The Southern Company
IT ˙ BIT ˙ US8425871071
78,00 € 0,00 (0,00%)
2026-06-03
AKTIENPREIS
SecurityIT:1SO / The Southern Company
InstitutionSunbelt Securities, Inc.
Latest Disclosed Ownership4,211 shares
Latest Disclosed Value $ 406,432
Sunbelt Securities, Inc. reports 18.59% increase in ownership of 1SO / The Southern Company

On May 16, 2026 - Sunbelt Securities, Inc. filed a 13F-HR form disclosing ownership of 4,211 shares of The Southern Company (IT:1SO) valued at $363,367 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 20, 2026 disclosing 3,551 shares of The Southern Company. This represents a change in shares of 18.59% during the quarter. The current value of the position is $328,458 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)
2026-05-16 2026-03-31 13F SOUTHERN CO COM Stock 842587107 4,211 660 18.59 406 31.39 0.0257
2026-02-20 2025-12-31 13F SOUTHERN CO COM Stock 842587107 3,551 -12 -0.34 310 -8.31 0.0207
2025-11-19 2025-09-30 13F SOUTHERN CO COM Stock 842587107 3,563 -2,063 -36.67 338 -27.21 0.0233
2025-08-14 2025-06-30 13F SOUTHERN CO COM Stock 842587107 5,626 1,582 39.12 463 24.80 0.0409
2025-04-24 2025-03-31 13F SOUTHERN CO COM Stock 842587107 4,044 -1,582 -28.12 372 -19.87 0.0332
2025-02-18 2024-12-31 13F SOUTHERN CO COM Stock 842587107 5,626 57 1.02 463 -7.77 0.0408
2024-11-18 2024-09-30 13F SOUTHERN CO COM Stock 842587107 5,569 -233 -4.02 502 11.56 0.0492
2024-08-16 2024-06-30 13F SOUTHERN CO COM Stock 842587107 5,802 -2,862 -33.03 450 -27.54 0.0460
2024-04-15 2024-03-31 13F SOUTHERN CO COM Stock 842587107 8,664 -175 -1.98 622 0.32 0.0693
2024-02-15 2023-12-31 13F SOUTHERN CO COM Stock 842587107 8,839 -150 -1.67 620 6.54 0.0780
2023-12-11 2023-09-30 13F SOUTHERN CO COM Stock 842587107 8,989 -1,341 -12.98 582 -19.86 0.0805
2023-08-16 2023-06-30 13F SOUTHERN CO COM Stock 842587107 10,330 -43 -0.41 726 1.26 0.1044
2023-05-17 2023-03-31 13F SOUTHERN CO COM Stock 842587107 10,373 403 4.04 716 0.70 0.1152
2023-02-08 2022-12-31 13F SOUTHERN COM 842587107 9,970 -136 -1.35 712 3.49 0.1391
2022-11-21 2022-09-30 13F SOUTHERN COM 842587107 10,106 6 0.06 687 -4.58 0.1452
2022-10-03 2022-06-30 13F SOUTHERN COM 842587107 10,100 7 0.07 720 -1.64 0.1523
2022-05-16 2022-03-31 13F SOUTHERN COM 842587107 10,093 -989 -8.92 732 -2.66 0.1340
2022-02-14 2021-12-31 13F SOUTHERN COM 842587107 11,082 -909 -7.58 752 -0.66 0.1222
2021-11-15 2021-09-30 13F SOUTHERN COM 842587107 11,991 0 0.00 757 0.00 0.1361
2021-07-29 2021-06-30 13F SOUTHERN COM 842587107 11,991 -382 -3.09 757 -1.56 0.1363
2021-05-27 2021-03-31 13F SOUTHERN COM 842587107 12,373 -1,566 -11.23 769 -10.16 0.1515
2021-02-09 2020-12-31 13F SOUTHERN COM 842587107 13,939 1,546 12.47 856 27.38 0.1769
2020-11-17 2020-09-30 13F SOUTHERN COM 842587107 12,393 502 4.22 672 8.91 0.1869
2020-08-14 2020-06-30 13F SOUTHERN COM 842587107 11,891 -1,047 -8.09 617 -11.86 0.2120
2020-05-15 2020-03-31 13F SOUTHERN COM 842587107 12,938 -68,304 -84.07 700 -86.47 0.0300
2020-02-26 2019-12-31 13F/A-1 SOUTHERN COM 842587107 81,242 1,596 2.00 5,175 5.18 0.5448
2020-02-14 2019-12-31 13F SOUTHERN COM 842587107 81,242 1,596 1,294 510.3208
2019-11-15 2019-09-30 13F SOUTHERN COM 842587107 79,646 70,083 732.86 4,920 830.06 0.5517
2019-08-01 2019-06-30 13F SOUTHERN COM 842587107 9,563 138 1.46 529 8.62 0.2301
2019-05-15 2019-03-31 13F SOUTHERN COM 842587107 9,425 269 2.94 487 21.14 0.2435
2019-02-14 2018-12-31 13F/A-1 SOUTHERN COM 842587107 9,156 503 5.81 402 6.63 0.2342
2019-02-11 2018-12-31 13F SOUTHERN COM 842587107 8,653 0 377 0.2018
2018-11-14 2018-09-30 13F SOUTHERN COM 842587107 8,653 278 3.32 377 -2.84 0.2018
2018-08-08 2018-06-30 13F SOUTHERN COM 842587107 8,375 8,375 388 0.2322
2017-05-05 2017-03-31 13F SOUTHERN COM 842587107 0 -3,493 -100.00 0 -100.00
2017-02-13 2016-12-31 13F SOUTHERN COM 842587107 3,493 3,493 0.00 172 0.2101
2016-11-14 2016-09-30 13F SOUTHERN COM 842587107 0 -3,440 -100.00 0 -100.00
2016-08-11 2016-06-30 13F SOUTHERN COM 842587107 3,440 303 9.66 184 13.58 0.1936
2016-05-11 2016-03-31 13F SOUTHERN COM 842587107 3,137 -1,240 -28.33 162 -20.98 0.1885
2017-02-15 2015-12-31 13F/A-1 SOUTHERN COM 842587107 4,377 3 0.07 205 5.13 0.2884
2016-02-11 2015-12-31 13F SOUTHERN COM 842587107 4,377 205
2015-11-12 2015-09-30 13F SOUTHERN COM 842587107 4,374 -325 -6.92 196 -0.51 0.2068
2015-08-13 2015-06-30 13F SOUTHERN COM 842587107 4,699 370 8.55 197 2.62 0.2098
2015-05-19 2015-03-31 13F/A-1 SOUTHERN COM 842587107 4,329 -37 -0.85 192 -10.75 0.2208
2015-05-14 2015-03-31 13F SOUTHERN COM 842587107 4,329 192
2015-02-13 2014-12-31 13F SOUTHERN COM 842587107 4,366 4,366 214 0.2810
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.