The Southern Company
MX ˙ BMV ˙ US8425871071
SecurityMX:SO / The Southern Company
InstitutionAncora Advisors, LLC
Latest Disclosed Ownership10,983 shares
Latest Disclosed Value $ 1,060,098
Ancora Advisors, LLC reports 0.02% increase in ownership of SO / The Southern Company

On May 15, 2026 - Ancora Advisors, LLC filed a 13F-HR form disclosing ownership of 10,983 shares of The Southern Company (MX:SO) valued at $1,060,098 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 10,981 shares of The Southern Company. This represents a change in shares of 0.02% during the quarter.

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)
2026-05-15 2026-03-31 13F SOUTHERN CO COM COM 842587107 10,983 2 0.02 1,060 10.76 0.0226
2026-02-17 2025-12-31 13F SOUTHERN CO COM COM 842587107 10,981 390 3.68 958 -4.59 0.0197
2025-11-14 2025-09-30 13F SOUTHERN COM 842587107 10,591 887 9.14 1,004 12.57 0.0200
2025-08-14 2025-06-30 13F SOUTHERN COM 842587107 9,704 203 2.14 891 2.06 0.0185
2025-05-15 2025-03-31 13F SOUTHERN COM 842587107 9,501 12 0.13 874 11.78 0.0195
2025-02-14 2024-12-31 13F SOUTHERN COM 842587107 9,489 -1,477 -13.47 781 -20.95 0.0174
2024-11-14 2024-09-30 13F SOUTHERN COM 842587107 10,966 944 9.42 989 27.16 0.0225
2024-08-14 2024-06-30 13F SOUTHERN COM 842587107 10,022 -223 -2.18 777 5.86 0.0193
2024-05-16 2024-03-31 13F SOUTHERN COM 842587107 10,245 352 3.56 735 5.92 0.0167
2024-02-14 2023-12-31 13F SOUTHERN COM 842587107 9,893 75 0.76 694 9.13 0.0163
2023-11-14 2023-09-30 13F SOUTHERN COM 842587107 9,818 0 0.00 635 -7.84 0.0169
2023-08-14 2023-06-30 13F SOUTHERN COM 842587107 9,818 0 0.00 690 0.88 0.0181
2023-05-16 2023-03-31 13F SOUTHERN COM 842587107 9,818 -100 -1.01 683 -3.53 0.0194
2023-02-14 2022-12-31 13F SOUTHERN COM 842587107 9,918 19 0.19 708 5.20 0.0204
2022-11-14 2022-09-30 13F SOUTHERN COM 842587107 9,899 332 3.47 673 -1.32 0.0208
2022-08-15 2022-06-30 13F SOUTHERN COM 842587107 9,567 360 3.91 682 2.10 0.0192
2022-05-16 2022-03-31 13F/A-1 SOUTHERN COM 842587107 9,207 -536 -5.50 668 0.00 0.0162
2022-05-13 2022-03-31 13F SOUTHERN CO COM COM 842587107 11,114 1,371 691 0.0119
2022-02-14 2021-12-31 13F SOUTHERN COM 842587107 9,743 -127 -1.29 668 9.15 0.0158
2021-11-15 2021-09-30 13F SOUTHERN COM 842587107 9,870 -44 -0.44 612 2.00 0.0158
2021-11-12 2021-06-30 13F/A-1 SOUTHERN COM 842587107 9,914 -1,200 -10.80 600 -13.17 0.0157
2021-08-13 2021-06-30 13F SOUTHERN COM 842587107 9,914 -1,200 600 0.0157
2021-11-12 2021-03-31 13F/A-1 SOUTHERN CO COM COM 842587107 11,114 -231 -2.04 691 -0.86 0.0191
2021-05-14 2021-03-31 13F SOUTHERN CO COM COM 842587107 11,114 -231 691 0.0191
2021-11-12 2020-12-31 13F/A-1 SOUTHERN COM 842587107 11,345 -469 -3.97 697 8.74 0.0225
2021-02-12 2020-12-31 13F SOUTHERN COM 842587107 11,345 -469 697 0.0225
2021-11-12 2020-09-30 13F/A-1 SOUTHERN COM 842587107 11,814 0 0.00 641 4.57 0.0255
