The Southern Company
IT ˙ BIT ˙ US8425871071
78,00 € 0,00 (0,00%)
2026-06-03
CENA AKCJI
SecurityIT:1SO / The Southern Company
InstitutionFiduciary Trust Co
Latest Disclosed Ownership12,717 shares
Latest Disclosed Value $ 1,227,459
Fiduciary Trust Co reports 0.10% decrease in ownership of 1SO / The Southern Company

On May 15, 2026 - Fiduciary Trust Co filed a 13F-HR form disclosing ownership of 12,717 shares of The Southern Company (IT:1SO) valued at $1,097,350 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 12,730 shares of The Southern Company. This represents a change in shares of -0.10% during the quarter. The current value of the position is $991,926 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)
2026-05-15 2026-03-31 13F SOUTHERN COM 842587107 12,717 -13 -0.10 1,227 10.54 0.0084
2026-02-13 2025-12-31 13F SOUTHERN COM 842587107 12,730 112 0.89 1,110 -7.11 0.0126
2025-11-14 2025-09-30 13F SOUTHERN COM 842587107 12,618 3,197 33.93 1,196 38.15 0.0135
2025-08-14 2025-06-30 13F SOUTHERN COM 842587107 9,421 1,460 18.34 865 18.33 0.0106
2025-05-15 2025-03-31 13F SOUTHERN COM 842587107 7,961 -7 -0.09 732 11.60 0.0096
2025-02-14 2024-12-31 13F SOUTHERN COM 842587107 7,968 400 5.29 656 -3.96 0.0087
2024-11-14 2024-09-30 13F SOUTHERN COM 842587107 7,568 289 3.97 682 20.92 0.0095
2024-08-14 2024-06-30 13F SOUTHERN COM 842587107 7,279 -133 -1.79 565 6.21 0.0085
2024-05-14 2024-03-31 13F SOUTHERN COM 842587107 7,412 1,865 33.62 532 36.86 0.0082
2024-02-12 2023-12-31 13F SOUTHERN COM 842587107 5,547 -2,507 -31.13 389 -25.53 0.0065
2023-11-14 2023-09-30 13F SOUTHERN COM 842587107 8,054 -751 -8.53 521 -15.70 0.0095
2023-08-01 2023-06-30 13F SOUTHERN COM 842587107 8,805 -229 -2.53 619 -1.59 0.0109
2023-05-15 2023-03-31 13F SOUTHERN COM 842587107 9,034 -609 -6.32 629 -8.72 0.0117
2023-02-14 2022-12-31 13F SOUTHERN COM 842587107 9,643 -74 -0.76 689 4.08 0.0134
2022-11-14 2022-09-30 13F SOUTHERN COM 842587107 9,717 -576 -5.60 661 -9.95 0.0143
2022-08-12 2022-06-30 13F SOUTHERN COM 842587107 10,293 -500 -4.63 734 -6.14 0.0155
2022-05-12 2022-03-31 13F SOUTHERN COM 842587107 10,793 -480 -4.26 782 1.16 0.0140
2022-02-14 2021-12-31 13F SOUTHERN COM 842587107 11,273 0 0.00 773 10.74 0.0127
2021-11-12 2021-09-30 13F SOUTHERN COM 842587107 11,273 -500 -4.25 698 -1.97 0.0124
2021-08-16 2021-06-30 13F SOUTHERN COM 842587107 11,773 -7,759 -39.72 712 -41.35 0.0138
2021-05-19 2021-03-31 13F SOUTHERN COM 842587107 19,532 -19,920 -50.49 1,214 -49.92 0.0246
2021-01-26 2020-12-31 13F SOUTHERN COM 842587107 39,452 19,409 96.84 2,424 123.20 0.0505
2020-11-13 2020-09-30 13F SOUTHERN COM 842587107 20,043 -41 -0.20 1,086 4.22 0.0256
