The Southern Company
DE ˙ XTRA ˙ US8425871071
77,72 € ↑0,30 (0,39%)
2026-06-04
DEL PRIS
SecurityDE:SOT / The Southern Company
InstitutionStolper Co
Latest Disclosed Ownership54,499 shares
Latest Disclosed Value $ 905
Stolper Co reports 111.65% increase in ownership of SOT / The Southern Company

On April 13, 2026 - Stolper Co filed a 13F-HR form disclosing ownership of 54,499 shares of The Southern Company (DE:SOT) valued at $4,602,986 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 25,749 shares of The Southern Company. This represents a change in shares of 111.65% during the quarter. The current value of the position is $4,235,662 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)
2026-04-13 2026-03-31 13F ROYCE SMALL CAP TRUST INCORPOR COM 842587107 54,499 28,750 111.65 1 -100.00 0.2511
2026-01-12 2025-12-31 13F SOUTHERN COM 842587107 25,749 808 3.24 2 0.00 0.6613
2025-10-10 2025-09-30 13F/A-1 SOUTHERN COM 842587107 24,941 470 1.92 2 0.00 0.7163
2025-10-10 2025-09-30 13F SOUTHERN COM 842587107 24,941 470 2 0.7163
2025-07-10 2025-06-30 13F SOUTHERN COM 842587107 24,471 -165 -0.67 2 0.00 0.7381
2025-04-08 2025-03-31 13F SOUTHERN COM 842587107 24,636 126 0.51 2 0.00 0.7428
2025-01-14 2024-12-31 13F SOUTHERN COM 842587107 24,510 237 0.98 2 0.00 0.6722
2024-10-09 2024-09-30 13F SOUTHERN COM 842587107 24,273 -444 -1.80 2 100.00 0.7161
2024-08-08 2024-06-30 13F SOUTHERN COM 842587107 24,717 148 0.60 2 0.00 0.6748
2024-04-09 2024-03-31 13F SOUTHERN COM 842587107 24,569 52 0.21 2 0.00 0.6360
2024-01-12 2023-12-31 13F SOUTHERN COM 842587107 24,517 -279 -1.13 2 0.00 0.6922
2023-10-10 2023-09-30 13F SOUTHERN COM 842587107 24,796 467 1.92 2 0.00 0.6958
2023-07-10 2023-06-30 13F SOUTHERN COM 842587107 24,329 101 0.42 2 0.00 0.7194
2023-04-11 2023-03-31 13F SOUTHERN COM 842587107 24,228 407 1.71 2 0.00 0.7227
2023-01-11 2022-12-31 13F SOUTHERN COM 842587107 23,821 -4,206 -15.01 2 -99.95 0.7456
2022-10-07 2022-09-30 13F SOUTHERN COM 842587107 28,027 1,565 5.91 1,906 1.01 0.9390
2022-07-08 2022-06-30 13F SOUTHERN COM 842587107 26,462 1,052 4.14 1,887 2.44 0.8852
2022-04-14 2022-03-31 13F/A-98 SOUTHERN COM 842587107 25,410 991 4.06 1,842 9.97 0.7804
2022-04-08 2022-03-31 13F SOUTHERN COM 842587107 24,419 0 1,675 0.7466
2022-01-11 2021-12-31 13F/A-1 SOUTHERN COM 842587107 24,419 437 1.82 1,675 12.72 0.7466
2022-01-11 2021-12-31 13F SOUTHERN COM 842587107 24,419 1,675
2021-10-13 2021-09-30 13F SOUTHERN COM 842587107 23,982 569 2.43 1,486 4.87 0.7102
2021-07-15 2021-06-30 13F SOUTHERN COM 842587107 23,413 328 1.42 1,417 -1.25 0.6681
2021-04-09 2021-03-31 13F SOUTHERN COM 842587107 23,085 95 0.41 1,435 1.63 0.7391
2021-01-11 2020-12-31 13F SOUTHERN COM 842587107 22,990 501 2.23 1,412 15.83 0.7920
2020-10-08 2020-09-30 13F SOUTHERN COM 842587107 22,489 -2,282 -9.21 1,219 -5.06 0.7880
2020-07-09 2020-06-30 13F SOUTHERN COM 842587107 24,771 -1,946 -7.28 1,284 -11.20 0.8386
2020-04-14 2020-03-31 13F SOUTHERN COM 842587107 26,717 26,717 1,446 1.0382
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.