The Southern Company
US ˙ NYSE ˙ US8425871071

SecuritySO / The Southern Company
InstitutionSeacrest Wealth Management, Llc
Latest Disclosed Ownership10,180 shares
Latest Disclosed Value $ 982,577
Seacrest Wealth Management, Llc reports 6.33% decrease in ownership of SO / The Southern Company

On April 15, 2026 - Seacrest Wealth Management, Llc filed a 13F-HR form disclosing ownership of 10,180 shares of The Southern Company (US:SO) valued at $982,574 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 10,868 shares of The Southern Company. This represents a change in shares of -6.33% during the quarter. The current value of the position is $921,188 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)
2026-04-15 2026-03-31 13F SOUTHERN COM 842587107 10,180 -688 -6.33 983 4.80 0.1051
2026-01-12 2025-12-31 13F SOUTHERN COM 842587107 10,868 -315 -2.82 938 -12.84 0.0949
2025-11-13 2025-09-30 13F SOUTHERN COM 842587107 11,183 -829 -6.90 1,076 -2.54 0.1135
2025-07-11 2025-06-30 13F SOUTHERN COM 842587107 12,012 -4,925 -29.08 1,103 -29.16 0.1198
2025-04-11 2025-03-31 13F SOUTHERN COM 842587107 16,937 -149 -0.87 1,557 10.74 0.1763
2025-01-14 2024-12-31 13F SOUTHERN COM 842587107 17,086 628 3.82 1,407 -5.26 0.1479
2024-10-16 2024-09-30 13F SOUTHERN COM 842587107 16,458 -385 -2.29 1,484 13.63 0.1598
2024-07-22 2024-06-30 13F SOUTHERN COM 842587107 16,843 69 0.41 1,306 8.56 0.1487
2024-04-18 2024-03-31 13F SOUTHERN COM 842587107 16,774 -3,312 -16.49 1,203 -16.34 0.1471
2024-01-18 2023-12-31 13F SOUTHERN COM 842587107 20,086 402 2.04 1,438 12.96 0.1776
2023-10-12 2023-09-30 13F SOUTHERN COM 842587107 19,684 438 2.28 1,274 -5.84 0.1655
2023-07-14 2023-06-30 13F SOUTHERN COM 842587107 19,246 419 2.23 1,352 3.28 0.1707
2023-05-12 2023-03-31 13F SOUTHERN COM 842587107 18,827 3,023 19.13 1,310 16.05 0.1774
2023-02-14 2022-12-31 13F SOUTHERN COM 842587107 15,804 -5,707 -26.53 1,129 -22.90 0.1619
2022-11-15 2022-09-30 13F SOUTHERN COM 842587107 21,511 526 2.51 1,463 -2.21 0.2220
2022-08-09 2022-06-30 13F SOUTHERN COM 842587107 20,985 1,502 7.71 1,496 5.87 0.1883
2022-05-16 2022-03-31 13F SOUTHERN COM 842587107 19,483 193 1.00 1,413 6.80 0.1623
2022-02-11 2021-12-31 13F SOUTHERN COM 842587107 19,290 601 3.22 1,323 14.25 0.1451
2021-11-16 2021-09-30 13F SOUTHERN COM 842587107 18,689 90 0.48 1,158 2.93 0.1397
2021-08-12 2021-06-30 13F SOUTHERN COM 842587107 18,599 -245 -1.30 1,125 -3.93 0.1357
2021-05-17 2021-03-31 13F SOUTHERN COM 842587107 18,844 1,014 5.69 1,171 6.94 0.1550
2021-02-09 2020-12-31 13F SOUTHERN COM 842587107 17,830 -1,071 -5.67 1,095 6.83 0.1540
2020-11-12 2020-09-30 13F SOUTHERN COM 842587107 18,901 -773 -3.93 1,025 0.49 0.1643
2020-07-27 2020-06-30 13F SOUTHERN COM 842587107 19,674 2,904 17.32 1,020 12.33 0.1763
2020-05-13 2020-03-31 13F SOUTHERN COM 842587107 16,770 -269 -1.58 908 -16.31 0.1952
2020-01-22 2019-12-31 13F SOUTHERN COM 842587107 17,039 1,033 6.45 1,085 9.71 0.1818
2019-10-15 2019-09-30 13F SOUTHERN COM 842587107 16,006 1,171 7.89 989 20.61 0.1851
2019-07-19 2019-06-30 13F SOUTHERN COM 842587107 14,835 1 0.01 820 6.91 0.1669
2019-05-10 2019-03-31 13F SOUTHERN COM 842587107 14,834 -549 -3.57 767 13.46 0.1316
2019-02-13 2018-12-31 13F SOUTHERN COM 842587107 15,383 -963 -5.89 676 -5.19 0.1394
2018-11-14 2018-09-30 13F SOUTHERN COM 842587107 16,346 659 4.20 713 -1.79 0.1207
2018-08-03 2018-06-30 13F SOUTHERN COM 842587107 15,687 141 0.91 726 4.61 0.1308
2018-04-20 2018-03-31 13F SOUTHERN COM 842587107 15,546 1,330 9.36 694 1.46 0.1273
2018-02-02 2017-12-31 13F SOUTHERN COM 842587107 14,216 14,216 684 0.1251
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.