The Southern Company
DE ˙ XTRA ˙ US8425871071
77,72 € ↑0,30 (0,39%)
2026-06-04
DEL PRIS
SecurityDE:SOT / The Southern Company
InstitutionWoodstock Corp
Latest Disclosed Ownership66,195 shares
Latest Disclosed Value $ 6,389,165
Woodstock Corp reports 1.74% increase in ownership of SOT / The Southern Company

On April 8, 2026 - Woodstock Corp filed a 13F-HR form disclosing ownership of 66,195 shares of The Southern Company (DE:SOT) valued at $5,590,830 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 65,060 shares of The Southern Company. This represents a change in shares of 1.74% during the quarter. The current value of the position is $5,144,675 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)
2026-04-08 2026-03-31 13F Southern COMMON STOCK 842587107 66,195 1,135 1.74 6,389 12.62 0.5687
2026-01-14 2025-12-31 13F Southern COMMON STOCK 842587107 65,060 590 0.92 5,673 -7.14 0.4869
2025-10-07 2025-09-30 13F Southern COMMON STOCK 842587107 64,470 745 1.17 6,110 4.41 0.5294
2025-07-09 2025-06-30 13F Southern COMMON STOCK 842587107 63,725 1 0.00 5,852 -0.14 0.5378
2025-04-09 2025-03-31 13F Southern COMMON STOCK 842587107 63,724 21,901 52.37 5,859 70.22 0.5788
2025-01-15 2024-12-31 13F Southern COMMON STOCK 842587107 41,823 2,040 5.13 3,443 -4.04 0.3317
2024-10-11 2024-09-30 13F Southern COMMON STOCK 842587107 39,783 2,010 5.32 3,588 22.42 0.3452
2024-07-08 2024-06-30 13F Southern COMMON STOCK 842587107 37,773 1,580 4.37 2,930 12.87 0.2979
2024-04-09 2024-03-31 13F Southern COMMON STOCK 842587107 36,193 17,633 95.01 2,596 99.54 0.2688
2024-01-08 2023-12-31 13F Southern COMMON STOCK 842587107 18,560 472 2.61 1,301 11.20 0.1507
2023-10-10 2023-09-30 13F Southern COMMON STOCK 842587107 18,088 -865 -4.56 1,171 -12.10 0.1468
2023-07-07 2023-06-30 13F Southern COMMON STOCK 842587107 18,953 3,090 19.48 1,331 20.67 0.1571
2023-04-06 2023-03-31 13F Southern COMMON STOCK 842587107 15,863 605 3.97 1,104 1.29 0.1408
2023-01-10 2022-12-31 13F Southern COMMON STOCK 842587107 15,258 995 6.98 1,090 12.27 0.1448
2022-10-11 2022-09-30 13F Southern COMMON STOCK 842587107 14,263 85 0.60 970 -4.06 0.1443
2022-07-11 2022-06-30 13F Southern COMMON STOCK 842587107 14,178 -114 -0.80 1,011 -2.41 0.1403
2022-04-07 2022-03-31 13F Southern COMMON STOCK 842587107 14,292 -2,510 -14.94 1,036 -10.07 0.1213
2022-01-07 2021-12-31 13F Southern COMMON STOCK 842587107 16,802 0 0.00 1,152 10.66 0.1206
2021-10-05 2021-09-30 13F Southern COMMON STOCK 842587107 16,802 125 0.75 1,041 3.17 0.1214
2021-07-06 2021-06-30 13F Southern COMMON STOCK 842587107 16,677 0 0.00 1,009 -2.70 0.1187
2021-04-05 2021-03-31 13F Southern COMMON STOCK 842587107 16,677 -650 -3.75 1,037 -2.54 0.1318
2021-01-06 2020-12-31 13F Southern COMMON STOCK 842587107 17,327 -70 -0.40 1,064 12.83 0.1424
2020-10-02 2020-09-30 13F Southern COMMON STOCK 842587107 17,397 0 0.00 943 4.55 0.1523
