 13F SOUTHERN COM 842587107 10,170 10,170 615 0.0552
2021-04-27 2021-03-31 13F SOUTHERN COM 842587107 0 -8,202 -100.00 0 -100.00
2021-01-15 2020-12-31 13F SOUTHERN COM 842587107 8,202 1,142 16.18 504 31.59 0.0543
2020-10-09 2020-09-30 13F SOUTHERN COM 842587107 7,060 -1,137 -13.87 383 -9.88 0.0492
2020-07-08 2020-06-30 13F SOUTHERN COM 842587107 8,197 429 5.52 425 0.95 0.0596
2020-04-24 2020-03-31 13F SOUTHERN COM 842587107 7,768 172 2.26 421 -15.46 0.0794
2020-01-22 2019-12-31 13F SOUTHERN COM 842587107 7,596 959 14.45 498 21.46 0.0789
2019-10-22 2019-09-30 13F SOUTHERN COM 842587107 6,637 423 6.81 410 19.53 0.0752
2019-08-02 2019-06-30 13F SOUTHERN COM 842587107 6,214 1,291 26.22 343 35.04 0.0690
2019-05-14 2019-03-31 13F SOUTHERN COM 842587107 4,923 4,923 254 0.0618
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.