The Southern Company
MX ˙ BMV ˙ US8425871071
SecurityMX:SO / The Southern Company
InstitutionCommunity Bank, N.A.
Latest Disclosed Ownership1,750 shares
Latest Disclosed Value $ 168,910
Community Bank, N.A. ownership in SO / The Southern Company

On May 12, 2026 - Community Bank, N.A. filed a 13F-HR form disclosing ownership of 1,750 shares of The Southern Company (MX:SO) valued at $168,910 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 1,750 shares of The Southern Company. This represents a change in shares of 0.00% 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)
2026-05-12 2026-03-31 13F SOUTHERN COMMON STOCK 842587107 1,750 0 0.00 169 10.53 0.0110
2026-02-04 2025-12-31 13F SOUTHERN COMMON STOCK 842587107 1,750 200 12.90 153 4.11 0.0180
2025-11-14 2025-09-30 13F SOUTHERN COMMON STOCK 842587107 1,550 0 0.00 147 2.82 0.0178
2025-07-25 2025-06-30 13F SOUTHERN COMMON STOCK 842587107 1,550 0 0.00 142 0.00 0.0187
2025-04-21 2025-03-31 13F SOUTHERN COMMON STOCK 842587107 1,550 -100 -6.06 143 5.19 0.0191
2025-02-11 2024-12-31 13F SOUTHERN COMMON STOCK 842587107 1,650 0 0.00 136 -8.78 0.0174
2024-11-14 2024-09-30 13F SOUTHERN COMMON STOCK 842587107 1,650 -50 -2.94 149 12.98 0.0188
2024-08-14 2024-06-30 13F SOUTHERN COMMON STOCK 842587107 1,700 -50 -2.86 132 4.80 0.0174
2024-05-15 2024-03-31 13F SOUTHERN COMMON STOCK 842587107 1,750 -40 -2.23 126 0.00 0.0165
2024-02-02 2023-12-31 13F SOUTHERN COMMON STOCK 842587107 1,790 -69 -3.71 125 4.17 0.0164
2023-11-14 2023-09-30 13F/A-1 SOUTHERN COMMON STOCK 842587107 1,859 -20 -1.06 120 -8.40 0.0169
2023-10-26 2023-09-30 13F SOUTHERN COM 842587107 16,059 14,180 1,039 0.1398
2023-08-01 2023-06-30 13F SOUTHERN COMMON STOCK 842587107 1,879 -504 -21.15 132 -20.61 0.0174
2023-04-20 2023-03-31 13F SOUTHERN COMMON STOCK 842587107 2,383 -574 -19.41 166 -21.80 0.0224
2023-01-31 2022-12-31 13F SOUTHERN COMMON STOCK 842587107 2,957 173 6.21 211 11.64 0.0294
2022-10-28 2022-09-30 13F SOUTHERN COMMON STOCK 842587107 2,784 -1,265 -31.24 189 -34.60 0.0288
2022-07-26 2022-06-30 13F SOUTHERN COMMON STOCK 842587107 4,049 -5,395 -57.13 289 -57.81 0.0414
2022-05-05 2022-03-31 13F SOUTHERN COMMON STOCK 842587107 9,444 -9,254 -49.49 685 -46.61 0.0845
2022-01-27 2021-12-31 13F SOUTHERN COMMON STOCK 842587107 18,698 -1,554 -7.67 1,283 2.23 0.1479
2021-10-28 2021-09-30 13F SOUTHERN COMMON STOCK 842587107 20,252 140 0.70 1,255 3.12 0.1529
2021-08-03 2021-06-30 13F SOUTHERN COMMON STOCK 842587107 20,112 -634 -3.06 1,217 -5.66 0.1437
2021-05-04 2021-03-31 13F SOUTHERN COMMON STOCK 842587107 20,746 220 1.07 1,290 2.30 0.1611
2021-01-28 2020-12-31 13F SOUTHERN COMMON STOCK 842587107 20,526 185 0.91 1,261 14.32 0.1714
2020-11-03 2020-09-30 13F SOUTHERN COMMON STOCK 842587107 20,341 697 3.55 1,103 8.35 0.1667
2020-07-30 2020-06-30 13F SOUTHERN COMMON STOCK 842587107 19,644 7,534 62.21 1,018 55.18 0.1710
2020-04-30 2020-03-31 13F SOUTHERN COMMON STOCK 842587107 12,110 3,567 41.75 656 20.59 0.1417
2020-02-05 2019-12-31 13F SOUTHERN COMMON STOCK 842587107 8,543 -214 -2.44 544 0.55 0.0957
2019-10-24 2019-09-30 13F SOUTHERN COMMON STOCK 842587107 8,757 -435 -4.73 541 6.50 0.1027
2019-07-26 2019-06-30 13F SOUTHERN COMMON STOCK 842587107 9,192 0 0.00 508 6.95 0.0977
2019-05-02 2019-03-31 13F SOUTHERN COMMON STOCK 842587107 9,192 0 0.00 475 17.87 0.0960
2019-01-30 2018-12-31 13F SOUTHERN COMMON STOCK 842587107 9,192 -77 -0.83 403 -0.25 0.0896
2018-11-05 2018-09-30 13F SOUTHERN COMMON STOCK 842587107 9,269 0 0.00 404 -5.83 0.0793
2018-07-12 2018-06-30 13F SOUTHERN COMMON STOCK 842587107 9,269 0 0.00 429 3.62 0.0801
2018-05-03 2018-03-31 13F SOUTHERN COMMON STOCK 842587107 9,269 0 0.00 414 -7.17 0.0777
2018-02-06 2017-12-31 13F SOUTHERN COMMON STOCK 842587107 9,269 452 5.13 446 3.00 0.0477
2017-10-30 2017-09-30 13F SOUTHERN COMMON STOCK 842587107 8,817 0 0.00 433 2.61 0.0477
2017-08-03 2017-06-30 13F SOUTHERN COMMON STOCK 842587107 8,817 0 0.00 422 -3.87 0.0456
2017-05-02 2017-03-31 13F SOUTHERN COMMON STOCK 842587107 8,817 -100 -1.12 439 0.00 0.0923
2017-01-30 2016-12-31 13F SOUTHERN COMMON STOCK 842587107 8,917 575 6.89 439 2.57 0.0963
2016-10-13 2016-09-30 13F SOUTHERN COMMON STOCK 842587107 8,342 130 1.58 428 -2.73 0.0977
2016-07-14 2016-06-30 13F SOUTHERN COMMON STOCK 842587107 8,212 -146 -1.75 440 1.85 0.1038
2016-04-20 2016-03-31 13F SOUTHERN COMMON STOCK 842587107 8,358 57 0.69 432 11.34 0.1043
2016-02-03 2015-12-31 13F SOUTHERN COMMON STOCK 842587107 8,301 0 0.00 388 4.58 0.0938
2015-10-21 2015-09-30 13F SOUTHERN COMMON STOCK 842587107 8,301 0 0.00 371 6.61 0.0959
2015-07-27 2015-06-30 13F SOUTHERN COMMON STOCK 842587107 8,301 0 0.00 348 -5.18 0.0825
2015-04-27 2015-03-31 13F SOUTHERN COMMON STOCK 842587107 8,301 843 11.30 367 0.27 0.0855
2015-02-06 2014-12-31 13F SOUTHERN COMMON STOCK 842587107 7,458 7,458 366 0.0830
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.