2020-07-07 2020-06-30 13F Southern COMMON STOCK 842587107 17,397 71 0.41 902 -3.84 0.1538
2020-04-03 2020-03-31 13F Southern COMMON STOCK 842587107 17,326 0 0.00 938 -15.04 0.1911
2020-01-13 2019-12-31 13F Southern COMMON STOCK 842587107 17,326 -50 -0.29 1,104 2.89 0.1798
2019-10-02 2019-09-30 13F Southern COMMON STOCK 842587107 17,376 -300 -1.70 1,073 9.83 0.1869
2019-07-03 2019-06-30 13F Southern COMMON STOCK 842587107 17,676 -725 -3.94 977 2.73 0.1706
2019-04-05 2019-03-31 13F Southern COMMON STOCK 842587107 18,401 -600 -3.16 951 13.89 0.1704
2019-01-08 2018-12-31 13F Southern COMMON STOCK 842587107 19,001 -800 -4.04 835 -3.24 0.1676
2018-10-03 2018-09-30 13F Southern COMMON STOCK 842587107 19,801 -400 -1.98 863 -7.80 0.1459
2018-07-23 2018-06-30 13F Southern COMMON STOCK 842587107 20,201 -1,725 -7.87 936 -4.39 0.1723
2018-04-19 2018-03-31 13F Southern COMMON STOCK 842587107 21,926 -1,700 -7.20 979 -13.82 0.1851
2018-01-24 2017-12-31 13F Southern COMMON STOCK 842587107 23,626 -1,725 -6.80 1,136 -8.83 0.2095
2017-10-06 2017-09-30 13F Southern COMMON STOCK 842587107 25,351 -525 -2.03 1,246 0.56 0.2375
2017-07-13 2017-06-30 13F Southern COMMON STOCK 842587107 25,876 -8,812 -25.40 1,239 -28.26 0.2428
2017-04-05 2017-03-31 13F Southern COMMON STOCK 842587107 34,688 -25 -0.07 1,727 1.11 0.3481
2017-01-05 2016-12-31 13F Southern COMMON STOCK 842587107 34,713 -1,562 -4.31 1,708 -8.22 0.3462
2016-10-06 2016-09-30 13F Southern COMMON STOCK 842587107 36,275 50 0.14 1,861 -4.22 0.3808
2016-08-03 2016-06-30 13F Southern COMMON STOCK 842587107 36,225 0 0.00 1,943 3.68 0.4010
2016-05-10 2016-03-31 13F Southern COMMON STOCK 842587107 36,225 700 1.97 1,874 12.76 0.3942
2016-01-11 2015-12-31 13F SOUTHERN COMMON STOCK 842587107 35,525 250 0.71 1,662 5.39 0.3654
2015-10-16 2015-09-30 13F SOUTHERN COMMON STOCK 842587107 35,275 -12,921 -26.81 1,577 -21.89 0.3590
2015-07-07 2015-06-30 13F SOUTHERN COMMON STOCK 842587107 48,196 2,530 5.54 2,019 -0.15 0.3805
2015-04-09 2015-03-31 13F SOUTHERN COMMON STOCK 842587107 45,666 1,075 2.41 2,022 -7.67 0.3752
2015-02-13 2014-12-31 13F SOUTHERN COMMON STOCK 842587107 44,591 -1,100 -2.41 2,190 9.83 0.4068
2014-10-06 2014-09-30 13F SOUTHERN COMMON STOCK 842587107 45,691 -575 -1.24 1,994 -5.05 0.3836
2014-07-07 2014-06-30 13F SOUTHERN COMMON STOCK 842587107 46,266 0 0.00 2,100 3.30 0.3721
2014-04-07 2014-03-31 13F SOUTHERN COMMON STOCK 842587107 46,266 -4,850 -9.49 2,033 -3.24 0.3782
2014-01-13 2013-12-31 13F SOUTHERN COMMON STOCK 842587107 51,116 -14,400 -21.98 2,101 -22.13 0.3817
2013-10-07 2013-09-30 13F SOUTHERN COMMON STOCK 842587107 65,516 -22,700 -25.73 2,698 -30.70 0.5344
2013-07-09 2013-06-30 13F SOUTHERN COMMON STOCK 842587107 88,216 88,216 3,893 0.7956
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.