The Southern Company
MX ˙ BMV ˙ US8425871071
SecurityMX:SO / The Southern Company
InstitutionVersant Capital Management, Inc
Latest Disclosed Ownership4,694 shares
Latest Disclosed Value $ 453,065
Versant Capital Management, Inc reports 22.94% increase in ownership of SO / The Southern Company

On April 6, 2026 - Versant Capital Management, Inc filed a 13F-HR form disclosing ownership of 4,694 shares of The Southern Company (MX:SO) valued at $453,065 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 3,818 shares of The Southern Company. This represents a change in shares of 22.94% 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)
2026-04-06 2026-03-31 13F SOUTHERN CO COM Stock 842587107 4,694 876 22.94 453 36.45 0.0447
2026-01-08 2025-12-31 13F SOUTHERN CO COM Stock 842587107 3,818 -1,111 -22.54 333 -28.91 0.0418
2025-10-27 2025-09-30 13F SOUTHERN CO COM Stock 842587107 4,929 2,219 81.88 467 88.31 0.0636
2025-07-07 2025-06-30 13F SOUTHERN CO COM Stock 842587107 2,710 188 7.45 249 7.36 0.0378
2025-04-03 2025-03-31 13F SOUTHERN CO COM Stock 842587107 2,522 1,260 99.84 232 124.27 0.0389
2025-01-03 2024-12-31 13F SOUTHERN CO COM Stock 842587107 1,262 329 35.26 104 22.62 0.0224
2024-10-07 2024-09-30 13F SOUTHERN CO COM Stock 842587107 933 348 59.49 84 86.67 0.0192
2024-07-08 2024-06-30 13F SOUTHERN CO COM Stock 842587107 585 141 31.76 45 45.16 0.0115
2024-04-03 2024-03-31 13F SOUTHERN CO COM Stock 842587107 444 170 62.04 32 63.16 0.0091
2024-01-08 2023-12-31 13F SOUTHERN CO COM Stock 842587107 274 -370 -57.45 19 -53.66 0.0057
2023-10-12 2023-09-30 13F SOUTHERN CO COM Stock 842587107 644 -1,603 -71.34 42 -73.89 0.0132
2023-07-10 2023-06-30 13F SOUTHERN CO COM Stock 842587107 2,247 -79 -3.40 158 -2.48 0.0505
2023-04-10 2023-03-31 13F SOUTHERN CO COM Stock 842587107 2,326 166 7.69 161 4.55 0.0541
2023-01-25 2022-12-31 13F SOUTHERN CO COM Stock 842587107 2,160 -11 -0.51 154 4.05 0.0558
2022-12-30 2022-09-30 13F SOUTHERN CO COM Stock 842587107 2,171 25 1.16 148 -3.27 0.0580
2022-08-02 2022-06-30 13F SOUTHERN CO COM Stock 842587107 2,146 12 0.56 153 -1.29 0.0561
2022-04-29 2022-03-31 13F SOUTHERN CO COM Stock 842587107 2,134 1,491 231.88 155 252.27 0.0494
2022-01-06 2021-12-31 13F SOUTHERN CO COM Stock 842587107 643 -17 -2.58 44 7.32 0.0144
2021-10-29 2021-09-30 13F SOUTHERN CO COM Stock 842587107 660 -168 -20.29 41 -18.00 0.0145
2021-07-22 2021-06-30 13F SOUTHERN CO COM Stock 842587107 828 -212 -20.38 50 -23.08 0.0185
2021-04-27 2021-03-31 13F SOUTHERN CO COM Stock 842587107 1,040 10 0.97 65 3.17 0.0237
2021-02-08 2020-12-31 13F SOUTHERN CO COM Stock 842587107 1,030 9 0.88 63 14.55 0.0248
2020-11-02 2020-09-30 13F SOUTHERN CO COM Stock 842587107 1,021 58 6.02 55 12.24 0.0245
2020-07-16 2020-06-30 13F SOUTHERN CO COM Stock 842587107 963 -23 -2.33 49 -7.55 0.0225
2020-04-17 2020-03-31 13F SOUTHERN CO COM Stock 842587107 986 -790 -44.48 53 -53.10 0.0279
2020-01-28 2019-12-31 13F SOUTHERN CO COM Stock 842587107 1,776 511 40.40 113 44.87 0.0570
2019-10-18 2019-09-30 13F SOUTHERN CO COM Stock 842587107 1,265 9 0.72 78 13.04 0.0366
2019-07-16 2019-06-30 13F SOUTHERN CO COM Stock 842587107 1,256 -239 -15.99 69 -10.39 0.0315
2019-04-23 2019-03-31 13F/A-1 SOUTHERN CO COM Stock 842587107 1,495 -39 -2.54 77 14.93 0.0328
2019-04-23 2019-03-31 13F SOUTHERN CO COM Stock 842587107 77 77
2019-01-28 2018-12-31 13F SOUTHERN CO COM Stock 842587107 1,534 0 0.00 67 1.52 0.0309
2018-10-12 2018-09-30 13F SOUTHERN CO COM Stock 842587107 1,534 -389 -20.23 66 -25.84 0.0270
2018-07-06 2018-06-30 13F SOUTHERN CO COM Stock 842587107 1,923 -163 -7.81 89 -4.30 0.0375
2018-04-19 2018-03-31 13F SOUTHERN CO COM Stock 842587107 2,086 -820 -28.22 93 -33.09 0.0384
2018-04-18 2017-12-31 13F SOUTHERN CO COM Stock 842587107 2,906 132 4.76 139 2.21 0.0563
2018-04-23 2017-09-30 13F SOUTHERN CO COM Stock 842587107 2,774 65 2.40 136 5.43 0.0742
2018-04-23 2017-06-30 13F SOUTHERN CO COM Stock 842587107 2,709 368 15.72 129 11.21 0.0711
2018-04-23 2017-03-31 13F SOUTHERN CO COM Stock 842587107 2,341 -48 -2.01 116 -0.85 0.0642
2018-04-23 2016-12-31 13F SOUTHERN CO COM Stock 842587107 2,389 536 28.93 117 23.16 0.0668
2018-04-23 2016-09-30 13F SOUTHERN CO COM Stock 842587107 1,853 331 21.75 95 17.28 0.0541
2018-04-23 2016-06-30 13F SOUTHERN CO COM Stock 842587107 1,522 -28 -1.81 81 1.25 0.0479
2018-04-23 2016-03-31 13F SOUTHERN CO COM Stock 842587107 1,550 -30 -1.90 80 9.59 0.0484
2018-04-23 2015-12-31 13F SOUTHERN CO COM Stock 842587107 1,580 1,580 73 0.0457
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.