The Southern Company
DE ˙ XTRA ˙ US8425871071
77,72 € ↑0,30 (0,39%)
2026-06-04
DEL PRIS
SecurityDE:SOT / The Southern Company
InstitutionThomasville National Bank
Latest Disclosed Ownership86,215 shares
Latest Disclosed Value $ 7,517,948
Thomasville National Bank reports 1.29% increase in ownership of SOT / The Southern Company

On January 26, 2026 - Thomasville National Bank filed a 13F-HR form disclosing ownership of 86,215 shares of The Southern Company (DE:SOT) valued at $6,448,882 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 10, 2025 disclosing 85,119 shares of The Southern Company. This represents a change in shares of 1.29% during the quarter. The current value of the position is $6,700,630 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)
2026-01-26 2025-12-31 13F SOUTHERN Common Stock 842587107 86,215 1,096 1.29 7,518 -6.81 0.4659
2025-10-10 2025-09-30 13F SOUTHERN Common Stock 842587107 85,119 627 0.74 8,067 3.97 0.5079
2025-07-11 2025-06-30 13F SOUTHERN Common Stock 842587107 84,492 -1,270 -1.48 7,759 -1.61 0.5286
2025-04-16 2025-03-31 13F SOUTHERN Common Stock 842587107 85,762 -1,462 -1.68 7,886 9.82 0.5768
2025-01-13 2024-12-31 13F SOUTHERN Common Stock 842587107 87,224 -3,229 -3.57 7,180 -11.98 0.5162
2024-10-11 2024-09-30 13F SOUTHERN Common Stock 842587107 90,453 -518 -0.57 8,157 15.60 0.6043
2024-07-10 2024-06-30 13F SOUTHERN Common Stock 842587107 90,971 -541 -0.59 7,057 7.48 0.5650
2024-04-10 2024-03-31 13F SOUTHERN Common Stock 842587107 91,512 466 0.51 6,565 2.84 0.5404
2024-01-11 2023-12-31 13F SOUTHERN Common Stock 842587107 91,046 700 0.77 6,384 9.18 0.5663
2023-10-10 2023-09-30 13F SOUTHERN Common Stock 842587107 90,346 404 0.45 5,847 -7.45 0.5753
2023-07-10 2023-06-30 13F SOUTHERN Common Stock 842587107 89,942 -412 -0.46 6,318 0.51 0.6032
2023-04-10 2023-03-31 13F SOUTHERN Common Stock 842587107 90,354 1,836 2.07 6,287 104,666.67 0.6483
2023-01-10 2022-12-31 13F SOUTHERN Common Stock 842587107 88,518 -975 -1.09 6 -99.90 0.7286
2022-10-03 2022-09-30 13F SOUTHERN Common Stock 842587107 89,493 -757 -0.84 6,085 -5.45 0.7295
2022-07-28 2022-06-30 13F/A-1 SOUTHERN Common Stock 842587107 90,250 669 0.75 6,436 -0.92 0.7099
2022-07-11 2022-06-30 13F SOUTHERN Common Stock 842587107 87,531 -2,050 6,347 0.6133
2022-04-14 2022-03-31 13F SOUTHERN Common Stock 842587107 89,581 -10,926 -10.87 6,496 -5.75 0.6232
2022-01-18 2021-12-31 13F SOUTHERN Common Stock 842587107 100,507 13,439 15.44 6,892 27.75 0.6591
2021-10-04 2021-09-30 13F SOUTHERN Common Stock 842587107 87,068 -63 -0.07 5,395 2.33 0.5592
2021-07-02 2021-06-30 13F SOUTHERN Common Stock 842587107 87,131 6,842 8.52 5,272 21.28 0.5586
2021-04-01 2021-03-31 13F SOUTHERN Common Stock 842587107 80,289 2,066 2.64 4,347 -9.53 0.8101
2021-01-04 2020-12-31 13F SOUTHERN Common Stock 842587107 78,223 2,691 3.56 4,805 17.34 0.6308
