The Southern Company
MX ˙ BMV ˙ US8425871071
SecurityMX:SO / The Southern Company
InstitutionIHT Wealth Management, LLC
Latest Disclosed Ownership52,118 shares
Latest Disclosed Value $ 5,030,470
IHT Wealth Management, LLC reports 95.36% increase in ownership of SO / The Southern Company

On May 15, 2026 - IHT Wealth Management, LLC filed a 13F-HR form disclosing ownership of 52,118 shares of The Southern Company (MX:SO) valued at $5,030,470 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 26,678 shares of The Southern Company. This represents a change in shares of 95.36% 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 COM 842587107 52,118 25,440 95.36 5,030 116.25 0.1164
2026-02-17 2025-12-31 13F Southern COM 842587107 26,678 1,232 4.84 2,326 -3.53 0.0565
2025-11-14 2025-09-30 13F Southern COM 842587107 25,446 52 0.20 2,411 3.43 0.0610
2025-08-14 2025-06-30 13F Southern COM 842587107 25,394 -774 -2.96 2,332 -3.12 0.0641
2025-05-15 2025-03-31 13F Southern COM 842587107 26,168 673 2.64 2,406 14.68 0.0751
2025-02-14 2024-12-31 13F Southern COM 842587107 25,495 -2,544 -9.07 2,099 -17.08 0.0677
2024-11-14 2024-09-30 13F Southern COM 842587107 28,039 1,840 7.02 2,531 24.51 0.0718
2024-08-14 2024-06-30 13F SOUTHERN COM 842587107 26,199 965 3.82 2,032 12.27 0.0758
2024-05-15 2024-03-31 13F Southern COM 842587107 25,234 276 1.11 1,810 3.43 0.0726
2024-02-14 2023-12-31 13F SOUTHERN COM 842587107 24,958 -30 -0.12 1,750 8.23 0.0780
2023-11-14 2023-09-30 13F SOUTHERN COM 842587107 24,988 748 3.09 1,617 -4.99 0.0820
2023-08-15 2023-06-30 13F SOUTHERN COM 842587107 24,240 -1,605 -6.21 1,703 -5.34 0.0887
2023-05-15 2023-03-31 13F SOUTHERN COM 842587107 25,845 1,492 6.13 1,798 3.39 0.1027
2023-02-15 2022-12-31 13F SOUTHERN COM 842587107 24,353 5,220 27.28 1,739 33.67 0.1093
2022-11-22 2022-09-30 13F SOUTHERN COM 842587107 19,133 4,868 34.13 1,301 27.93 0.0989
2022-08-15 2022-06-30 13F SOUTHERN COM 842587107 14,265 226 1.61 1,017 -0.10 0.0896
2022-05-16 2022-03-31 13F SOUTHERN COM 842587107 14,039 276 2.01 1,018 7.84 0.0772
2022-02-14 2021-12-31 13F SOUTHERN COM 842587107 13,763 2,639 23.72 944 37.01 0.0696
2021-11-15 2021-09-30 13F SOUTHERN COM 842587107 11,124 -8,420 -43.08 689 -41.76 0.0561
2021-08-16 2021-06-30 13F SOUTHERN COM 842587107 19,544 851 4.55 1,183 1.81 0.0750
2021-05-18 2021-03-31 13F SOUTHERN COM 842587107 18,693 1,380 7.97 1,162 9.21 0.0836
2021-02-17 2020-12-31 13F SOUTHERN COM 842587107 17,313 1,276 7.96 1,064 22.30 0.0884
2020-11-19 2020-09-30 13F SOUTHERN COM 842587107 16,037 5,048 45.94 870 52.63 0.0873
2020-08-14 2020-06-30 13F SOUTHERN COM 842587107 10,989 -5,662 -34.00 570 -36.74 0.0781
2020-05-13 2020-03-31 13F SOUTHERN COM 842587107 16,651 3,013 22.09 901 3.68 0.1297
2020-02-18 2019-12-31 13F SOUTHERN COM 842587107 13,638 -235 -1.69 869 1.40 0.1029
2019-11-15 2019-09-30 13F SOUTHERN PORTFOLIO AGRGTE 842587107 13,873 7,949 134.18 857 162.08 0.1165
2019-08-12 2019-06-30 13F SOUTHERN COM 842587107 5,924 -2,877 -32.69 327 -28.13 0.0475
2019-05-16 2019-03-31 13F SOUTHERN COM 842587107 8,801 -30 -0.34 455 17.27 0.0758
2019-02-14 2018-12-31 13F SOUTHERN COM 842587107 8,831 16 0.18 388 1.04 0.0747
2018-11-14 2018-09-30 13F SOUTHERN COM 842587107 8,815 1,244 16.43 384 9.40 0.0830
2018-08-13 2018-06-30 13F SOUTHERN COM 842587107 7,571 2,893 61.84 351 69.57 0.0897
2018-05-14 2018-03-31 13F SOUTHERN COM 842587107 4,678 -6,019 -56.27 207 -59.01 0.0556
2018-02-14 2017-12-31 13F SOUTHERN COM 842587107 10,697 7,415 225.93 505 209.82 0.1337
2017-11-14 2017-09-30 13F SOUTHERN COM 842587107 3,282 -647 -16.47 163 8,050.00 0.0694
2017-08-14 2017-06-30 13F/A-1 SOUTHERN COM 842587107 3,929 1,648 72.25 2 -98.26 0.0010
2017-08-14 2017-06-30 13F SOUTHERN COM 842587107 3,929 1,648 79
2017-05-15 2017-03-31 13F SOUTHERN COM 842587107 2,281 302 15.26 115 18.56 0.0767
2017-02-14 2016-12-31 13F SOUTHERN COM 842587107 1,979 1,979 97 0.0733
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.