The Southern Company
DE ˙ XTRA ˙ US8425871071
77,72 € ↑0,30 (0,39%)
2026-06-04
DEL PRIS
SecurityDE:SOT / The Southern Company
InstitutionLarson Financial Group LLC
Latest Disclosed Ownership18,094 shares
Latest Disclosed Value $ 1,746,408
Larson Financial Group LLC reports 14.90% increase in ownership of SOT / The Southern Company

On May 15, 2026 - Larson Financial Group LLC filed a 13F-HR form disclosing ownership of 18,094 shares of The Southern Company (DE:SOT) valued at $1,528,219 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 15,748 shares of The Southern Company. This represents a change in shares of 14.90% during the quarter. The current value of the position is $1,406,266 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 18,094 2,346 14.90 1,746 27.17 0.0524
2026-02-06 2025-12-31 13F SOUTHERN COM 842587107 15,748 -713 -4.33 1,373 -11.93 0.0457
2025-11-14 2025-09-30 13F SOUTHERN COM 842587107 16,461 4,866 41.97 1,560 46.52 0.0545
2025-08-08 2025-06-30 13F SOUTHERN COM 842587107 11,595 170 1.49 1,065 1.33 0.0426
2025-05-02 2025-03-31 13F SOUTHERN COM 842587107 11,425 1,231 12.08 1,051 25.15 0.0498
2025-02-07 2024-12-31 13F SOUTHERN COM 842587107 10,194 2,323 29.51 839 18.34 0.0434
2024-11-12 2024-09-30 13F SOUTHERN COM 842587107 7,871 4,373 125.01 710 161.62 0.0402
2024-08-02 2024-06-30 13F SOUTHERN COM 842587107 3,498 2,154 160.27 271 182.29 0.0185
2024-05-03 2024-03-31 13F SOUTHERN COM 842587107 1,344 350 35.21 96 39.13 0.0074
2024-02-01 2023-12-31 13F SOUTHERN COM 842587107 994 305 44.27 70 56.82 0.0061
2023-11-03 2023-09-30 13F SOUTHERN COM 842587107 689 265 62.50 45 51.72 0.0044
2023-08-03 2023-06-30 13F SOUTHERN COM 842587107 424 -61 -12.58 30 -12.12 0.0030
2023-05-04 2023-03-31 13F SOUTHERN COM 842587107 485 -322 -39.90 34 -42.11 0.0037
2023-02-03 2022-12-31 13F SOUTHERN COM 842587107 807 0 0.00 58 3.64 0.0069
2022-11-03 2022-09-30 13F SOUTHERN COM 842587107 807 0 0.00 55 -5.17 0.0078
2022-08-04 2022-06-30 13F SOUTHERN COM 842587107 807 0 0.00 58 0.00 0.0100
2022-05-05 2022-03-31 13F SOUTHERN COM 842587107 807 0 0.00 58 5.45 0.0093
2022-02-03 2021-12-31 13F SOUTHERN COM 842587107 807 0 0.00 55 10.00 0.0087
2021-11-04 2021-09-30 13F SOUTHERN COM 842587107 807 1 0.12 50 2.04 0.0099
2021-08-10 2021-06-30 13F SOUTHERN COM 842587107 806 67 9.07 49 6.52 0.0114
2021-05-06 2021-03-31 13F/A-1 SOUTHERN COM 842587107 739 700 1,794.87 46 2,200.00 0.0135
2021-04-08 2021-03-31 13F SOUTHERN COM 842587107 39 0 2 0.0007
2021-01-14 2020-12-31 13F SOUTHERN COM 842587107 39 28 254.55 2 100.00 0.0007
2020-10-08 2020-09-30 13F SOUTHERN COM 842587107 11 -214 -95.11 1 -91.67 0.0004
2020-07-10 2020-06-30 13F SOUTHERN COM 842587107 225 0 0.00 12 0.00 0.0057
2020-04-09 2020-03-31 13F SOUTHERN COM 842587107 225 214 1,945.45 12 1,100.00 0.0075
2020-01-10 2019-12-31 13F SOUTHERN COM 842587107 11 0 0.00 1 0.00 0.0006
2019-10-11 2019-09-30 13F SOUTHERN COM 842587107 11 0 0.00 1 0.00 0.0007
2019-07-16 2019-06-30 13F SOUTHERN COM 842587107 11 -6 -35.29 1 0.00 0.0007
2019-04-05 2019-03-31 13F/A-1 SOUTHERN COM 842587107 17 0 0.00 1 0.00 0.0008
2019-04-04 2019-03-31 13F SOUTHERN COM 842587107 17 0 1 0.0009
2019-02-07 2018-12-31 13F SOUTHERN COM 842587107 17 17 1 0.0009
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.