2020-10-01 2020-09-30 13F SOUTHERN Common Stock 842587107 75,532 -5,417 -6.69 4,095 -2.45 0.6159
2020-07-01 2020-06-30 13F SOUTHERN Common Stock 842587107 80,949 1,106 1.39 4,198 -14.88 0.6515
2020-04-02 2020-03-31 13F/A-1 SOUTHERN Common Stock 842587107 79,843 864 1.09 4,932 -1.97 0.8226
2020-04-02 2020-03-31 13F SOUTHERN Common Stock 842587107 79,843 864 4,932 487,300.7373
2020-01-07 2019-12-31 13F SOUTHERN Common Stock 842587107 78,979 -864 -1.08 5,031 2.01 0.7766
2019-10-02 2019-09-30 13F SOUTHERN Common Stock 842587107 79,843 -189,021 -70.30 4,932 -66.82 0.8226
2019-07-01 2019-06-30 13F SOUTHERN Common Stock 842587107 268,864 2,860 1.08 14,863 8.12 2.5742
2019-05-16 2019-03-31 13F SOUTHERN Common Stock 842587107 266,004 7,807 3.02 13,747 21.23 2.5363
2019-01-17 2018-12-31 13F SOUTHERN Common Stock 842587107 258,197 -6,819 -2.57 11,340 -1.85 2.3277
2018-10-25 2018-09-30 13F SOUTHERN Common Stock 842587107 265,016 1,980 0.75 11,554 -5.15 1.8536
2018-07-11 2018-06-30 13F SOUTHERN Common Stock 842587107 263,036 6,889 2.69 12,181 6.49 2.0981
2018-04-20 2018-03-31 13F SOUTHERN Common Stock 842587107 256,147 168,183 191.20 11,439 170.36 2.0337
2018-02-05 2017-12-31 13F SOUTHERN Common Stock 842587107 87,964 -18,629 -17.48 4,231 -19.22 0.7933
2017-11-14 2017-09-30 13F SOUTHERN Common Stock 842587107 106,593 -516 -0.48 5,238 2.15 0.8688
2017-07-17 2017-06-30 13F SOUTHERN Common Stock 842587107 107,109 2,028 1.93 5,128 -1.97 0.9379
2017-04-12 2017-03-31 13F SOUTHERN Common Stock 842587107 105,081 105,081 5,231 1.0408
2016-11-03 2016-09-30 13F SOUTHERN COM 842587107 0 -82,282 -100.00 0 -100.00
2016-07-19 2016-06-30 13F SOUTHERN COM 842587107 82,282 2,754 3.46 4,412 7.27 1.1612
2016-04-14 2016-03-31 13F SOUTHERN COM 842587107 79,528 -87,627 -52.42 4,113 -47.41 1.2412
2016-01-14 2015-12-31 13F SOUTHERN COM 842587107 167,155 8,755 5.53 7,821 10.47 2.7699
2015-10-15 2015-09-30 13F SOUTHERN COM 842587107 158,400 9,865 6.64 7,080 13.75 2.5840
2015-07-22 2015-06-30 13F SOUTHERN COM 842587107 148,535 4,959 3.45 6,224 -2.06 2.1488
2015-04-14 2015-03-31 13F SOUTHERN COM 842587107 143,576 6,037 4.39 6,355 -5.91 2.1766
2015-01-15 2014-12-31 13F SOUTHERN COM 842587107 137,539 128 0.09 6,754 12.60 2.4143
2014-10-15 2014-09-30 13F SOUTHERN COM 842587107 137,411 1,307 0.96 5,998 -2.88 2.2916
2014-07-16 2014-06-30 13F SOUTHERN COM 842587107 136,104 21,614 18.88 6,176 22.78 2.2577
2014-04-09 2014-03-31 13F SOUTHERN COM 842587107 114,490 13,373 13.23 5,030 21.00 2.0697
2014-02-04 2013-12-31 13F SOUTHERN COM 842587107 101,117 23,694 30.60 4,157 30.40 1.8306
2013-10-22 2013-09-30 13F SOUTHERN COM 842587107 77,423 12,093 18.51 3,188 10.58 1.6586
2013-07-10 2013-06-30 13F SOUTHERN COM 842587107 65,330 65,330 2,883 1.8964
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.