The Southern Company
US ˙ NYSE ˙ US8425871071

SecuritySO / The Southern Company
InstitutionCsenge Advisory Group
Latest Disclosed Ownership58,154 shares
Latest Disclosed Value $ 5,612,982
Csenge Advisory Group reports 2.39% increase in ownership of SO / The Southern Company

On April 30, 2026 - Csenge Advisory Group filed a 13F-HR form disclosing ownership of 58,154 shares of The Southern Company (US:SO) valued at $5,613,024 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 56,797 shares of The Southern Company. This represents a change in shares of 2.39% during the quarter. The current value of the position is $5,262,355 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)
2026-04-30 2026-03-31 13F SOUTHERN COM 842587107 58,154 1,357 2.39 5,613 13.33 0.2569
2026-02-06 2025-12-31 13F SOUTHERN COM 842587107 56,797 831 1.48 4,953 -6.62 0.2240
2025-10-28 2025-09-30 13F SOUTHERN COM 842587107 55,966 2,590 4.85 5,304 10.41 0.2532
2025-08-06 2025-06-30 13F SOUTHERN COM 842587107 53,376 -358 -0.67 4,804 -2.64 0.2527
2025-05-05 2025-03-31 13F SOUTHERN COM 842587107 53,734 -3,167 -5.57 4,933 5.32 0.2798
2025-01-30 2024-12-31 13F SOUTHERN COM 842587107 56,901 29 0.05 4,684 -7.41 0.2543
2024-11-13 2024-09-30 13F SOUTHERN COM 842587107 56,872 8,427 17.39 5,059 34.66 0.2638
2024-07-10 2024-06-30 13F SOUTHERN COM 842587107 48,445 3,771 8.44 3,758 17.26 0.2133
2024-05-03 2024-03-31 13F SOUTHERN COM 842587107 44,674 -664 -1.46 3,205 0.79 0.1795
2024-02-13 2023-12-31 13F SOUTHERN COM 842587107 45,338 -925 -2.00 3,179 6.18 0.1981
2023-11-01 2023-09-30 13F SOUTHERN COM 842587107 46,263 335 0.73 2,994 -7.19 0.2039
2023-07-20 2023-06-30 13F SOUTHERN COM 842587107 45,928 916 2.04 3,226 3.03 0.2163
2023-05-01 2023-03-31 13F SOUTHERN COM 842587107 45,012 -3,442 -7.10 3,132 -9.51 0.2261
2023-02-10 2022-12-31 13F SOUTHERN COM 842587107 48,454 -1,465 -2.93 3,460 115,233.33 0.2681
2022-10-04 2022-09-30 13F SOUTHERN COM 842587107 49,919 4,053 8.84 3 0.00 0.2816
2022-07-27 2022-06-30 13F SOUTHERN COM 842587107 45,866 5,256 12.94 3 50.00 0.2740
2022-05-09 2022-03-31 13F SOUTHERN COM 842587107 40,610 -527 -1.28 3 0.00 0.2331
2022-02-10 2021-12-31 13F SOUTHERN COM 842587107 41,137 -928 -2.21 3 0.00 0.2250
2021-10-20 2021-09-30 13F SOUTHERN COM 842587107 42,065 928 2.26 3 0.00 0.2187
2021-07-21 2021-06-30 13F SOUTHERN COM 842587107 41,137 3,077 8.08 3 0.00 0.2247
2021-04-28 2021-03-31 13F SOUTHERN COM 842587107 38,060 -32,037 -45.70 2 -50.00 0.2446
2021-01-26 2020-12-31 13F SOUTHERN COM 842587107 70,097 20,171 40.40 4 100.00 0.5140
2020-11-09 2020-09-30 13F SOUTHERN COM 842587107 49,926 -1,373 -2.68 3 -99.92 0.3957
2020-07-17 2020-06-30 13F SOUTHERN COM 842587107 51,299 35,263 219.90 2,660 206.45 0.3819
2020-04-21 2020-03-31 13F SOUTHERN COM 842587107 16,036 -209 -1.29 868 -16.14 0.2281
2020-02-05 2019-12-31 13F SOUTHERN COM 842587107 16,245 -16 -0.10 1,035 2.99 0.2629
2019-11-14 2019-09-30 13F SOUTHERN COM 842587107 16,261 10,298 172.70 1,005 205.47 0.2755
2019-07-30 2019-06-30 13F SOUTHERN COM 842587107 5,963 5,963 329 0.1120
2019-02-07 2018-12-31 13F SOUTHERN COM 842587107 0 -1,367 -100.00 0 -100.00
2018-11-19 2018-09-30 13F SOUTHERN COM 842587107 1,367 -3,692 -72.98 64 -72.77 0.0249
2018-08-10 2018-06-30 13F SOUTHERN COM 842587107 5,059 246 5.11 235 9.30 0.0863
2018-05-10 2018-03-31 13F SOUTHERN COM 842587107 4,813 -1,079 -18.31 215 -24.03 0.0746
2018-02-15 2017-12-31 13F SOUTHERN COM 842587107 5,892 217 3.82 283 1.80 0.1012
2017-10-31 2017-09-30 13F SOUTHERN Common Stock 842587107 5,675 5,675 279 0.1102
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.