The Southern Company
MX ˙ BMV ˙ US8425871071
SecurityMX:SO / The Southern Company
InstitutionSOUTH STATE Corp
Latest Disclosed Ownership31,260 shares
Latest Disclosed Value $ 3,017,216
SOUTH STATE Corp reports 0.92% increase in ownership of SO / The Southern Company

On May 5, 2026 - SOUTH STATE Corp filed a 13F-HR form disclosing ownership of 31,260 shares of The Southern Company (MX:SO) valued at $3,017,216 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 30,976 shares of The Southern Company. This represents a change in shares of 0.92% 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)
2026-05-05 2026-03-31 13F SOUTHERN COM 842587107 31,260 284 0.92 3,017 11.70 0.0622
2026-02-11 2025-12-31 13F SOUTHERN COM 842587107 30,976 -855 -2.69 2,701 -10.44 0.1208
2025-11-05 2025-09-30 13F SOUTHERN COM 842587107 31,831 -237 -0.74 3,017 2.45 0.1390
2025-08-06 2025-06-30 13F SOUTHERN COM 842587107 32,068 269 0.85 2,945 0.72 0.1287
2025-05-12 2025-03-31 13F SOUTHERN COM 842587107 31,799 1,353 4.44 2,924 16.64 0.1337
2025-02-10 2024-12-31 13F SOUTHERN CO COM COM 842587107 30,446 89 0.29 2,506 -8.44 0.1643
2024-11-08 2024-09-30 13F Southern Com 842587107 30,357 -960 -3.07 2,738 12.68 0.1887
2024-08-02 2024-06-30 13F SOUTHERN COM 842587107 31,317 63 0.20 2,429 8.34 0.1774
2024-05-06 2024-03-31 13F Southern Com 842587107 31,254 1,041 3.45 2,242 5.85 0.1747
2024-02-06 2023-12-31 13F Southern Com 842587107 30,213 0 0.00 2,119 8.34 0.1807
2023-11-07 2023-09-30 13F Southern Com 842587107 30,213 398 1.33 1,955 -6.64 0.1856
2023-08-08 2023-06-30 13F Southern Com 842587107 29,815 -755 -2.47 2,095 -1.55 0.1874
2023-05-08 2023-03-31 13F Southern Com 842587107 30,570 -7,412 -19.51 2,127 -21.57 0.1963
2023-02-10 2022-12-31 13F Southern Com 842587107 37,982 1,622 4.46 2,712 9.62 0.2509
2022-11-07 2022-09-30 13F Southern Common Stock 842587107 36,360 437 1.22 2,474 -3.43 0.2466
2022-08-05 2022-06-30 13F Southern Common Stock 842587107 35,923 70 0.20 2,562 -1.46 0.2405
2022-08-04 2022-03-31 13F/A-1 Southern Common Stock 842587107 35,853 -34 -0.09 2,600 5.65 0.2067
2022-05-06 2022-03-31 13F Southern Common Stock 842587107 35,853 -34 2,600 0.1254
2022-05-06 2022-03-31 13F Southern Co Com Common Stock 842587107 34,887 2,530
2022-02-11 2021-12-31 13F Southern Common Stock 842587107 35,887 1,653 4.83 2,461 16.03 0.1916
2021-11-10 2021-09-30 13F Southern Common Stock 842587107 34,234 -130 -0.38 2,121 1.97 0.1784
2021-08-10 2021-06-30 13F SOUTHERN COMMON STOCK 842587107 34,364 380 1.12 2,080 -1.52 0.1793
2021-05-12 2021-03-31 13F SOUTHERN COMMON STOCK 842587107 33,984 0 0.00 2,112 1.15 0.1973
2021-02-10 2020-12-31 13F SOUTHERN COMMON STOCK 842587107 33,984 -218 -0.64 2,088 12.62 0.2055
2020-11-10 2020-09-30 13F SOUTHERN COMMON STOCK 842587107 34,202 1,387 4.23 1,854 8.93 0.1935
