The Southern Company
IT ˙ BIT ˙ US8425871071
78,00 € 0,00 (0,00%)
2026-06-03
AKTIENPREIS
SecurityIT:1SO / The Southern Company
InstitutionLowe Brockenbrough & Co Inc
Latest Disclosed Ownership6,792 shares
Latest Disclosed Value $ 655,564
Lowe Brockenbrough & Co Inc reports 7.42% decrease in ownership of 1SO / The Southern Company

On May 7, 2026 - Lowe Brockenbrough & Co Inc filed a 13F-HR form disclosing ownership of 6,792 shares of The Southern Company (IT:1SO) valued at $586,082 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 7,336 shares of The Southern Company. This represents a change in shares of -7.42% during the quarter. The current value of the position is $529,776 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)
2026-05-07 2026-03-31 13F SOUTHERN COM 842587107 6,792 -544 -7.42 656 2.50 0.0327
2026-02-11 2025-12-31 13F SOUTHERN COM 842587107 7,336 1,016 16.08 640 6.86 0.0315
2025-11-05 2025-09-30 13F SOUTHERN COM 842587107 6,320 -150 -2.32 599 0.67 0.0308
2025-08-11 2025-06-30 13F SOUTHERN COM 842587107 6,470 0 0.00 594 0.00 0.0334
2025-05-13 2025-03-31 13F SOUTHERN COM 842587107 6,470 -49 -0.75 595 10.82 0.0392
2025-02-11 2024-12-31 13F SOUTHERN COM 842587107 6,519 -500 -7.12 537 -15.19 0.0344
2024-10-28 2024-09-30 13F SOUTHERN COM 842587107 7,019 544 8.40 633 25.90 0.0404
2024-08-12 2024-06-30 13F SOUTHERN COM 842587107 6,475 -50 -0.77 502 7.26 0.0334
2024-05-15 2024-03-31 13F SOUTHERN COM 842587107 6,525 -1,450 -18.18 468 -16.28 0.0316
2024-02-14 2023-12-31 13F SOUTHERN COM 842587107 7,975 544 7.32 559 16.46 0.0433
2023-11-14 2023-09-30 13F SOUTHERN COM 842587107 7,431 0 0.00 481 -8.05 0.0373
2023-08-10 2023-06-30 13F SOUTHERN COM 842587107 7,431 -51 -0.68 522 0.38 0.0394
2023-05-12 2023-03-31 13F SOUTHERN COM 842587107 7,482 401 5.66 521 2.97 0.0422
2023-02-14 2022-12-31 13F SOUTHERN COM 842587107 7,081 0 0.00 506 4.77 0.0440
2022-11-01 2022-09-30 13F SOUTHERN COM 842587107 7,081 -50 -0.70 482 -5.30 0.0464
2022-07-27 2022-06-30 13F SOUTHERN COM 842587107 7,131 0 0.00 509 -1.55 0.0445
2022-05-04 2022-03-31 13F SOUTHERN COM 842587107 7,131 806 12.74 517 19.12 0.0382
2022-02-14 2021-12-31 13F SOUTHERN COM 842587107 6,325 0 0.00 434 10.71 0.0317
2021-11-15 2021-09-30 13F SOUTHERN COM 842587107 6,325 -1 -0.02 392 2.35 0.0305
2021-08-13 2021-06-30 13F SOUTHERN COM 842587107 6,326 -319 -4.80 383 -7.26 0.0345
2021-05-14 2021-03-31 13F SOUTHERN COM 842587107 6,645 -641 -8.80 413 -7.81 0.0401
2021-02-04 2020-12-31 13F SOUTHERN COM 842587107 7,286 561 8.34 448 22.74 0.0485
2020-10-26 2020-09-30 13F SOUTHERN COM 842587107 6,725 -100 -1.47 365 3.11 0.0454
