The Southern Company
IT ˙ BIT ˙ US8425871071
78,00 € 0,00 (0,00%)
2026-06-03
AKTIENPREIS
SecurityIT:1SO / The Southern Company
InstitutionWASHINGTON TRUST Co
Latest Disclosed Ownership10,402 shares
Latest Disclosed Value $ 1,004,001
WASHINGTON TRUST Co reports 41.33% increase in ownership of 1SO / The Southern Company

On April 6, 2026 - WASHINGTON TRUST Co filed a 13F-HR form disclosing ownership of 10,402 shares of The Southern Company (IT:1SO) valued at $897,589 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 7,360 shares of The Southern Company. This represents a change in shares of 41.33% during the quarter. The current value of the position is $811,356 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)
2026-04-06 2026-03-31 13F SOUTHERN Equities 842587107 10,402 3,042 41.33 1,004 56.63 0.0339
2026-02-10 2025-12-31 13F SOUTHERN Equities 842587107 7,360 -145 -1.93 642 -9.85 0.0210
2025-11-12 2025-09-30 13F SOUTHERN Equities 842587107 7,505 -55 -0.73 711 2.45 0.0233
2025-08-08 2025-06-30 13F SOUTHERN Equities 842587107 7,560 4,000 112.36 694 112.23 0.0245
2025-04-25 2025-03-31 13F SOUTHERN COM 842587107 3,560 -200 -5.32 327 5.83 0.0125
2025-01-30 2024-12-31 13F Southern COM 842587107 3,760 -1,025 -21.42 310 -28.31 0.0111
2024-10-25 2024-09-30 13F Southern COM 842587107 4,785 0 0.00 432 16.17 0.0151
2024-07-15 2024-06-30 13F Southern COM 842587107 4,785 0 0.00 371 8.16 0.0136
2024-04-23 2024-03-31 13F Southern COM 842587107 4,785 35 0.74 343 3.00 0.0126
2024-01-18 2023-12-31 13F Southern COM 842587107 4,750 0 0.00 333 8.47 0.0132
2023-10-18 2023-09-30 13F Southern COM 842587107 4,750 0 0.00 307 -7.81 0.0135
2023-07-27 2023-06-30 13F Southern COM 842587107 4,750 675 16.56 334 17.67 0.0141
2023-05-10 2023-03-31 13F/A-1 Southern COM 842587107 4,075 0 0.00 284 -2.41 0.0128
2023-05-04 2023-03-31 13F Southern COM 842587107 4 -4,071 0 0.0120
2023-07-27 2022-12-31 13F/A-1 Southern COM 842587107 4,075 0 0.00 291 4.69 0.0136
2023-02-08 2022-12-31 13F Southern COM 842587107 4,075 0 0 0.0000
2022-10-14 2022-09-30 13F Southern COM 842587107 4,075 0 0.00 277 -4.81 0.0140
2022-07-25 2022-06-30 13F Southern COM 842587107 4,075 -200 -4.68 291 -6.13 0.0137
2022-05-05 2022-03-31 13F Southern COM 842587107 4,275 -66 -1.52 310 4.03 0.0123
2022-02-09 2021-12-31 13F/A-1 Southern COM 842587107 4,341 -584 -11.86 298 -2.61 0.0112
2022-02-09 2021-12-31 13F Southern COM 842587107 4,341 -584 298 0.0104
2021-11-09 2021-09-30 13F Southern COM 842587107 4,925 400 8.84 306 12.09 0.0086
2021-08-05 2021-06-30 13F Southern COM 842587107 4,525 -2,700 -37.37 273 -39.20 0.0077
2021-04-28 2021-03-31 13F Southern COM 842587107 7,225 -316 -4.19 449 -3.23 0.0138
2021-02-09 2020-12-31 13F Southern COM 842587107 7,541 0 0.00 464 13.45 0.0150
