The Southern Company
IT ˙ BIT ˙ US8425871071
78,00 € 0,00 (0,00%)
2026-06-03
AKTIENPREIS
SecurityIT:1SO / The Southern Company
InstitutionRichard C. Young & CO., LTD.
Latest Disclosed Ownership227,936 shares
Latest Disclosed Value $ 22,000,419
Richard C. Young & CO., LTD. reports 0.60% increase in ownership of 1SO / The Southern Company

On May 7, 2026 - Richard C. Young & CO., LTD. filed a 13F-HR form disclosing ownership of 227,936 shares of The Southern Company (IT:1SO) valued at $19,668,597 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 226,568 shares of The Southern Company. This represents a change in shares of 0.60% during the quarter. The current value of the position is $17,779,008 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.

Upgrade to unlock premium data and export to Excel .

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 227,936 1,368 0.60 22,000 11.36 1.8224
2026-01-29 2025-12-31 13F Southern COM 842587107 226,568 2,593 1.16 19,757 -6.93 1.7702
2025-11-12 2025-09-30 13F Southern COM 842587107 223,975 -1,190 -0.53 21,226 2.66 1.9715
2025-08-07 2025-06-30 13F Southern COM 842587107 225,165 2,115 0.95 20,677 0.81 2.0429
2025-05-02 2025-03-31 13F Southern COM 842587107 223,050 901 0.41 20,509 12.15 2.2033
2025-01-28 2024-12-31 13F Southern COM 842587107 222,149 602 0.27 18,287 -8.47 1.9922
2024-11-07 2024-09-30 13F Southern COM 842587107 221,547 3,458 1.59 19,979 18.10 2.1822
2024-08-08 2024-06-30 13F Southern COM 842587107 218,089 4,382 2.05 16,917 10.35 2.0565
2024-05-08 2024-03-31 13F Southern COM 842587107 213,707 -2,090 -0.97 15,331 1.32 1.9248
2024-02-12 2023-12-31 13F Southern COM 842587107 215,797 3,871 1.83 15,132 10.32 2.0283
2023-11-13 2023-09-30 13F Southern COM 842587107 211,926 1,393 0.66 13,716 -7.26 1.9528
2023-08-08 2023-06-30 13F Southern COM 842587107 210,533 3,588 1.73 14,790 2.71 2.0315
2023-05-12 2023-03-31 13F Southern COM 842587107 206,945 510 0.25 14,399 -2.32 1.9829
2023-02-10 2022-12-31 13F Southern COM 842587107 206,435 -1,199 -0.58 14,742 4.41 1.9622
2022-11-10 2022-09-30 13F Southern COM 842587107 207,634 -186 -0.09 14,119 -4.73 2.1595
2022-08-03 2022-06-30 13F Southern COM 842587107 207,820 3,244 1.59 14,820 -0.09 1.9206
2022-05-06 2022-03-31 13F Southern COM 842587107 204,576 1,162 0.57 14,834 6.34 1.8946
2022-02-11 2021-12-31 13F Southern COM 842587107 203,414 7,537 3.85 13,950 14.92 1.7583
2021-11-10 2021-09-30 13F Southern COM 842587107 195,877 5,828 3.07 12,139 5.56 1.6665
2021-08-11 2021-06-30 13F Southern COM 842587107 190,049 6,030 3.28 11,500 0.53 1.4615
2021-05-13 2021-03-31 13F Southern COM 842587107 184,019 10,095 5.80 11,439 7.07 1.5193
2021-02-12 2020-12-31 13F Southern COM 842587107 173,924 5,836 3.47 10,684 17.23 1.6265
2020-11-12 2020-09-30 13F Southern COM 842587107 168,088 168,088 9,114 1.4689
2016-05-10 2016-03-31 13F Southern COM 842587107 0 0 0 0.0000
2016-02-08 2015-12-31 13F Southern COM 842587107 0 -11,946 -100.00 0 -100.00
2015-11-10 2015-09-30 13F Southern COM 842587107 11,946 -111,331 -90.31 534 -89.66 0.1321
2015-08-11 2015-06-30 13F Southern COM 842587107 123,277 -22,666 -15.53 5,165 -20.07 1.1645
2015-05-12 2015-03-31 13F Southern COM 842587107 145,943 2,072 1.44 6,462 -8.55 1.4109
2015-02-12 2014-12-31 13F Southern COM 842587107 143,871 3,916 2.80 7,066 15.67 1.4935
2014-11-12 2014-09-30 13F Southern COM 842587107 139,955 2,857 2.08 6,109 -1.82 1.3073
2014-08-12 2014-06-30 13F Southern COM 842587107 137,098 11,544 9.19 6,222 12.78 1.2603
2014-05-12 2014-03-31 13F Southern COM 842587107 125,554 20,771 19.82 5,517 28.06 1.1722
2014-02-13 2013-12-31 13F Southern COM 842587107 104,783 165 0.16 4,308 0.00 0.9345
2013-10-28 2013-09-30 13F Southern COM 842587107 104,618 18,625 21.66 4,308 13.52 0.9769
2013-08-14 2013-06-30 13F Southern COM 842587107 85,993 85,993 3,795 0.9430
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.