The Southern Company
IT ˙ BIT ˙ US8425871071
78,00 € 0,00 (0,00%)
2026-06-03
DEL PRIS
SecurityIT:1SO / The Southern Company
InstitutionCornerstone Capital, Inc.
Latest Disclosed Ownership50,601 shares
Latest Disclosed Value $ 4,884,009
Cornerstone Capital, Inc. reports 3.50% decrease in ownership of 1SO / The Southern Company

On May 12, 2026 - Cornerstone Capital, Inc. filed a 13F-HR form disclosing ownership of 50,601 shares of The Southern Company (IT:1SO) valued at $4,366,360 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 52,436 shares of The Southern Company. This represents a change in shares of -3.50% during the quarter. The current value of the position is $3,946,878 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)
2026-05-12 2026-03-31 13F SOUTHERN COM 842587107 50,601 -1,835 -3.50 4,884 6.82 0.4878
2026-02-12 2025-12-31 13F SOUTHERN COM 842587107 52,436 158 0.30 4,572 -7.71 0.4508
2025-11-10 2025-09-30 13F SOUTHERN COM 842587107 52,278 0 0.00 4,954 3.21 0.4848
2025-08-12 2025-06-30 13F SOUTHERN COM 842587107 52,278 -8,241 -13.62 4,801 -13.73 0.5021
2025-05-13 2025-03-31 13F SOUTHERN COM 842587107 60,519 -3,445 -5.39 5,565 5.68 0.5988
2025-02-13 2024-12-31 13F SOUTHERN COM 842587107 63,964 -4,593 -6.70 5,266 -14.83 0.5544
2024-10-30 2024-09-30 13F SOUTHERN COM 842587107 68,557 -505 -0.73 6,182 15.40 0.5773
2024-08-02 2024-06-30 13F SOUTHERN COM 842587107 69,062 -6,809 -8.97 5,357 -1.56 0.5403
2024-05-01 2024-03-31 13F SOUTHERN COM 842587107 75,871 -100,848 -57.07 5,443 -56.08 0.5583
2024-02-02 2023-12-31 13F SOUTHERN COM 842587107 176,719 -8,156 -4.41 12,392 3.56 1.3577
2023-11-13 2023-09-30 13F SOUTHERN COM 842587107 184,875 -3,095 -1.65 11,965 -9.38 1.4419
2023-08-21 2023-06-30 13F SOUTHERN COM 842587107 187,970 -9,175 -4.65 13,205 -3.74 1.5274
2023-05-15 2023-03-31 13F SOUTHERN COM 842587107 197,145 7,005 3.68 13,717 1.03 1.6556
2023-02-13 2022-12-31 13F SOUTHERN COM 842587107 190,140 1,010 0.53 13,578 5.57 1.7393
2022-10-27 2022-09-30 13F SOUTHERN COM 842587107 189,130 -45,555 -19.41 12,861 -23.15 1.8071
2022-08-15 2022-06-30 13F SOUTHERN COM 842587107 234,685 -2,612 -1.10 16,735 -2.74 2.1444
2022-05-13 2022-03-31 13F SOUTHERN COM 842587107 237,297 312 0.13 17,206 5.87 1.9303
2022-02-11 2021-12-31 13F SOUTHERN COM 842587107 236,985 -7,275 -2.98 16,252 7.37 1.7318
2021-11-09 2021-09-30 13F SOUTHERN COM 842587107 244,260 -510 -0.21 15,137 2.20 1.7444
2021-08-13 2021-06-30 13F SOUTHERN COM 842587107 244,770 1,123 0.46 14,811 -2.21 1.6802
2021-05-17 2021-03-31 13F SOUTHERN COM 842587107 243,647 -1,410 -0.58 15,145 0.60 1.8319
2021-02-12 2020-12-31 13F SOUTHERN COM 842587107 245,057 -10,220 -4.00 15,054 8.76 1.9367
