The Southern Company
US ˙ NYSE ˙ US8425871071

SecuritySO / The Southern Company
InstitutionCENTRAL TRUST Co
Latest Disclosed Ownership80,755 shares
Latest Disclosed Value $ 7,794,436
CENTRAL TRUST Co reports 1.32% increase in ownership of SO / The Southern Company

On April 17, 2026 - CENTRAL TRUST Co filed a 13F-HR form disclosing ownership of 80,755 shares of The Southern Company (US:SO) valued at $7,794,473 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 79,701 shares of The Southern Company. This represents a change in shares of 1.32% during the quarter. The current value of the position is $7,307,520 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.

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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)
2026-04-17 2026-03-31 13F SOUTHERN COM 842587107 80,755 1,054 1.32 7,794 12.16 0.0830
2026-02-02 2025-12-31 13F SOUTHERN COM 842587107 79,701 -1,537 -1.89 6,950 -9.73 0.1361
2025-11-06 2025-09-30 13F SOUTHERN COM 842587107 81,238 -633 -0.77 7,699 2.39 0.1609
2025-08-07 2025-06-30 13F SOUTHERN COM 842587107 81,871 -1,038 -1.25 7,518 -1.38 0.1735
2025-04-18 2025-03-31 13F SOUTHERN COM 842587107 82,909 -427 -0.51 7,623 11.12 0.1874
2025-01-24 2024-12-31 13F SOUTHERN COM 842587107 83,336 2,775 3.44 6,860 -5.57 0.1681
2024-10-22 2024-09-30 13F SOUTHERN COM 842587107 80,561 -1,879 -2.28 7,265 13.62 0.1702
2024-08-05 2024-06-30 13F SOUTHERN COM 842587107 82,440 -653 -0.79 6,395 7.26 0.1566
2024-04-24 2024-03-31 13F SOUTHERN COM 842587107 83,093 -223 -0.27 5,961 2.04 0.1484
2024-01-24 2023-12-31 13F SOUTHERN COM 842587107 83,316 -642 -0.76 5,842 7.53 0.1552
2023-10-26 2023-09-30 13F SOUTHERN COM 842587107 83,958 -1,888 -2.20 5,434 -9.90 0.1567
2023-07-26 2023-06-30 13F SOUTHERN COM 842587107 85,846 2,369 2.84 6,031 3.82 0.1683
2023-04-19 2023-03-31 13F SOUTHERN COM 842587107 83,477 156 0.19 5,808 -2.37 0.1699
2023-01-26 2022-12-31 13F SOUTHERN COM 842587107 83,321 1,288 1.57 5,950 6.65 0.1834
2022-11-17 2022-09-30 13F/A-2 SOUTHERN COM 842587107 82,033 360 0.44 5,578 -4.24 0.1913
2022-11-04 2022-09-30 13F/A-1 SOUTHERN COM 842587107 81,673 0 5,825 0.1921
2022-11-03 2022-09-30 13F SOUTHERN COM 842587107 81,673 0 5,825 0.1045
2022-08-09 2022-06-30 13F SOUTHERN COM 842587107 81,673 -79 -0.10 5,825 -1.74 0.1921
2022-05-03 2022-03-31 13F SOUTHERN COMMON STOCK 842587107 81,752 -988 -1.19 5,928 4.46 0.1696
2022-02-08 2021-12-31 13F SOUTHERN COMMON STOCK 842587107 82,740 -1,872 -2.21 5,675 8.24 0.1599
2021-10-19 2021-09-30 13F SOUTHERN COMMON STOCK 842587107 84,612 422 0.50 5,243 2.90 0.1869
2021-07-23 2021-06-30 13F SOUTHERN COMMON STOCK 842587107 84,190 -320 -0.38 5,095 -3.01 0.1848
2021-04-23 2021-03-31 13F SOUTHERN COMMON STOCK 842587107 84,510 852 1.02 5,253 2.20 0.2055
2021-01-29 2020-12-31 13F SOUTHERN COMMON STOCK 842587107 83,658 1,115 1.35 5,140 14.86 0.2102