2020-08-13 2020-06-30 13F SOUTHERN CO COM COM 842587107 6,825 200 3.02 354 -1.39 0.0476
2020-05-21 2020-03-31 13F SOUTHERN CO COM COM 842587107 6,625 -100 -1.49 359 -16.12 0.0591
2020-01-31 2019-12-31 13F SOUTHERN CO COM COM 842587107 6,725 -213 -3.07 428 -0.23 0.0531
2019-11-21 2019-09-30 13F SOUTHERN CO COM COM 842587107 6,938 -100 -1.42 429 10.28 0.0576
2019-08-12 2019-06-30 13F SOUTHERN CO COM COM 842587107 7,038 0 0.00 389 6.87 0.0530
2019-05-21 2019-03-31 13F/A-1 SOUTHERN CO COM COM 842587107 7,038 0 0.00 364 17.80 0.0509
2019-05-21 2019-03-31 13F SOUTHERN CO COM COM 842587107 7,038 364
2019-02-15 2018-12-31 13F SOUTHERN CO COM COM 842587107 7,038 -300 -4.09 309 -3.44 0.0505
2018-11-15 2018-09-30 13F SOUTHERN CO COM COM 842587107 7,338 -90 -1.21 320 -6.98 0.0447
2018-08-10 2018-06-30 13F SOUTHERN CO COM COM 842587107 7,428 -300 -3.88 344 -0.29 0.0505
2018-04-30 2018-03-31 13F SOUTHERN CO COM COM 842587107 7,728 -300 -3.74 345 -10.62 0.0510
2018-01-30 2017-12-31 13F SOUTHERN CO COM COM 842587107 8,028 0 0.00 386 -2.03 0.0554
2017-11-07 2017-09-30 13F SOUTHERN CO COM COM 842587107 8,028 0 0.00 394 2.60 0.0604
2017-07-31 2017-06-30 13F SOUTHERN CO COM COM 842587107 8,028 0 0.00 384 -4.00 0.0603
2017-05-17 2017-03-31 13F SOUTHERN CO COM COM 842587107 8,028 -383 -4.55 400 -3.38 0.0638
2017-02-15 2016-12-31 13F SOUTHERN CO COM COM 842587107 8,411 0 0.00 414 -3.94 0.0693
2016-11-15 2016-09-30 13F SOUTHERN CO COM COM 842587107 8,411 2,350 38.77 431 32.62 0.0743
2016-08-17 2016-06-30 13F SOUTHERN CO COM COM 842587107 6,061 -200 -3.19 325 0.31 0.0565
2016-05-18 2016-03-31 13F SOUTHERN CO COM COM 842587107 6,261 -145 -2.26 324 8.00 0.0557
2016-02-11 2015-12-31 13F SOUTHERN CO COM COM 842587107 6,406 0 0.00 300 4.90 0.0511
2015-11-03 2015-09-30 13F SOUTHERN CO COM COM 842587107 6,406 0 0.00 286 6.72 0.0500
2015-08-17 2015-06-30 13F SOUTHERN CO COM COM 842587107 6,406 0 0.00 268 -5.63 0.0432
2015-05-14 2015-03-31 13F SOUTHERN CO COM COM 842587107 6,406 -291 -4.35 284 -13.68 0.0448
2015-02-17 2014-12-31 13F SOUTHERN CO COM COM 842587107 6,697 0 0.00 329 12.67 0.0523
2014-11-20 2014-09-30 13F SOUTHERN CO COM COM 842587107 6,697 1,768 35.87 292 30.36 0.0466
2014-08-15 2014-06-30 13F SOUTHERN CO COM COM 842587107 4,929 0 0.00 224 3.23 0.0357
2014-06-17 2014-03-31 13F SOUTHERN CO COM COM 842587107 4,929 0 0.00 217 6.90 0.0361
2014-02-26 2013-12-31 13F SOUTHERN CO COM COM 842587107 4,929 0 0.00 203 0.00 0.0336
2013-11-15 2013-09-30 13F SOUTHERN CO COM COM 842587107 4,929 150 3.14 203 -3.79 0.0369
2013-08-14 2013-06-30 13F SOUTHERN CO COM COM 842587107 4,779 4,779 211 0.0392
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.