The Southern Company
IT ˙ BIT ˙ US8425871071
78,00 € 0,00 (0,00%)
2026-06-03
CENA AKCJI
SecurityIT:1SO / The Southern Company
InstitutionXcel Wealth Management, LLC
Latest Disclosed Ownership11,053 shares
Latest Disclosed Value $ 1,066,803
Xcel Wealth Management, LLC reports 8.30% increase in ownership of 1SO / The Southern Company

On April 21, 2026 - Xcel Wealth Management, LLC filed a 13F-HR form disclosing ownership of 11,053 shares of The Southern Company (IT:1SO) valued at $953,763 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 10,206 shares of The Southern Company. This represents a change in shares of 8.30% during the quarter. The current value of the position is $862,134 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)
2026-04-21 2026-03-31 13F SOUTHERN COM 842587107 11,053 847 8.30 1,067 19.91 0.2951
2026-01-26 2025-12-31 13F SOUTHERN COM 842587107 10,206 613 6.39 890 -2.20 0.2264
2025-10-29 2025-09-30 13F SOUTHERN COM 842587107 9,593 347 3.75 909 7.07 0.2363
2025-07-15 2025-06-30 13F SOUTHERN COM 842587107 9,246 434 4.93 849 4.81 0.2416
2025-04-28 2025-03-31 13F SOUTHERN COM 842587107 8,812 36 0.41 810 12.19 0.2525
2025-02-05 2024-12-31 13F SOUTHERN COM 842587107 8,776 147 1.70 722 -7.20 0.2002
2024-10-21 2024-09-30 13F SOUTHERN COM 842587107 8,629 -849 -8.96 778 5.85 0.2276
2024-07-23 2024-06-30 13F SOUTHERN COM 842587107 9,478 297 3.23 735 11.70 0.2302
2024-04-22 2024-03-31 13F SOUTHERN COM 842587107 9,181 2,113 29.90 659 32.93 0.2059
2024-01-29 2023-12-31 13F SOUTHERN COM 842587107 7,068 85 1.22 496 9.76 0.1738
2023-10-17 2023-09-30 13F SOUTHERN COM 842587107 6,983 -352 -4.80 452 -12.43 0.1783
2023-07-26 2023-06-30 13F SOUTHERN COM 842587107 7,335 433 6.27 515 7.29 0.1628
2023-04-26 2023-03-31 13F SOUTHERN COM 842587107 6,902 625 9.96 480 7.14 0.1690
2023-02-15 2022-12-31 13F/A-1 SOUTHERN COM 842587107 6,277 350 5.91 448 11.17 0.1765
2023-01-19 2022-12-31 13F SOUTHERN COM 842587107 6,277 350 0 0.1764
2022-10-20 2022-09-30 13F SOUTHERN COM 842587107 5,927 -175 -2.87 403 -7.36 0.1501
2022-07-26 2022-06-30 13F SOUTHERN COM 842587107 6,102 178 3.00 435 1.16 0.1586
2022-04-29 2022-03-31 13F SOUTHERN COM 842587107 5,924 150 2.60 430 8.59 0.1179
2022-02-03 2021-12-31 13F SOUTHERN COM 842587107 5,774 253 4.58 396 15.79 0.1018
2021-10-21 2021-09-30 13F SOUTHERN COM 842587107 5,521 491 9.76 342 12.50 0.0992
2021-07-15 2021-06-30 13F SOUTHERN COM 842587107 5,030 34 0.68 304 -2.25 0.0918
2021-04-15 2021-03-31 13F SOUTHERN COM 842587107 4,996 484 10.73 311 12.27 0.1109
2021-01-13 2020-12-31 13F SOUTHERN COM 842587107 4,512 13 0.29 277 13.99 0.1195
2020-10-27 2020-09-30 13F SOUTHERN COM 842587107 4,499 548 13.87 243 19.12 0.1249
2020-07-10 2020-06-30 13F SOUTHERN COM 842587107 3,951 71 1.83 204 -2.86 0.1265
2020-04-07 2020-03-31 13F SOUTHERN COM 842587107 3,880 -570 -12.81 210 -25.80 0.1894
2020-01-09 2019-12-31 13F SOUTHERN COM 842587107 4,450 11 0.25 283 3.28 0.2351
2019-11-12 2019-09-30 13F SOUTHERN COM 842587107 4,439 -2,989 -40.24 274 -33.17 0.2537
2019-11-12 2019-06-30 13F SOUTHERN COM 842587107 7,428 11 0.15 410 7.05 0.4018
2019-11-12 2019-03-31 13F SOUTHERN COM 842587107 7,417 -2,900 -28.11 383 -15.45 0.3949
2019-11-12 2018-12-31 13F SOUTHERN COM 842587107 10,317 10,317 453 0.5540
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.