The Southern Company
US ˙ NYSE ˙ US8425871071

SecuritySO / The Southern Company
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership385,144 shares
Latest Disclosed Value $ 37,174,072
EP Wealth Advisors, Inc. reports 1.47% decrease in ownership of SO / The Southern Company

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 385,144 shares of The Southern Company (US:SO) valued at $37,174,099 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 390,880 shares of The Southern Company. This represents a change in shares of -1.47% during the quarter. The current value of the position is $35,286,893 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)
2026-05-14 2026-03-31 13F SOUTHERN COM 842587107 385,144 -5,736 -1.47 37,174 9.07 0.1826
2026-02-18 2025-12-31 13F SOUTHERN COM 842587107 390,880 28,321 7.81 34,085 2.38 0.1771
2025-08-14 2025-06-30 13F SOUTHERN COM 842587107 362,559 15,744 4.54 33,294 4.40 0.2188
2025-05-15 2025-03-31 13F SOUTHERN COM 842587107 346,815 3,182 0.93 31,890 12.73 0.2548
2025-02-14 2024-12-31 13F SOUTHERN COM 842587107 343,633 -11,248 -3.17 28,288 -11.61 0.2309
2024-11-15 2024-09-30 13F SOUTHERN COM 842587107 354,881 2,326 0.66 32,003 17.03 0.2751
2024-08-19 2024-06-30 13F SOUTHERN COM 842587107 352,555 -8,199 -2.27 27,348 5.67 0.2905
2024-05-14 2024-03-31 13F SOUTHERN COM 842587107 360,754 -170,725 -32.12 25,880 -30.56 0.3025
2024-02-28 2023-12-31 13F SOUTHERN COM 842587107 531,479 28,376 5.64 37,267 14.46 0.4753
2023-11-24 2023-09-30 13F SOUTHERN COM 842587107 503,103 311,103 162.03 32,561 -4.41 0.5051
2023-08-14 2023-06-30 13F SOUTHERN COM 842587107 192,000 185,327 2,777.27 34,061 3,210.11 0.4910
2023-06-05 2023-03-31 13F SOUTHERN COM 842587107 6,673 -409,532 -98.40 1,030 -96.54 0.0177
2023-06-12 2022-12-31 13F SOUTHERN COM 842587107 416,205 416,205 29,721 0.5356
2022-12-02 2022-09-30 13F SOUTHERN COM 842587107 0 -12,280 -100.00 0 -100.00
2022-08-11 2022-06-30 13F SOUTHERN COM 842587107 12,280 -2,599 -17.47 876 -18.81 0.0197
2022-05-20 2022-03-31 13F SOUTHERN COM 842587107 14,879 -485 -3.16 1,079 2.37 0.0237
2022-02-17 2021-12-31 13F SOUTHERN COM 842587107 15,364 2 0.01 1,054 10.71 0.0249
2021-11-23 2021-09-30 13F/A-1 SOUTHERN COM 842587107 15,362 -3,472 -18.43 952 -16.49 0.0261
2021-11-16 2021-09-30 13F SOUTHERN COM 842587107 7,288 -11,546 952 0.0261
2021-08-24 2021-06-30 13F SOUTHERN COM 842587107 18,834 527 2.88 1,140 0.18 0.0316
2021-05-17 2021-03-31 13F SOUTHERN COM 842587107 18,307 1,817 11.02 1,138 12.34 0.0362
2021-02-18 2020-12-31 13F SOUTHERN COM 842587107 16,490 -1,151 -6.52 1,013 5.96 0.0356
2020-11-17 2020-09-30 13F SOUTHERN COM 842587107 17,641 -1,728 -8.92 956 -4.78 0.0411
2020-08-14 2020-06-30 13F SOUTHERN COM 842587107 19,369 -2,815 -12.69 1,004 -16.40 0.0429
2020-05-18 2020-03-31 13F SOUTHERN COM 842587107 22,184 2,913 15.12 1,201 -2.20 0.0588
2020-02-14 2019-12-31 13F SOUTHERN COM 842587107 19,271 -1,290 -6.27 1,228 -3.31 0.0506
2019-11-18 2019-09-30 13F SOUTHERN COM 842587107 20,561 3,177 18.28 1,270 32.15 0.0630
2019-08-27 2019-06-30 13F SOUTHERN COM 842587107 17,384 390 2.29 961 9.45 0.0600
2019-05-20 2019-03-31 13F SOUTHERN COM 842587107 16,994 2,096 14.07 878 34.25 0.0844
2019-02-15 2018-12-31 13F SOUTHERN COM 842587107 14,898 -661 -4.25 654 -3.54 0.0504
2018-11-15 2018-09-30 13F SOUTHERN COM 842587107 15,559 15,559 678 0.0530
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.