The Southern Company
IT ˙ BIT ˙ US8425871071
78,00 € 0,00 (0,00%)
2026-06-03
AKTIENPREIS
SecurityIT:1SO / The Southern Company
InstitutionWealthspire Advisors, LLC
Latest Disclosed Ownership13,143 shares
Latest Disclosed Value $ 1,268,551
Wealthspire Advisors, LLC reports 47.28% decrease in ownership of 1SO / The Southern Company

On May 1, 2026 - Wealthspire Advisors, LLC filed a 13F-HR form disclosing ownership of 13,143 shares of The Southern Company (IT:1SO) valued at $1,134,109 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 24,930 shares of The Southern Company. This represents a change in shares of -47.28% during the quarter. The current value of the position is $1,025,154 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)
2026-05-01 2026-03-31 13F SOUTHERN COM 842587107 13,143 -11,787 -47.28 1,269 -41.65 0.0100
2026-02-12 2025-12-31 13F SOUTHERN COM 842587107 24,930 2,696 12.13 2,174 3.13 0.0173
2025-11-14 2025-09-30 13F SOUTHERN COM 842587107 22,234 -721 -3.14 2,107 0.00 0.0110
2025-08-11 2025-06-30 13F SOUTHERN COM 842587107 22,955 302 1.33 2,108 1.20 0.0118
2025-05-09 2025-03-31 13F SOUTHERN COM 842587107 22,653 2,430 12.02 2,083 25.12 0.0124
2025-02-04 2024-12-31 13F SOUTHERN COM 842587107 20,223 268 1.34 1,665 -7.50 0.0165
2024-11-13 2024-09-30 13F SOUTHERN COM 842587107 19,955 248 1.26 1,800 17.74 0.0183
2024-08-08 2024-06-30 13F SOUTHERN COM 842587107 19,707 563 2.94 1,529 11.29 0.0196
2024-05-06 2024-03-31 13F SOUTHERN COM 842587107 19,144 -11,962 -38.46 1,373 -37.05 0.0183
2024-02-07 2023-12-31 13F SOUTHERN COM 842587107 31,106 9,434 43.53 2,181 55.56 0.0310
2023-11-06 2023-09-30 13F SOUTHERN COM 842587107 21,672 -304 -1.38 1,403 -9.14 0.0232
2023-08-01 2023-06-30 13F SOUTHERN COM 842587107 21,976 -2,528 -10.32 1,544 -9.45 0.0252
2023-05-09 2023-03-31 13F SOUTHERN COM 842587107 24,504 -616 -2.45 1,705 -4.96 0.0293
2023-02-14 2022-12-31 13F SOUTHERN COM 842587107 25,120 2,075 9.00 1,794 14.42 0.0326
2022-11-14 2022-09-30 13F SOUTHERN COM 842587107 23,045 270 1.19 1,567 -3.51 0.0328
2022-08-09 2022-06-30 13F SOUTHERN COM 842587107 22,775 3,640 19.02 1,624 17.09 0.0340
2022-05-09 2022-03-31 13F SOUTHERN COM 842587107 19,135 1,812 10.46 1,387 16.75 0.0312
2022-02-14 2021-12-31 13F SOUTHERN COM 842587107 17,323 246 1.44 1,188 12.29 0.0263
2021-11-15 2021-09-30 13F SOUTHERN COM 842587107 17,077 12,170 248.01 1,058 256.23 0.0220
2021-08-13 2021-06-30 13F SOUTHERN COM 842587107 4,907 -24,995 -83.59 297 -84.02 0.0078
2021-05-17 2021-03-31 13F SOUTHERN COM 842587107 29,902 5,376 21.92 1,859 23.36 0.0441
2021-02-16 2020-12-31 13F SOUTHERN COM 842587107 24,526 18,376 298.80 1,507 352.55 0.0449
2020-11-16 2020-09-30 13F SOUTHERN COM 842587107 6,150 -812 -11.66 333 -7.76 0.0198
2020-08-14 2020-06-30 13F SOUTHERN COM 842587107 6,962 -9,433 -57.54 361 -59.35 0.0251
2020-05-12 2020-03-31 13F SOUTHERN COM 842587107 16,395 12,180 288.97 888 231.34 0.0372
2020-02-14 2019-12-31 13F SOUTHERN COM 842587107 4,215 4,215 268 0.0195
2019-05-07 2019-03-31 13F SOUTHERN COM 842587107 0 -573 -100.00 0 -100.00
2019-02-14 2018-12-31 13F SOUTHERN COM 842587107 573 573 25 0.0024
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.