The Southern Company
MX ˙ BMV ˙ US8425871071
SecurityMX:SO / The Southern Company
InstitutionNeuberger Berman Group LLC
Latest Disclosed Ownership104,079 shares
Latest Disclosed Value $ 10,045,697
Neuberger Berman Group LLC reports 9.09% increase in ownership of SO / The Southern Company

On May 14, 2026 - Neuberger Berman Group LLC filed a 13F-HR form disclosing ownership of 104,079 shares of The Southern Company (MX:SO) valued at $10,045,697 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 95,403 shares of The Southern Company. This represents a change in shares of 9.09% 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 Common 842587107 104,079 8,676 9.09 10,046 20.75 0.0039
2026-02-13 2025-12-31 13F SOUTHERN Common 842587107 95,403 787 0.83 8,319 -7.22 0.0062
2025-11-12 2025-09-30 13F SOUTHERN Common 842587107 94,616 879 0.94 8,967 4.17 0.0066
2025-08-25 2025-06-30 13F/A-1 SOUTHERN Common 842587107 93,737 13,216 16.41 8,608 16.26 0.0066
2025-08-13 2025-06-30 13F SOUTHERN Common 842587107 93,737 13,216 8,608 0.0034
2025-05-13 2025-03-31 13F SOUTHERN Common 842587107 80,521 593 0.74 7,404 12.52 0.0062
2025-02-13 2024-12-31 13F SOUTHERN Common 842587107 79,928 7,539 10.41 6,580 0.78 0.0052
2024-11-14 2024-09-30 13F SOUTHERN Common 842587107 72,389 1,235 1.74 6,528 18.28 0.0051
2024-11-14 2024-06-30 13F/A-1 SOUTHERN Common 842587107 71,154 -2,932 -3.96 5,519 3.86 0.0045
2024-08-13 2024-06-30 13F SOUTHERN Common 842587107 71,154 -2,932 5,519 0.0045
2024-11-14 2024-03-31 13F/A-1 SOUTHERN Common 842587107 74,086 -9,258 -11.11 5,315 -9.07 0.0044
2024-05-13 2024-03-31 13F SOUTHERN Common 842587107 74,086 -9,258 5,315 0.0044
2024-11-14 2023-12-31 13F/A-2 SOUTHERN Common 842587107 83,344 -6,768 -7.51 5,844 0.21 0.0051
2024-02-09 2023-12-31 13F SOUTHERN Common 842587107 83,344 -6,768 5,844 0.0051
2023-11-14 2023-09-30 13F SOUTHERN Common 842587107 90,112 -8,014 -8.17 5,832 -15.39 0.0053
2023-08-11 2023-06-30 13F SOUTHERN Common 842587107 98,126 4,269 4.55 6,893 5.56 0.0062
2023-05-12 2023-03-31 13F SOUTHERN Common 842587107 93,857 -20,171 -17.69 6,531 -19.80 0.0061
2023-02-13 2022-12-31 13F SOUTHERN Common 842587107 114,028 3,841 3.49 8,143 7.44 0.0080
2022-11-15 2022-09-30 13F SOUTHERN Common 842587107 110,187 29,881 37.21 7,578 31.15 0.0079
2022-08-15 2022-06-30 13F SOUTHERN Common 842587107 80,306 -6,630 -7.63 5,778 -8.92 0.0058
2022-05-23 2022-03-31 13F/A-1 SOUTHERN Common 842587107 86,936 4,259 5.15 6,344 27.47 0.0054
2022-05-13 2022-03-31 13F SOUTHERN Common 842587107 86,936 4,259 5,745 0.0050
2022-02-11 2021-12-31 13F SOUTHERN Common 842587107 82,677 -12,347 -12.99 4,977 -6.45 0.0039
2021-11-12 2021-09-30 13F SOUTHERN Common 842587107 95,024 11,536 13.82 5,320 11.06 0.0047
2021-08-13 2021-06-30 13F SOUTHERN Common 842587107 83,488 31,817 61.58 4,790 56.79 0.0042
2021-05-13 2021-03-31 13F SOUTHERN Common 842587107 51,671 -120 -0.23 3,055 -1.99 0.0029
2021-02-10 2020-12-31 13F SOUTHERN Common 842587107 51,791 -5,396 -9.44 3,117 1.63 0.0032
