The Southern Company
MX ˙ BMV ˙ US8425871071
SecurityMX:SO / The Southern Company
InstitutionMerit Financial Group, LLC
Latest Disclosed Ownership102,926 shares
Latest Disclosed Value $ 9,934,457
Merit Financial Group, LLC reports 11.79% increase in ownership of SO / The Southern Company

On April 15, 2026 - Merit Financial Group, LLC filed a 13F-HR form disclosing ownership of 102,926 shares of The Southern Company (MX:SO) valued at $9,934,457 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 92,071 shares of The Southern Company. This represents a change in shares of 11.79% 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)
2026-04-15 2026-03-31 13F SOUTHERN COM 842587107 102,926 10,855 11.79 9,934 23.74 0.0571
2026-01-26 2025-12-31 13F SOUTHERN COM 842587107 92,071 2,743 3.07 8,029 -5.16 0.0644
2025-11-07 2025-09-30 13F/A-1 SOUTHERN COM 842587107 89,328 5,026 5.96 8,466 9.35 0.0778
2025-10-20 2025-09-30 13F SOUTHERN COM 842587107 89,327 5,025 8,466 0.0777
2025-07-22 2025-06-30 13F SOUTHERN COM 842587107 84,302 12,392 17.23 7,741 17.08 0.0863
2025-04-09 2025-03-31 13F SOUTHERN COM 842587107 71,910 11,378 18.80 6,612 32.72 0.0990
2025-01-15 2024-12-31 13F SOUTHERN COM 842587107 60,532 18,809 45.08 4,983 32.43 0.0895
2024-10-17 2024-09-30 13F SOUTHERN COM 842587107 41,723 817 2.00 3,763 18.56 0.0841
2024-08-13 2024-06-30 13F SOUTHERN COM 842587107 40,906 -1,994 -4.65 3,173 -2.46 0.0700
2024-05-06 2024-03-31 13F SOUTHERN COM 842587107 42,900 2,557 6.34 3,254 15.03 0.0775
2024-02-06 2023-12-31 13F SOUTHERN COM 842587107 40,343 5,195 14.78 2,829 24.36 0.0861
2023-11-07 2023-09-30 13F SOUTHERN COM 842587107 35,148 -4,100 -10.45 2,275 -17.52 0.0744
2023-08-01 2023-06-30 13F SOUTHERN COM 842587107 39,248 3,549 9.94 2,757 11.04 0.0892
2023-04-24 2023-03-31 13F SOUTHERN COM 842587107 35,699 -735 -2.02 2,484 -4.54 0.0903
2023-01-13 2022-12-31 13F SOUTHERN COM 842587107 36,434 701 1.96 2,602 7.04 0.0941
2022-10-31 2022-09-30 13F SOUTHERN COM 842587107 35,733 -3,323 -8.51 2,430 -12.75 0.1054
2022-08-08 2022-06-30 13F SOUTHERN COM 842587107 39,056 10,975 39.08 2,785 36.79 0.0862
2022-05-13 2022-03-31 13F SOUTHERN COM 842587107 28,081 8,838 45.93 2,036 54.24 0.1228
2022-02-14 2021-12-31 13F SOUTHERN COM 842587107 19,243 79 0.41 1,320 11.11 0.1295
2021-10-27 2021-09-30 13F SOUTHERN COM 842587107 19,164 180 0.95 1,188 3.39 0.1243
2021-08-16 2021-06-30 13F SOUTHERN COM 842587107 18,984 702 3.84 1,149 1.14 0.1080
2021-05-18 2021-03-31 13F SOUTHERN COM 842587107 18,282 531 2.99 1,136 4.22 0.1188
2021-02-12 2020-12-31 13F SOUTHERN COM 842587107 17,751 1,291 7.84 1,090 22.20 0.1053
2020-11-10 2020-09-30 13F SOUTHERN COM 842587107 16,460 1,940 13.36 892 18.46 0.0815
2020-08-13 2020-06-30 13F SOUTHERN COM 842587107 14,520 -144 -0.98 753 -5.16 0.0749
2020-05-05 2020-03-31 13F SOUTHERN COM 842587107 14,664 339 2.37 794 -13.03 0.0887
2020-01-16 2019-12-31 13F SOUTHERN COM 842587107 14,325 165 1.17 913 4.34 0.0808
2019-11-25 2019-09-30 13F SOUTHERN Common Stock 842587107 14,160 206 1.48 875 13.49 0.0957
2019-08-13 2019-06-30 13F SOUTHERN Common Stock 842587107 13,954 653 4.91 771 12.23 0.0904
2019-05-16 2019-03-31 13F SOUTHERN Common Stock 842587107 13,301 526 4.12 687 22.46 0.0838
2019-02-15 2018-12-31 13F SOUTHERN Common Stock 842587107 12,775 103 0.81 561 1.63 0.0844
2018-10-25 2018-09-30 13F SOUTHERN Common Stock 842587107 12,672 1,555 13.99 552 7.39 0.0884
2018-08-07 2018-06-30 13F SOUTHERN Common Stock 842587107 11,117 -790 -6.63 514 -3.20 0.0921
2018-05-14 2018-03-31 13F SOUTHERN Common Stock 842587107 11,907 438 3.82 531 -3.63 0.1043
2018-02-13 2017-12-31 13F SOUTHERN Common Stock 842587107 11,469 11,469 551 0.1173
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.