The Southern Company
MX ˙ BMV ˙ US8425871071
SecurityMX:SO / The Southern Company
InstitutionGabelli Funds Llc
Latest Disclosed Ownership397,602 shares
Latest Disclosed Value $ 38,376,545
Gabelli Funds Llc reports 0.15% decrease in ownership of SO / The Southern Company

On May 14, 2026 - Gabelli Funds Llc filed a 13F-HR form disclosing ownership of 397,602 shares of The Southern Company (MX:SO) valued at $38,376,545 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 398,202 shares of The Southern Company. This represents a change in shares of -0.15% 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)
2026-05-14 2026-03-31 13F SOUTHERN EQUITY 842587107 397,602 -600 -0.15 38,377 10.52 0.2592
2026-02-05 2025-12-31 13F SOUTHERN EQUITY 842587107 398,202 -3,298 -0.82 34,723 -8.74 0.2351
2025-11-12 2025-09-30 13F SOUTHERN EQUITY 842587107 401,500 -3,050 -0.75 38,050 2.43 0.2576
2025-08-13 2025-06-30 13F SOUTHERN EQUITY 842587107 404,550 -6,409 -1.56 37,150 -1.69 0.2638
2025-05-14 2025-03-31 13F SOUTHERN EQUITY 842587107 410,959 -8,491 -2.02 37,788 9.44 0.2880
2025-02-13 2024-12-31 13F SOUTHERN EQUITY 842587107 419,450 -3,050 -0.72 34,529 -9.38 0.2593
2024-11-13 2024-09-30 13F SOUTHERN EQUITY 842587107 422,500 -8,350 -1.94 38,101 14.00 0.2746
2024-08-13 2024-06-30 13F SOUTHERN EQUITY 842587107 430,850 -2,000 -0.46 33,421 7.63 0.2538
2024-05-14 2024-03-31 13F SOUTHERN EQUITY 842587107 432,850 -10,100 -2.28 31,053 -0.02 0.2288
2024-02-13 2023-12-31 13F SOUTHERN EQUITY 842587107 442,950 -16,050 -3.50 31,060 4.55 0.2392
2023-11-08 2023-09-30 13F SOUTHERN EQUITY 842587107 459,000 2,300 0.50 29,706 -7.41 0.2410
2023-08-10 2023-06-30 13F SOUTHERN EQUITY 842587107 456,700 -800 -0.17 32,083 0.79 0.2431
2023-05-12 2023-03-31 13F SOUTHERN EQUITY 842587107 457,500 4,200 0.93 31,833 -1.66 0.2413
2023-02-13 2022-12-31 13F SOUTHERN EQUITY 842587107 453,300 0 0.00 32,370 5.02 0.2515
2022-11-14 2022-09-30 13F/A-1 SOUTHERN COM 842587107 453,300 0 0.00 30,824 -4.64 0.2541
2022-11-10 2022-09-30 13F SOUTHERN COM 842587107 453,300 0 30,824 0.2541
2022-08-12 2022-06-30 13F SOUTHERN COM 842587107 453,300 0 0.00 32,325 -1.66 0.2482
2022-05-18 2022-03-31 13F/A-1 SOUTHERN COM 842587107 453,300 0 0.00 32,869 5.73 0.2159
2022-05-13 2022-03-31 13F SOUTHERN COM 842587107 453,300 0 32,869 0.2219
2022-02-11 2021-12-31 13F SOUTHERN COM 842587107 453,300 1,400 0.31 31,087 11.01 0.1962
2021-11-12 2021-09-30 13F SOUTHERN COM 842587107 451,900 0 0.00 28,004 2.41 0.1855
2021-08-13 2021-06-30 13F SOUTHERN COM 842587107 451,900 0 0.00 27,344 -2.66 0.1741
2021-05-14 2021-03-31 13F SOUTHERN COM 842587107 451,900 0 0.00 28,090 1.19 0.1883
2021-02-05 2020-12-31 13F SOUTHERN COM 842587107 451,900 0 0.00 27,760 13.30 0.1977