2020-11-13 2020-09-30 13F SOUTHERN COM 842587107 11,814 0 641 0.0255
2021-11-12 2020-06-30 13F/A-1 SOUTHERN COM 842587107 11,814 -386 -3.16 613 -7.26 0.0257
2020-08-14 2020-06-30 13F SOUTHERN COM 842587107 11,814 -386 613 0.0257
2021-11-12 2020-03-31 13F/A-1 SOUTHERN COM 842587107 12,200 -50 -0.41 661 -15.26 0.0306
2020-05-14 2020-03-31 13F SOUTHERN COM 842587107 12,200 -50 661 0.0306
2020-02-14 2019-12-31 13F SOUTHERN COM 842587107 12,250 0 0.00 780 3.04 0.0290
2019-11-19 2019-09-30 13F/A-2 SOUTHERN COM 842587107 12,250 -1,202 -8.94 757 1.88 0.0330
2019-11-18 2019-09-30 13F/A-1 SOUTHERN COM 842587107 12,250 -1,202 757 0.0330
2019-11-14 2019-09-30 13F SOUTHERN COM 842587107 12,250 -1,202 757 0.0332
2019-11-14 2019-06-30 13F/A-1 SOUTHERN COM 842587107 13,452 -5,852 -30.31 743 -25.55 0.0333
2019-08-12 2019-06-30 13F SOUTHERN COM 842587107 13,452 -5,852 743 30,689.1004
2019-11-14 2019-03-31 13F/A-1 SOUTHERN COM 842587107 19,304 -309 -1.58 998 15.78 0.0453
2019-05-15 2019-03-31 13F SOUTHERN COM 842587107 19,304 -309 998 41,575.1049
2019-11-14 2018-12-31 13F/A-1 SOUTHERN COM 842587107 19,613 -31 -0.16 862 0.58 0.0414
2019-02-14 2018-12-31 13F SOUTHERN COM 842587107 19,613 -31 862
2018-11-13 2018-09-30 13F SOUTHERN COM 842587107 19,644 -243 -1.22 857 -6.95 0.0330
2018-08-10 2018-06-30 13F SOUTHERN COM 842587107 19,887 -2,298 -10.36 921 -7.06 0.0400
2018-05-15 2018-03-31 13F SOUTHERN CO COM COM 842587107 22,185 1,392 6.69 991 -0.90 0.0446
2018-02-14 2017-12-31 13F SOUTHERN COM 842587107 20,793 1,001 5.06 1,000 2.88 0.0534
2017-11-14 2017-09-30 13F SOUTHERN COM 842587107 19,792 -1,132 -5.41 972 -2.99 0.0563
2017-08-14 2017-06-30 13F SOUTHERN COM 842587107 20,924 426 2.08 1,002 -1.76 0.0649
2017-05-15 2017-03-31 13F SOUTHERN COM 842587107 20,498 -450 -2.15 1,020 -1.07 0.0691
2017-02-14 2016-12-31 13F SOUTHERN COM 842587107 20,948 13,348 175.63 1,031 164.36 0.0752
2016-11-14 2016-09-30 13F SOUTHERN COM 842587107 7,600 0 0.00 390 -4.41 0.0395
2016-08-11 2016-06-30 13F SOUTHERN COM 842587107 7,600 0 0.00 408 3.82 0.0475
2016-05-13 2016-03-31 13F SOUTHERN COM 842587107 7,600 0 0.00 393 10.39 0.0483
2016-02-12 2015-12-31 13F/A SOUTHERN COM 842587107 7,600 0 0.00 356 4.71 0.0455
2016-02-11 2015-12-31 13F SOUTHERN COM 842587107 7,600 0 373 0.0490
2015-10-30 2015-09-30 13F SOUTHERN COM 842587107 7,600 0 0.00 340 6.92 0.0438
2015-07-30 2015-06-30 13F SOUTHERN COM 842587107 7,600 7,600 0.00 318 -5.64 0.0374
2015-05-15 2015-03-31 13F/A-1 SOUTHERN CO COM COM 842587107 0 -7,600 -100.00 337 -9.65 0.0412
2015-05-15 2015-03-31 13F SOUTHERN CO COM COM 842587107 0 337
2015-02-11 2014-12-31 13F/A-1 SOUTHERN CO COM COM 842587107 7,600 7,600 373 0.0455
2015-02-11 2014-12-31 13F SOUTHERN CO COM COM 842587107 7,600 7,600 373 0.0455
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.