The Southern Company
DE ˙ XTRA ˙ US8425871071
77,72 € ↑0,30 (0,39%)
2026-06-04
DEL PRIS
SecurityDE:SOT / The Southern Company
InstitutionHancock Whitney Corp
Latest Disclosed Ownership257,287 shares
Latest Disclosed Value $ 24,836,602
Hancock Whitney Corp reports 4.15% decrease in ownership of SOT / The Southern Company

On May 15, 2026 - Hancock Whitney Corp filed a 13F-HR form disclosing ownership of 257,287 shares of The Southern Company (DE:SOT) valued at $21,730,460 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 268,429 shares of The Southern Company. This represents a change in shares of -4.15% during the quarter. The current value of the position is $19,996,346 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)
2026-05-15 2026-03-31 13F SOUTHERN COM 842587107 257,287 -11,142 -4.15 24,837 6.11 0.4317
2026-02-17 2025-12-31 13F SOUTHERN COM 842587107 268,429 -16,860 -5.91 23,407 -13.42 0.4220
2025-11-17 2025-09-30 13F SOUTHERN COM 842587107 285,289 -4,878 -1.68 27,037 1.46 0.4919
2025-08-14 2025-06-30 13F SOUTHERN COM 842587107 290,167 261,955 928.52 26,646 927.22 0.5091
2025-05-15 2025-03-31 13F SOUTHERN COM 842587107 28,212 9,695 52.36 2,594 70.21 0.0846
2025-02-14 2024-12-31 13F SOUTHERN COM 842587107 18,517 -8,296 -30.94 1,524 -36.95 0.0482
2024-11-13 2024-09-30 13F SOUTHERN COM 842587107 26,813 -194 -0.72 2,418 15.43 0.0779
2024-08-13 2024-06-30 13F SOUTHERN COMMON STOCK 842587107 27,007 -115 -0.42 2,095 7.66 0.0711
2024-05-16 2024-03-31 13F SOUTHERN COMMON STOCK 842587107 27,122 -768 -2.75 1,946 -0.51 0.0672
2024-02-14 2023-12-31 13F SOUTHERN COM 842587107 27,890 -792 -2.76 1,956 5.33 0.0726
2023-11-13 2023-09-30 13F SOUTHERN COM 842587107 28,682 -2,223 -7.19 1,856 -14.51 0.0765
2023-11-13 2023-06-30 13F/A-1 SOUTHERN COM 842587107 30,905 1,268 4.28 2,171 5.24 0.0854
2023-08-10 2023-06-30 13F SOUTHERN COM 842587107 30,905 1,268 2 0.0854
2023-11-13 2023-03-31 13F/A-2 SOUTHERN COM 842587107 29,637 -278 -0.93 2,063 -3.46 0.0828
2023-05-16 2023-03-31 13F/A-1 SOUTHERN COM 842587107 29,637 -278 2 0.0441
2023-05-15 2023-03-31 13F SOUTHERN COM 842587107 29,915 0 2 0.0443
2023-11-13 2022-12-31 13F/A-1 SOUTHERN COM 842587107 29,915 -323 -1.07 2,137 3.89 0.0825
2023-02-03 2022-12-31 13F SOUTHERN COM 842587107 29,915 -323 2 0.0825
2022-10-26 2022-09-30 13F SOUTHERN COM 842587107 30,238 -110 -0.36 2,057 -4.99 0.0879
2022-08-08 2022-06-30 13F SOUTHERN COM 842587107 30,348 -616 -1.99 2,165 -3.56 0.0866
2022-05-12 2022-03-31 13F SOUTHERN COM 842587107 30,964 -1,283 -3.98 2,245 1.49 0.0764
2022-01-25 2021-12-31 13F SOUTHERN COM 842587107 32,247 -4,973 -13.36 2,212 -4.12 0.0695
2021-11-04 2021-09-30 13F SOUTHERN COM 842587107 37,220 -8 -0.02 2,307 2.40 0.0807
2021-08-09 2021-06-30 13F SOUTHERN COM 842587107 37,228 -4,818 -11.46 2,253 -13.81 0.0719
2021-05-14 2021-03-31 13F SOUTHERN COM 842587107 42,046 627 1.51 2,614 2.71 0.0887