2020-10-27 2020-09-30 13F SOUTHERN COM 842587107 255,277 5,330 2.13 13,841 6.80 1.9943
2020-08-14 2020-06-30 13F SOUTHERN COM 842587107 249,947 6,156 2.53 12,960 -1.81 2.2084
2020-05-15 2020-03-31 13F SOUTHERN COM 842587107 243,791 -4,526 -1.82 13,199 -16.56 2.7439
2020-02-10 2019-12-31 13F SOUTHERN COM 842587107 248,317 2,272 0.92 15,818 4.08 2.2309
2019-11-13 2019-09-30 13F SOUTHERN COM 842587107 246,045 37,690 18.09 15,198 31.95 2.3644
2019-08-14 2019-06-30 13F SOUTHERN COM 842587107 208,355 11,390 5.78 11,518 13.15 1.8066
2019-05-15 2019-03-31 13F SOUTHERN COM 842587107 196,965 4,925 2.56 10,179 20.69 1.6832
2019-02-11 2018-12-31 13F SOUTHERN COM 842587107 192,040 -7,780 -3.89 8,434 -3.19 1.5035
2018-11-13 2018-09-30 13F SOUTHERN COM 842587107 199,820 12,400 6.62 8,712 0.38 1.3243
2018-08-13 2018-06-30 13F SOUTHERN COM 842587107 187,420 14,158 8.17 8,679 12.16 1.4747
2018-05-08 2018-03-31 13F SOUTHERN COM 842587107 173,262 21,230 13.96 7,738 5.84 1.2743
2018-02-12 2017-12-31 13F SOUTHERN COM 842587107 152,032 2,350 1.57 7,311 -0.60 1.2409
2017-11-13 2017-09-30 13F SOUTHERN COM 842587107 149,682 5,136 3.55 7,355 6.27 1.2868
2017-08-03 2017-06-30 13F SOUTHERN COM 842587107 144,546 2,460 1.73 6,921 -2.15 1.3166
2017-05-12 2017-03-31 13F SOUTHERN COM 842587107 142,086 6,369 4.69 7,073 5.95 1.3834
2017-02-13 2016-12-31 13F SOUTHERN COM 842587107 135,717 -3,780 -2.71 6,676 -6.71 1.4269
2016-11-08 2016-09-30 13F SOUTHERN COM 842587107 139,497 325 0.23 7,156 -4.13 1.5457
2016-08-10 2016-06-30 13F SOUTHERN COM 842587107 139,172 2,150 1.57 7,464 5.30 1.6269
2016-05-12 2016-03-31 13F SOUTHERN COM 842587107 137,022 1,760 1.30 7,088 11.99 1.5630
2016-02-16 2015-12-31 13F SOUTHERN COM 842587107 135,262 2,020 1.52 6,329 6.26 1.4303
2015-11-16 2015-09-30 13F SOUTHERN COM 842587107 133,242 7,765 6.19 5,956 13.30 1.4843
2015-08-14 2015-06-30 13F SOUTHERN COM 842587107 125,477 28,190 28.98 5,257 22.03 1.2114
2015-05-15 2015-03-31 13F SOUTHERN COM 842587107 97,287 3,590 3.83 4,308 -6.37 1.1222
2015-02-17 2014-12-31 13F SOUTHERN COM 842587107 93,697 10,695 12.89 4,601 26.99 1.2155
2014-11-14 2014-09-30 13F SOUTHERN COM 842587107 83,002 200 0.24 3,623 -3.59 1.0045
2014-08-14 2014-06-30 13F SOUTHERN COM 842587107 82,802 12,275 17.40 3,758 21.26 1.0125
2014-05-15 2014-03-31 13F SOUTHERN COM 842587107 70,527 37,755 115.21 3,099 130.07 0.8880
2014-02-11 2013-12-31 13F SOUTHERN COM 842587107 32,772 2,515 8.31 1,347 8.11 0.3950
2013-11-14 2013-09-30 13F SOUTHERN COM 842587107 30,257 -1,168 -3.72 1,246 -10.17 0.3801
2013-08-14 2013-06-30 13F SOUTHERN COM 842587107 31,425 31,425 1,387 0.4548
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.