The Southern Company
MX ˙ BMV ˙ US8425871071
SecurityMX:SO / The Southern Company
InstitutionReaves W H & Co Inc
Latest Disclosed Ownership24,767 shares
Latest Disclosed Value $ 2,390,511
Reaves W H & Co Inc reports 0.48% increase in ownership of SO / The Southern Company

On May 7, 2026 - Reaves W H & Co Inc filed a 13F-HR form disclosing ownership of 24,767 shares of The Southern Company (MX:SO) valued at $2,390,511 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 24,648 shares of The Southern Company. This represents a change in shares of 0.48% 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)
2026-05-07 2026-03-31 13F SOUTHERN CO COM COM 842587107 24,767 119 0.48 2,391 11.21 0.0286
2026-02-10 2025-12-31 13F SOUTHERN CO COM COM 842587107 24,648 -5,400 -17.97 2,149 -24.52 0.0376
2025-11-06 2025-09-30 13F SOUTHERN CO COM COM 842587107 30,048 0 0.00 2,848 3.19 0.0507
2025-08-11 2025-06-30 13F SOUTHERN CO COM COM 842587107 30,048 -4,350 -12.65 2,759 -12.75 0.0612
2025-05-09 2025-03-31 13F SOUTHERN CO COM COM 842587107 34,398 -7,347 -17.60 3,163 105,300.00 0.0805
2025-02-06 2024-12-31 13F SOUTHERN CO COM COM 842587107 41,745 -26 -0.06 3 0.00 0.0906
2024-11-05 2024-09-30 13F SOUTHERN CO COM COM 842587107 41,771 -554,549 -93.00 4 -93.48 0.1031
2024-08-08 2024-06-30 13F SOUTHERN CO COM COM 842587107 596,320 -270,348 -31.19 46 -25.81 1.5622
2024-05-07 2024-03-31 13F SOUTHERN CO COM COM 842587107 866,668 -10,083 -1.15 62 1.64 2.2045
2024-02-07 2023-12-31 13F SOUTHERN CO COM COM 842587107 876,751 27,105 3.19 61 12.96 2.2338
2023-11-07 2023-09-30 13F SOUTHERN CO COM COM 842587107 849,646 839,621 8,375.27 55 2.1767
2023-08-07 2023-06-30 13F SOUTHERN CO COM COM 842587107 10,025 -28,258 -73.81 1 -100.00 0.0259
2023-05-09 2023-03-31 13F SOUTHERN CO COM COM 842587107 38,283 -353,568 -90.23 3 -92.59 0.0958
2023-02-09 2022-12-31 13F SOUTHERN CO COM COM 842587107 391,851 -920,160 -70.13 28 -99.97 0.9990
2022-11-08 2022-09-30 13F SOUTHERN CO COM COM 842587107 1,312,011 -13,799 -1.04 89,217 -5.63 3.3575
2022-08-05 2022-06-30 13F SOUTHERN CO COM COM 842587107 1,325,810 -2,002 -0.15 94,544 -1.80 3.2472
2022-05-05 2022-03-31 13F SOUTHERN CO COM COM 842587107 1,327,812 26,655 2.05 96,280 7.90 3.0678
2022-02-09 2021-12-31 13F SOUTHERN CO COM COM 842587107 1,301,157 164,429 14.47 89,233 26.67 2.7261
2021-11-08 2021-09-30 13F SOUTHERN CO COM COM 842587107 1,136,728 6,476 0.57 70,443 3.00 2.2479
2021-08-05 2021-06-30 13F SOUTHERN CO COM COM 842587107 1,130,252 6,171 0.55 68,392 -2.12 2.2247
2021-05-06 2021-03-31 13F SOUTHERN CO COM COM 842587107 1,124,081 2,429 0.22 69,873 1.41 2.4301
2021-02-08 2020-12-31 13F SOUTHERN CO COM COM 842587107 1,121,652 21,205 1.93 68,903 15.48 2.4549
2020-11-04 2020-09-30 13F SOUTHERN CO COM COM 842587107 1,100,447 16,995 1.57 59,666 6.21 2.3298
2020-08-06 2020-06-30 13F SOUTHERN CO COM COM 842587107 1,083,452 2,525 0.23 56,177 -4.01 2.3279
