The Southern Company
IT ˙ BIT ˙ US8425871071
78,00 € 0,00 (0,00%)
2026-06-03
DEL PRIS
SecurityIT:1SO / The Southern Company
InstitutionPerpetual Ltd
Latest Disclosed Ownership2,488 shares
Latest Disclosed Value $ 240,142
Perpetual Ltd ownership in 1SO / The Southern Company

On April 14, 2026 - Perpetual Ltd filed a 13F-HR form disclosing ownership of 2,488 shares of The Southern Company (IT:1SO) valued at $214,690 USD as of March 31, 2026. The entity filed a previous 13F-HR on July 11, 2025 disclosing 0 shares of The Southern Company. The current value of the position is $194,064 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)
2026-04-14 2026-03-31 13F SOUTHERN COM 842587107 2,488 2,488 240 0.0018
2025-07-11 2025-06-30 13F SOUTHERN COM 842587107 0 -6,984 -100.00 0 -100.00
2025-04-24 2025-03-31 13F SOUTHERN COM 842587107 6,984 0 0.00 642 11.85 0.0078
2025-01-17 2024-12-31 13F SOUTHERN COM 842587107 6,984 0 0.00 575 -8.74 0.0067
2024-10-09 2024-09-30 13F SOUTHERN COM 842587107 6,984 0 0.00 630 16.27 0.0068
2024-07-30 2024-06-30 13F SOUTHERN COM 842587107 6,984 -1,500 -17.68 542 -10.13 0.0059
2024-04-16 2024-03-31 13F/A-1 SOUTHERN COM 842587107 8,484 0 0.00 603 1.35 0.0059
2024-04-10 2024-03-31 13F SOUTHERN COM 842587107 8,484 0 603 0.0037
2024-02-15 2023-12-31 13F SOUTHERN COM 842587107 8,484 0 0.00 595 8.20 0.0061
2023-10-10 2023-09-30 13F SOUTHERN COM 842587107 8,484 1,400 19.76 549 10.46 0.0057
2023-07-13 2023-06-30 13F SOUTHERN COM 842587107 7,084 0 0.00 498 1.02 0.0043
2023-05-08 2023-03-31 13F SOUTHERN COM 842587107 7,084 -3,600 -33.70 493 -15.03 0.0043
2020-12-08 2020-09-30 13F SOUTHERN COM 842587107 10,684 0 0.00 579 4.51 0.0417
2020-12-08 2020-06-30 13F/A-1 SOUTHERN COM 842587107 10,684 10,684 554 0.0518
2020-11-18 2020-06-30 13F SOUTHERN COM 842587107 10,684 10,684 1,169 51,427.1586
2020-12-08 2020-03-31 13F/A-1 Southern COM 842587107 0 -10,684 -100.00 0 -100.00
2020-02-12 2019-12-31 13F Southern COM 842587107 10,684 0 0.00 679 2.88 0.1008
2019-10-10 2019-09-30 13F Southern COM 842587107 10,684 0 0.00 660 11.68 0.1016
2019-07-30 2019-06-30 13F Southern COM 842587107 10,684 -2,000 -15.77 591 -9.91 0.0941
2019-05-06 2019-03-31 13F SOUTHERN COM 842587107 12,684 0 0.00 656 17.77 0.0949
2019-02-08 2018-12-31 13F SOUTHERN COM 842587107 12,684 0 0.00 557 0.72 0.0836
2018-10-30 2018-09-30 13F SOUTHERN COM 842587107 12,684 0 0.00 553 -5.95 0.0743
2018-07-23 2018-06-30 13F SOUTHERN COM 842587107 12,684 1,900 17.62 588 21.99 0.0715
2018-04-18 2018-03-31 13F SOUTHERN COM 842587107 10,784 0 0.00 482 -7.66 0.0657
2018-02-12 2017-12-31 13F SOUTHERN COM 842587107 10,784 -500 -4.43 522 -7.94 0.0675
2017-11-01 2017-09-30 13F SOUTHERN COM 842587107 11,284 0 0.00 567 5.00 0.0791
2017-09-26 2017-06-30 13F SOUTHERN COM 842587107 11,284 900 8.67 540 3.65 0.0422
2017-09-26 2017-03-31 13F SOUTHERN COM 842587107 10,384 10,384 60.15 521 95.13 0.0517
2017-09-26 2016-12-31 13F SOUTHERN COM 842587107 0 -7,484 -100.00 0 -100.00
2017-09-26 2016-09-30 13F SOUTHERN COM 842587107 7,484 -9,044 -54.72 384 -56.66 0.0315
2017-09-26 2016-06-30 13F SOUTHERN COM 842587107 16,528 -400 -2.36 886 1.14 0.0881
2017-09-26 2016-03-31 13F SOUTHERN COM 842587107 16,928 -2,000 -10.57 876 -1.13 0.0888
2017-09-26 2015-12-31 13F SOUTHERN COM 842587107 18,928 3,200 20.35 886 26.03 0.0990
2017-09-26 2015-09-30 13F SOUTHERN COM 842587107 15,728 -1,500 -8.71 703 -2.63 0.0836
2017-09-26 2015-06-30 13F SOUTHERN COM 842587107 17,228 2,500 16.97 722 10.74 0.0829
2017-09-26 2015-03-31 13F SOUTHERN COM 842587107 14,728 0 0.00 652 -9.82 0.0734
2017-09-26 2014-12-31 13F SOUTHERN COM 842587107 14,728 2,000 15.71 723 30.04 0.0851
2017-09-26 2014-09-30 13F SOUTHERN COM 842587107 12,728 -1,500 -10.54 556 -13.93 0.0600
2017-09-26 2014-06-30 13F SOUTHERN COM 842587107 14,228 1,500 11.79 646 15.56 0.0570
2017-09-26 2014-03-31 13F SOUTHERN COM 842587107 12,728 -5,744 -31.10 559 -26.35 0.0821
2017-09-26 2013-12-31 13F SOUTHERN COM 842587107 18,472 11,988 184.89 759 184.27 0.0998
2017-09-26 2013-09-30 13F SOUTHERN COM 842587107 6,484 -4,244 -39.56 267 -43.55 0.0375
2017-09-26 2013-06-30 13F SOUTHERN COM 842587107 10,728 -1,000 -8.53 473 -14.00 0.0711
2017-09-25 2013-03-31 13F SOUTHERN COM 842587107 11,728 11,728 550 0.0782
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.