The Southern Company
IT ˙ BIT ˙ US8425871071
78,00 € 0,00 (0,00%)
2026-06-03
AKTIENPREIS
SecurityIT:1SO / The Southern Company
InstitutionMonte Financial Group, LLC
Latest Disclosed Ownership18,065 shares
Latest Disclosed Value $ 1,743,634
Monte Financial Group, LLC ownership in 1SO / The Southern Company

On May 14, 2026 - Monte Financial Group, LLC filed a 13F-HR form disclosing ownership of 18,065 shares of The Southern Company (IT:1SO) valued at $1,558,829 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 18,065 shares of The Southern Company. This represents a change in shares of 0.00% during the quarter. The current value of the position is $1,409,070 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)
2026-05-14 2026-03-31 13F SOUTHERN COM 842587107 18,065 0 0.00 1,744 10.67 0.6192
2026-01-22 2025-12-31 13F SOUTHERN COM 842587107 18,065 0 0.00 1,575 -8.00 0.5871
2025-10-31 2025-09-30 13F SOUTHERN COM 842587107 18,065 0 0.00 1,712 3.26 0.6296
2025-07-23 2025-06-30 13F SOUTHERN COM 842587107 18,065 0 0.00 1,659 0.00 0.6448
2025-04-22 2025-03-31 13F SOUTHERN COM 842587107 18,065 0 0.00 1,659 11.50 0.7259
2025-01-21 2024-12-31 13F SOUTHERN CO COM Stock 842587107 18,065 0 0.00 1,487 -8.72 0.6367
2024-10-22 2024-09-30 13F SOUTHERN CO COM Stock 842587107 18,065 0 0.00 1,629 16.27 0.6755
2024-07-22 2024-06-30 13F SOUTHERN CO COM Stock 842587107 18,065 0 0.00 1,401 8.19 0.6187
2024-04-29 2024-03-31 13F SOUTHERN CO COM Stock 842587107 18,065 -59 -0.33 1,296 1.97 0.5678
2024-01-22 2023-12-31 13F SOUTHERN CO COM Stock 842587107 18,124 0 0.00 1,271 8.36 0.5931
2023-10-24 2023-09-30 13F SOUTHERN CO COM Stock 842587107 18,124 -100 -0.55 1,173 -8.44 0.5935
2023-07-25 2023-06-30 13F SOUTHERN CO COM Stock 842587107 18,224 -4,187 -18.68 1,280 -17.90 0.6242
2023-04-26 2023-03-31 13F SOUTHERN CO COM Stock 842587107 22,411 0 0.00 1,559 -2.56 0.8241
2023-01-23 2022-12-31 13F SOUTHERN CO COM Stock 842587107 22,411 -389 -1.71 1,600 3.23 0.8234
2022-10-24 2022-09-30 13F SOUTHERN CO COM Stock 842587107 22,800 -51,984 -69.51 1,550 -70.94 0.9499
2022-07-20 2022-06-30 13F SOUTHERN CO COM Stock 842587107 74,784 -6,743 -8.27 5,333 -9.79 3.1140
2022-04-22 2022-03-31 13F SOUTHERN CO COM Stock 842587107 81,527 410 0.51 5,912 6.27 3.1470
2022-01-26 2021-12-31 13F SOUTHERN CO COM Stock 842587107 81,117 14,194 21.21 5,563 34.15 2.9272
2021-10-25 2021-09-30 13F SOUTHERN CO COM Stock 842587107 66,923 -125 -0.19 4,147 2.22 2.3791
2021-10-25 2021-06-30 13F/A-1 SOUTHERN CO COM Stock 842587107 67,048 453 0.68 4,057 -2.00 2.3137
2021-07-26 2021-06-30 13F SOUTHERN CO COM Stock 842587107 67,048 453 4,057 2.1927
2021-04-30 2021-03-31 13F SOUTHERN CO COM Stock 842587107 66,595 10,404 18.52 4,140 19.93 2.5396
2021-02-03 2020-12-31 13F SOUTHERN CO COM COM 842587107 56,191 -340 -0.60 3,452 12.63 2.3476
2020-11-03 2020-09-30 13F Southern COM 842587107 56,531 -477 -0.84 3,065 3.69 2.3164
2020-08-03 2020-06-30 13F Southern COM 842587107 57,008 24,877 77.42 2,956 69.89 2.3374
2020-04-28 2020-03-31 13F Southern COM 842587107 32,131 -7,615 -19.16 1,740 -31.28 1.6851
2020-02-04 2019-12-31 13F Southern COM 842587107 39,746 -12,264 -23.58 2,532 -21.20 1.8656
2019-11-06 2019-09-30 13F Southern COM 842587107 52,010 -2,373 -4.36 3,213 6.89 2.5924
2019-08-07 2019-06-30 13F Southern COM 842587107 54,383 -8,091 -12.95 3,006 -6.91 2.5493
2019-04-23 2019-03-31 13F Southern COM 842587107 62,474 1,394 2.28 3,229 20.35 2.8290
2019-01-31 2018-12-31 13F Southern COMMON 842587107 61,080 1,898 3.21 2,683 3.99 2.8392
2018-10-16 2018-09-30 13F Southern COMMON 842587107 59,182 2,287 4.02 2,580 -2.09 2.4137
2018-10-16 2018-06-30 13F Southern COMMON 842587107 56,895 -4,540 -7.39 2,635 -3.97 2.6824
2018-10-16 2018-03-31 13F Southern COMMON 842587107 61,435 13,686 28.66 2,744 19.51 2.8629
2018-10-16 2017-12-31 13F Southern common 842587107 47,749 47,749 2,296 2.3307
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.