2020-08-13 2020-06-30 13F SOUTHERN COM 842587107 20,084 -48 -0.24 1,042 -4.40 0.0258
2020-05-15 2020-03-31 13F SOUTHERN COM 842587107 20,132 980 5.12 1,090 -10.66 0.0316
2020-02-04 2019-12-31 13F SOUTHERN COM 842587107 19,152 -1,044 -5.17 1,220 -2.24 0.0285
2019-11-12 2019-09-30 13F SOUTHERN COM 842587107 20,196 1,044 5.45 1,248 17.96 0.0313
2019-08-14 2019-06-30 13F SOUTHERN COM 842587107 19,152 0 0.00 1,058 6.87 0.0278
2019-05-07 2019-03-31 13F SOUTHERN COM 842587107 19,152 0 0.00 990 17.72 0.0266
2019-01-29 2018-12-31 13F SOUTHERN COM 842587107 19,152 -213 -1.10 841 -0.36 0.0258
2018-11-13 2018-09-30 13F SOUTHERN COM 842587107 19,365 0 0.00 844 -5.91 0.0237
2018-08-03 2018-06-30 13F SOUTHERN COM 842587107 19,365 -359 -1.82 897 1.82 0.0272
2018-05-07 2018-03-31 13F SOUTHERN COM 842587107 19,724 736 3.88 881 -3.61 0.0272
2018-01-29 2017-12-31 13F SOUTHERN COM 842587107 18,988 -23 -0.12 914 -2.14 0.0272
2017-11-02 2017-09-30 13F SOUTHERN COM 842587107 19,011 -180 -0.94 934 1.63 0.0287
2017-08-09 2017-06-30 13F SOUTHERN COM 842587107 19,191 168 0.88 919 -2.96 0.0282
2017-05-15 2017-03-31 13F SOUTHERN COM 842587107 19,023 578 3.13 947 4.30 0.0289
2017-02-14 2016-12-31 13F SOUTHERN COM 842587107 18,445 -230 -1.23 908 -5.22 0.0294
2016-11-14 2016-09-30 13F SOUTHERN COM 842587107 18,675 -600 -3.11 958 -7.35 0.0328
2016-08-12 2016-06-30 13F SOUTHERN COM 842587107 19,275 17 0.09 1,034 3.82 0.0363
2016-05-16 2016-03-31 13F SOUTHERN COM 842587107 19,258 -387 -1.97 996 8.38 0.0352
2016-02-03 2015-12-31 13F SOUTHERN CO COM COMMON 842587107 19,645 82 0.42 919 5.03 0.0390
2015-11-10 2015-09-30 13F SOUTHERN CO COM COMMON 842587107 19,563 -190 -0.96 875 5.68 0.0395
2015-08-10 2015-06-30 13F SOUTHERN CO COM Common 842587107 19,753 -375 -1.86 828 -7.07 0.0344
2015-04-28 2015-03-31 13F SOUTHERN CO COM COMMON 842587107 20,128 -260 -1.28 891 -10.99 0.0369
2015-01-26 2014-12-31 13F SOUTHERN CO COM Common 842587107 20,388 -500 -2.39 1,001 9.76 0.0421
2014-11-03 2014-09-30 13F SOUTHERN CO COM Common 842587107 20,888 0 0.00 912 -3.80 0.0402
2014-07-25 2014-06-30 13F SOUTHERN CO COM Common 842587107 20,888 0 0.00 948 3.27 0.0405
2014-05-13 2014-03-31 13F SOUTHERN CO COM Common 842587107 20,888 2,650 14.53 918 22.40 0.0406
2014-02-19 2013-12-31 13F SOUTHERN CO COM Common 842587107 18,238 929 5.37 750 5.19 0.0332
2013-10-31 2013-09-30 13F/A-1 SOUTHERN CO COM Common 842587107 17,309 -1,700 713 0.0328
2013-11-06 2013-09-30 13F/A-2 SOUTHERN CO COM Common 842587107 17,309 -1,700 -8.94 713 -15.02 0.0328
2013-10-29 2013-09-30 13F SOUTHERN CO COM Common 842587107 17,309 713
2013-08-08 2013-06-30 13F SOUTHERN CO COM Common 842587107 19,009 19,009 839 0.0388
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.