IFP Advisors, Inc reports 7.62% decrease in ownership of 1SO / The Southern Company

The Southern Company

IT ˙ BIT ˙ US8425871071

78,00 € 0,00 (0,00%)

2026-06-03
AKTIENPREIS

Security	IT:1SO / The Southern Company
Institution	IFP Advisors, Inc
Latest Disclosed Ownership	34,285 shares
Latest Disclosed Value	$ 3,309,188

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 34,285 shares of The Southern Company (IT:1SO) valued at $2,958,453 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 37,114 shares of The Southern Company. This represents a change in shares of -7.62% during the quarter. The current value of the position is $2,674,230 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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-04-13	2026-03-31	13F	SOUTHERN	cs	842587107	34,285	-2,829	-7.62	3,309	2.26	0.0686
2026-02-06	2025-12-31	13F	SOUTHERN	cs	842587107	37,114	24,790	201.15	3,236	177.29	0.0727
2026-02-06	2025-09-30	13F/A-1	SOUTHERN	cs	842587107	12,324	118	0.97	1,168	1.92	0.0303
2025-12-02	2025-09-30	13F	SOUTHERN	cs	842587107	10,307	-1,899		1,361		0.0351
2025-07-24	2025-06-30	13F	SOUTHERN	cs	842587107	12,206	-418	-3.31	1,146	-2.22	0.0326
2025-05-05	2025-03-31	13F	SOUTHERN	cs	842587107	12,624	-1,396	-9.96	1,171	0.69	0.0361
2025-02-04	2024-12-31	13F	SOUTHERN	cs	842587107	14,020	896	6.83	1,164	-1.69	0.0381
2025-02-04	2024-09-30	13F	SOUTHERN	cs	842587107	13,124	-17,093	-56.57	1,184	-49.51	0.0427
2024-07-30	2024-06-30	13F	SOUTHERN	cs	842587107	30,217	-1,508	-4.75	2,344	2.94	0.0930
2024-07-30	2024-03-31	13F	SOUTHERN	cs	842587107	31,725	16,326	106.02	2,276	110.94	0.0998
2024-01-09	2023-12-31	13F	SOUTHERN	cs	842587107	15,399	-7,358	-32.33	1,080	-26.70	0.0510
2023-10-12	2023-09-30	13F	SOUTHERN	cs	842587107	22,757	3,465	17.96	1,473	8.63	0.0662
2023-08-14	2023-06-30	13F/A-1	SOUTHERN	cs	842587107	19,292	-739	-3.69	1,355	53.11	0.0567
2023-08-04	2023-06-30	13F	SOUTHERN	cs	842587107	19,292	-739		853		0.0395
2023-04-18	2023-03-31	13F	SOUTHERN	cs	842587107	20,031	-28,943	-59.10	885	44,150.00	0.0385
2023-02-07	2022-12-31	13F	SOUTHERN	cs	842587107	48,974	5,765	13.34	2	-99.90	0.0579
2022-11-08	2022-09-30	13F	SOUTHERN	cs	842587107	43,209	858	2.03	1,933	2.22	0.0504
2022-09-06	2022-06-30	13F/A-1	SOUTHERN	cs	842587107	42,351	0	0.00	1,891	0.00	0.0606
2022-09-06	2022-03-31	13F/A-1	SOUTHERN	cs	842587107	42,351	23,534	125.07	1,891	46.48	0.0606
2022-08-08	2022-03-31	13F	SOUTHERN CO COM	Stock	842587107	21,744	2,927		967		0.0197
2022-01-12	2021-12-31	13F	SOUTHERN CO COM	Stock	842587107	18,817	251	1.35	1,291	11.97	0.0252
2021-10-06	2021-09-30	13F	SOUTHERN CO COM	Stock	842587107	18,566	1,236	7.13	1,153	10.23	0.0231
2021-07-13	2021-06-30	13F	SOUTHERN CO COM	Stock	842587107	17,330	1,250	7.77	1,046	4.39	0.0216
2021-04-30	2021-03-31	13F	SOUTHERN CO COM	Stock	842587107	16,080	720	4.69	1,002	6.26	0.0195
