The Southern Company
IT ˙ BIT ˙ US8425871071
78,00 € 0,00 (0,00%)
2026-06-03
DEL PRIS
SecurityIT:1SO / The Southern Company
InstitutionSfmg, Llc
Latest Disclosed Ownership6,240 shares
Latest Disclosed Value $ 602,307
Sfmg, Llc ownership in 1SO / The Southern Company

On May 12, 2026 - Sfmg, Llc filed a 13F-HR form disclosing ownership of 6,240 shares of The Southern Company (IT:1SO) valued at $538,450 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 6,240 shares of The Southern Company. This represents a change in shares of 0.00% during the quarter. The current value of the position is $486,720 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 6,240 0 0.00 602 10.66 0.0407
2026-02-10 2025-12-31 13F SOUTHERN COM 842587107 6,240 66 1.07 544 -7.01 0.0365
2025-11-13 2025-09-30 13F SOUTHERN COM 842587107 6,174 -135 -2.14 585 1.04 0.0406
2025-08-12 2025-06-30 13F SOUTHERN COM 842587107 6,309 -419 -6.23 579 -6.31 0.0435
2025-05-09 2025-03-31 13F SOUTHERN COM 842587107 6,728 575 9.35 619 22.13 0.0488
2025-02-11 2024-12-31 13F SOUTHERN COM 842587107 6,153 0 0.00 507 -8.66 0.0399
2024-11-25 2024-09-30 13F SOUTHERN COM 842587107 6,153 -60 -0.97 555 15.18 0.0450
2024-08-14 2024-06-30 13F SOUTHERN COM 842587107 6,213 10 0.16 482 8.09 0.0419
2024-05-07 2024-03-31 13F SOUTHERN COM 842587107 6,203 31 0.50 445 3.01 0.0383
2024-01-30 2023-12-31 13F SOUTHERN COM 842587107 6,172 -117 -1.86 433 6.14 0.0401
2023-11-06 2023-09-30 13F SOUTHERN COM 842587107 6,289 1,640 35.28 407 24.85 0.0418
2023-08-14 2023-06-30 13F SOUTHERN COM 842587107 4,649 -398 -7.89 327 -7.12 0.0336
2023-05-01 2023-03-31 13F SOUTHERN COM 842587107 5,047 269 5.63 351 2.93 0.0378
2023-01-25 2022-12-31 13F SOUTHERN COM 842587107 4,778 5 0.10 341 15.99 0.0379
2022-10-20 2022-09-30 13F SOUTHERN COM 842587107 4,773 5 0.10 294 -13.53 0.0343
2022-08-08 2022-06-30 13F SOUTHERN COM 842587107 4,768 -95 -1.95 340 -3.68 0.0394
2022-04-21 2022-03-31 13F SOUTHERN COM 842587107 4,863 -336 -6.46 353 -1.12 0.0349
2022-01-31 2021-12-31 13F SOUTHERN COM 842587107 5,199 5,199 357 0.0347
2018-05-10 2018-03-31 13F SOUTHERN COM 842587107 0 -4,331 -100.00 0 -100.00
2018-02-09 2017-12-31 13F SOUTHERN COM 842587107 4,331 -819 -15.90 208 -17.79 0.0345
2017-11-07 2017-09-30 13F SOUTHERN COM 842587107 5,150 -1,285 -19.97 253 -17.86 0.0495
2017-08-07 2017-06-30 13F SOUTHERN COM 842587107 6,435 29 0.45 308 -3.45 0.0639
2017-05-01 2017-03-31 13F SOUTHERN COM 842587107 6,406 28 0.44 319 1.59 0.0646
2017-02-10 2016-12-31 13F SOUTHERN COM 842587107 6,378 29 0.46 314 -3.68 0.0669
2016-12-09 2016-09-30 13F SOUTHERN COM 842587107 6,349 27 0.43 326 -3.83 0.0715
2016-08-13 2016-06-30 13F SOUTHERN COM 842587107 6,322 152 2.46 339 6.27 0.0757
2016-05-16 2016-03-31 13F SOUTHERN COM 842587107 6,170 427 7.44 319 18.59 0.0703
2016-02-08 2015-12-31 13F SOUTHERN COM 842587107 5,743 29 0.51 269 5.49 0.0613
2015-11-13 2015-09-30 13F SOUTHERN COM 842587107 5,714 -44 -0.76 255 5.81 0.0616
2015-08-12 2015-06-30 13F SOUTHERN COM 842587107 5,758 -6,333 -52.38 241 -54.95 0.0539
2015-05-11 2015-03-31 13F SOUTHERN COM 842587107 12,091 6,395 112.27 535 91.07 0.0432
2015-02-11 2014-12-31 13F SOUTHERN COM 842587107 5,696 77 1.37 280 14.29 0.0623
2014-11-14 2014-09-30 13F SOUTHERN COM 842587107 5,619 1,164 26.13 245 21.29 0.0767
2014-08-14 2014-06-30 13F SOUTHERN COM 842587107 4,455 4,455 202 0.0695
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.