2020-11-12 2020-09-30 13F SOUTHERN Common 842587107 57,187 10,272 21.89 3,067 27.21 0.0036
2020-08-13 2020-06-30 13F SOUTHERN Common 842587107 46,915 4,333 10.18 2,411 4.55 0.0030
2020-05-14 2020-03-31 13F SOUTHERN Common 842587107 42,582 -94,830 -69.01 2,306 -73.66 0.0035
2020-02-12 2019-12-31 13F SOUTHERN Common 842587107 137,412 -4,783 -3.36 8,754 -0.34 0.0102
2019-11-13 2019-09-30 13F SOUTHERN Common 842587107 142,195 -14,146 -9.05 8,784 1.64 0.0107
2019-08-13 2019-06-30 13F SOUTHERN Common 842587107 156,341 -3,847 -2.40 8,642 4.40 0.0103
2019-05-13 2019-03-31 13F SOUTHERN Common 842587107 160,188 -32,109 -16.70 8,278 -1.99 0.0101
2019-02-12 2018-12-31 13F SOUTHERN Common 842587107 192,297 -10,145 -5.01 8,446 -4.31 0.0118
2018-11-16 2018-09-30 13F/A-1 SOUTHERN Common 842587107 202,442 141,696 233.26 8,826 213.76 0.0100
2018-11-13 2018-09-30 13F SOUTHERN Common 842587107 202,442 141,696 8,826
2018-08-13 2018-06-30 13F SOUTHERN Common 842587107 60,746 -269 -0.44 2,813 3.23 0.0031
2018-05-08 2018-03-31 13F SOUTHERN Common 842587107 61,015 7,049 13.06 2,725 4.97 0.0031
2018-02-14 2017-12-31 13F SOUTHERN Common 842587107 53,966 -3,719 -6.45 2,596 -8.43 0.0030
2017-11-15 2017-09-30 13F SOUTHERN COMMON STOCK 842587107 57,685 1,379 2.45 2,835 5.16 0.0035
2017-08-08 2017-06-30 13F SOUTHERN COMMON STOCK 842587107 56,306 -12,771 -18.49 2,696 -21.61 0.0035
2017-05-10 2017-03-31 13F SOUTHERN COMMON STOCK 842587107 69,077 -6,923 -9.11 3,439 -8.00 0.0044
2017-02-06 2016-12-31 13F SOUTHERN COMMON STOCK 842587107 76,000 -2,517 -3.21 3,738 -7.20 0.0050
2016-11-02 2016-09-30 13F SOUTHERN COMMON STOCK 842587107 78,517 7,859 11.12 4,028 6.31 0.0055
2016-08-05 2016-06-30 13F SOUTHERN COMMON STOCK 842587107 70,658 23,984 51.39 3,789 56.96 0.0052
2016-05-06 2016-03-31 13F SOUTHERN COMMON STOCK 842587107 46,674 14 0.03 2,414 10.58 0.0033
2016-01-28 2015-12-31 13F SOUTHERN COMMON STOCK 842587107 46,660 -4,218 -8.29 2,183 -4.00 0.0029
2015-11-10 2015-09-30 13F SOUTHERN COMMON STOCK 842587107 50,878 -1,188 -2.28 2,274 4.22 0.0029
2015-07-31 2015-06-30 13F SOUTHERN COMMON STOCK 842587107 52,066 -10,054 -16.18 2,182 -20.68 0.0024
2015-05-06 2015-03-31 13F SOUTHERN COMMON STOCK 842587107 62,120 62,120 0.00 2,751 0.0029
2015-02-05 2014-12-31 13F SOUTHERN COMMON STOCK 842587107 0 -81,065 -100.00 0 -100.00
2014-11-04 2014-09-30 13F SOUTHERN COMMON STOCK 842587107 81,065 6,606 8.87 3,538 4.71 0.0036
2014-08-05 2014-06-30 13F SOUTHERN COMMON STOCK 842587107 74,459 -615,145 -89.20 3,379 -88.85 0.0033
2014-05-05 2014-03-31 13F SOUTHERN COMMON STOCK 842587107 689,604 542,719 369.49 30,301 401.84 0.0308
2014-02-11 2013-12-31 13F SOUTHERN COMMON STOCK 842587107 146,885 -7,420 -4.81 6,038 -4.97 0.0062
2013-10-29 2013-09-30 13F/A-1 SOUTHERN COMMON STOCK 842587107 154,305 -371,167 -70.63 6,354 -72.60 0.0071
2013-10-29 2013-09-30 13F SOUTHERN COMMON STOCK 842587107 324,058 14,560
2013-08-13 2013-06-30 13F SOUTHERN COMMON STOCK 842587107 525,472 525,472 23,189 0.0276
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.