The Southern Company
IT ˙ BIT ˙ US8425871071
78,00 € 0,00 (0,00%)
2026-06-03
AKTIENPREIS
SecurityIT:1SO / The Southern Company
InstitutionWealthfront Advisers Llc
Latest Disclosed Ownership204,145 shares
Latest Disclosed Value $ 19,704,075
Wealthfront Advisers Llc reports 23.96% increase in ownership of 1SO / The Southern Company

On May 5, 2026 - Wealthfront Advisers Llc filed a 13F-HR form disclosing ownership of 204,145 shares of The Southern Company (IT:1SO) valued at $17,615,672 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 164,689 shares of The Southern Company. This represents a change in shares of 23.96% during the quarter. The current value of the position is $15,923,310 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)
2026-05-05 2026-03-31 13F SOUTHERN COM 842587107 204,145 39,456 23.96 19,704 37.21 0.0432
2026-01-30 2025-12-31 13F SOUTHERN COM 842587107 164,689 -7,403 -4.30 14,361 -11.95 0.0321
2025-11-06 2025-09-30 13F SOUTHERN COM 842587107 172,092 7,003 4.24 16,309 7.58 0.0383
2025-07-31 2025-06-30 13F SOUTHERN COM 842587107 165,089 6,584 4.15 15,160 4.02 0.0390
2025-05-02 2025-03-31 13F SOUTHERN COM 842587107 158,505 24,962 18.69 14,575 32.58 0.0391
2025-04-01 2024-12-31 13F/A-1 SOUTHERN COM 842587107 133,543 27,998 26.53 10,993 15.50 0.0321
2024-11-12 2024-09-30 13F SOUTHERN COM 842587107 105,545 6,574 6.64 9,518 23.98 0.0293
2024-08-14 2024-06-30 13F SOUTHERN COM 842587107 98,971 11,242 12.81 7,677 21.99 0.0258
2024-04-19 2024-03-31 13F SOUTHERN COM 842587107 87,729 -2,076 -2.31 6,294 -0.06 0.0220
2024-02-09 2023-12-31 13F SOUTHERN COM 842587107 89,805 -1,420 -1.56 6,297 6.66 0.0242
2023-11-01 2023-09-30 13F SOUTHERN COM 842587107 91,225 -2,418 -2.58 5,904 -10.25 0.0254
2023-08-07 2023-06-30 13F SOUTHERN COM 842587107 93,643 8,192 9.59 6,578 10.65 0.0279
2023-04-28 2023-03-31 13F SOUTHERN COM 842587107 85,451 -77,221 -47.47 5,946 -48.82 0.0270
2023-02-10 2022-12-31 13F SOUTHERN COM 842587107 162,672 -8,163 -4.78 11,616 -0.01 0.0563
2022-11-14 2022-09-30 13F SOUTHERN COM 842587107 170,835 15,409 9.91 11,617 4.82 0.0618
2022-07-20 2022-06-30 13F SOUTHERN COM 842587107 155,426 -15,400 -9.02 11,083 -10.52 0.0557
2022-05-16 2022-03-31 13F SOUTHERN COM 842587107 170,826 50,507 41.98 12,386 50.10 0.0543
2022-01-21 2021-12-31 13F SOUTHERN COM 842587107 120,319 -3,110 -2.52 8,252 7.88 0.0349
2021-11-15 2021-09-30 13F SOUTHERN COM 842587107 123,429 40,314 48.50 7,649 52.10 0.0354
2021-08-16 2021-06-30 13F SOUTHERN COM 842587107 83,115 10,383 14.28 5,029 11.24 0.0239
2021-05-14 2021-03-31 13F SOUTHERN COM 842587107 72,732 -2,552 -3.39 4,521 -2.25 0.0242
2021-02-16 2020-12-31 13F SOUTHERN COM 842587107 75,284 5,916 8.53 4,625 22.97 0.0278
2020-11-16 2020-09-30 13F SOUTHERN COM 842587107 69,368 486 0.71 3,761 5.29 0.0269
2020-08-14 2020-06-30 13F SOUTHERN COM 842587107 68,882 -30,372 -30.60 3,572 -33.53 0.0277
2020-05-15 2020-03-31 13F SOUTHERN COM 842587107 99,254 4,546 4.80 5,374 -10.92 0.0488
2020-01-21 2019-12-31 13F SOUTHERN COM 842587107 94,708 2,482 2.69 6,033 5.90 0.0447
2019-10-15 2019-09-30 13F SOUTHERN COM 842587107 92,226 5,570 6.43 5,697 18.94 0.0478
2019-08-13 2019-06-30 13F SOUTHERN COM 842587107 86,656 3,913 4.73 4,790 12.02 0.0416
2019-05-13 2019-03-31 13F SOUTHERN COM 842587107 82,743 21,582 35.29 4,276 59.20 0.0396
2019-02-14 2018-12-31 13F SOUTHERN COM 842587107 61,161 61,161 2,686 0.0286
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.