2021-01-25	2020-12-31	13F	SOUTHERN CO COM	Stock	842587107	15,360	-11,616	-43.06	943	-35.10	0.0382
2020-10-29	2020-09-30	13F	SOUTHERN CO COM	Stock	842587107	26,976	100	0.37	1,453	5.06	0.0867
2020-08-05	2020-06-30	13F	SOUTHERN CO COM	Stock	842587107	26,876	11,690	76.98	1,383	64.64	0.1096
2020-05-12	2020-03-31	13F	SOUTHERN CO COM	Stock	842587107	15,186	-7,951	-34.36	840	-42.62	0.0848
2020-01-17	2019-12-31	13F	SOUTHERN CO COM	Stock	842587107	23,137	-8,513	-26.90	1,464	-24.96	0.1100
2019-11-07	2019-09-30	13F	SOUTHERN CO COM	Stock	842587107	31,650	9,273	41.44	1,951	68.92	0.1307
2019-05-15	2019-03-31	13F	SOUTHERN	Stock	842587107	22,377	-26,485	-54.20	1,155	-46.20	0.1577
2019-06-03	2018-12-31	13F/A-10	SOUTHERN CO COM	Stock	842587107	48,862	-25,084	-33.92	2,147	-33.41	0.1309
2019-01-23	2018-12-31	13F	SOUTHERN CO COM	Stock	842587107	48,862	-25,084		2,147		0.1309
2019-06-03	2018-09-30	13F/A-9	SOUTHERN CO COM	Stock	842587107	73,946	405	0.55	3,224	-5.34	0.1314
2018-10-25	2018-09-30	13F	SOUTHERN CO COM	Stock	842587107	73,946	405		3,224		0.1314
2019-06-03	2018-06-30	13F/A-8	SOUTHERN CO COM	Stock	842587107	73,541	2,626	3.70	3,406	-0.12	0.1432
2018-08-07	2018-06-30	13F	SOUTHERN CO COM	Stock	842587107	73,541	1,955		3,406
2019-06-03	2018-03-31	13F/A-7	SOUTHERN CO COM	Stock	842587107	70,915	0	0.00	3,410	0.00	0.1546
2018-05-09	2018-03-31	13F	SOUTHERN CO COM	Stock	842587107	71,586	671		3,197
2019-06-03	2017-12-31	13F/A-6	SOUTHERN CO COM	Stock	842587107	70,915	-77,596	-52.25	3,410	-53.27	0.1546
2018-01-24	2017-12-31	13F	SOUTHERN CO COM	Stock	842587107	70,915	-77,596		3,410
2017-10-30	2017-09-30	13F	SOUTHERN CO COM	Stock	842587107	148,511	-8,391	-5.35	7,298	-2.85	0.2898
2019-06-03	2017-06-30	13F/A-5	SOUTHERN CO COM	Stock	842587107	156,902	1,091	0.70	7,512	-3.15	0.3184
2017-07-31	2017-06-30	13F	SOUTHERN CO COM	Stock	842587107	156,902	1,091		7,512
2019-06-03	2017-03-31	13F/A-4	SOUTHERN CO COM	Stock	842587107	155,811	-2,596	-1.64	7,756	-0.46	0.3378
2017-04-26	2017-03-31	13F	SOUTHERN CO COM	Stock	842587107	155,811	-2,596		7,756
2019-06-03	2016-12-31	13F/A-3	SOUTHERN CO COM	Stock	842587107	158,407	20,245	14.65	7,792	9.93	0.3760
2017-02-14	2016-12-31	13F	SOUTHERN CO COM	Stock	842587107	158,407	20,245		7,792
2016-11-04	2016-09-30	13F	SOUTHERN CO COM	Stock	842587107	138,162	-4,348	-3.05	7,088	-7.26	0.3685
2019-06-03	2016-06-30	13F/A-2	SOUTHERN CO COM	Stock	842587107	142,510	120,133	536.86	7,643	561.73	0.4267
2016-08-22	2016-06-30	13F	SOUTHERN CO COM	Stock	842587107	142,510	120,133		7,643
2019-06-03	2016-03-31	13F/A-1	SOUTHERN	Stock	842587107	22,377	-101,600	-81.95	1,155	-80.09	0.1577
2016-05-02	2016-03-31	13F	SOUTHERN CO COM	Stock	842587107	147,339	23,362		7,622
2016-02-11	2015-12-31	13F	SOUTHERN CO COM	Stock	842587107	123,977	123,977		5,801		0.3894

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.