2020-11-06 2020-09-30 13F SOUTHERN COM 842587107 451,900 0 0.00 24,502 4.57 0.1909
2020-08-13 2020-06-30 13F SOUTHERN COM 842587107 451,900 0 0.00 23,431 -4.23 0.1909
2020-05-14 2020-03-31 13F SOUTHERN COM 842587107 451,900 3,900 0.87 24,466 -14.27 0.2180
2020-02-14 2019-12-31 13F SOUTHERN COM 842587107 448,000 -2,000 -0.44 28,538 2.67 0.1846
2019-11-01 2019-09-30 13F SOUTHERN COM 842587107 450,000 0 0.00 27,797 11.74 0.1836
2019-08-02 2019-06-30 13F SOUTHERN COM 842587107 450,000 0 0.00 24,876 6.97 0.1597
2019-05-02 2019-03-31 13F SOUTHERN COM 842587107 450,000 0 0.00 23,256 17.67 0.1462
2019-01-30 2018-12-31 13F SOUTHERN COM 842587107 450,000 0 0.00 19,764 0.73 0.1355
2018-11-02 2018-09-30 13F SOUTHERN COM 842587107 450,000 0 0.00 19,620 -5.85 0.1126
2018-08-10 2018-06-30 13F SOUTHERN COM 842587107 450,000 -7,000 -1.53 20,840 2.11 0.1234
2018-05-09 2018-03-31 13F SOUTHERN COM 842587107 457,000 0 0.00 20,410 -7.13 0.1217
2018-02-02 2017-12-31 13F SOUTHERN COM 842587107 457,000 0 0.00 21,977 -2.14 0.1266
2017-11-01 2017-09-30 13F SOUTHERN COM 842587107 457,000 -11,900 -2.54 22,457 0.03 0.1286
2017-08-03 2017-06-30 13F SOUTHERN COM 842587107 468,900 -54,100 -10.34 22,451 -13.77 0.1334
2017-05-04 2017-03-31 13F SOUTHERN COM 842587107 523,000 0 0.00 26,035 1.20 0.1535
2017-02-10 2016-12-31 13F SOUTHERN COM 842587107 523,000 0 0.00 25,726 -4.11 0.1522
2016-11-10 2016-09-30 13F SOUTHERN COM 842587107 523,000 0 0.00 26,830 -4.34 0.1592
2016-08-04 2016-06-30 13F SOUTHERN COM 842587107 523,000 0 0.00 28,048 3.67 0.1655
2016-05-05 2016-03-31 13F SOUTHERN COM 842587107 523,000 -2,000 -0.38 27,055 10.14 0.1631
2016-02-05 2015-12-31 13F SOUTHERN COM 842587107 525,000 -40,000 -7.08 24,565 -2.74 0.1487
2015-10-23 2015-09-30 13F SOUTHERN COM 842587107 565,000 -10,000 -1.74 25,256 4.83 0.1501
2015-08-05 2015-06-30 13F SOUTHERN COM 842587107 575,000 -5,000 -0.86 24,093 -6.19 0.1261
2015-05-01 2015-03-31 13F SOUTHERN COM 842587107 580,000 -20,000 -3.33 25,682 -12.84 0.1303
2015-02-05 2014-12-31 13F SOUTHERN COM 842587107 600,000 0 0.00 29,466 12.51 0.1433
2014-10-30 2014-09-30 13F SOUTHERN COM 842587107 600,000 0 0.00 26,190 -3.81 0.1329
2014-08-06 2014-06-30 13F SOUTHERN COM 842587107 600,000 7,000 1.18 27,228 4.50 0.1346
2014-05-16 2014-03-31 13F/A-1 SOUTHERN COM 842587107 593,000 -25,000 -4.05 26,056 2.56 0.1353
2014-05-02 2014-03-31 13F SOUTHERN COM 842587107 593,000 26,056
2014-02-07 2013-12-31 13F SOUTHERN COM 842587107 618,000 0 0.00 25,406 -0.17 0.1353
2013-11-07 2013-09-30 13F SOUTHERN COM 842587107 618,000 0 0.00 25,449 -6.68 0.1449
2013-08-02 2013-06-30 13F/A-1 SOUTHERN COM 842587107 618,000 618,000 27,272 0.1655
2013-08-01 2013-06-30 13F SOUTHERN COM 842587107 618,000 27,272 0.1655
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.