The Southern Company
IT ˙ BIT ˙ US8425871071
78,00 € 0,00 (0,00%)
2026-06-03
AKTIENPREIS
SecurityIT:1SO / The Southern Company
InstitutionWest Paces Advisors Inc.
Latest Disclosed Ownership33,747 shares
Latest Disclosed Value $ 3,257,260
West Paces Advisors Inc. ownership in 1SO / The Southern Company

On May 5, 2026 - West Paces Advisors Inc. filed a 13F-HR form disclosing ownership of 33,747 shares of The Southern Company (IT:1SO) valued at $2,912,029 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 33,747 shares of The Southern Company. This represents a change in shares of 0.00% during the quarter. The current value of the position is $2,632,266 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 33,747 0 0.00 3,257 10.71 0.6310
2026-01-21 2025-12-31 13F SOUTHERN COM 842587107 33,747 2,379 7.58 2,943 -1.01 0.5692
2025-10-22 2025-09-30 13F SOUTHERN COM 842587107 31,368 -98 -0.31 2,973 2.87 0.5917
2025-07-23 2025-06-30 13F SOUTHERN COM 842587107 31,466 4,047 14.76 2,890 14.60 0.6148
2025-04-15 2025-03-31 13F SOUTHERN CO COM Stock 842587107 27,419 22,207 426.07 2,521 487.65 0.5743
2025-02-14 2024-12-31 13F SOUTHERN CO COM Stock 842587107 5,212 0 0.00 429 -8.72 0.1047
2024-10-15 2024-09-30 13F SOUTHERN CO COM Stock 842587107 5,212 2,800 116.09 470 151.34 0.1151
2024-07-17 2024-06-30 13F SOUTHERN CO COM Stock 842587107 2,412 -400 -14.22 187 -6.97 0.0488
2024-04-15 2024-03-31 13F SOUTHERN CO COM Stock 842587107 2,812 974 52.99 202 57.03 0.0532
2024-01-30 2023-12-31 13F SOUTHERN CO COM Stock 842587107 1,838 0 0.00 129 8.47 0.0362
2023-12-18 2023-09-30 13F SOUTHERN CO COM Stock 842587107 1,838 -24 -1.29 119 -9.23 0.0373
2023-12-18 2023-06-30 13F SOUTHERN CO COM Stock 842587107 1,862 -425 -18.58 131 -18.24 0.0385
2023-12-18 2023-03-31 13F SOUTHERN CO COM Stock 842587107 2,287 -923 -28.75 159 -30.57 0.0494
2023-12-18 2022-12-31 13F SOUTHERN CO COM Stock 842587107 3,210 -163 -4.83 229 0.00 0.0729
2023-12-19 2022-09-30 13F SOUTHERN CO COM Stock 842587107 3,373 -5 -0.15 229 -4.58 0.0815
2023-12-19 2022-06-30 13F SOUTHERN CO COM Stock 842587107 3,378 22 0.66 241 -1.23 0.0820
2023-12-19 2022-03-31 13F SOUTHERN CO COM Stock 842587107 3,356 -1,870 -35.78 243 -32.12 0.0759
2023-12-20 2021-12-31 13F SOUTHERN CO COM Stock 842587107 5,226 3,229 161.69 358 191.06 0.1118
2023-12-20 2021-09-30 13F SOUTHERN CO COM Stock 842587107 1,997 229 12.95 124 16.04 0.0434
2023-12-20 2021-06-30 13F SOUTHERN CO COM Stock 842587107 1,768 51 2.97 107 0.00 0.0393
2023-12-20 2021-03-31 13F SOUTHERN CO COM Stock 842587107 1,717 0 0.00 107 0.95 0.0429
2023-12-20 2020-12-31 13F SOUTHERN CO COM Stock 842587107 1,717 0 0.00 105 12.90 0.0470
2023-12-20 2020-09-30 13F SOUTHERN CO COM Stock 842587107 1,717 -80 -4.45 93 0.00 0.0476
2023-12-20 2020-06-30 13F SOUTHERN CO COM Stock 842587107 1,797 0 0.00 93 -4.12 0.0504
2023-12-21 2020-03-31 13F SOUTHERN CO COM Stock 842587107 1,797 595 49.50 97 27.63 0.0617
2023-12-22 2019-12-31 13F SOUTHERN CO COM Stock 842587107 1,202 160 15.36 77 18.75 0.0417
2023-12-22 2019-09-30 13F SOUTHERN CO COM Stock 842587107 1,042 0 0.00 64 12.28 0.0385
2023-12-22 2019-06-30 13F SOUTHERN CO COM Stock 842587107 1,042 0 0.00 58 7.55 0.0360
2023-12-22 2019-03-31 13F SOUTHERN CO COM Stock 842587107 1,042 0 0.00 54 17.78 0.0377
2023-12-22 2018-12-31 13F SOUTHERN CO COM Stock 842587107 1,042 0 0.00 46 0.00 0.0353
2023-12-21 2018-09-30 13F SOUTHERN CO COM Stock 842587107 1,042 0 0.00 45 -6.25 0.0327
2023-12-22 2018-06-30 13F SOUTHERN CO COM Stock 842587107 1,042 117 12.65 48 17.07 0.0361
2023-12-22 2018-03-31 13F SOUTHERN CO COM Stock 842587107 925 0 0.00 41 -6.82 0.0307
2023-12-22 2017-12-31 13F SOUTHERN CO COM Stock 842587107 925 0 0.00 44 -2.22 0.0329
2023-12-22 2017-09-30 13F SOUTHERN CO COM Stock 842587107 925 0 0.00 45 2.27 0.0343
2023-12-22 2017-06-30 13F SOUTHERN CO COM Stock 842587107 925 0 0.00 44 -4.35 0.0352
2023-12-22 2017-03-31 13F SOUTHERN CO COM Stock 842587107 925 0 0.00 46 2.22 0.0367
2023-12-22 2016-12-31 13F SOUTHERN CO COM Stock 842587107 925 925 46 0.0425
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.