The Southern Company
IT ˙ BIT ˙ US8425871071
78,00 € 0,00 (0,00%)
2026-06-03
AKTIENPREIS
SecurityIT:1SO / The Southern Company
InstitutionLVZ Advisors, Inc.
Latest Disclosed Ownership22,280 shares
Latest Disclosed Value $ 2,150,458
LVZ Advisors, Inc. reports 1.03% increase in ownership of 1SO / The Southern Company

On April 28, 2026 - LVZ Advisors, Inc. filed a 13F-HR form disclosing ownership of 22,280 shares of The Southern Company (IT:1SO) valued at $1,922,541 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on February 10, 2026 disclosing 22,053 shares of The Southern Company. This represents a change in shares of 1.03% during the quarter. The current value of the position is $1,737,840 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)
2026-04-28 2026-03-31 13F SOUTHERN COM 842587107 22,280 227 1.03 2,150 11.80 0.2454
2026-02-10 2025-12-31 13F/A-1 SOUTHERN COM 842587107 22,053 861 4.06 1,923 -4.23 0.2150
2026-02-02 2025-12-31 13F SOUTHERN COM 842587107 22,053 861 1,923 0.2150
2025-10-27 2025-09-30 13F SOUTHERN COM 842587107 21,192 2,070 10.83 2,008 14.42 0.2283
2025-07-15 2025-06-30 13F SOUTHERN COM 842587107 19,122 378 2.02 1,756 1.86 0.2105
2025-04-22 2025-03-31 13F SOUTHERN COM 842587107 18,744 476 2.61 1,723 14.64 0.2262
2025-02-06 2024-12-31 13F SOUTHERN COM 842587107 18,268 1,940 11.88 1,504 2.11 0.1929
2024-10-24 2024-09-30 13F SOUTHERN COM 842587107 16,328 -72 -0.44 1,472 15.72 0.1884
2024-07-24 2024-06-30 13F SOUTHERN COM 842587107 16,400 -61 -0.37 1,272 7.80 0.1734
2024-04-17 2024-03-31 13F SOUTHERN COM 842587107 16,461 -26 -0.16 1,181 2.08 0.1606
2024-01-23 2023-12-31 13F SOUTHERN COM 842587107 16,487 2,820 20.63 1,156 30.77 0.1633
2023-11-08 2023-09-30 13F SOUTHERN COM 842587107 13,667 -340 -2.43 885 -10.07 0.1427
2023-07-18 2023-06-30 13F SOUTHERN COM 842587107 14,007 3,400 32.05 984 33.20 0.1371
2023-04-20 2023-03-31 13F SOUTHERN COM 842587107 10,607 3,958 59.53 738 55.70 0.1075
2023-01-17 2022-12-31 13F SOUTHERN COM 842587107 6,649 -44 -0.66 475 4.18 0.0741
2022-10-11 2022-09-30 13F SOUTHERN COM 842587107 6,693 26 0.39 455 -4.21 0.0790
2022-07-27 2022-06-30 13F SOUTHERN COM 842587107 6,667 -2,636 -28.33 475 -29.63 0.0796
2022-04-19 2022-03-31 13F SOUTHERN COM 842587107 9,303 329 3.67 675 9.76 0.0939
2022-01-28 2021-12-31 13F SOUTHERN COM 842587107 8,974 -235 -2.55 615 7.71 0.0822
2021-10-27 2021-09-30 13F SOUTHERN COM 842587107 9,209 -183 -1.95 571 0.53 0.0817
2021-07-16 2021-06-30 13F SOUTHERN COM 842587107 9,392 27 0.29 568 -2.41 0.0836
2021-04-08 2021-03-31 13F SOUTHERN COM 842587107 9,365 2,165 30.07 582 31.67 0.0900
2021-02-10 2020-12-31 13F SOUTHERN COM 842587107 7,200 -192 -2.60 442 10.22 0.0739
2020-12-23 2020-09-30 13F/A-1 SOUTHERN COM 842587107 7,392 1,021 16.03 401 21.52 2.7613
2020-12-23 2020-06-30 13F/A-1 SOUTHERN COM 842587107 6,371 -652 -9.28 330 -13.16 3.3629
2020-12-23 2020-03-31 13F/A-1 SOUTHERN COM 842587107 7,023 -125 -1.75 380 -16.48 4.1562
2020-12-23 2019-12-31 13F/A-1 SOUTHERN COM 842587107 7,148 3,101 76.62 455 82.00 4.0276
2020-12-23 2019-09-30 13F/A-1 SOUTHERN COM 842587107 4,047 -510 -11.19 250 -0.79 3.4237
2020-12-23 2019-06-30 13F/A-1 SOUTHERN COM 842587107 4,557 -1,716 -27.36 252 -22.22 4.1653
2020-12-23 2019-03-31 13F/A-1 SOUTHERN COM 842587107 6,273 925 17.30 324 37.87 4.8221
2020-12-23 2018-12-31 13F/A-1 SOUTHERN COM 842587107 5,348 5,348 235 2.8306
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.