The Southern Company
DE ˙ XTRA ˙ US8425871071
77,72 € ↑0,30 (0,39%)
2026-06-04
CENA AKCJI
SecurityDE:SOT / The Southern Company
InstitutionBusey Wealth Management
Latest Disclosed Ownership13,181 shares
Latest Disclosed Value $ 1,272,229
Busey Wealth Management reports 9.59% decrease in ownership of SOT / The Southern Company

On April 28, 2026 - Busey Wealth Management filed a 13F-HR form disclosing ownership of 13,181 shares of The Southern Company (DE:SOT) valued at $1,113,267 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 14,579 shares of The Southern Company. This represents a change in shares of -9.59% during the quarter. The current value of the position is $1,024,427 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)
2026-04-28 2026-03-31 13F THE SOUTHERN COMMON STOCK 842587107 13,181 -1,398 -9.59 1,272 0.08 0.0168
2026-01-27 2025-12-31 13F THE SOUTHERN COMMON STOCK 842587107 14,579 833 6.06 1,271 -2.38 0.0335
2025-10-15 2025-09-30 13F THE SOUTHERN COMMON STOCK 842587107 13,746 1,272 10.20 1,303 13.71 0.0363
2025-07-11 2025-06-30 13F THE SOUTHERN COMMON STOCK 842587107 12,474 659 5.58 1,145 5.43 0.0350
2025-05-15 2025-03-31 13F THE SOUTHERN COMMON STOCK 842587107 11,815 49 0.42 1,086 12.19 0.0366
2025-01-23 2024-12-31 13F THE SOUTHERN COMMON STOCK 842587107 11,766 113 0.97 969 -7.81 0.0318
2024-10-23 2024-09-30 13F THE SOUTHERN COMMON STOCK 842587107 11,653 -1,200 -9.34 1,051 5.32 0.0343
2024-07-23 2024-06-30 13F THE SOUTHERN COMMON STOCK 842587107 12,853 -2,296 -15.16 997 -8.20 0.0341
2024-04-23 2024-03-31 13F THE SOUTHERN COMMON STOCK 842587107 15,149 55 0.36 1,087 2.65 0.0386
2024-01-25 2023-12-31 13F THE SOUTHERN COMMON STOCK 842587107 15,094 -1,142 -7.03 1,058 0.76 0.0407
2023-10-23 2023-09-30 13F THE SOUTHERN COMMON STOCK 842587107 16,236 -1,576 -8.85 1,051 -16.07 0.0449
2023-07-21 2023-06-30 13F THE SOUTHERN COMMON STOCK 842587107 17,812 -2,451 -12.10 1,251 -11.21 0.0509
2023-04-25 2023-03-31 13F THE SOUTHERN COMMON STOCK 842587107 20,263 -5,542 -21.48 1,410 -23.51 0.0596
2023-01-23 2022-12-31 13F THE SOUTHERN COMMON STOCK 842587107 25,805 2,776 12.05 1,843 17.62 0.0829
2022-10-24 2022-09-30 13F THE SOUTHERN COMMON STOCK 842587107 23,029 -157 -0.68 1,566 -5.32 0.0775
2022-08-03 2022-06-30 13F/A-1 THE SOUTHERN COMMON STOCK 842587107 23,186 -632 -2.65 1,654 -4.28 0.0769
2022-08-01 2022-06-30 13F THE SOUTHERN COMMON STOCK 842587107 23,186 -632 1,654 0.0333
2022-04-21 2022-03-31 13F THE SOUTHERN COMMON STOCK 842587107 23,818 -4,246 -15.13 1,728 -10.23 0.0691
2022-01-25 2021-12-31 13F THE SOUTHERN COMMON STOCK 842587107 28,064 -1,187 -4.06 1,925 6.18 0.0728
2021-10-29 2021-09-30 13F THE SOUTHERN COMMON STOCK 842587107 29,251 17,958 159.02 1,813 165.06 0.0730
2021-07-22 2021-06-30 13F THE SOUTHERN COMMON STOCK 842587107 11,293 -2,185 -16.21 684 -18.28 0.0320
