The Southern Company
IT ˙ BIT ˙ US8425871071
78,00 € 0,00 (0,00%)
2026-06-03
DEL PRIS
SecurityIT:1SO / The Southern Company
InstitutionAdirondack Trust Co
Latest Disclosed Ownership11,519 shares
Latest Disclosed Value $ 1,111,794
Adirondack Trust Co reports 15.60% decrease in ownership of 1SO / The Southern Company

On April 3, 2026 - Adirondack Trust Co filed a 13F-HR form disclosing ownership of 11,519 shares of The Southern Company (IT:1SO) valued at $993,975 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 13,648 shares of The Southern Company. This represents a change in shares of -15.60% during the quarter. The current value of the position is $898,482 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)
2026-04-03 2026-03-31 13F SOUTHERN UTILITIES 842587107 11,519 -2,129 -15.60 1,112 -6.64 0.3736
2026-01-08 2025-12-31 13F SOUTHERN UTILITIES 842587107 13,648 -320 -2.29 1,190 -10.05 0.3915
2025-10-20 2025-09-30 13F SOUTHERN UTILITIES 842587107 13,968 -188 -1.33 1,324 1.85 0.4440
2025-07-11 2025-06-30 13F SOUTHERN UTILITIES 842587107 14,156 -994 -6.56 1,300 -6.75 0.4720
2025-04-03 2025-03-31 13F SOUTHERN UTILITIES 842587107 15,150 -820 -5.13 1,393 6.01 0.5444
2025-01-17 2024-12-31 13F SOUTHERN UTILITIES 842587107 15,970 -75 -0.47 1,314 -9.13 0.5019
2024-10-08 2024-09-30 13F SOUTHERN UTILITIES 842587107 16,045 -186 -1.15 1,447 14.94 0.5573
2024-07-09 2024-06-30 13F SOUTHERN UTILITIES 842587107 16,231 -118 -0.72 1,259 7.34 0.5140
2024-04-09 2024-03-31 13F SOUTHERN UTILITIES 842587107 16,349 -206 -1.24 1,173 5.30 0.4909
2024-03-29 2023-12-31 13F SOUTHERN UTILITIES 842587107 16,555 -893 -5.12 1,113 -1.42 0.4811
2023-10-31 2023-09-30 13F SOUTHERN UTILITIES 842587107 17,448 -225 -1.27 1,129 -11.66 0.5636
2023-08-09 2023-06-30 13F SOUTHERN UTILITIES 842587107 17,673 -589 -3.23 1,278 0.63 0.5974
2023-04-28 2023-03-31 13F SOUTHERN UTILITIES 842587107 18,262 1,608 9.66 1,271 6.81 0.6436
2023-01-13 2022-12-31 13F SOUTHERN UTILITIES 842587107 16,654 366 2.25 1,189 7.41 0.6151
2022-10-13 2022-09-30 13F SOUTHERN UTILITIES 842587107 16,288 1,039 6.81 1,107 1.75 0.6186
2022-07-06 2022-06-30 13F SOUTHERN UTILITIES 842587107 15,249 648 4.44 1,088 2.74 0.5833
2022-04-05 2022-03-31 13F SOUTHERN UTILITIES 842587107 14,601 1,179 8.78 1,059 15.11 0.5012
2022-01-13 2021-12-31 13F SOUTHERN UTILITIES 842587107 13,422 5 0.04 920 10.05 0.4388
2021-11-16 2021-09-30 13F SOUTHERN UTILITIES 842587107 13,417 -15 -0.11 836 2.96 0.3976
2021-07-15 2021-06-30 13F SOUTHERN UTILITIES 842587107 13,432 310 2.36 812 -0.49 0.4096
2021-04-16 2021-03-31 13F SOUTHERN UTILITIES 842587107 13,122 215 1.67 816 7.37 0.4345
2021-02-12 2020-12-31 13F SOUTHERN UTILITIES 842587107 12,907 -180 -1.38 760 7.19 0.4569
