The Southern Company
IT ˙ BIT ˙ US8425871071
78,00 € 0,00 (0,00%)
2026-06-03
CENA AKCJI
SecurityIT:1SO / The Southern Company
InstitutionMutual Advisors, LLC
Latest Disclosed Ownership32,405 shares
Latest Disclosed Value $ 3,127,712
Mutual Advisors, LLC reports 9.67% increase in ownership of 1SO / The Southern Company

On May 1, 2026 - Mutual Advisors, LLC filed a 13F-HR form disclosing ownership of 32,405 shares of The Southern Company (IT:1SO) valued at $2,796,227 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 29,547 shares of The Southern Company. This represents a change in shares of 9.67% during the quarter. The current value of the position is $2,527,590 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)
2026-05-01 2026-03-31 13F SOUTHERN COM 842587107 32,405 2,858 9.67 3,128 21.39 0.0669
2026-02-02 2025-12-31 13F SOUTHERN COM 842587107 29,547 -613 -2.03 2,577 -11.14 0.0552
2025-11-04 2025-09-30 13F SOUTHERN COM 842587107 30,160 -4,821 -13.78 2,900 -13.07 0.0639
2025-07-28 2025-06-30 13F SOUTHERN COM 842587107 34,981 1,398 4.16 3,335 9.85 0.0833
2025-04-28 2025-03-31 13F SOUTHERN COM 842587107 33,583 800 2.44 3,037 10.40 0.0869
2025-01-17 2024-12-31 13F SOUTHERN COM 842587107 32,783 4,443 15.68 2,750 3.70 0.0796
2024-10-25 2024-09-30 13F SOUTHERN COM 842587107 28,340 558 2.01 2,653 14.95 0.0775
2024-07-30 2024-06-30 13F SOUTHERN COM 842587107 27,782 1,084 4.06 2,307 20.47 0.0696
2024-05-02 2024-03-31 13F SOUTHERN COM 842587107 26,698 -234 -0.87 1,915 1.43 0.0614
2024-01-12 2023-12-31 13F SOUTHERN COM 842587107 26,932 1,580 6.23 1,889 15.12 0.0657
2023-11-13 2023-09-30 13F SOUTHERN COM 842587107 25,352 1,434 6.00 1,641 -2.38 0.0640
2023-07-31 2023-06-30 13F SOUTHERN COM 842587107 23,918 -771 -3.12 1,680 -2.15 0.0638
2023-04-11 2023-03-31 13F SOUTHERN COM 842587107 24,689 3,180 14.78 1,718 11.86 0.0705
2023-01-12 2022-12-31 13F SOUTHERN COM 842587107 21,509 -327 -1.50 1,536 3.37 0.0687
2022-11-03 2022-09-30 13F SOUTHERN COM 842587107 21,836 -66 -0.30 1,485 -4.93 0.0764
2022-08-15 2022-06-30 13F SOUTHERN COM 842587107 21,902 3,764 20.75 1,562 18.78 0.1034
2022-05-09 2022-03-31 13F SOUTHERN COM 842587107 18,138 -841 -4.43 1,315 1.00 0.0736
2022-02-14 2021-12-31 13F SOUTHERN COM 842587107 18,979 213 1.14 1,302 11.95 0.0689
2021-11-15 2021-09-30 13F SOUTHERN COM 842587107 18,766 390 2.12 1,163 4.59 0.0688
2021-08-12 2021-06-30 13F SOUTHERN COM 842587107 18,376 -140 -0.76 1,112 -3.39 0.0659
2021-05-13 2021-03-31 13F SOUTHERN COM 842587107 18,516 2,562 16.06 1,151 17.45 0.0787
2021-02-11 2020-12-31 13F SOUTHERN COM 842587107 15,954 306 1.96 980 15.57 0.0728
2020-11-13 2020-09-30 13F SOUTHERN COM 842587107 15,648 4,606 41.71 848 47.99 0.0735
2020-08-05 2020-06-30 13F SOUTHERN COM 842587107 11,042 886 8.72 573 4.18 0.0563
2020-05-13 2020-03-31 13F SOUTHERN COM 842587107 10,156 -1,711 -14.42 550 -27.25 0.0746
2020-02-11 2019-12-31 13F SOUTHERN COM 842587107 11,867 -2,544 -17.65 756 -15.06 0.0804
2019-11-01 2019-09-30 13F SOUTHERN COM 842587107 14,411 4,446 44.62 890 61.52 0.1176
2019-08-15 2019-06-30 13F SOUTHERN COM 842587107 9,965 1,615 19.34 551 27.55 0.0716
2019-05-15 2019-03-31 13F SOUTHERN COM 842587107 8,350 212 2.61 432 21.01 0.0640
2019-02-15 2018-12-31 13F SOUTHERN COM 842587107 8,138 16 0.20 357 0.85 0.0703
2018-11-15 2018-09-30 13F SOUTHERN COM 842587107 8,122 1,723 26.93 354 19.59 0.0537
2018-08-15 2018-06-30 13F SOUTHERN COM 842587107 6,399 164 2.63 296 6.47 0.0675
2018-05-11 2018-03-31 13F SOUTHERN COM 842587107 6,235 475 8.25 278 0.36 0.0705
2018-02-12 2017-12-31 13F SOUTHERN COM 842587107 5,760 5,760 277 0.1046
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.