2020-05-07 2020-03-31 13F SOUTHERN CO COM COM 842587107 1,080,927 -73 -0.01 58,521 -15.01 2.7066
2020-02-06 2019-12-31 13F SOUTHERN CO COM COM 842587107 1,081,000 0 0.00 68,860 3.13 2.1569
2019-11-07 2019-09-30 13F SOUTHERN CO COM COM 842587107 1,081,000 -329,348 -23.35 66,773 -14.35 2.0515
2019-08-08 2019-06-30 13F SOUTHERN CO COM COM 842587107 1,410,348 -2,202 -0.16 77,964 6.80 2.4897
2019-05-08 2019-03-31 13F SOUTHERN CO COM COM 842587107 1,412,550 581,500 69.97 73,001 100.00 2.4092
2019-02-07 2018-12-31 13F SOUTHERN CO COM COM 842587107 831,050 -45,000 -5.14 36,500 -4.44 1.3364
2018-11-08 2018-09-30 13F SOUTHERN CO COM COM 842587107 876,050 0 0.00 38,196 -5.85 1.2489
2018-08-08 2018-06-30 13F SOUTHERN CO COM COM 842587107 876,050 -134,750 -13.33 40,570 -10.13 1.3765
2018-05-08 2018-03-31 13F SOUTHERN CO COM COM 842587107 1,010,800 -750 -0.07 45,142 -7.20 1.5969
2018-02-08 2017-12-31 13F SOUTHERN CO COM COM 842587107 1,011,550 615,225 155.23 48,645 149.78 1.5365
2017-11-08 2017-09-30 13F SOUTHERN CO COM COM 842587107 396,325 119,000 42.91 19,475 46.67 0.7054
2017-08-08 2017-06-30 13F SOUTHERN CO COM COM 842587107 277,325 -69 -0.02 13,278 -3.85 0.4908
2017-05-09 2017-03-31 13F SOUTHERN CO COM COM 842587107 277,394 -716,818 -72.10 13,809 -71.76 0.5026
2017-02-08 2016-12-31 13F SOUTHERN CO COM COM 842587107 994,212 -688,743 -40.92 48,905 -43.36 1.8340
2016-11-09 2016-09-30 13F SOUTHERN CO COM COM 842587107 1,682,955 1,055,952 168.41 86,336 156.75 3.1695
2016-08-09 2016-06-30 13F SOUTHERN CO COM COM 842587107 627,003 -47,642 -7.06 33,627 -3.64 1.1717
2016-05-11 2016-03-31 13F SOUTHERN CO COM COM 842587107 674,645 55,058 8.89 34,899 20.38 1.2479
2016-02-09 2015-12-31 13F/A-1 SOUTHERN CO COM COM 842587107 619,587 -141,721 -18.62 28,990 -14.81 1.1622
2016-02-09 2015-12-31 13F SOUTHERN CO COM COM 842587107 761,308 34,030
2015-11-10 2015-09-30 13F SOUTHERN CO COM COM 842587107 761,308 -39,442 -4.93 34,030 1.43 1.3254
2015-08-10 2015-06-30 13F/A-1 SOUTHERN CO COM COM 842587107 800,750 300,000 59.91 33,551 51.31 1.2004
2015-08-10 2015-06-30 13F SOUTHERN CO COM COM 842587107 800,750 33,551
2015-05-11 2015-03-31 13F SOUTHERN CO COM COM 842587107 500,750 -115,000 -18.68 22,173 -26.67 0.7632
2015-02-09 2014-12-31 13F SOUTHERN CO COM COM 842587107 615,750 -96,000 -13.49 30,239 -2.67 1.0492
2014-11-06 2014-09-30 13F SOUTHERN CO COM COM 842587107 711,750 0 0.00 31,068 -3.81 1.1194
2014-08-07 2014-06-30 13F SOUTHERN CO COM COM 842587107 711,750 17,903 2.58 32,299 5.94 1.0413
2014-05-08 2014-03-31 13F SOUTHERN CO COM COM 842587107 693,847 -194,001 -21.85 30,488 -16.47 1.0549
2014-02-07 2013-12-31 13F SOUTHERN CO COM COM 842587107 887,848 -360,335 -28.87 36,499 -28.99 1.2124
2013-11-08 2013-09-30 13F SOUTHERN CO COM COM 842587107 1,248,183 -29,331 -2.30 51,400 -8.83 1.5752
2013-08-09 2013-06-30 13F SOUTHERN CO COM COM 842587107 1,277,514 1,277,514 56,377 1.7814
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.