The Southern Company
MX ˙ BMV ˙ US8425871071
SecurityMX:SO / The Southern Company
InstitutionGreenleaf Trust
Latest Disclosed Ownership28,082 shares
Latest Disclosed Value $ 2,710,475
Greenleaf Trust reports 18.02% increase in ownership of SO / The Southern Company

On April 27, 2026 - Greenleaf Trust filed a 13F-HR form disclosing ownership of 28,082 shares of The Southern Company (MX:SO) valued at $2,710,475 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 23,795 shares of The Southern Company. This represents a change in shares of 18.02% 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)
2026-04-27 2026-03-31 13F Southern Com 842587107 28,082 4,287 18.02 2,710 30.67 0.0149
2026-01-21 2025-12-31 13F Southern Com 842587107 23,795 -339 -1.40 2,075 -9.31 0.0107
2025-10-22 2025-09-30 13F Southern Com 842587107 24,134 1,011 4.37 2,287 7.72 0.0208
2025-07-17 2025-06-30 13F Southern Com 842587107 23,123 -6,728 -22.54 2,123 -22.63 0.0188
2025-04-30 2025-03-31 13F Southern Com 842587107 29,851 1,147 4.00 2,745 16.17 0.0250
2025-01-24 2024-12-31 13F Southern COM 842587107 28,704 -1,442 -4.78 2,363 -13.10 0.0215
2024-10-22 2024-09-30 13F Southern COM 842587107 30,146 755 2.57 2,719 19.26 0.0242
2024-07-22 2024-06-30 13F Southern COM 842587107 29,391 1,928 7.02 2,280 15.69 0.0216
2024-04-29 2024-03-31 13F Southern COM 842587107 27,463 -3,649 -11.73 1,970 -9.67 0.0183
2024-01-31 2023-12-31 13F Southern COM 842587107 31,112 2,747 9.68 2,182 18.86 0.0234
2023-11-09 2023-09-30 13F Southern COM 842587107 28,365 -612 -2.11 1,836 -9.83 0.0212
2023-08-09 2023-06-30 13F Southern COM 842587107 28,977 2,119 7.89 2,036 8.94 0.0216
2023-05-11 2023-03-31 13F Southern COM 842587107 26,858 2,706 11.20 1,869 186,700.00 0.0211
2023-01-25 2022-12-31 13F Southern COM 842587107 24,152 1,102 4.78 2 -99.94 0.0218
2022-11-10 2022-09-30 13F Southern COM 842587107 23,050 7,165 45.11 1,567 38.31 0.0232
2022-08-12 2022-06-30 13F Southern COM 842587107 15,885 5,145 47.91 1,133 45.44 0.0171
2022-04-27 2022-03-31 13F Southern COM 842587107 10,740 804 8.09 779 14.39 0.0093
2022-02-11 2021-12-31 13F Southern COM 842587107 9,936 -443 -4.27 681 5.91 0.0080
2021-11-12 2021-09-30 13F Southern COM 842587107 10,379 778 8.10 643 10.67 0.0078
2021-08-10 2021-06-30 13F Southern COM 842587107 9,601 781 8.85 581 6.02 0.0072
2021-04-30 2021-03-31 13F Southern COM 842587107 8,820 -203 -2.25 548 -1.08 0.0072
2021-02-08 2020-12-31 13F Southern COM 842587107 9,023 2,740 43.61 554 62.46 0.0074
2020-10-30 2020-09-30 13F Southern COM 842587107 6,283 45 0.72 341 5.57 0.0053
2020-08-12 2020-06-30 13F Southern COM 842587107 6,238 527 9.23 323 4.53 0.0057
2020-04-29 2020-03-31 13F Southern COM 842587107 5,711 -20 -0.35 309 -15.34 0.0061
2020-02-11 2019-12-31 13F Southern COM 842587107 5,731 273 5.00 365 8.31 0.0057
2019-11-08 2019-09-30 13F Southern COM 842587107 5,458 373 7.34 337 19.93 0.0052
2019-07-24 2019-06-30 13F Southern COM 842587107 5,085 1,100 27.60 281 36.41 0.0044
2019-05-08 2019-03-31 13F Southern COM 842587107 3,985 3,985 206 0.0034
2019-02-07 2018-12-31 13F Southern COM 842587107 0 -6,078 -100.00 0 -100.00
2018-10-29 2018-09-30 13F Southern COM 842587107 6,078 -1,399 -18.71 265 -23.41 0.0048
2018-08-07 2018-06-30 13F Southern COM 842587107 7,477 7,477 346 0.0066
2018-04-30 2018-03-31 13F Southern COM 842587107 0 -922 -100.00 0 -100.00
2018-02-08 2017-12-31 13F Southern COM 842587107 922 0 0.00 44 -2.22 0.0009
2017-11-13 2017-09-30 13F Southern COM 842587107 922 -3,941 -81.04 45 -77.50 0.0010
2013-10-30 2013-09-30 13F Southern COM 842587107 4,863 -766 -13.61 200 -19.35 0.0075
2013-07-17 2013-06-30 13F Southern COM 842587107 5,629 5,629 248 0.0097
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.