The Southern Company
IT ˙ BIT ˙ US8425871071
78,00 € 0,00 (0,00%)
2026-06-03
AKTIENPREIS
SecurityIT:1SO / The Southern Company
InstitutionIFG Advisory, LLC
Latest Disclosed Ownership1,785 shares
Latest Disclosed Value $ 172,307
IFG Advisory, LLC reports 98.45% decrease in ownership of 1SO / The Southern Company

On May 12, 2026 - IFG Advisory, LLC filed a 13F-HR form disclosing ownership of 1,785 shares of The Southern Company (IT:1SO) valued at $154,028 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 114,973 shares of The Southern Company. This represents a change in shares of -98.45% during the quarter. The current value of the position is $139,230 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)
2026-05-12 2026-03-31 13F SOUTHERN COM 842587107 1,785 -113,188 -98.45 172 -98.28 0.4939
2026-02-10 2025-12-31 13F SOUTHERN COM 842587107 114,973 -711 -0.61 10,026 -8.56 0.4368
2025-11-12 2025-09-30 13F SOUTHERN COM 842587107 115,684 12,643 12.27 10,963 15.86 0.4984
2025-08-04 2025-06-30 13F SOUTHERN COM 842587107 103,041 2,819 2.81 9,462 2.68 0.4749
2025-05-08 2025-03-31 13F SOUTHERN COM 842587107 100,222 862 0.87 9,215 12.67 0.5106
2025-02-14 2024-12-31 13F SOUTHERN COM 842587107 99,360 5,096 5.41 8,179 -3.78 0.4635
2024-10-30 2024-09-30 13F SOUTHERN Common Stock 842587107 94,264 772 0.83 8,501 17.21 0.5414
2024-07-30 2024-06-30 13F SOUTHERN Common Stock 842587107 93,492 3,995 4.46 7,252 12.96 0.4653
2024-05-06 2024-03-31 13F SOUTHERN Common Stock 842587107 89,497 1,906 2.18 6,421 4.54 0.4788
2024-01-17 2023-12-31 13F SOUTHERN Common Stock 842587107 87,591 1,436 1.67 6,142 10.15 0.4496
2023-11-13 2023-09-30 13F SOUTHERN Common Stock 842587107 86,155 6,972 8.80 5,576 0.23 0.4691
2023-07-21 2023-06-30 13F SOUTHERN Common Stock 842587107 79,183 2,410 3.14 5,563 4.14 0.4932
2023-04-26 2023-03-31 13F SOUTHERN Common Stock 842587107 76,773 6,430 9.14 5,342 106,720.00 0.4994
2023-01-31 2022-12-31 13F SOUTHERN Common Stock 842587107 70,343 -361 -0.51 5 -99.90 0.5001
2022-10-28 2022-09-30 13F SOUTHERN Common Stock 842587107 70,704 -906 -1.27 4,807 -5.82 0.4371
2022-08-04 2022-06-30 13F SOUTHERN Common Stock 842587107 71,610 -950 -1.31 5,104 -2.98 0.5421
2022-05-04 2022-03-31 13F SOUTHERN Common Stock 842587107 72,560 6,072 9.13 5,261 15.40 0.5309
2022-02-14 2021-12-31 13F SOUTHERN Common Stock 842587107 66,488 -1,600 -2.35 4,559 8.06 0.4442
2021-10-12 2021-09-30 13F SOUTHERN Common Stock 842587107 68,088 3,030 4.66 4,219 7.19 0.4546
2021-07-21 2021-06-30 13F SOUTHERN Common Stock 842587107 65,058 -1,143 -1.73 3,936 -4.35 0.4378
2021-04-19 2021-03-31 13F SOUTHERN Common Stock 842587107 66,201 1,728 2.68 4,115 3.91 0.5126
2021-02-08 2020-12-31 13F SOUTHERN Common Stock 842587107 64,473 -2,947 -4.37 3,960 8.34 0.5481
2020-11-02 2020-09-30 13F SOUTHERN Common Stock 842587107 67,420 154 0.23 3,655 4.82 0.5917
2020-08-10 2020-06-30 13F SOUTHERN Common Stock 842587107 67,266 13,111 24.21 3,487 18.97 0.6286
2020-05-11 2020-03-31 13F SOUTHERN Common Stock 842587107 54,155 12,197 29.07 2,931 9.69 0.6543
2020-02-07 2019-12-31 13F SOUTHERN Common Stock 842587107 41,958 -7,084 -14.44 2,672 -11.79 0.4878
2019-11-06 2019-09-30 13F SOUTHERN Common Stock 842587107 49,042 -6,664 -11.96 3,029 -1.62 0.5875
2019-08-06 2019-06-30 13F SOUTHERN Common Stock 842587107 55,706 3,212 6.12 3,079 13.53 0.5461
2019-05-08 2019-03-31 13F SOUTHERN Common Stock 842587107 52,494 1,335 2.61 2,712 20.75 0.5188
2019-02-07 2018-12-31 13F SOUTHERN Common Stock 842587107 51,159 -868 -1.67 2,246 -0.97 0.5294
2018-11-05 2018-09-30 13F SOUTHERN Common Stock 842587107 52,027 -1,271 -2.38 2,268 -8.10 0.4264
2018-08-02 2018-06-30 13F SOUTHERN Common Stock 842587107 53,298 480 0.91 2,468 4.66 0.5076
2018-04-26 2018-03-31 13F SOUTHERN Common Stock 842587107 52,818 1,659 3.24 2,358 -4.15 0.5242
2018-02-01 2017-12-31 13F/A-1 SOUTHERN Common Stock 842587107 51,159 51,159 2,460 0.5540
2018-01-29 2017-12-31 13F SOUTHERN Common Stock 842587107 2,946 2,420
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.