The Southern Company
IT ˙ BIT ˙ US8425871071
78,00 € 0,00 (0,00%)
2026-06-03
DEL PRIS
SecurityIT:1SO / The Southern Company
InstitutionAviva Plc
Latest Disclosed Ownership18,714 shares
Latest Disclosed Value $ 1,806,275
Aviva Plc ownership in 1SO / The Southern Company

On May 14, 2026 - Aviva Plc filed a 13F-HR form disclosing ownership of 18,714 shares of The Southern Company (IT:1SO) valued at $1,614,831 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 18,714 shares of The Southern Company. This represents a change in shares of 0.00% during the quarter. The current value of the position is $1,459,692 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)
2026-05-14 2026-03-31 13F SOUTHERN COM 842587107 18,714 0 0.00 1,806 10.73 0.0030
2026-02-12 2025-12-31 13F SOUTHERN COM 842587107 18,714 0 0.00 1,632 -8.01 0.0028
2025-11-13 2025-09-30 13F SOUTHERN COM 842587107 18,714 0 0.00 1,774 3.20 0.0032
2025-08-07 2025-06-30 13F SOUTHERN COM 842587107 18,714 771 4.30 1,719 4.18 0.0035
2025-05-15 2025-03-31 13F SOUTHERN COM 842587107 17,943 0 0.00 1,650 11.65 0.0040
2025-02-13 2024-12-31 13F SOUTHERN COM 842587107 17,943 0 0.00 1,477 -8.71 0.0038
2024-11-14 2024-09-30 13F SOUTHERN COM 842587107 17,943 337 1.91 1,618 18.53 0.0042
2024-08-02 2024-06-30 13F SOUTHERN COM 842587107 17,606 601 3.53 1,366 11.98 0.0038
2024-05-14 2024-03-31 13F SOUTHERN COM 842587107 17,005 433 2.61 1,220 4.91 0.0040
2024-02-09 2023-12-31 13F SOUTHERN COM 842587107 16,572 0 0.00 1,162 8.40 0.0042
2023-11-13 2023-09-30 13F SOUTHERN COM 842587107 16,572 0 0.00 1,073 -7.90 0.0045
2023-08-10 2023-06-30 13F SOUTHERN COM 842587107 16,572 687 4.32 1,164 5.34 0.0047
2023-05-12 2023-03-31 13F SOUTHERN COM 842587107 15,885 0 0.00 1,105 -2.56 0.0050
2023-02-14 2022-12-31 13F/A-2 SOUTHERN COM 842587107 15,885 -139 -0.87 1,134 4.04 0.0056
2023-02-10 2022-12-31 13F/A-1 SOUTHERN COM 842587107 15,885 -139 1,499 0.0071
2023-02-09 2022-12-31 13F SOUTHERN COM 842587107 15,885 -139 1 0.0054
2022-11-14 2022-09-30 13F SOUTHERN COM 842587107 16,024 -133,655 -89.29 1,090 -89.79 0.0063
2022-08-04 2022-06-30 13F SOUTHERN COM 842587107 149,679 -46,260 -23.61 10,674 -24.87 0.0568
2022-05-13 2022-03-31 13F SOUTHERN COM 842587107 195,939 -121,644 -38.30 14,208 -34.77 0.0710
2022-02-10 2021-12-31 13F SOUTHERN COM 842587107 317,583 -6,032 -1.86 21,780 8.61 0.0913
2021-11-12 2021-09-30 13F SOUTHERN COM 842587107 323,615 -18,066 -5.29 20,054 -3.00 0.0895
2021-08-10 2021-06-30 13F SOUTHERN COM 842587107 341,681 -10,144 -2.88 20,675 -5.46 0.0907
2021-05-13 2021-03-31 13F SOUTHERN COM 842587107 351,825 1,675 0.48 21,869 1.67 0.1068
2021-02-10 2020-12-31 13F SOUTHERN COM 842587107 350,150 9,150 2.68 21,510 16.34 0.1119
2020-11-12 2020-09-30 13F SOUTHERN COM 842587107 341,000 -10,916 -3.10 18,489 1.33 0.1091
