The Southern Company
US ˙ NYSE ˙ US8425871071

SecuritySO / The Southern Company
InstitutionFifth Third Bancorp
Latest Disclosed Ownership331,950 shares
Latest Disclosed Value $ 32,039,882
Fifth Third Bancorp reports 211.33% increase in ownership of SO / The Southern Company

On May 1, 2026 - Fifth Third Bancorp filed a 13F-HR form disclosing ownership of 331,950 shares of The Southern Company (US:SO) valued at $32,039,814 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 106,623 shares of The Southern Company. This represents a change in shares of 211.33% during the quarter. The current value of the position is $30,038,156 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)
2026-05-01 2026-03-31 13F SOUTHERN COM 842587107 331,950 225,327 211.33 32,040 244.62 0.0586
2026-02-02 2025-12-31 13F SOUTHERN COM 842587107 106,623 -1,751 -1.62 9,298 -9.47 0.0295
2025-11-07 2025-09-30 13F SOUTHERN COM 842587107 108,374 95 0.09 10,271 3.29 0.0328
2025-07-15 2025-06-30 13F SOUTHERN COM 842587107 108,279 -81 -0.07 9,943 -0.20 0.0344
2025-04-15 2025-03-31 13F SOUTHERN COM 842587107 108,360 873 0.81 9,964 12.60 0.0379
2025-01-21 2024-12-31 13F SOUTHERN COM 842587107 107,487 211 0.20 8,848 -8.54 0.0321
2024-10-17 2024-09-30 13F SOUTHERN COM 842587107 107,276 414 0.39 9,674 16.71 0.0350
2024-07-22 2024-06-30 13F SOUTHERN COM 842587107 106,862 -14,611 -12.03 8,289 -4.88 0.0316
2024-04-23 2024-03-31 13F SOUTHERN COM 842587107 121,473 354 0.29 8,714 2.61 0.0341
2024-01-19 2023-12-31 13F SOUTHERN COM 842587107 121,119 4,498 3.86 8,493 12.52 0.0361
2023-10-31 2023-09-30 13F SOUTHERN COM 842587107 116,621 183 0.16 7,548 -7.73 0.0350
2023-07-26 2023-06-30 13F SOUTHERN COM 842587107 116,438 -4,489 -3.71 8,180 -2.79 0.0361
2023-04-24 2023-03-31 13F SOUTHERN COM 842587107 120,927 -2,064 -1.68 8,414 -4.19 0.0392
2023-01-25 2022-12-31 13F SOUTHERN COM 842587107 122,991 23,080 23.10 8,783 29.26 0.0422
2022-10-25 2022-09-30 13F SOUTHERN COM 842587107 99,911 -981 -0.97 6,794 -5.56 0.0355
2022-08-04 2022-06-30 13F SOUTHERN COM 842587107 100,892 1,588 1.60 7,194 -0.10 0.0348
2022-04-19 2022-03-31 13F SOUTHERN COM 842587107 99,304 1,467 1.50 7,201 7.32 0.0294
2022-02-01 2021-12-31 13F SOUTHERN COM 842587107 97,837 -2,617 -2.61 6,710 7.79 0.0261
2021-10-15 2021-09-30 13F SOUTHERN COM 842587107 100,454 20 0.02 6,225 2.44 0.0270
2021-08-06 2021-06-30 13F SOUTHERN COM 842587107 100,434 -48 -0.05 6,077 -2.71 0.0267
2021-05-07 2021-03-31 13F SOUTHERN COM 842587107 100,482 6,317 6.71 6,246 7.97 0.0290
2021-02-16 2020-12-31 13F SOUTHERN COM 842587107 94,165 -4,183 -4.25 5,785 8.50 0.0284
2020-11-09 2020-09-30 13F SOUTHERN COM 842587107 98,348 1,796 1.86 5,332 6.51 0.0295
