The Southern Company
DE ˙ XTRA ˙ US8425871071
77,72 € ↑0,30 (0,39%)
2026-06-04
CENA AKCJI
SecurityDE:SOT / The Southern Company
InstitutionCommerce Bank
Latest Disclosed Ownership157,243 shares
Latest Disclosed Value $ 15,177,094
Commerce Bank reports 1.57% decrease in ownership of SOT / The Southern Company

On May 11, 2026 - Commerce Bank filed a 13F-HR form disclosing ownership of 157,243 shares of The Southern Company (DE:SOT) valued at $13,280,744 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 159,748 shares of The Southern Company. This represents a change in shares of -1.57% during the quarter. The current value of the position is $12,220,926 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)
2026-05-11 2026-03-31 13F SOUTHERN COM 842587107 157,243 -2,505 -1.57 15,177 8.95 0.0735
2026-02-13 2025-12-31 13F SOUTHERN COM 842587107 159,748 -3,430 -2.10 13,930 -9.92 0.0769
2025-11-12 2025-09-30 13F SOUTHERN COM 842587107 163,178 1,495 0.92 15,464 4.16 0.0860
2025-08-07 2025-06-30 13F SOUTHERN COM 842587107 161,683 -75 -0.05 14,847 -0.17 0.0876
2025-05-08 2025-03-31 13F SOUTHERN COM 842587107 161,758 6,448 4.15 14,874 16.33 0.0949
2025-02-13 2024-12-31 13F SOUTHERN COM 842587107 155,310 4,321 2.86 12,785 -6.10 0.0788
2024-11-08 2024-09-30 13F SOUTHERN COM 842587107 150,989 8,246 5.78 13,616 22.98 0.0834
2024-08-12 2024-06-30 13F SOUTHERN COM 842587107 142,743 17,212 13.71 11,073 22.95 0.0717
2024-05-03 2024-03-31 13F SOUTHERN COM 842587107 125,531 16,068 14.68 9,006 17.33 0.0595
2024-02-09 2023-12-31 13F SOUTHERN COM 842587107 109,463 1,421 1.32 7,676 9.77 0.0546
2023-11-14 2023-09-30 13F SOUTHERN COM 842587107 108,042 -769 -0.71 6,992 -8.52 0.0551
2023-08-08 2023-06-30 13F SOUTHERN COM 842587107 108,811 6,750 6.61 7,644 7.63 0.0572
2023-05-04 2023-03-31 13F SOUTHERN COM 842587107 102,061 835 0.82 7,101 -1.76 0.0556
2023-02-10 2022-12-31 13F SOUTHERN COM 842587107 101,226 -499 -0.49 7,229 4.48 0.0587
2022-11-04 2022-09-30 13F SOUTHERN COM 842587107 101,725 -7,392 -6.77 6,918 -11.09 0.0601
2022-08-12 2022-06-30 13F SOUTHERN COM 842587107 109,117 -63,996 -36.97 7,781 -38.01 0.0634
2022-05-09 2022-03-31 13F SOUTHERN COM 842587107 173,113 -2,818 -1.60 12,553 4.04 0.0860
2022-02-14 2021-12-31 13F SOUTHERN COM 842587107 175,931 -1,690 -0.95 12,065 9.60 0.0789
2021-11-09 2021-09-30 13F SOUTHERN COM 842587107 177,621 3,417 1.96 11,008 4.42 0.0778
2021-08-09 2021-06-30 13F SOUTHERN COM 842587107 174,204 1,717 1.00 10,542 -1.68 0.0748
2021-05-05 2021-03-31 13F SOUTHERN COM 842587107 172,487 -888 -0.51 10,722 0.67 0.0815
2021-02-09 2020-12-31 13F SOUTHERN COM 842587107 173,375 359 0.21 10,651 13.54 0.0861
2020-11-06 2020-09-30 13F SOUTHERN COM 842587107 173,016 31,559 22.31 9,381 27.89 0.0848
2020-08-07 2020-06-30 13F SOUTHERN COM 842587107 141,457 37,146 35.61 7,335 29.87 0.0715
