The Southern Company
US ˙ NYSE ˙ US8425871071

SecuritySO / The Southern Company
InstitutionRockland Trust Co
Latest Disclosed Ownership107,336 shares
Latest Disclosed Value $ 10,360,071
Rockland Trust Co reports 2.44% increase in ownership of SO / The Southern Company

On April 16, 2026 - Rockland Trust Co filed a 13F-HR form disclosing ownership of 107,336 shares of The Southern Company (US:SO) valued at $10,360,071 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 104,776 shares of The Southern Company. This represents a change in shares of 2.44% during the quarter. The current value of the position is $9,712,835 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)
2026-04-16 2026-03-31 13F SOUTHERN COM 842587107 107,336 2,560 2.44 10,360 13.40 0.3867
2026-01-15 2025-12-31 13F SOUTHERN COM 842587107 104,776 1,691 1.64 9,136 -6.48 0.3598
2025-11-06 2025-09-30 13F SOUTHERN COM 842587107 103,085 -13,765 -11.78 9,769 -8.96 0.4004
2025-07-10 2025-06-30 13F SOUTHERN COM 842587107 116,850 -2,179 -1.83 10,730 -1.96 0.5225
2025-04-16 2025-03-31 13F SOUTHERN COM 842587107 119,029 -12,590 -9.57 10,945 1.02 0.5501
2025-01-14 2024-12-31 13F Southern COM 842587107 131,619 -2,309 -1.72 10,835 -10.29 0.5509
2024-10-03 2024-09-30 13F Southern COM 842587107 133,928 -4,472 -3.23 12,078 12.50 0.5944
2024-07-23 2024-06-30 13F Southern COM 842587107 138,400 -18,903 -12.02 10,736 -4.87 0.5660
2024-04-11 2024-03-31 13F Southern COM 842587107 157,303 3,477 2.26 11,285 4.62 0.5946
2024-01-11 2023-12-31 13F Southern COM 842587107 153,826 -7,226 -4.49 10,786 3.48 0.5904
2023-10-26 2023-09-30 13F Southern COM 842587107 161,052 1,719 1.08 10,423 -6.88 0.6274
2023-07-27 2023-06-30 13F Southern COM 842587107 159,333 17,725 12.52 11,193 13.60 0.6688
2023-04-24 2023-03-31 13F Southern COM 842587107 141,608 6,259 4.62 9,853 109,377.78 0.6191
2023-01-24 2022-12-31 13F Southern COM 842587107 135,349 227 0.17 10 -99.90 0.6140
2022-10-19 2022-09-30 13F Southern COM 842587107 135,122 -2,455 -1.78 9,188 -6.34 0.6555
2022-07-13 2022-06-30 13F Southern COM 842587107 137,577 -13,931 -9.19 9,810 -10.70 0.6783
2022-04-18 2022-03-31 13F Southern COM 842587107 151,508 3,941 2.67 10,985 8.55 0.6991
2022-01-27 2021-12-31 13F Southern COM 842587107 147,567 5,809 4.10 10,120 15.21 0.6446
2021-10-25 2021-09-30 13F Southern COM 842587107 141,758 6,844 5.07 8,784 7.61 0.6126
2021-07-21 2021-06-30 13F Southern COM 842587107 134,914 293 0.22 8,163 -2.45 0.5642
2021-04-22 2021-03-31 13F Southern COM 842587107 134,621 13,854 11.47 8,368 12.79 0.6026
2021-01-04 2020-12-31 13F Southern COM 842587107 120,767 -2,256 -1.83 7,419 11.21 0.5763
2020-10-08 2020-09-30 13F Southern COM 842587107 123,023 1,045 0.86 6,671 5.49 0.5731
2020-07-09 2020-06-30 13F Southern COM 842587107 121,978 -1,697 -1.37 6,324 -5.56 0.5683
