The Southern Company
DE ˙ XTRA ˙ US8425871071
77,72 € ↑0,30 (0,39%)
2026-06-04
CENA AKCJI
SecurityDE:SOT / The Southern Company
InstitutionMonetary Management Group Inc
Latest Disclosed Ownership9,407 shares
Latest Disclosed Value $ 907,964
Monetary Management Group Inc ownership in SOT / The Southern Company

On May 13, 2026 - Monetary Management Group Inc filed a 13F-HR form disclosing ownership of 9,407 shares of The Southern Company (DE:SOT) valued at $794,515 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 9,407 shares of The Southern Company. This represents a change in shares of 0.00% during the quarter. The current value of the position is $731,112 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-13 2026-03-31 13F Southern COM 842587107 9,407 0 0.00 908 10.61 0.2168
2026-02-11 2025-12-31 13F Southern COM 842587107 9,407 0 0.00 820 -7.97 0.1897
2025-11-12 2025-09-30 13F Southern COM 842587107 9,407 -200 -2.08 892 1.02 0.2047
2025-08-14 2025-06-30 13F Southern COM 842587107 9,607 0 0.00 882 -0.11 0.2171
2025-05-14 2025-03-31 13F Southern COM 842587107 9,607 0 0.00 883 11.77 0.2387
2025-02-13 2024-12-31 13F Southern COM 842587107 9,607 0 0.00 791 -8.78 0.2055
2024-11-13 2024-09-30 13F Southern COM 842587107 9,607 31 0.32 866 16.71 0.2227
2024-07-16 2024-06-30 13F Southern COM 842587107 9,576 0 0.00 743 8.16 0.1964
2024-05-13 2024-03-31 13F Southern COM 842587107 9,576 -300 -3.04 687 -0.87 0.1914
2024-02-14 2023-12-31 13F Southern COM 842587107 9,876 0 0.00 693 8.29 0.2160
2023-11-09 2023-09-30 13F Southern COM 842587107 9,876 0 0.00 639 -7.79 0.2131
2023-08-11 2023-06-30 13F Southern COM 842587107 9,876 0 0.00 694 0.87 0.2126
2023-05-11 2023-03-31 13F Southern COM 842587107 9,876 -500 -4.82 687 -7.16 0.2022
2023-02-13 2022-12-31 13F Southern COM 842587107 10,376 0 0.00 741 4.82 0.2314
2022-11-14 2022-09-30 13F Southern COM 842587107 10,376 0 0.00 706 -4.59 0.2327
2022-08-11 2022-06-30 13F Southern COM 842587107 10,376 0 0.00 740 -1.60 0.2320
2022-05-12 2022-03-31 13F Southern COM 842587107 10,376 0 0.00 752 5.62 0.1992
2022-02-14 2021-12-31 13F Southern COM 842587107 10,376 0 0.00 712 10.73 0.1761
2021-11-12 2021-09-30 13F Southern COM 842587107 10,376 3,650 54.27 643 57.99 0.1768
2021-08-12 2021-06-30 13F Southern COM 842587107 6,726 0 0.00 407 -2.63 0.1227
2021-05-17 2021-03-31 13F Southern COM 842587107 6,726 126 1.91 418 3.21 0.1315
2021-02-12 2020-12-31 13F Southern COM 842587107 6,600 0 0.00 405 13.13 0.1335
2020-11-12 2020-09-30 13F Southern COM 842587107 6,600 0 0.00 358 4.68 0.1275
2020-08-13 2020-06-30 13F Southern COM 842587107 6,600 0 0.00 342 -4.20 0.1292
2020-05-14 2020-03-31 13F Southern COM 842587107 6,600 -200 -2.94 357 -17.55 0.1580
2020-02-13 2019-12-31 13F Southern COM 842587107 6,800 -126 -1.82 433 1.17 0.1583
2019-11-12 2019-09-30 13F Southern COM 842587107 6,926 900 14.94 428 28.53 0.1620
2019-08-13 2019-06-30 13F Southern COM 842587107 6,026 0 0.00 333 7.07 0.1279
2019-05-14 2019-03-31 13F Southern COM 842587107 6,026 0 0.00 311 17.36 0.1231
2019-02-13 2018-12-31 13F Southern COM 842587107 6,026 0 0.00 265 0.76 0.1197
2018-11-13 2018-09-30 13F Southern COM 842587107 6,026 -200 -3.21 263 -8.68 0.1004
2018-08-13 2018-06-30 13F Southern COM 842587107 6,226 -150 -2.35 288 1.05 0.1175
2018-05-14 2018-03-31 13F Southern COM 842587107 6,376 -2,500 -28.17 285 -33.26 0.1181
2018-02-14 2017-12-31 13F Southern COM 842587107 8,876 0 0.00 427 -2.06 0.1721
2017-11-13 2017-09-30 13F Southern COM 842587107 8,876 100 1.14 436 3.81 0.1838
2017-08-14 2017-06-30 13F Southern COM 842587107 8,776 0 0.00 420 -3.89 0.1716
2017-05-15 2017-03-31 13F Southern COM 842587107 8,776 -500 -5.39 437 -4.17 0.1900
2017-02-13 2016-12-31 13F Southern COM 842587107 9,276 0 0.00 456 -4.20 0.2107
2016-11-10 2016-09-30 13F Southern COM 842587107 9,276 0 0.00 476 -4.23 0.2202
2016-08-12 2016-06-30 13F Southern COM 842587107 9,276 0 0.00 497 3.54 0.2312
2016-05-11 2016-03-31 13F Southern COM 842587107 9,276 0 0.00 480 10.60 0.2334
2016-02-11 2015-12-31 13F Southern COM 842587107 9,276 -100 -1.07 434 3.58 0.2078
2015-11-25 2015-09-30 13F Southern COM 842587107 9,376 2,250 31.57 419 40.13 0.2096
2015-08-11 2015-06-30 13F Southern COM 842587107 7,126 -950 -11.76 299 -16.48 0.1349
2015-05-12 2015-03-31 13F Southern COM 842587107 8,076 0 0.00 358 -9.82 0.1580
2015-02-12 2014-12-31 13F Southern COM 842587107 8,076 1,125 16.18 397 31.02 0.1763
2014-11-06 2014-09-30 13F Southern COM 842587107 6,951 0 0.00 303 -3.81 0.1404
2014-08-12 2014-06-30 13F Southern COM 842587107 6,951 525 8.17 315 11.70 0.1474
2014-05-08 2014-03-31 13F Southern COM 842587107 6,426 -750 -10.45 282 -4.41 0.1312
2014-02-14 2013-12-31 13F Southern COM 842587107 7,176 400 5.90 295 5.73 0.1367
2013-11-12 2013-09-30 13F Southern COM 842587107 6,776 -3,100 -31.39 279 -35.86 0.1466
2013-08-14 2013-06-30 13F Southern COM 842587107 9,876 9,876 435 0.2382
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.