2020-08-13 2020-06-30 13F/A-1 SOUTHERN COM 842587107 351,916 -14,098 -3.85 18,247 -7.92 0.1138
2020-08-13 2020-06-30 13F SOUTHERN COM 842587107 351,916 -14,098 18,247 55,241.4951
2020-05-14 2020-03-31 13F SOUTHERN COM 842587107 366,014 388 0.11 19,816 -14.92 0.1452
2020-02-10 2019-12-31 13F SOUTHERN COM 842587107 365,626 -1,687 -0.46 23,290 2.65 0.1411
2019-11-12 2019-09-30 13F SOUTHERN COM 842587107 367,313 -16,673 -4.34 22,689 6.89 0.1538
2019-07-30 2019-06-30 13F SOUTHERN COM 842587107 383,986 -5,720 -1.47 21,227 5.40 0.1458
2019-05-14 2019-03-31 13F SOUTHERN COM 842587107 389,706 1,147 0.30 20,140 18.01 0.1351
2019-02-12 2018-12-31 13F SOUTHERN COM 842587107 388,559 -102,787 -20.92 17,066 -20.34 0.1273
2018-11-13 2018-09-30 13F SOUTHERN COM 842587107 491,346 -18,991 -3.72 21,423 -9.36 0.1175
2018-08-01 2018-06-30 13F SOUTHERN COM 842587107 510,337 3,387 0.67 23,634 4.39 0.1395
2018-05-14 2018-03-31 13F SOUTHERN COM 842587107 506,950 -46,834 -8.46 22,640 -14.99 0.1384
2018-02-13 2017-12-31 13F SOUTHERN COM 842587107 553,784 -79,757 -12.59 26,631 -14.48 0.1508
2017-11-13 2017-09-30 13F SOUTHERN COM 842587107 633,541 5,676 0.90 31,139 3.58 0.1676
2017-08-07 2017-06-30 13F SOUTHERN COM 842587107 627,865 20,875 3.44 30,062 -0.53 0.1680
2017-05-15 2017-03-31 13F SOUTHERN COM 842587107 606,990 -35,697 -5.55 30,222 -4.42 0.1730
2017-02-13 2016-12-31 13F SOUTHERN COM 842587107 642,687 40,550 6.73 31,620 2.36 0.1889
2016-11-14 2016-09-30 13F SOUTHERN COM 842587107 602,137 37,866 6.71 30,890 2.08 0.1927
2016-08-05 2016-06-30 13F SOUTHERN COM 842587107 564,271 98,840 21.24 30,262 25.69 0.2074
2016-05-12 2016-03-31 13F SOUTHERN COM 842587107 465,431 7,645 1.67 24,077 12.40 0.1789
2016-02-11 2015-12-31 13F SOUTHERN COM 842587107 457,786 -1,635 -0.36 21,420 4.30 0.1624
2015-11-12 2015-09-30 13F SOUTHERN COM 842587107 459,421 -5,123 -1.10 20,536 5.51 0.1701
2015-08-06 2015-06-30 13F SOUTHERN COM 842587107 464,544 -14,190 -2.96 19,464 -8.18 0.1377
2015-05-14 2015-03-31 13F SOUTHERN COM 842587107 478,734 478,734 0.00 21,198 0.1453
2015-02-05 2014-12-31 13F/A-1 SOUTHERN COM 842587107 0 -368,369 -100.00 0 -100.00
2014-11-13 2014-09-30 13F SOUTHERN COM 842587107 368,369 1,190 0.32 16,079 -3.50 0.1273
2014-08-13 2014-06-30 13F SOUTHERN COM 842587107 367,179 -72,561 -16.50 16,663 -13.76 0.1274
2014-05-14 2014-03-31 13F SOUTHERN COM 842587107 439,740 -40,080 -8.35 19,322 -2.04 0.1566
2014-02-13 2013-12-31 13F SOUTHERN COM 842587107 479,820 259,227 117.51 19,725 117.14 0.1649
2013-11-13 2013-09-30 13F SOUTHERN COM 842587107 220,593 68,837 45.36 9,084 35.64 0.0797
2013-08-01 2013-06-30 13F SOUTHERN COM 842587107 151,756 151,756 6,697 0.0677
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.