The Southern Company
IT ˙ BIT ˙ US8425871071
78,00 € 0,00 (0,00%)
2026-06-03
CENA AKCJI
SecurityIT:1SO / The Southern Company
InstitutionAdvisor OS, LLC
Latest Disclosed Ownership19,987 shares
Latest Disclosed Value $ 1,929,270
Advisor OS, LLC reports 4.37% increase in ownership of 1SO / The Southern Company

On May 7, 2026 - Advisor OS, LLC filed a 13F-HR form disclosing ownership of 19,987 shares of The Southern Company (IT:1SO) valued at $1,724,678 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 19,151 shares of The Southern Company. This represents a change in shares of 4.37% during the quarter. The current value of the position is $1,558,986 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)
2026-05-07 2026-03-31 13F SOUTHERN COM 842587107 19,987 836 4.37 1,929 15.58 0.0542
2026-02-04 2025-12-31 13F SOUTHERN COM 842587107 19,151 1,002 5.52 1,670 -2.97 0.0493
2025-11-12 2025-09-30 13F SOUTHERN COM 842587107 18,149 276 1.54 1,720 4.81 0.1484
2025-08-14 2025-06-30 13F SOUTHERN COM 842587107 17,873 1,651 10.18 1,641 10.06 0.1615
2025-05-06 2025-03-31 13F SOUTHERN COM 842587107 16,222 243 1.52 1,492 13.38 0.1697
2025-02-05 2024-12-31 13F SOUTHERN COM 842587107 15,979 -245 -1.51 1,315 -10.12 0.1523
2024-11-04 2024-09-30 13F SOUTHERN COM 842587107 16,224 1,792 12.42 1,463 30.74 0.1457
2024-08-05 2024-06-30 13F SOUTHERN COM 842587107 14,432 2,364 19.59 1,119 29.36 0.1226
2024-05-09 2024-03-31 13F SOUTHERN COM 842587107 12,068 3,829 46.47 866 49.91 0.0995
2024-02-08 2023-12-31 13F SOUTHERN COM 842587107 8,239 2,078 33.73 578 44.97 0.0752
2023-11-03 2023-09-30 13F SOUTHERN COM 842587107 6,161 -7,504 -54.91 399 -58.50 0.0598
2023-08-08 2023-06-30 13F SOUTHERN COM 842587107 13,665 -6,642 -32.71 960 -32.08 0.1571
2023-04-25 2023-03-31 13F SOUTHERN COM 842587107 20,307 -499 -2.40 1,413 -4.92 0.3392
2023-02-01 2022-12-31 13F SOUTHERN COM 842587107 20,806 4,752 29.60 1,486 35.86 0.3945
2022-11-04 2022-09-30 13F SOUTHERN COM 842587107 16,054 821 5.39 1,093 0.55 0.3295
2022-08-02 2022-06-30 13F SOUTHERN COM 842587107 15,233 4,350 39.97 1,087 37.59 0.3171
2022-05-11 2022-03-31 13F SOUTHERN COM 842587107 10,883 3,325 43.99 790 52.22 0.2288
2022-02-04 2021-12-31 13F SOUTHERN COM 842587107 7,558 886 13.28 519 25.67 0.1059
2021-11-15 2021-09-30 13F SOUTHERN COM 842587107 6,672 909 15.77 413 18.34 0.0898
2021-08-10 2021-06-30 13F SOUTHERN COM 842587107 5,763 5,763 349 0.0724
2021-02-10 2020-12-31 13F SOUTHERN COM 842587107 0 -4,103 -100.00 0 -100.00
2020-11-12 2020-09-30 13F SOUTHERN COM 842587107 4,103 -4,976 -54.81 222 -52.87 0.0932
2020-08-28 2020-06-30 13F SOUTHERN COM 842587107 9,079 9,079 471 0.2808
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.