The Southern Company
US ˙ NYSE ˙ US8425871071

SecuritySO / The Southern Company
Institution1st Source Bank
Latest Disclosed Ownership7,376 shares
Latest Disclosed Value $ 711,932
1st Source Bank reports 35.31% increase in ownership of SO / The Southern Company

On May 4, 2026 - 1st Source Bank filed a 13F-HR form disclosing ownership of 7,376 shares of The Southern Company (US:SO) valued at $711,932 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 5,451 shares of The Southern Company. This represents a change in shares of 35.31% during the quarter. The current value of the position is $667,454 USD.

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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-04 2026-03-31 13F SOUTHERN COM 842587107 7,376 1,925 35.31 712 49.68 0.0367
2026-02-05 2025-12-31 13F SOUTHERN COM 842587107 5,451 -50 -0.91 475 -8.83 0.0249
2025-11-12 2025-09-30 13F SOUTHERN COM 842587107 5,501 -17 -0.31 521 2.96 0.0275
2025-08-07 2025-06-30 13F SOUTHERN COM 842587107 5,518 1,368 32.96 507 32.81 0.0279
2025-05-05 2025-03-31 13F SOUTHERN COM 842587107 4,150 -73 -1.73 382 9.80 0.0225
2025-02-10 2024-12-31 13F Southern COM 842587107 4,223 94 2.28 348 -6.72 0.0199
2024-12-11 2024-09-30 13F Southern COM 842587107 4,129 0 0.00 372 16.25 0.0210
2024-08-08 2024-06-30 13F SOUTHERN COM 842587107 4,129 10 0.24 320 8.47 0.0187
2024-05-09 2024-03-31 13F SOUTHERN COM 842587107 4,119 0 0.00 295 2.43 0.0172
2024-02-08 2023-12-31 13F SOUTHERN COM 842587107 4,119 0 0.00 289 8.27 0.0175
2023-11-09 2023-09-30 13F SOUTHERN COM 842587107 4,119 0 0.00 267 -7.96 0.0181
2023-08-09 2023-06-30 13F SOUTHERN COM 842587107 4,119 -117 -2.76 289 -1.70 0.0187
2023-05-09 2023-03-31 13F SOUTHERN COM 842587107 4,236 25 0.59 295 -2.00 0.0196
2023-02-13 2022-12-31 13F SOUTHERN COM 842587107 4,211 0 0.00 301 4.90 0.0197
2022-11-04 2022-09-30 13F SOUTHERN COM 842587107 4,211 -325 -7.16 286 -11.73 0.0208
2022-08-05 2022-06-30 13F SOUTHERN COM 842587107 4,536 -225 -4.73 324 -6.09 0.0229
2022-05-05 2022-03-31 13F SOUTHERN COM 842587107 4,761 -58 -1.20 345 4.23 0.0212
2022-02-09 2021-12-31 13F SOUTHERN COM 842587107 4,819 77 1.62 331 12.59 0.0194
2021-11-05 2021-09-30 13F SOUTHERN COM 842587107 4,742 183 4.01 294 6.52 0.0185
2021-08-03 2021-06-30 13F SOUTHERN COM 842587107 4,559 -49 -1.06 276 -3.50 0.0174
2021-05-07 2021-03-31 13F SOUTHERN COM 842587107 4,608 0 0.00 286 0.70 0.0189
2021-02-05 2020-12-31 13F SOUTHERN COM 842587107 4,608 0 0.00 284 14.06 0.0207
2020-10-30 2020-09-30 13F SOUTHERN COM 842587107 4,608 -725 -13.59 249 -10.11 0.0212
2020-08-07 2020-06-30 13F SOUTHERN COM 842587107 5,333 600 12.68 277 7.78 0.0238
2020-04-29 2020-03-31 13F SOUTHERN COM 842587107 4,733 975 25.94 257 7.53 0.0259
2020-01-27 2019-12-31 13F SOUTHERN COM 842587107 3,758 0 0.00 239 3.02 0.0179
2019-11-06 2019-09-30 13F SOUTHERN COM 842587107 3,758 0 0.00 232 11.54 0.0190
2019-07-29 2019-06-30 13F SOUTHERN COM 842587107 3,758 3,758 208 0.0170
2017-07-26 2017-06-30 13F SOUTHERN COM 842587107 0 -5,651 -100.00 0 -100.00
2017-04-26 2017-03-31 13F SOUTHERN COM 842587107 5,651 -51 -0.89 281 0.36 0.0249
2017-02-09 2016-12-31 13F SOUTHERN COM 842587107 5,702 20 0.35 280 -4.11 0.0266
2016-10-27 2016-09-30 13F SOUTHERN COM 842587107 5,682 250 4.60 292 0.34 0.0308
2016-07-29 2016-06-30 13F SOUTHERN COM 842587107 5,432 -350 -6.05 291 -2.68 0.0329
2016-04-26 2016-03-31 13F SOUTHERN COM 842587107 5,782 5,782 0.00 299 0.0334
2014-10-30 2014-09-30 13F SOUTHERN COM 842587107 0 -5,462 -100.00 0 -100.00
2014-07-25 2014-06-30 13F SOUTHERN COM 842587107 5,462 0 0.00 248 3.33 0.0320
2014-04-28 2014-03-31 13F SOUTHERN COM 842587107 5,462 -287 -4.99 240 1.27 0.0320
2014-02-13 2013-12-31 13F SOUTHERN COM 842587107 5,749 500 9.53 237 9.72 0.0319
2013-11-13 2013-09-30 13F SOUTHERN COM 842587107 5,249 0 0.00 216 -6.90 0.0320
2013-08-08 2013-06-30 13F SOUTHERN COM 842587107 5,249 5,249 232 0.0392
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.