2021-02-09 2020-12-31 13F SOUTHERN COM 842587107 41,419 -12,794 -23.60 2,545 -13.41 0.0850
2020-11-05 2020-09-30 13F SOUTHERN COM 842587107 54,213 -46,366 -46.10 2,939 -43.64 0.1085
2020-07-30 2020-06-30 13F SOUTHERN COM 842587107 100,579 -19,777 -16.43 5,215 -19.97 0.1999
2020-05-08 2020-03-31 13F SOUTHERN COM 842587107 120,356 4,496 3.88 6,516 -11.71 0.2555
2020-02-06 2019-12-31 13F SOUTHERN COM 842587107 115,860 -878 -0.75 7,380 2.34 0.2378
2019-10-29 2019-09-30 13F SOUTHERN COM 842587107 116,738 55,580 90.88 7,211 113.28 0.2364
2019-08-29 2019-06-30 13F SOUTHERN COM 842587107 61,158 5,951 10.78 3,381 18.51 0.1082
2019-05-13 2019-03-31 13F SOUTHERN COM 842587107 55,207 39,387 248.97 2,853 310.50 0.0915
2019-02-14 2018-12-31 13F SOUTHERN COM 842587107 15,820 2,222 16.34 695 17.20 0.0235
2018-11-14 2018-09-30 13F SOUTHERN COM 842587107 13,598 150 1.12 593 -4.82 0.0168
2018-08-14 2018-06-30 13F SOUTHERN COMMON STOCK 842587107 13,448 -198 -1.45 623 2.30 0.0287
2018-05-15 2018-03-31 13F SOUTHERN COMMON STOCK 842587107 13,646 -27,680 -66.98 609 -69.37 0.0273
2018-02-12 2017-12-31 13F SOUTHERN COM 842587107 41,326 -3,690 -8.20 1,988 -10.13 0.0823
2017-11-14 2017-09-30 13F SOUTHERN COM 842587107 45,016 2,431 5.71 2,212 8.48 0.0937
2017-08-11 2017-06-30 13F SOUTHERN COM 842587107 42,585 213 0.50 2,039 -3.32 0.0862
2017-05-09 2017-03-31 13F SOUTHERN COM 842587107 42,372 15,484 57.59 2,109 59.41 0.0879
2017-02-14 2016-12-31 13F SOUTHERN COM 842587107 26,888 525 1.99 1,323 -2.14 0.0492
2016-11-08 2016-09-30 13F SOUTHERN COM 842587107 26,363 583 2.26 1,352 -2.17 0.0535
2016-08-09 2016-06-30 13F SOUTHERN COM 842587107 25,780 1,441 5.92 1,382 9.77 0.0576
2016-06-07 2016-03-31 13F/A-1 SOUTHERN COM 842587107 24,339 3,234 15.32 1,259 27.56 0.0529
2016-05-13 2016-03-31 13F SOUTHERN COM 842587107 24,339 1,259
2016-02-12 2015-12-31 13F SOUTHERN COM 842587107 21,105 -2,905 -12.10 987 -8.01 0.0414
2015-11-16 2015-09-30 13F SOUTHERN COM 842587107 24,010 -2,732 -10.22 1,073 -9.37 0.0448
2015-08-13 2015-06-30 13F SOUTHERN CO COM COM 842587107 26,742 0 0.00 1,184 0.00 0.0452
2015-05-14 2015-03-31 13F SOUTHERN CO COM COM 842587107 26,742 4,918 22.53 1,184 10.45 0.0452
2015-02-17 2014-12-31 13F SOUTHERN CO COM COM 842587107 21,824 7,925 57.02 1,072 76.61 0.0407
2014-11-13 2014-09-30 13F SOUTHERN COM 842587107 13,899 710 5.38 607 1.34 0.0231
2014-08-14 2014-06-30 13F SOUTHERN COM 842587107 13,189 -230 -1.71 599 1.53 0.0217
2014-05-15 2014-03-31 13F SOUTHERN COM 842587107 13,419 -7,997 -37.34 590 -32.95 0.0230
2014-02-14 2013-12-31 13F SOUTHERN COM 842587107 21,416 2,780 14.92 880 14.73 0.0361
2013-11-14 2013-09-30 13F SOUTHERN COM 842587107 18,636 13,468 260.60 767 236.40 0.0353
2013-08-06 2013-06-30 13F SOUTHERN COM 842587107 5,168 5,168 228 0.0114
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.