The Southern Company
IT ˙ BIT ˙ US8425871071
78,00 € 0,00 (0,00%)
2026-06-03
DEL PRIS
SecurityIT:1SO / The Southern Company
InstitutionGilbert & Cook, Inc.
Latest Disclosed Ownership8,136 shares
Latest Disclosed Value $ 785,287
Gilbert & Cook, Inc. reports 0.89% increase in ownership of 1SO / The Southern Company

On May 5, 2026 - Gilbert & Cook, Inc. filed a 13F-HR form disclosing ownership of 8,136 shares of The Southern Company (IT:1SO) valued at $702,055 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 8,064 shares of The Southern Company. This represents a change in shares of 0.89% during the quarter. The current value of the position is $634,608 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)
2026-05-05 2026-03-31 13F SOUTHERN COM 842587107 8,136 72 0.89 785 11.66 0.1014
2026-01-07 2025-12-31 13F SOUTHERN COM 842587107 8,064 -307 -3.67 703 -11.35 0.0884
2025-11-12 2025-09-30 13F SOUTHERN COM 842587107 8,371 -2,341 -21.85 793 -19.33 0.1019
2025-08-05 2025-06-30 13F SOUTHERN COM 842587107 10,712 217 2.07 984 1.87 0.1329
2025-05-06 2025-03-31 13F SOUTHERN COM 842587107 10,495 32 0.31 965 12.08 0.1399
2025-01-23 2024-12-31 13F SOUTHERN COM 842587107 10,463 294 2.89 861 -6.11 0.1214
2024-11-07 2024-09-30 13F SOUTHERN COM 842587107 10,169 -209 -2.01 917 13.91 0.1261
2024-08-01 2024-06-30 13F SOUTHERN COM 842587107 10,378 -816 -7.29 805 0.25 0.1177
2024-05-02 2024-03-31 13F SOUTHERN COM 842587107 11,194 -8 -0.07 803 2.29 0.1094
2024-02-13 2023-12-31 13F/A-1 SOUTHERN COM 842587107 11,202 462 4.30 785 12.95 0.1112
2024-02-05 2023-12-31 13F SOUTHERN COM 842587107 11,202 462 785 0.1112
2023-11-02 2023-09-30 13F SOUTHERN COM 842587107 10,740 926 9.44 695 0.87 0.1096
2023-08-14 2023-06-30 13F SOUTHERN COM 842587107 9,814 672 7.35 689 8.33 0.1105
2023-05-05 2023-03-31 13F SOUTHERN COM 842587107 9,142 124 1.38 636 -1.09 0.1098
2023-02-09 2022-12-31 13F SOUTHERN COM 842587107 9,018 155 1.75 644 12.02 0.1172
2022-11-03 2022-09-30 13F SOUTHERN COM 842587107 8,863 -1,180 -11.75 574 -19.83 0.1276
2022-08-05 2022-06-30 13F SOUTHERN COM 842587107 10,043 392 4.06 716 2.29 0.1287
2022-05-02 2022-03-31 13F SOUTHERN COM 842587107 9,651 292 3.12 700 9.03 0.1133
2022-01-19 2021-12-31 13F SOUTHERN COM 842587107 9,359 308 3.40 642 14.44 0.1033
2022-01-20 2021-09-30 13F/A-1 SOUTHERN COM 842587107 9,051 346 3.97 561 6.45 0.1004
2021-10-13 2021-09-30 13F SOUTHERN COM 842587107 7,681 -1,024 561 0.1004
2021-07-13 2021-06-30 13F SOUTHERN COM 842587107 8,705 182 2.14 527 -0.57 0.0949
2021-04-14 2021-03-31 13F SOUTHERN COM 842587107 8,523 754 9.71 530 10.65 0.1042
2021-02-11 2020-12-31 13F SOUTHERN COM 842587107 7,769 1,069 15.96 479 31.96 0.1033
2020-11-13 2020-09-30 13F SOUTHERN COM 842587107 6,700 462 7.41 363 12.38 0.0861
2020-08-05 2020-06-30 13F SOUTHERN COM 842587107 6,238 484 8.41 323 3.53 0.0810
2020-05-05 2020-03-31 13F SOUTHERN COM 842587107 5,754 77 1.36 312 -13.81 0.0917
2020-02-03 2019-12-31 13F SOUTHERN COM 842587107 5,677 -1,656 -22.58 362 -20.09 0.0887
2019-11-05 2019-09-30 13F SOUTHERN COM 842587107 7,333 192 2.69 453 14.68 0.1269
2019-08-05 2019-06-30 13F SOUTHERN COM 842587107 7,141 86 1.22 395 8.22 0.1155
2019-05-10 2019-03-31 13F SOUTHERN COM 842587107 7,055 7,055 365 0.1109
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.