2020-10-05 2020-09-30 13F SOUTHERN UTILITIES 842587107 13,087 -160 -1.21 709 -2.07 0.4650
2020-08-19 2020-06-30 13F SOUTHERN UTILITIES 842587107 13,247 0 0.00 724 0.98 0.4790
2020-04-23 2020-03-31 13F SOUTHERN UTILITIES 842587107 13,247 -430 -3.14 717 -25.55 0.5853
2020-02-11 2019-12-31 13F SOUTHERN UTILITIES 842587107 13,677 -1,211 -8.13 963 4.79 0.6317
2019-10-09 2019-09-30 13F SOUTHERN UTILITIES 842587107 14,888 -415 -2.71 919 8.63 0.6453
2019-07-15 2019-06-30 13F SOUTHERN UTILITIES 842587107 15,303 -230 -1.48 846 2.30 0.5903
2019-05-13 2019-03-31 13F SOUTHERN UTILITIES 842587107 15,533 36 0.23 827 21.44 0.5675
2019-01-18 2018-12-31 13F SOUTHERN UTILITIES 842587107 15,497 -73 -0.47 681 0.29 0.5274
2018-10-22 2018-09-30 13F SOUTHERN UTILITIES 842587107 15,570 -365 -2.29 679 -7.99 0.4579
2018-07-26 2018-06-30 13F SOUTHERN UTILITIES 842587107 15,935 -100 -0.62 738 -0.14 0.5206
2018-05-03 2018-03-31 13F SOUTHERN UTILITIES 842587107 16,035 233 1.47 739 -2.76 0.5261
2018-01-10 2017-12-31 13F SOUTHERN UTILITIES 842587107 15,802 158 1.01 760 -1.04 0.5517
2017-10-12 2017-09-30 13F SOUTHERN UTILITIES 842587107 15,644 115 0.74 768 3.36 0.6029
2017-08-02 2017-06-30 13F SOUTHERN UTILITIES 842587107 15,529 -340 -2.14 743 -5.83 0.5982
2017-04-12 2017-03-31 13F SOUTHERN UTILITIES 842587107 15,869 -820 -4.91 789 -3.90 0.5511
2017-01-17 2016-12-31 13F SOUTHERN UTILITIES 842587107 16,689 -60 -0.36 821 -4.42 0.5721
2016-10-21 2016-09-30 13F SOUTHERN UTILITIES 842587107 16,749 475 2.92 859 -1.49 0.6180
2016-07-13 2016-06-30 13F SOUTHERN UTILITIES 842587107 16,274 -260 -1.57 872 1.99 0.6207
2016-04-12 2016-03-31 13F SOUTHERN UTILITIES 842587107 16,534 -60 -0.36 855 5.43 0.6343
2016-02-08 2015-12-31 13F SOUTHERN UTILITIES 842587107 16,594 210 1.28 811 10.64 0.6416
2015-10-19 2015-09-30 13F SOUTHERN UTILITIES 842587107 16,384 -150 -0.91 733 5.77 0.5907
2015-07-30 2015-06-30 13F SOUTHERN UTILITIES 842587107 16,534 200 1.22 693 -4.15 0.5164
2015-04-07 2015-03-31 13F SOUTHERN UTILITIES 842587107 16,334 16,334 0.00 723 0.5404
2015-01-27 2014-12-31 13F SOUTHERN UTILITIES 842587107 0 -15,906 -100.00 0 -100.00
2014-10-28 2014-09-30 13F SOUTHERN UTILITIES 842587107 15,906 -5 -0.03 695 -3.74 0.5271
2014-07-23 2014-06-30 13F SOUTHERN UTILITIES 842587107 15,911 -370 -2.27 722 0.98 0.5519
2014-04-17 2014-03-31 13F SOUTHERN UTILITIES 842587107 16,281 1,674 11.46 715 19.17 0.5701
2014-01-07 2013-12-31 13F SOUTHERN UTILITIES 842587107 14,607 -500 -3.31 600 -3.69 0.4862
2013-10-04 2013-09-30 13F SOUTHERN UTILITIES 842587107 15,107 0 0.00 623 -6.60 0.5483
2013-08-14 2013-06-30 13F SOUTHERN UTILITIES 842587107 15,107 15,107 667 0.6066
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.