2020-08-11 2020-06-30 13F SOUTHERN COMMON STOCK 842587107 32,815 7,147 27.84 1,702 22.45 0.2086
2020-05-04 2020-03-31 13F SOUTHERN COMMON STOCK 842587107 25,668 1,118 4.55 1,390 -11.13 0.2064
2020-02-05 2019-12-31 13F SOUTHERN COMMON STOCK 842587107 24,550 2,560 11.64 1,564 15.08 0.1799
2019-11-08 2019-09-30 13F SOUTHERN COMMON STOCK 842587107 21,990 250 1.15 1,359 13.06 0.1700
2019-08-13 2019-06-30 13F SOUTHERN COMMON STOCK 842587107 21,740 -3,284 -13.12 1,202 -7.11 0.1384
2019-05-15 2019-03-31 13F SOUTHERN COMMON STOCK 842587107 25,024 1,346 5.68 1,294 24.42 0.1331
2019-02-11 2018-12-31 13F SOUTHERN COMMON STOCK 842587107 23,678 1,759 8.03 1,040 8.90 0.1202
2018-11-08 2018-09-30 13F SOUTHERN COMMON STOCK 842587107 21,919 1,403 6.84 955 0.53 0.0983
2018-08-03 2018-06-30 13F SOUTHERN COMMON STOCK 842587107 20,516 -17 -0.08 950 3.60 0.1068
2018-05-11 2018-03-31 13F SOUTHERN COMMON STOCK 842587107 20,533 -1,312 -6.01 917 -12.83 0.1055
2018-02-12 2017-12-31 13F SOUTHERN COMMON STOCK 842587107 21,845 3,050 16.23 1,052 13.85 0.1136
2017-11-09 2017-09-30 13F SOUTHERN COMMON STOCK 842587107 18,795 -5,630 -23.05 924 -20.96 0.1035
2017-08-10 2017-06-30 13F SOUTHERN COMMON STOCK 842587107 24,425 -1,601 -6.15 1,169 -9.80 0.1505
2017-05-09 2017-03-31 13F SOUTHERN COMMON STOCK 842587107 26,026 -636 -2.39 1,296 -1.22 0.1691
2017-02-08 2016-12-31 13F SOUTHERN COMMON STOCK 842587107 26,662 -316 -1.17 1,312 -5.20 0.1884
2016-11-09 2016-09-30 13F SOUTHERN COMMON STOCK 842587107 26,978 -4,436 -14.12 1,384 -17.86 0.2110
2016-08-12 2016-06-30 13F SOUTHERN COMMON STOCK 842587107 31,414 237 0.76 1,685 4.46 0.2526
2016-05-11 2016-03-31 13F SOUTHERN COMMON STOCK 842587107 31,177 373 1.21 1,613 11.94 0.2507
2016-02-12 2015-12-31 13F SOUTHERN COMMON STOCK 842587107 30,804 2,436 8.59 1,441 13.64 0.2260
2015-11-06 2015-09-30 13F SOUTHERN COMMON STOCK 842587107 28,368 -1,258 -4.25 1,268 2.09 0.1939
2015-08-12 2015-06-30 13F SOUTHERN COMMON STOCK 842587107 29,626 -1,200 -3.89 1,242 -9.08 0.1729
2015-05-07 2015-03-31 13F SOUTHERN COMMON STOCK 842587107 30,826 84 0.27 1,366 -9.48 0.1941
2015-02-12 2014-12-31 13F SOUTHERN COMMON STOCK 842587107 30,742 -777 -2.47 1,509 9.67 0.2364
2014-10-29 2014-09-30 13F SOUTHERN COMMON STOCK 842587107 31,519 6,836 27.70 1,376 22.86 0.2098
2014-08-15 2014-06-30 13F SOUTHERN COMMON STOCK 842587107 24,683 -3,025 -10.92 1,120 -7.97 0.1848
2014-05-15 2014-03-31 13F SOUTHERN COMMON STOCK 842587107 27,708 -878 -3.07 1,217 3.57 0.1960
2014-02-14 2013-12-31 13F SOUTHERN COMMON STOCK 842587107 28,586 -2,711 -8.66 1,175 -8.84 0.1944
2013-11-14 2013-09-30 13F SOUTHERN COMMON STOCK 842587107 31,297 2,288 7.89 1,289 0.70 0.2391
2013-08-13 2013-06-30 13F SOUTHERN COMMON STOCK 842587107 29,009 29,009 1,280 0.2715
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.