The Southern Company
DE ˙ XTRA ˙ US8425871071
77,42 € ↑0,20 (0,26%)
2026-06-03
DEL PRIS
SecurityDE:SOT / The Southern Company
InstitutionCentaurus Financial, Inc.
Latest Disclosed Ownership37,474 shares
Latest Disclosed Value $ 3,617
Centaurus Financial, Inc. reports 3.06% increase in ownership of SOT / The Southern Company

On May 18, 2026 - Centaurus Financial, Inc. filed a 13F-HR form disclosing ownership of 37,474 shares of The Southern Company (DE:SOT) valued at $3,165,054 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 36,363 shares of The Southern Company. This represents a change in shares of 3.06% during the quarter. The current value of the position is $2,901,237 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)
2026-05-18 2026-03-31 13F SOUTHERN COM 842587107 37,474 1,111 3.06 4 0.00 0.1719
2026-02-13 2025-12-31 13F SOUTHERN COM 842587107 36,363 6,892 23.39 3 50.00 0.1450
2025-11-20 2025-09-30 13F SOUTHERN COM 842587107 29,471 192 0.66 3 0.00 0.1311
2025-08-29 2025-06-30 13F SOUTHERN COM 842587107 29,279 -91 -0.31 3 0.00 0.1570
2025-05-15 2025-03-31 13F SOUTHERN COM 842587107 29,370 1,879 6.83 3 0.00 0.1635
2025-03-12 2024-12-31 13F SOUTHERN COM 842587107 27,491 -546 -1.95 2 0.00 0.1382
2024-11-12 2024-09-30 13F SOUTHERN COM 842587107 28,037 -841 -2.91 3 0.00 0.1608
2024-09-23 2024-06-30 13F SOUTHERN COM 842587107 28,878 1,249 4.52 2 100.00 0.1492
2024-05-14 2024-03-31 13F SOUTHERN COM 842587107 27,629 -1,467 -5.04 2 -50.00 0.1387
2024-02-26 2023-12-31 13F SOUTHERN COM 842587107 29,096 -2,371 -7.53 2 0.00 0.1550
2023-11-13 2023-09-30 13F SOUTHERN COM 842587107 31,467 -7,218 -18.66 2 0.00 0.1770
2023-08-15 2023-06-30 13F SOUTHERN COM 842587107 38,685 -13,033 -25.20 3 -33.33 0.2379
2023-05-18 2023-03-31 13F SOUTHERN COM 842587107 51,718 -5,146 -9.05 4 -25.00 0.2882
2023-02-13 2022-12-31 13F SOUTHERN COM 842587107 56,864 37,225 189.55 4 -99.70 0.3819
2022-12-05 2022-09-30 13F SOUTHERN COM 842587107 19,639 205 1.05 1,335 -3.68 0.1302
2022-08-02 2022-06-30 13F SOUTHERN COM 842587107 19,434 -3,204 -14.15 1,386 -15.54 0.1367
2022-05-13 2022-03-31 13F SOUTHERN COM 842587107 22,638 -6,638 -22.67 1,641 -18.28 0.1295
2022-02-01 2021-12-31 13F SOUTHERN COM 842587107 29,276 553 1.93 2,008 12.81 0.1519
2021-11-12 2021-09-30 13F SOUTHERN COM 842587107 28,723 -1,514 -5.01 1,780 -2.73 0.1492
2021-08-10 2021-06-30 13F SOUTHERN COM 842587107 30,237 -2,339 -7.18 1,830 -9.63 0.1541
2021-04-30 2021-03-31 13F SOUTHERN COM 842587107 32,576 4,151 14.60 2,025 15.98 0.1997
2021-01-25 2020-12-31 13F SOUTHERN COM 842587107 28,425 -1,177 -3.98 1,746 8.79 0.1838
2020-11-12 2020-09-30 13F SOUTHERN COM 842587107 29,602 -24,935 -45.72 1,605 -43.25 0.2222
2020-08-13 2020-06-30 13F SOUTHERN COM 842587107 54,537 37,949 228.77 2,828 214.92 0.4180
2020-04-21 2020-03-31 13F SOUTHERN COM 842587107 16,588 -1,106 -6.25 898 -20.32 0.1795
2020-02-12 2019-12-31 13F SOUTHERN COM 842587107 17,694 332 1.91 1,127 5.13 0.1578
2019-11-09 2019-09-30 13F SOUTHERN COM 842587107 17,362 845 5.12 1,072 17.42 0.1678
2019-08-15 2019-06-30 13F SOUTHERN COM 842587107 16,517 15,579 1,660.87 913 4,972.22 0.1438
2019-07-01 2019-03-31 13F/A-1 SOUTHERN COM 842587107 938 237 33.81 18 12.50 0.1067
2019-05-13 2019-03-31 13F SOUTHERN COM 842587107 18,141 17,440 938
2019-02-12 2018-12-31 13F SOUTHERN COM 842587107 701 -11,299 -94.16 16 -96.85 0.1149
2018-11-02 2018-09-30 13F SOUTHERN COM 842587107 12,000 -8,495 -41.45 508 -46.47 0.0918
2018-08-14 2018-06-30 13F SOUTHERN COM 842587107 20,495 13,359 187.21 949 197.49 0.1310
2018-05-07 2018-03-31 13F SOUTHERNCO COM 842587107 7,136 -551 -7.17 319 -13.78 0.0748
2018-02-09 2017-12-31 13F SOUTHERN COM 842587107 7,687 7,687 370 0.0959
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.