2020-08-05 2020-06-30 13F SOUTHERN COM 842587107 96,552 562 0.59 5,006 -3.68 0.0300
2020-05-05 2020-03-31 13F SOUTHERN COM 842587107 95,990 -780 -0.81 5,197 -15.69 0.0371
2020-02-14 2019-12-31 13F SOUTHERN COM 842587107 96,770 -2,879 -2.89 6,164 0.15 0.0343
2019-11-14 2019-09-30 13F SOUTHERN COM 842587107 99,649 -609 -0.61 6,155 11.06 0.0369
2019-08-07 2019-06-30 13F SOUTHERN COM 842587107 100,258 -515 -0.51 5,542 6.41 0.0339
2019-05-14 2019-03-31 13F SOUTHERN COM 842587107 100,773 2,462 2.50 5,208 20.61 0.0334
2019-02-14 2018-12-31 13F SOUTHERN COM 842587107 98,311 5,790 6.26 4,318 7.04 0.0314
2018-11-14 2018-09-30 13F SOUTHERN COM 842587107 92,521 5,451 6.26 4,034 0.05 0.0257
2018-08-14 2018-06-30 13F SOUTHERN COM 842587107 87,070 -4,819 -5.24 4,032 -1.75 0.0273
2018-05-15 2018-03-31 13F SOUTHERN COM 842587107 91,889 -9,137 -9.04 4,104 -15.52 0.0280
2018-02-14 2017-12-31 13F SOUTHERN COM 842587107 101,026 1,816 1.83 4,858 -0.35 0.0330
2017-11-14 2017-09-30 13F SOUTHERN COM 842587107 99,210 -2,830 -2.77 4,875 -0.23 0.0349
2017-08-11 2017-06-30 13F SOUTHERN COM 842587107 102,040 -18,748 -15.52 4,886 -18.74 0.0360
2017-05-12 2017-03-31 13F SOUTHERN COM 842587107 120,788 -10,868 -8.25 6,013 -7.15 0.0455
2017-02-13 2016-12-31 13F/A-1 SOUTHERN COM 842587107 131,656 -8,567 -6.11 6,476 -9.97 0.0522
2017-02-09 2016-12-31 13F SOUTHERN COM 842587107 140,223 0 7,193 0.0595
2016-11-10 2016-09-30 13F SOUTHERN COM 842587107 140,223 -3,665 -2.55 7,193 -6.79 0.0595
2016-08-11 2016-06-30 13F SOUTHERN COM 842587107 143,888 -8,309 -5.46 7,717 -1.98 0.0655
2016-05-13 2016-03-31 13F SOUTHERN COM 842587107 152,197 -3,096 -1.99 7,873 8.35 0.0681
2016-02-16 2015-12-31 13F SOUTHERN COM 842587107 155,293 -5,990 -3.71 7,266 0.79 0.0638
2015-11-13 2015-09-30 13F SOUTHERN COM 842587107 161,283 8,310 5.43 7,209 12.46 0.0669
2015-08-14 2015-06-30 13F SOUTHERN COM 842587107 152,973 3,317 2.22 6,410 -3.27 0.0559
2015-05-14 2015-03-31 13F SOUTHERN COM 842587107 149,656 -818 -0.54 6,627 -10.32 0.0574
2015-02-13 2014-12-31 13F SOUTHERN COM 842587107 150,474 14,631 10.77 7,390 24.62 0.0631
2014-11-17 2014-09-30 13F SOUTHERN COM 842587107 135,843 3,173 2.39 5,930 -1.51 0.0540
2014-08-14 2014-06-30 13F SOUTHERN COM 842587107 132,670 1,317 1.00 6,021 4.31 0.0545
2014-05-15 2014-03-31 13F SOUTHERN COM 842587107 131,353 -114 -0.09 5,772 6.79 0.0542
2014-02-14 2013-12-31 13F SOUTHERN COM 842587107 131,467 2,254 1.74 5,405 1.58 0.0522
2013-11-14 2013-09-30 13F SOUTHERN COM 842587107 129,213 -7,368 -5.39 5,321 -11.71 0.0549
2013-08-14 2013-06-30 13F SOUTHERN COM 842587107 136,581 136,581 6,027 0.0643
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.