2020-05-08 2020-03-31 13F SOUTHERN COM 842587107 104,311 6,443 6.58 5,648 -9.40 0.0684
2020-02-14 2019-12-31 13F SOUTHERN COM 842587107 97,868 -10,567 -9.75 6,234 -6.93 0.0594
2019-11-12 2019-09-30 13F SOUTHERN COM 842587107 108,435 8,668 8.69 6,698 21.45 0.0687
2019-08-07 2019-06-30 13F SOUTHERN COM 842587107 99,767 8,514 9.33 5,515 16.94 0.0619
2019-05-08 2019-03-31 13F SOUTHERN COM 842587107 91,253 2,234 2.51 4,716 20.64 0.0559
2019-02-11 2018-12-31 13F SOUTHERN COM 842587107 89,019 -233 -0.26 3,909 0.44 0.0498
2018-11-02 2018-09-30 13F SOUTHERN COM 842587107 89,252 -41,876 -31.94 3,892 -35.91 0.0463
2018-08-08 2018-06-30 13F SOUTHERN COM 842587107 131,128 5,944 4.75 6,073 8.64 0.0772
2018-05-03 2018-03-31 13F SOUTHERN COM 842587107 125,184 7,167 6.07 5,590 -1.50 0.0738
2018-02-12 2017-12-31 13F SOUTHERN COM 842587107 118,017 2,043 1.76 5,675 -0.42 0.0739
2017-11-07 2017-09-30 13F/A-1 SOUTHERN COM 842587107 115,974 8,852 8.26 5,699 11.11 0.0774
2017-11-07 2017-09-30 13F SOUTHERN COM 842587107 107,122 5,129
2017-08-08 2017-06-30 13F SOUTHERN COM 842587107 107,122 1,637 1.55 5,129 -2.32 0.0719
2017-05-05 2017-03-31 13F SOUTHERN COM 842587107 105,485 6,353 6.41 5,251 7.69 0.0749
2017-02-08 2016-12-31 13F SOUTHERN COM 842587107 99,132 566 0.57 4,876 -3.58 0.0728
2016-11-03 2016-09-30 13F SOUTHERN COM 842587107 98,566 -4,060 -3.96 5,057 -8.12 0.0787
2016-08-09 2016-06-30 13F SOUTHERN COM 842587107 102,626 4,073 4.13 5,504 7.96 0.0871
2016-04-27 2016-03-31 13F SOUTHERN COM 842587107 98,553 -1,184 -1.19 5,098 9.24 0.0846
2016-02-12 2015-12-31 13F SOUTHERN COM 842587107 99,737 1,969 2.01 4,667 6.80 0.0781
2015-11-10 2015-09-30 13F SOUTHERN COM 842587107 97,768 -4,347 -4.26 4,370 2.15 0.0752
2015-08-03 2015-06-30 13F SOUTHERN COM 842587107 102,115 -7,283 -6.66 4,278 -11.68 0.0670
2015-05-06 2015-03-31 13F SOUTHERN COM 842587107 109,398 -3,868 -3.41 4,844 -12.92 0.0753
2015-02-11 2014-12-31 13F SOUTHERN COM 842587107 113,266 9,398 9.05 5,563 22.70 0.0879
2014-11-06 2014-09-30 13F SOUTHERN COM 842587107 103,868 1,903 1.87 4,534 -2.03 0.0748
2014-08-05 2014-06-30 13F SOUTHERN COM 842587107 101,965 325 0.32 4,628 3.63 0.0756
2014-05-09 2014-03-31 13F SOUTHERN COM 842587107 101,640 -1,877 -1.81 4,466 4.93 0.0760
2014-02-14 2013-12-31 13F SOUTHERN COM 842587107 103,517 1,074 1.05 4,256 0.88 0.0737
2013-11-05 2013-09-30 13F/A-1 SOUTHERN COM 842587107 96,292 -15,004 3,897 0.0703
2013-11-05 2013-09-30 13F/A-2 SOUTHERN COM 842587107 102,443 -8,853 -7.95 4,219 -14.09 0.0761
2013-11-04 2013-09-30 13F SOUTHERN COM 842587107 96,292 3,897
2013-08-07 2013-06-30 13F SOUTHERN COM 842587107 111,296 -1,602 -1.42 4,911 -7.29 0.0913
2013-08-08 2013-03-31 13F/A-1 SOUTHERN COM 842587107 112,898 112,898 5,297 0.1034
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.