The Southern Company
IT ˙ BIT ˙ US8425871071
78,00 € 0,00 (0,00%)
2026-06-03
CENA AKCJI
SecurityIT:1SO / The Southern Company
InstitutionLevel Four Advisory Services, Llc
Latest Disclosed Ownership93,935 shares
Latest Disclosed Value $ 9,066,665
Level Four Advisory Services, Llc reports 94.23% increase in ownership of 1SO / The Southern Company

On May 14, 2026 - Level Four Advisory Services, Llc filed a 13F-HR form disclosing ownership of 93,935 shares of The Southern Company (IT:1SO) valued at $8,105,651 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 48,364 shares of The Southern Company. This represents a change in shares of 94.23% during the quarter. The current value of the position is $7,326,930 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 93,935 45,571 94.23 9,067 114.99 0.2976
2026-02-13 2025-12-31 13F SOUTHERN COM 842587107 48,364 4,085 9.23 4,217 0.50 0.1380
2025-11-12 2025-09-30 13F SOUTHERN COM 842587107 44,279 -210 -0.47 4,196 2.72 0.1437
2025-08-13 2025-06-30 13F SOUTHERN COM 842587107 44,489 355 0.80 4,086 0.67 0.1506
2025-05-14 2025-03-31 13F SOUTHERN COM 842587107 44,134 -1,711 -3.73 4,058 7.53 0.1669
2025-02-12 2024-12-31 13F SOUTHERN COM 842587107 45,845 598 1.32 3,774 -8.35 0.1542
2024-11-14 2024-09-30 13F SOUTHERN COM 842587107 45,247 941 2.12 4,119 19.85 0.1734
2024-08-09 2024-06-30 13F SOUTHERN COM 842587107 44,306 -21,923 -33.10 3,437 -26.00 0.1549
2024-05-13 2024-03-31 13F SOUTHERN COM 842587107 66,229 0 0.00 4,644 0.00 0.2551
2024-02-08 2023-12-31 13F SOUTHERN COM 842587107 66,229 1,676 2.60 4,644 11.16 0.2605
2023-11-13 2023-09-30 13F SOUTHERN COM 842587107 64,553 -7,098 -9.91 4,178 -17.01 0.2693
2023-07-10 2023-06-30 13F SOUTHERN COM 842587107 71,651 -854 -1.18 5,033 -0.22 0.3024
2023-06-05 2023-03-31 13F SOUTHERN COM 842587107 72,505 -9,045 -11.09 5,045 -13.38 0.3309
2023-02-13 2022-12-31 13F SOUTHERN COM 842587107 81,550 21,862 36.63 5,823 43.46 0.4323
2022-11-07 2022-09-30 13F SOUTHERN COM 842587107 59,688 -2,460 -3.96 4,059 -8.42 0.3945
2022-08-08 2022-06-30 13F SOUTHERN COM 842587107 62,148 -427 -0.68 4,432 -2.31 0.4180
2022-05-10 2022-03-31 13F SOUTHERN COM 842587107 62,575 -4,574 -6.81 4,537 -1.48 0.3554
2022-02-11 2021-12-31 13F SOUTHERN COM 842587107 67,149 32,010 91.10 4,605 111.43 0.3511
2021-10-12 2021-09-30 13F SOUTHERN COM 842587107 35,139 84 0.24 2,178 2.69 0.2265
2021-08-09 2021-06-30 13F SOUTHERN COM 842587107 35,055 3,069 9.59 2,121 6.69 0.1467
2021-05-10 2021-03-31 13F SOUTHERN COM 842587107 31,986 -303 -0.94 1,988 0.20 0.1544
2021-02-10 2020-12-31 13F SOUTHERN COM 842587107 32,289 -25,591 -44.21 1,984 -36.78 0.1592
2020-11-02 2020-09-30 13F SOUTHERN COM 842587107 57,880 2,643 4.78 3,138 9.57 0.2417
2020-08-17 2020-06-30 13F/A-1 SOUTHERN COM 842587107 55,237 6,304 12.88 2,864 8.24 0.2216
2020-07-27 2020-06-30 13F SOUTHERN COM 842587107 4,078 -44,855 211 529,339.4546
2020-05-13 2020-03-31 13F SOUTHERN COM 842587107 48,933 -16,451 -25.16 2,646 -79.77 0.3174
2020-02-13 2019-12-31 13F SOUTHERN COM 842587107 65,384 2,505 3.98 13,078 236.71 0.5178
2019-11-12 2019-09-30 13F SOUTHERN COM 842587107 62,879 3,430 5.77 3,884 18.20 0.4019
2019-08-14 2019-06-30 13F SOUTHERN COM 842587107 59,449 -716 -1.19 3,286 5.69 0.3317
2019-05-15 2019-03-31 13F SOUTHERN COM 842587107 60,165 -21,216 -26.07 3,109 -13.01 0.3424
2019-02-07 2018-12-31 13F SOUTHERN COM 842587107 81,381 -16,415 -16.78 3,574 -16.18 0.4457
2018-11-14 2018-09-30 13F SOUTHERN COM 842587107 97,796 -2,337 -2.33 4,264 -8.04 0.4608
2018-08-14 2018-06-30 13F SOUTHERN COM 842587107 100,133 54,102 117.53 4,637 125.54 0.3378
2018-05-14 2018-03-31 13F SOUTHERN COM 842587107 46,031 9,278 25.24 2,056 16.36 0.1594
2018-02-13 2017-12-31 13F SOUTHERN COM 842587107 36,753 360 0.99 1,767 -1.17 0.1375
2018-04-03 2017-09-30 13F/A-1 SOUTHERN COM 842587107 36,393 -1,772 -4.64 1,788 -7.12 0.1585
2017-11-15 2017-09-30 13F SOUTHERN COM 842587107 31,835 -6,330 1,580
2017-09-20 2017-06-30 13F/A-1 SOUTHERN COM 842587107 38,165 -20 -0.05 1,925 -0.05 0.2964
2017-07-12 2017-06-30 13F SOUTHERN COM 842587107 38,165 1,925
2017-09-20 2017-03-31 13F/A-1 SOUTHERN COM 842587107 38,185 5,821 17.99 1,926 20.98 0.1962
2017-05-15 2017-03-31 13F SOUTHERN COM 842587107 38,185 5,821 1,926
2017-02-14 2016-12-31 13F SOUTHERN COM 842587107 32,364 32,364 1,592 0.2032
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.