2020-10-22 2020-09-30 13F SOUTHERN COMMON STOCK 842587107 82,543 9,898 13.63 4,475 18.83 0.2025
2020-07-14 2020-06-30 13F SOUTHERN COMMON STOCK 842587107 72,645 3,842 5.58 3,766 1.10 0.1889
2020-04-17 2020-03-31 13F SOUTHERN COMMON STOCK 842587107 68,803 -3,852 -5.30 3,725 -19.51 0.2282
2020-01-21 2019-12-31 13F SOUTHERN COMMON STOCK 842587107 72,655 -1,410 -1.90 4,628 1.16 0.2367
2019-10-28 2019-09-30 13F SOUTHERN COMMON STOCK 842587107 74,065 2,880 4.05 4,575 13.78 0.2578
2019-07-12 2019-06-30 13F SOUTHERN COMMON STOCK 842587107 71,185 2,752 4.02 4,021 13.68 0.2290
2019-04-26 2019-03-31 13F SOUTHERN COMMON STOCK 842587107 68,433 1,187 1.77 3,537 19.74 0.2110
2019-01-08 2018-12-31 13F SOUTHERN COMMON STOCK 842587107 67,246 2,292 3.53 2,954 4.31 0.1964
2018-10-04 2018-09-30 13F SOUTHERN COMMON STOCK 842587107 64,954 -10,610 -14.04 2,832 -19.06 0.1646
2018-07-09 2018-06-30 13F SOUTHERN COMMON STOCK 842587107 75,564 -2,083 -2.68 3,499 0.89 0.2232
2018-04-04 2018-03-31 13F SOUTHERN COMMON STOCK 842587107 77,647 -3,630 -4.47 3,468 -11.28 0.2202
2018-01-23 2017-12-31 13F SOUTHERN COMMON STOCK 842587107 81,277 -9,659 -10.62 3,909 -12.51 0.2380
2017-10-17 2017-09-30 13F SOUTHERN COMMON STOCK 842587107 90,936 -329 -0.36 4,468 2.24 0.2889
2017-07-14 2017-06-30 13F SOUTHERN COMMON STOCK 842587107 91,265 -2,422 -2.59 4,370 -6.28 0.2889
2017-04-06 2017-03-31 13F SOUTHERN COMMON STOCK 842587107 93,687 -5,005 -5.07 4,663 -3.93 0.3103
2017-01-24 2016-12-31 13F SOUTHERN COMMON STOCK 842587107 98,692 2,658 2.77 4,854 -1.48 0.3343
2016-10-24 2016-09-30 13F SOUTHERN COMMON STOCK 842587107 96,034 1,551 1.64 4,927 -2.76 0.3593
2016-08-08 2016-06-30 13F SOUTHERN COMMON STOCK 842587107 94,483 21 0.02 5,067 3.70 0.3791
2016-04-11 2016-03-31 13F SOUTHERN COMMON STOCK 842587107 94,462 2,464 2.68 4,886 13.52 0.3856
2016-01-21 2015-12-31 13F SOUTHERN COMMON STOCK 842587107 91,998 1,175 1.29 4,304 6.01 0.3555
2015-10-14 2015-09-30 13F SOUTHERN COMMON STOCK 842587107 90,823 626 0.69 4,060 7.44 0.3532
2015-07-28 2015-06-30 13F SOUTHERN COMMON STOCK 842587107 90,197 -8 -0.01 3,779 -5.38 0.2971
2015-04-09 2015-03-31 13F SOUTHERN COMMON STOCK 842587107 90,205 9,225 11.39 3,994 0.43 0.3214
2015-01-16 2014-12-31 13F SOUTHERN COMMON STOCK 842587107 80,980 -1,056 -1.29 3,977 11.06 0.3240
2014-10-23 2014-09-30 13F SOUTHERN COMMON STOCK 842587107 82,036 -6,598 -7.44 3,581 -8.04 0.2846
2014-05-07 2014-03-31 13F SOUTHERN COMMON STOCK 842587107 88,634 -1,605 -1.78 3,894 4.96 0.3219
2014-01-27 2013-12-31 13F SOUTHERN COMMON STOCK 842587107 90,239 -7,139 -7.33 3,710 -7.48 0.3111
2013-10-24 2013-09-30 13F SOUTHERN COMMON STOCK 842587107 97,378 6,547 7.21 4,010 0.05 0.3632
2013-08-13 2013-06-30 13F SOUTHERN COMMON STOCK 842587107 90,831 90,831 4,008 0.3804
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.