2020-11-05 2020-09-30 13F Southern COM 842587107 7,541 3,066 68.51 409 77.06 0.0151
2020-08-04 2020-06-30 13F Southern COM 842587107 4,475 -3,634 -44.81 231 -47.38 0.0096
2020-05-07 2020-03-31 13F Southern COM 842587107 8,109 8,109 439 0.0209
2020-02-12 2019-12-31 13F Southern COM 842587107 0 -3,534 -100.00 0 -100.00
2019-11-06 2019-09-30 13F Southern COM 842587107 3,534 -3,975 -52.94 221 -46.75 0.0118
2019-08-07 2019-06-30 13F Southern COM 842587107 7,509 2,899 62.89 415 72.20 0.0227
2019-05-13 2019-03-31 13F Southern COM 842587107 4,610 4,610 241 0.0135
2019-02-11 2018-12-31 13F Southern COM 842587107 0 -4,585 -100.00 0 -100.00
2018-11-13 2018-09-30 13F Southern COM 842587107 4,585 -3,522 -43.44 200 -46.67 0.0107
2018-08-10 2018-06-30 13F Southern COM 842587107 8,107 1,844 29.44 375 33.93 0.0201
2018-05-10 2018-03-31 13F SOUTHERN COMMON STOCK 842587107 6,263 0 0.00 280 -6.98 0.0164
2018-02-05 2017-12-31 13F SOUTHERN COMMON STOCK 842587107 6,263 0 0.00 301 -2.27 0.0169
2017-10-31 2017-09-30 13F SOUTHERN COMMON STOCK 842587107 6,263 -132 -2.06 308 0.65 0.0183
2017-08-03 2017-06-30 13F SOUTHERN COMMON STOCK 842587107 6,395 175 2.81 306 -1.29 0.0186
2017-05-01 2017-03-31 13F SOUTHERN COMMON STOCK 842587107 6,220 -1,781 -22.26 310 -21.32 0.0196
2017-02-08 2016-12-31 13F SOUTHERN COMMON STOCK 842587107 8,001 682 9.32 394 4.79 0.0255
2016-11-03 2016-09-30 13F SOUTHERN COMMON STOCK 842587107 7,319 0 0.00 376 -4.08 0.0247
2016-08-11 2016-06-30 13F SOUTHERN COMMON STOCK 842587107 7,319 -3,524 -32.50 392 -30.12 0.0265
2016-05-05 2016-03-31 13F SOUTHERN COMMON STOCK 842587107 10,843 400 3.83 561 14.96 0.0374
2016-02-12 2015-12-31 13F SOUTHERN COMMON STOCK 842587107 10,443 490 4.92 488 9.66 0.0333
2015-11-12 2015-09-30 13F SOUTHERN COMMON STOCK 842587107 9,953 1,790 21.93 445 30.12 0.0321
2015-08-07 2015-06-30 13F SOUTHERN COMMON STOCK 842587107 8,163 0 0.00 342 -5.26 0.0225
2015-05-05 2015-03-31 13F SOUTHERN COMMON STOCK 842587107 8,163 -43 -0.52 361 -10.42 0.0240
2015-02-11 2014-12-31 13F SOUTHERN COMMON STOCK 842587107 8,206 -1,502 -15.47 403 -4.95 0.0277
2014-11-12 2014-09-30 13F SOUTHERN COMMON STOCK 842587107 9,708 0 0.00 424 -3.85 0.0311
2014-08-12 2014-06-30 13F SOUTHERN COMMON STOCK 842587107 9,708 -365 -3.62 441 -0.45 0.0323
2014-05-09 2014-03-31 13F SOUTHERN COMMON STOCK 842587107 10,073 -743 -6.87 443 -0.45 0.0333
2014-02-13 2013-12-31 13F SOUTHERN COMMON STOCK 842587107 10,816 -3,360 -23.70 445 -23.80 0.0339
2013-11-08 2013-09-30 13F SOUTHERN COMMON STOCK 842587107 14,176 -1,000 -6.59 584 -12.84 0.0468
2013-08-14 2013-06-30 13F SOUTHERN COMMON STOCK 842587107 15,176 15,176 670 0.0565
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.