The Southern Company
DE ˙ XTRA ˙ US8425871071
77,72 € ↑0,30 (0,39%)
2026-06-04
DEL PRIS
SecurityDE:SOT / The Southern Company
InstitutionBenin Management CORP
Latest Disclosed Ownership8,483 shares
Latest Disclosed Value $ 818,779
Benin Management CORP ownership in SOT / The Southern Company

On April 10, 2026 - Benin Management CORP filed a 13F-HR form disclosing ownership of 8,483 shares of The Southern Company (DE:SOT) valued at $716,474 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 8,483 shares of The Southern Company. This represents a change in shares of 0.00% during the quarter. The current value of the position is $659,299 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-10 2026-03-31 13F SOUTHERN COM 842587107 8,483 0 0.00 819 10.69 0.1841
2026-01-12 2025-12-31 13F SOUTHERN COM 842587107 8,483 0 0.00 740 -7.97 0.1651
2025-10-20 2025-09-30 13F SOUTHERN COM 842587107 8,483 0 0.00 804 3.21 0.1902
2025-07-30 2025-06-30 13F SOUTHERN COM 842587107 8,483 100 1.19 779 1.04 0.2034
2025-04-10 2025-03-31 13F SOUTHERN COM 842587107 8,383 258 3.18 771 15.27 0.2194
2025-01-21 2024-12-31 13F SOUTHERN COM 842587107 8,125 -366 -4.31 669 -12.68 0.1844
2024-10-21 2024-09-30 13F SOUTHERN COM 842587107 8,491 -1,000 -10.54 766 3.94 0.2153
2024-07-23 2024-06-30 13F SOUTHERN COM 842587107 9,491 0 0.00 736 8.24 0.2236
2024-04-15 2024-03-31 13F SOUTHERN COM 842587107 9,491 29 0.31 681 2.56 0.2153
2024-01-25 2023-12-31 13F SOUTHERN COM 842587107 9,462 0 0.00 663 8.33 0.2262
2023-10-19 2023-09-30 13F SOUTHERN COM 842587107 9,462 0 0.00 612 -7.83 0.2271
2023-07-24 2023-06-30 13F SOUTHERN COM 842587107 9,462 0 0.00 665 0.91 0.2380
2023-04-25 2023-03-31 13F SOUTHERN COM 842587107 9,462 0 0.00 658 -2.52 0.2499
2023-02-27 2022-12-31 13F SOUTHERN COM 842587107 9,462 0 0.00 676 4.98 0.2735
2022-10-21 2022-09-30 13F SOUTHERN COM 842587107 9,462 0 0.00 643 -4.74 0.2679
2022-08-03 2022-06-30 13F SOUTHERN COM 842587107 9,462 0 0.00 675 -1.60 0.2555
2022-04-21 2022-03-31 13F SOUTHERN COM 842587107 9,462 0 0.00 686 5.70 0.2108
2022-01-19 2021-12-31 13F SOUTHERN COM 842587107 9,462 0 0.00 649 10.75 0.1963
2021-10-25 2021-09-30 13F SOUTHERN COM 842587107 9,462 0 0.00 586 2.27 0.1868
2021-07-21 2021-06-30 13F SOUTHERN COM 842587107 9,462 0 0.00 573 -2.55 0.1821
2021-04-27 2021-03-31 13F SOUTHERN COM 842587107 9,462 394 4.34 588 5.57 0.2086
2021-01-25 2020-12-31 13F SOUTHERN COM 842587107 9,068 0 0.00 557 13.21 0.2242
2020-10-22 2020-09-30 13F SOUTHERN COM 842587107 9,068 0 0.00 492 4.68 0.2201
2020-07-22 2020-06-30 13F SOUTHERN COM 842587107 9,068 0 0.00 470 -4.28 0.2115
2020-04-20 2020-03-31 13F SOUTHERN COM 842587107 9,068 0 0.00 491 -15.05 0.2559
2020-01-23 2019-12-31 13F SOUTHERN COM 842587107 9,068 0 0.00 578 3.21 0.2441
2019-10-22 2019-09-30 13F SOUTHERN COM 842587107 9,068 0 0.00 560 11.78 0.2330
2019-07-31 2019-06-30 13F SOUTHERN COM 842587107 9,068 0 0.00 501 6.82 0.2145
2019-04-24 2019-03-31 13F SOUTHERN COM 842587107 9,068 0 0.00 469 17.84 0.2015
2019-01-22 2018-12-31 13F SOUTHERN COM 842587107 9,068 0 0.00 398 0.76 0.1969
2018-10-17 2018-09-30 13F SOUTHERN COM 842587107 9,068 0 0.00 395 -5.95 0.1584
2018-07-20 2018-06-30 13F SOUTHERN COM 842587107 9,068 0 0.00 420 3.70 0.1883
2018-04-24 2018-03-31 13F SOUTHERN COM 842587107 9,068 0 0.00 405 -7.11 0.1821
2018-01-18 2017-12-31 13F SOUTHERN COM 842587107 9,068 -200 -2.16 436 -4.18 0.1748
2017-10-13 2017-09-30 13F SOUTHERN COM 842587107 9,268 0 0.00 455 2.48 0.1834
2017-07-24 2017-06-30 13F SOUTHERN COM 842587107 9,268 166 1.82 444 -1.99 0.1910
2017-04-19 2017-03-31 13F SOUTHERN COM 842587107 9,102 0 0.00 453 1.12 0.2058
2017-01-27 2016-12-31 13F SOUTHERN COM 842587107 9,102 0 0.00 448 -4.07 0.2058
2016-10-21 2016-09-30 13F SOUTHERN COM 842587107 9,102 0 0.00 467 -4.30 0.2259
2016-07-12 2016-06-30 13F SOUTHERN COM 842587107 9,102 0 0.00 488 3.61 0.2523
2016-04-19 2016-03-31 13F SOUTHERN COM 842587107 9,102 -200 -2.15 471 8.28 0.2554
2016-01-14 2015-12-31 13F SOUTHERN COM 842587107 9,302 0 0.00 435 4.57 0.2416
2015-10-13 2015-09-30 13F SOUTHERN COM 842587107 9,302 0 0.00 416 6.67 0.2259
2015-07-17 2015-06-30 13F SOUTHERN COM 842587107 9,302 0 0.00 390 -5.34 0.2078
2015-04-20 2015-03-31 13F SOUTHERN COM 842587107 9,302 0 0.00 412 -9.85 0.2214
2015-01-21 2014-12-31 13F SOUTHERN COM 842587107 9,302 0 0.00 457 12.56 0.2423
2014-10-16 2014-09-30 13F SOUTHERN COM 842587107 9,302 0 0.00 406 -3.79 0.2081
2014-07-18 2014-06-30 13F SOUTHERN COM 842587107 9,302 0 0.00 422 3.18 0.2296
2014-05-01 2014-03-31 13F SOUTHERN COM 842587107 9,302 0 0.00 409 7.07 0.2500
2014-02-04 2013-12-31 13F SOUTHERN COM 842587107 9,302 0 0.00 382 -0.26 0.2377
2013-10-29 2013-09-30 13F SOUTHERN COM 842587107 9,302 0 0.00 383 -6.81 0.2363
2013-07-24 2013-06-30 13F SOUTHERN COM 842587107 9,302 9,302 411 0.2532
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.