The Southern Company
IT ˙ BIT ˙ US8425871071
78,00 € 0,00 (0,00%)
2026-06-03
DEL PRIS
SecurityIT:1SO / The Southern Company
InstitutionPatten Group, Inc.
Latest Disclosed Ownership7,836 shares
Latest Disclosed Value $ 756,313
Patten Group, Inc. reports 1.36% increase in ownership of 1SO / The Southern Company

On April 24, 2026 - Patten Group, Inc. filed a 13F-HR form disclosing ownership of 7,836 shares of The Southern Company (IT:1SO) valued at $676,168 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 7,731 shares of The Southern Company. This represents a change in shares of 1.36% during the quarter. The current value of the position is $611,208 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)
2026-04-24 2026-03-31 13F SOUTHERN COM 842587107 7,836 105 1.36 756 12.17 0.1315
2026-01-23 2025-12-31 13F SOUTHERN COM 842587107 7,731 2,029 35.58 674 24.81 0.1247
2025-11-10 2025-09-30 13F SOUTHERN COM 842587107 5,702 635 12.53 540 16.13 0.1052
2025-07-30 2025-06-30 13F SOUTHERN COM 842587107 5,067 -2,007 -28.37 465 -28.46 0.0983
2025-05-14 2025-03-31 13F SOUTHERN COM 842587107 7,074 -32 -0.45 650 11.30 0.1490
2025-02-06 2024-12-31 13F SOUTHERN COM 842587107 7,106 178 2.57 585 -6.41 0.1295
2024-10-08 2024-09-30 13F SOUTHERN COM 842587107 6,928 631 10.02 625 27.87 0.1388
2024-07-25 2024-06-30 13F SOUTHERN COM 842587107 6,297 153 2.49 488 10.91 0.1152
2024-04-17 2024-03-31 13F SOUTHERN COM 842587107 6,144 428 7.49 441 10.00 0.1085
2024-01-10 2023-12-31 13F SOUTHERN COM 842587107 5,716 -5 -0.09 401 8.11 0.1088
2023-10-12 2023-09-30 13F SOUTHERN COM 842587107 5,721 0 0.00 370 -7.73 0.1106
2023-07-26 2023-06-30 13F SOUTHERN COM 842587107 5,721 0 0.00 402 0.75 0.0596
2023-04-06 2023-03-31 13F SOUTHERN COM 842587107 5,721 0 0.00 398 -2.45 0.1195
2023-02-10 2022-12-31 13F SOUTHERN COM 842587107 5,721 540 10.42 409 22.89 0.1283
2022-10-13 2022-09-30 13F SOUTHERN COM 842587107 5,181 2,209 74.33 332 56.60 0.1140
2022-07-18 2022-06-30 13F SOUTHERN COM 842587107 2,972 -197 -6.22 212 -7.83 0.0679
2022-04-28 2022-03-31 13F SOUTHERN COM 842587107 3,169 -150 -4.52 230 0.88 0.0645
2022-01-20 2021-12-31 13F SOUTHERN COM 842587107 3,319 0 0.00 228 10.68 0.0604
2021-11-15 2021-09-30 13F SOUTHERN COM 842587107 3,319 0 0.00 206 2.49 0.0606
2021-08-03 2021-06-30 13F SOUTHERN COM 842587107 3,319 0 0.00 201 -2.43 0.0591
2021-04-23 2021-03-31 13F SOUTHERN COM 842587107 3,319 0 0.00 206 0.98 0.0660
2021-02-02 2020-12-31 13F SOUTHERN COM 842587107 3,319 -1,070 -24.38 204 -14.29 0.0551
2020-10-19 2020-09-30 13F SOUTHERN COM 842587107 4,389 4,389 238 0.0929
2019-05-14 2019-03-31 13F Southern CS 842587107 0 -2,053 -100.00 0 -100.00
2019-02-12 2018-12-31 13F Southern CS 842587107 2,053 0 0.00 90 0.00 0.0427
2018-11-14 2018-09-30 13F Southern CS 842587107 2,053 -650 -24.05 90 -28.00 0.0343
2018-08-13 2018-06-30 13F Southern CS 842587107 2,703 -1,510 -35.84 125 -27.33 0.0501
2018-05-11 2018-03-31 13F Southern Co Jr Sub Nt 76 PS 842587107 4,213 -1,075 -20.33 172 -32.28 0.0706
2018-02-02 2017-12-31 13F Southern CS 842587107 5,288 -817 -13.38 254 -15.33 0.1006
2017-12-12 2017-09-30 13F/A-1 Southern CS 842587107 6,105 75 1.24 300 2.04 0.1214
2017-11-14 2017-09-30 13F Southern CS 842587107 31,230 30,430 300 121,362.6599
2017-08-14 2017-06-30 13F Southern CS 842587107 6,030 1,800 42.55 294 40.00 0.1192
2017-05-30 2017-03-31 13F Southern CS 842587107 4,230 1,664 64.85 210 69.35 0.0911
2017-02-10 2016-12-31 13F Southern CS 842587107 2,566 0 0.00 124 -4.62 0.0556
2016-11-14 2016-09-30 13F Southern CS 842587107 2,566 0 0.00 130 -5.11 0.0611
2016-08-15 2016-06-30 13F Southern CS 842587107 2,566 0 0.00 138 3.79 0.0644
2016-05-13 2016-03-31 13F Southern CS 842587107 2,566 0 0.00 133 10.00 0.0630
2016-02-17 2015-12-31 13F Southern CS 842587107 2,566 0 0.00 120 5.26 0.0577
2015-11-16 2015-09-30 13F Southern CS 842587107 2,566 0 0.00 115 6.54 0.0591
2015-08-24 2015-06-30 13F Southern CS 842587107 2,566 2,566 108 0.0511
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.