The Southern Company
DE ˙ XTRA ˙ US8425871071
77,72 € ↑0,30 (0,39%)
2026-06-04
DEL PRIS
SecurityDE:SOT / The Southern Company
InstitutionPersonal Cfo Solutions, Llc
Latest Disclosed Ownership13,834 shares
Latest Disclosed Value $ 1,335,220
Personal Cfo Solutions, Llc reports 1.61% increase in ownership of SOT / The Southern Company

On April 30, 2026 - Personal Cfo Solutions, Llc filed a 13F-HR form disclosing ownership of 13,834 shares of The Southern Company (DE:SOT) valued at $1,168,420 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 13,615 shares of The Southern Company. This represents a change in shares of 1.61% during the quarter. The current value of the position is $1,075,178 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)
2026-04-30 2026-03-31 13F SOUTHERN COM 842587107 13,834 219 1.61 1,335 12.47 0.1875
2026-01-22 2025-12-31 13F SOUTHERN COM 842587107 13,615 -602 -4.23 1,187 -11.88 0.1885
2025-11-10 2025-09-30 13F SOUTHERN COM 842587107 14,217 302 2.17 1,347 5.48 0.2364
2025-08-12 2025-06-30 13F SOUTHERN COM 842587107 13,915 35 0.25 1,278 0.08 0.2364
2025-04-30 2025-03-31 13F SOUTHERN COM 842587107 13,880 53 0.38 1,276 12.13 0.2591
2025-02-07 2024-12-31 13F SOUTHERN COM 842587107 13,827 -563 -3.91 1,138 -12.26 0.2240
2024-11-14 2024-09-30 13F SOUTHERN COM 842587107 14,390 65 0.45 1,298 16.74 0.1813
2024-08-09 2024-06-30 13F SOUTHERN COM 842587107 14,325 176 1.24 1,111 9.46 0.1707
2024-05-13 2024-03-31 13F SOUTHERN COM 842587107 14,149 -792 -5.30 1,015 -3.06 0.1584
2024-02-13 2023-12-31 13F SOUTHERN COM 842587107 14,941 47 0.32 1,048 8.72 0.1814
2023-11-13 2023-09-30 13F SOUTHERN COM 842587107 14,894 18 0.12 964 -7.85 0.1905
2023-08-10 2023-06-30 13F SOUTHERN COM 842587107 14,876 104 0.70 1,045 1.75 0.2121
2023-05-09 2023-03-31 13F SOUTHERN COM 842587107 14,772 179 1.23 1,028 -1.44 0.2122
2023-02-14 2022-12-31 13F SOUTHERN COM 842587107 14,593 -1,388 -8.69 1,042 -4.14 0.2206
2022-11-01 2022-09-30 13F SOUTHERN COM 842587107 15,981 -1,423 -8.18 1,087 -12.41 0.2730
2022-08-05 2022-06-30 13F SOUTHERN COM 842587107 17,404 -131 -0.75 1,241 -2.36 0.2911
2022-05-02 2022-03-31 13F SOUTHERN COM 842587107 17,535 1,877 11.99 1,271 18.34 0.2507
2022-02-11 2021-12-31 13F SOUTHERN COM 842587107 15,658 -765 -4.66 1,074 5.50 0.2010
2021-11-18 2021-09-30 13F SOUTHERN COM 842587107 16,423 -17 -0.10 1,018 2.31 0.2086
2021-07-22 2021-06-30 13F SOUTHERN COM 842587107 16,440 28 0.17 995 -2.45 0.2038
2021-04-21 2021-03-31 13F SOUTHERN COM 842587107 16,412 -280 -1.68 1,020 -0.49 0.2205
2021-02-09 2020-12-31 13F SOUTHERN COM 842587107 16,692 334 2.04 1,025 102,400.00 0.2537
2020-11-02 2020-09-30 13F SOUTHERN COM 842587107 16,358 -17 -0.10 1 -99.88 0.3333
2020-08-03 2020-06-30 13F SOUTHERN COM 842587107 16,375 -998 -5.74 849 -9.78 0.2513
2020-04-30 2020-03-31 13F SOUTHERN COM 842587107 17,373 3,133 22.00 941 3.86 0.3380
2020-02-13 2019-12-31 13F SOUTHERN COM 842587107 14,240 5,592 64.66 906 69.66 0.2595
2019-11-13 2019-09-30 13F SOUTHERN COM 842587107 8,648 8,648 534 0.2127
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.