The Southern Company
US ˙ NYSE ˙ US8425871071

SecuritySO / The Southern Company
InstitutionHighPoint Advisor Group LLC
Latest Disclosed Ownership4,567 shares
Latest Disclosed Value $ 440,847
HighPoint Advisor Group LLC reports 0.07% increase in ownership of SO / The Southern Company

On May 14, 2026 - HighPoint Advisor Group LLC filed a 13F-HR form disclosing ownership of 4,567 shares of The Southern Company (US:SO) valued at $440,807 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 14, 2026 disclosing 4,564 shares of The Southern Company. This represents a change in shares of 0.07% during the quarter. The current value of the position is $413,268 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 Common Stock 842587107 4,567 3 0.07 441 10.55 0.0185
2026-05-14 2025-12-31 13F/A-2 SOUTHERN Common Stock 842587107 4,564 -33,522 -88.02 398 -88.97 0.0166
2026-02-04 2025-12-31 13F SOUTHERN Common Stock 842587107 37,299 -787 3,252 0.1509
2025-11-05 2025-09-30 13F SOUTHERN Common Stock 842587107 38,086 984 2.65 3,609 5.93 0.1720
2025-08-07 2025-06-30 13F SOUTHERN Common Stock 842587107 37,102 -177 -0.47 3,407 -0.06 0.1810
2025-05-05 2025-03-31 13F SOUTHERN Common Stock 842587107 37,279 -59 -0.16 3,409 5.64 0.1985
2025-02-12 2024-12-31 13F SOUTHERN Common Stock 842587107 37,338 -539 -1.42 3,228 -3.76 0.1754
2024-11-04 2024-09-30 13F SOUTHERN Common Stock 842587107 37,877 563 1.51 3,354 111,666.67 0.1955
2024-08-08 2024-06-30 13F SOUTHERN Common Stock 842587107 37,314 212 0.57 3 50.00 0.1858
2024-05-14 2024-03-31 13F SOUTHERN Common Stock 842587107 37,102 40 0.11 3 -99.92 0.2062
2024-03-26 2023-12-31 13F SOUTHERN Common Stock 842587107 37,062 4,187 12.74 2,585 10.00 0.1851
2022-08-15 2022-06-30 13F SOUTHERN Common Stock 842587107 32,875 -1,341 -3.92 2,350 10.85 0.2570
2021-11-15 2021-09-30 13F SOUTHERN Common Stock 842587107 34,216 -945 -2.69 2,120 -0.38 0.2077
2021-07-29 2021-06-30 13F SOUTHERN Common Stock 842587107 35,161 1,305 3.85 2,128 0.19 0.2143
2021-04-12 2021-03-31 13F SOUTHERN Common Stock 842587107 33,856 1,712 5.33 2,124 8.98 0.2458
2021-02-10 2020-12-31 13F SOUTHERN Common Stock 842587107 32,144 7,863 32.38 1,949 33.40 0.2373
2020-11-06 2020-09-30 13F SOUTHERN Common Stock 842587107 24,281 -2,245 -8.46 1,461 4.21 0.2643
2020-08-13 2020-06-30 13F SOUTHERN Common Stock 842587107 26,526 -1,274 -4.58 1,402 -12.59 0.2997
2020-05-01 2020-03-31 13F/A-2 SOUTHERN Common Stock 842587107 27,800 -2,559 -8.43 1,604 -22.47 0.3819
2020-04-27 2020-03-31 13F/A-1 SOUTHERN Common Stock 842587107 1,604 -26,196 28 0.4384
2020-04-27 2020-03-31 13F SOUTHERN CO COM Common Stock 842587107 30,359 0 2,069 424,815.4650
2020-02-13 2019-12-31 13F SOUTHERN CO COM Common Stock 842587107 30,359 424 1.42 2,069 12.88 0.4262
2019-11-12 2019-09-30 13F SOUTHERN Common Stock 842587107 29,935 1,861 6.63 1,833 17.73 0.4051
2019-08-15 2019-06-30 13F/A-1 SOUTHERN Common Stock 842587107 28,074 2,338 9.08 1,557 14.49 0.3646
2019-08-15 2019-06-30 13F SOUTHERN Common Stock 842587107 25,736 0 1,360
2019-05-08 2019-03-31 13F SOUTHERN Common Stock 842587107 25,736 -11 -0.04 1,360 8.02 0.3330
2019-02-20 2018-12-31 13F SOUTHERN Common Stock 842587107 25,747 1,266 5.17 1,259 14.35 0.3335
2018-10-23 2018-09-30 13F SOUTHERN Common Stock 842587107 24,481 200 0.82 1,101 -4.51 0.3015
2018-08-20 2018-06-30 13F SOUTHERN Common Stock 842587107 24,281 -80 -0.33 1,153 9.39 0.3112
2018-06-11 2018-03-31 13F SOUTHERN Common Stock 842587107 24,361 -2,255 -8.47 1,054 -11.28 0.2894
2018-02-15 2017-12-31 13F SOUTHERN Common Stock 842587107 26,616 -227,500 -89.53 1,188 -11.14 0.3403
2017-11-06 2017-09-30 13F SOUTHERN Common Stock 842587107 254,116 229,284 923.34 1,337 10.31 0.4146
2017-08-15 2017-06-30 13F SOUTHERN Common Stock 842587107 24,832 0 0.00 1,212 0.00 0.3900
2017-08-07 2017-03-31 13F SOUTHERN Common Stock 842587107 24,832 -505 -1.99 1,212 -4.42 0.3900
2017-03-02 2016-12-31 13F SOUTHERN Common Stock 842587107 25,337 54 0.21 1,268 5.58 0.4084
2016-11-21 2016-09-30 13F SOUTHERN Common Stock 842587107 25,283 593 2.40 1,201 -7.97 0.4228
2016-08-10 2016-06-30 13F SOUTHERN Common Stock 842587107 24,690 12,924 109.84 1,305 125.39 0.4576
2016-04-26 2016-03-31 13F SOUTHERN Common Stock 842587107 11,766 -884 -6.99 579 -3.34 0.3545
2016-01-26 2015-12-31 13F SOUTHERN COM 842587107 12,650 12,650 599 0.3940
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.