2020-04-16 2020-03-31 13F Southern COM 842587107 123,675 -1,203 -0.96 6,696 -15.83 0.6817
2020-01-06 2019-12-31 13F Southern COM 842587107 124,878 -18,122 -12.67 7,955 -9.34 0.6551
2019-10-11 2019-09-30 13F Southern COM 842587107 143,000 -2,339 -1.61 8,775 9.22 0.7978
2019-07-05 2019-06-30 13F SOUTHERN COMMON STOCK 842587107 145,339 327 0.23 8,034 7.21 0.7963
2019-04-08 2019-03-31 13F SOUTHERN COMMON STOCK 842587107 145,012 15,613 12.07 7,494 31.87 0.7945
2019-01-16 2018-12-31 13F SOUTHERN COMMON STOCK 842587107 129,399 3,175 2.52 5,683 3.27 0.6971
2018-10-05 2018-09-30 13F SOUTHERN COMMON STOCK 842587107 126,224 -7,765 -5.80 5,503 -11.31 0.6724
2018-07-06 2018-06-30 13F SOUTHERN COMMON STOCK 842587107 133,989 -267,503 -66.63 6,205 -65.40 0.8015
2018-04-10 2018-03-31 13F SOUTHERN COMMON STOCK 842587107 401,492 32,107 8.69 17,931 0.94 2.3700
2018-01-11 2017-12-31 13F SOUTHERN COMMON STOCK 842587107 369,385 2,471 0.67 17,764 -1.48 2.2866
2017-11-01 2017-09-30 13F SOUTHERN COMMON STOCK 842587107 366,914 10,744 3.02 18,030 5.73 2.6960
2017-08-01 2017-06-30 13F SOUTHERN COMMON STOCK 842587107 356,170 11,486 3.33 17,053 -0.61 2.6700
2017-04-20 2017-03-31 13F SOUTHERN COMMON STOCK 842587107 344,684 15,130 4.59 17,158 5.84 2.7077
2017-01-30 2016-12-31 13F SOUTHERN COMMON STOCK 842587107 329,554 4,063 1.25 16,211 -2.92 2.5967
2016-10-27 2016-09-30 13F SOUTHERN COMMON STOCK 842587107 325,491 8,775 2.77 16,698 -1.69 2.8928
2016-07-20 2016-06-30 13F/A-1 SOUTHERN COMMON STOCK 842587107 316,716 3,132 1.00 16,985 4.70 2.9381
2016-07-20 2016-06-30 13F SOUTHERN COMMON STOCK 842587107 313,584 16,222
2016-05-04 2016-03-31 13F SOUTHERN COMMON STOCK 842587107 313,584 -118 -0.04 16,222 10.52 2.9118
2016-01-28 2015-12-31 13F SOUTHERN COMMON STOCK 842587107 313,702 11,756 3.89 14,678 8.75 2.5857
2015-10-28 2015-09-30 13F SOUTHERN COMMON STOCK 842587107 301,946 6,504 2.20 13,497 9.03 2.6517
2015-07-22 2015-06-30 13F SOUTHERN COMMON STOCK 842587107 295,442 9,768 3.42 12,379 -2.14 2.4576
2015-04-24 2015-03-31 13F SOUTHERN COMMON STOCK 842587107 285,674 285,674 0.00 12,650 2.6750
2015-02-04 2014-12-31 13F SOUTHERN COMMON STOCK 842587107 0 -289,524 -100.00 0 -100.00
2014-11-05 2014-09-30 13F SOUTHERN COMMON STOCK 842587107 289,524 20,570 7.65 12,638 3.55 2.7827
2014-08-04 2014-06-30 13F SOUTHERN COMMON STOCK 842587107 268,954 4,673 1.77 12,205 5.10 2.7715
2014-05-02 2014-03-31 13F SOUTHERN COMMON STOCK 842587107 264,281 22,787 9.44 11,613 16.97 2.7297
2014-02-04 2013-12-31 13F SOUTHERN COMMON STOCK 842587107 241,494 13,816 6.07 9,928 5.89 2.3894
2013-11-12 2013-09-30 13F/A-1 SOUTHERN COMMON STOCK 842587107 227,678 14,960 7.03 9,376 -0.12 2.4772
2013-10-21 2013-09-30 13F SOUTHERN COMMON STOCK 842587107 227,678 9,376
2013-08-12 2013-06-30 13F SOUTHERN COMMON STOCK 842587107 212,718 212,718 9,387 2.5995
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.