The Southern Company
DE ˙ XTRA ˙ US8425871071
77,72 € ↑0,30 (0,39%)
2026-06-04
CENA AKCJI
SecurityDE:SOT / The Southern Company
InstitutionCwm, Llc
Latest Disclosed Ownership158,138 shares
Latest Disclosed Value $ 15,263,476
Cwm, Llc reports 4.43% decrease in ownership of SOT / The Southern Company

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 158,138 shares of The Southern Company (DE:SOT) valued at $13,356,335 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 165,475 shares of The Southern Company. This represents a change in shares of -4.43% during the quarter. The current value of the position is $12,290,485 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 COM 842587107 158,138 -7,337 -4.43 15,263 108,921.43 0.0397
2026-01-26 2025-12-31 13F SOUTHERN COM 842587107 165,475 64,104 63.24 14 55.56 0.0391
2025-10-15 2025-09-30 13F SOUTHERN COM 842587107 101,371 3,088 3.14 10 0.00 0.0289
2025-07-25 2025-06-30 13F SOUTHERN COM 842587107 98,283 5,118 5.49 9 12.50 0.0318
2025-05-01 2025-03-31 13F SOUTHERN COM 842587107 93,165 -92,555 -49.84 9 -46.67 0.0342
2025-02-04 2024-12-31 13F SOUTHERN COM 842587107 185,720 7,341 4.12 15 -6.25 0.0634
2024-10-08 2024-09-30 13F SOUTHERN COM 842587107 178,379 9,481 5.61 16 23.08 0.0692
2024-07-10 2024-06-30 13F SOUTHERN COM 842587107 168,898 4,650 2.83 13 18.18 0.0618
2024-04-05 2024-03-31 13F SOUTHERN COM 842587107 164,248 10,505 6.83 12 10.00 0.0573
2024-02-01 2023-12-31 13F SOUTHERN COM 842587107 153,743 27,809 22.08 11 25.00 0.0580
2023-10-11 2023-09-30 13F SOUTHERN COM 842587107 125,934 39,211 45.21 8 33.33 0.0499
2023-08-03 2023-06-30 13F SOUTHERN COM 842587107 86,723 9,680 12.56 6 20.00 0.0376
2023-05-01 2023-03-31 13F SOUTHERN COM 842587107 77,043 11,683 17.87 5 25.00 0.0362
2023-02-01 2022-12-31 13F SOUTHERN COM 842587107 65,360 7,962 13.87 5 -99.90 0.0344
2022-10-27 2022-09-30 13F SOUTHERN COM 842587107 57,398 11,634 25.42 3,903 19.61 0.0310
2022-07-28 2022-06-30 13F SOUTHERN COM 842587107 45,764 4,352 10.51 3,263 8.66 0.0253
2022-04-21 2022-03-31 13F SOUTHERN COM 842587107 41,412 5,277 14.60 3,003 21.19 0.0213
2022-01-31 2021-12-31 13F SOUTHERN COM 842587107 36,135 -440,643 -92.42 2,478 -91.41 0.0174
2021-09-15 2021-06-30 13F/A-1 SOUTHERN COM 842587107 476,778 0 0.00 28,850 0.00 0.2299
2021-07-29 2021-06-30 13F SOUTHERN COM 842587107 476,778 0 28,850 0.2299
2021-09-15 2021-03-31 13F/A-1 SOUTHERN COM 842587107 476,778 0 0.00 28,850 0.00 0.2299
2021-04-27 2021-03-31 13F SOUTHERN COM 842587107 464,586 -12,192 28,879 0.2540
2021-09-15 2020-12-31 13F/A-1 SOUTHERN COM 842587107 476,778 0 0.00 28,850 0.00 0.2299
2021-01-27 2020-12-31 13F SOUTHERN COM 842587107 494,096 17,318 30,352 0.2845
2021-09-15 2020-09-30 13F/A-1 SOUTHERN COM 842587107 476,778 0 0.00 28,850 0.00 0.2299
2020-10-19 2020-09-30 13F SOUTHERN COM 842587107 498,010 21,232 27,002 0.3002
2021-09-15 2020-06-30 13F/A-1 SOUTHERN COM 842587107 476,778 0 0.00 28,850 0.00 0.2299
2020-07-22 2020-06-30 13F SOUTHERN COM 842587107 538,689 61,911 27,931 0.3313
2021-09-15 2020-03-31 13F/A-1 SOUTHERN COM 842587107 476,778 0 0.00 28,850 0.00 0.2299
2020-04-28 2020-03-31 13F SOUTHERN COM 842587107 519,920 43,142 28,148 0.4191
2021-09-14 2019-12-31 13F/A-1 SOUTHERN COM 842587107 476,778 0 0.00 28,850 0.00 0.2299
2020-01-27 2019-12-31 13F SOUTHERN COM 842587107 476,769 -9 30,370 0.3880
2021-09-14 2019-09-30 13F/A-1 SOUTHERN COM 842587107 476,778 0 0.00 28,850 0.00 0.2299
2019-10-22 2019-09-30 13F SOUTHERN COM 842587107 402,808 -73,970 24,881 0.3622
2021-09-14 2019-06-30 13F/A-1 SOUTHERN COM 842587107 476,778 0 0.00 28,850 0.00 0.2299
2019-07-31 2019-06-30 13F SOUTHERN COM 842587107 306,450 -170,328 16,941 0.2802
2021-09-02 2019-03-31 13F/A-1 SOUTHERN COM 842587107 476,778 380,487 395.14 28,850 582.19 0.2299
2019-04-22 2019-03-31 13F SOUTHERN COM 842587107 197,960 101,669 10,231 0.2052
2019-01-25 2018-12-31 13F SOUTHERN COM 842587107 96,291 66,470 222.90 4,229 225.31 0.1056
2018-10-29 2018-09-30 13F SOUTHERN COM 842587107 29,821 13,836 86.56 1,300 75.68 0.0332
2018-07-31 2018-06-30 13F SOUTHERN COM 842587107 15,985 14,262 827.74 740 861.04 0.0243
2018-04-26 2018-03-31 13F SOUTHERN COM 842587107 1,723 191 12.47 77 4.05 0.0031
2018-01-16 2017-12-31 13F SOUTHERN COM 842587107 1,532 -122 -7.38 74 -8.64 0.0033
2017-10-16 2017-09-30 13F SOUTHERN COM 842587107 1,654 143 9.46 81 12.50 0.0038
2017-07-17 2017-06-30 13F SOUTHERN COM 842587107 1,511 -171 -10.17 72 -14.29 0.0037
2017-04-17 2017-03-31 13F SOUTHERN COM 842587107 1,682 -3,051 -64.46 84 -63.95 0.0047
2017-01-19 2016-12-31 13F SOUTHERN COM 842587107 4,733 2,694 132.12 233 121.90 0.0143
2016-10-17 2016-09-30 13F SOUTHERN COM 842587107 2,039 1,421 229.94 105 218.18 0.0072
2016-07-21 2016-06-30 13F SOUTHERN COM 842587107 618 -209 -25.27 33 -23.26 0.0024
2016-04-18 2016-03-31 13F SOUTHERN COM 842587107 827 0 0.00 43 10.26 0.0038
2016-02-01 2015-12-31 13F SOUTHERN COM 842587107 827 -40 -4.61 39 0.00 0.0038
2015-10-30 2015-09-30 13F SOUTHERN COM 842587107 867 867 39 0.0039
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.