2021-04-20 2021-03-31 13F SOUTHERN COMMON STOCK 842587107 13,478 -194 -1.42 837 -0.36 0.0420
2021-01-20 2020-12-31 13F SOUTHERN COMMON STOCK 842587107 13,672 -197 -1.42 840 11.70 0.0480
2020-10-16 2020-09-30 13F SOUTHERN COMMON STOCK 842587107 13,869 -50 -0.36 752 4.30 0.0480
2020-07-21 2020-06-30 13F SOUTHERN COMMON STOCK 842587107 13,919 -1,509 -9.78 721 -13.65 0.0499
2020-04-17 2020-03-31 13F SOUTHERN COMMON STOCK 842587107 15,428 -1,443 -8.55 835 -22.33 0.0678
2020-02-11 2019-12-31 13F SOUTHERN COMMON STOCK 842587107 16,871 2,186 14.89 1,075 18.52 0.0706
2019-11-12 2019-09-30 13F SOUTHERN COMMON STOCK 842587107 14,685 6,495 79.30 907 100.22 0.0654
2019-07-24 2019-06-30 13F SOUTHERN COMMON STOCK 842587107 8,190 0 0.00 453 6.84 0.0430
2019-04-16 2019-03-31 13F SOUTHERN COMMON STOCK 842587107 8,190 0 0.00 424 18.11 0.0385
2019-02-05 2018-12-31 13F SOUTHERN COMMON STOCK 842587107 8,190 -575 -6.56 359 -6.02 0.0370
2018-10-12 2018-09-30 13F SOUTHERN COMMON STOCK 842587107 8,765 -819 -8.55 382 -13.77 0.0354
2018-07-24 2018-06-30 13F SOUTHERN COMMON STOCK 842587107 9,584 0 0.00 443 3.50 0.0439
2018-05-04 2018-03-31 13F SOUTHERN COMMON STOCK 842587107 9,584 -312 -3.15 428 -10.08 0.0451
2018-02-09 2017-12-31 13F SOUTHERN COMMON STOCK 842587107 9,896 253 2.62 476 0.42 0.0608
2017-10-13 2017-09-30 13F SOUTHERN COMMON STOCK 842587107 9,643 277 2.96 474 5.57 0.0566
2017-07-28 2017-06-30 13F SOUTHERN COMMON STOCK 842587107 9,366 5 0.05 449 -3.65 0.0618
2017-05-03 2017-03-31 13F SOUTHERN COMMON STOCK 842587107 9,361 -500 -5.07 466 -3.92 0.0565
2017-01-27 2016-12-31 13F SOUTHERN COMMON STOCK 842587107 9,861 1,353 15.90 485 11.24 0.0613
2016-11-14 2016-09-30 13F SOUTHERN COMMON STOCK 842587107 8,508 350 4.29 436 -0.23 0.0570
2016-08-15 2016-06-30 13F SOUTHERN COMMON STOCK 842587107 8,158 3,133 62.35 437 68.08 0.0561
2016-05-13 2016-03-31 13F SOUTHERN COMMON STOCK 842587107 5,025 203 4.21 260 15.56 0.0343
2016-02-04 2015-12-31 13F SOUTHERN COMMON STOCK 842587107 4,822 74 1.56 225 6.13 0.0300
2015-11-12 2015-09-30 13F SOUTHERN COMMON STOCK 842587107 4,748 -101 -2.08 212 4.43 0.0303
2015-08-14 2015-06-30 13F SOUTHERN COMMON STOCK 842587107 4,849 0 0.00 203 -5.58 0.0274
2015-05-15 2015-03-31 13F SOUTHERN COMMON STOCK 842587107 4,849 0 0.00 215 -9.66 0.0291
2015-02-17 2014-12-31 13F SOUTHERN COMMON STOCK 842587107 4,849 -818 -14.43 238 -4.03 0.0326
2014-11-14 2014-09-30 13F SOUTHERN COMMON STOCK 842587107 5,667 103 1.85 248 -1.59 0.0362
2014-08-14 2014-06-30 13F SOUTHERN COMMON STOCK 842587107 5,564 465 9.12 252 12.50 0.0362
2014-05-15 2014-03-31 13F SOUTHERN COMMON STOCK 842587107 5,099 0 0.00 224 6.67 0.0341
2014-02-14 2013-12-31 13F SOUTHERN CO COM COMMON STOCK 842587107 5,099 5,099 210 0.0321
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.