The Southern Company
IT ˙ BIT ˙ US8425871071
78,00 € 0,00 (0,00%)
2026-06-03
DEL PRIS
SecurityIT:1SO / The Southern Company
InstitutionStifel Financial Corp
Latest Disclosed Ownership1,055,529 shares
Latest Disclosed Value $ 101,880,257
Stifel Financial Corp reports 0.92% decrease in ownership of 1SO / The Southern Company

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 1,055,529 shares of The Southern Company (IT:1SO) valued at $91,081,597 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,065,349 shares of The Southern Company. This represents a change in shares of -0.92% during the quarter. The current value of the position is $82,331,262 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 1,055,529 -9,820 -0.92 101,880 9.67 0.0220
2026-02-13 2025-12-31 13F SOUTHERN COM 842587107 1,065,349 33,965 3.29 92,897 -4.96 0.0836
2025-11-12 2025-09-30 13F SOUTHERN COM 842587107 1,031,384 17,000 1.68 97,744 4.93 0.0892
2025-08-14 2025-06-30 13F SOUTHERN COM 842587107 1,014,384 527 0.05 93,151 -0.08 0.0906
2025-05-14 2025-03-31 13F SOUTHERN COM 842587107 1,013,857 26,198 2.65 93,225 14.66 0.0991
2025-02-13 2024-12-31 13F SOUTHERN COM 842587107 987,659 24,393 2.53 81,304 -6.40 0.0847
2024-11-14 2024-09-30 13F SOUTHERN COM 842587107 963,266 -82,562 -7.89 86,867 7.08 0.0911
2024-08-13 2024-06-30 13F SOUTHERN COM 842587107 1,045,828 200,926 23.78 81,125 33.84 0.0913
2024-05-14 2024-03-31 13F SOUTHERN COM 842587107 844,902 -236,092 -21.84 60,613 -20.03 0.0691
2024-02-12 2023-12-31 13F SOUTHERN COM 842587107 1,080,994 6,108 0.57 75,799 8.96 0.0954
2023-11-13 2023-09-30 13F SOUTHERN COM 842587107 1,074,886 4,105 0.38 69,566 -7.52 0.0978
2023-08-14 2023-06-30 13F SOUTHERN COM 842587107 1,070,781 39,993 3.88 75,223 4.88 0.1029
2023-05-12 2023-03-31 13F SOUTHERN COM 842587107 1,030,788 28,624 2.86 71,722 0.22 0.1028
2023-02-13 2022-12-31 13F SOUTHERN COM 842587107 1,002,164 44,467 4.64 71,564 9.89 0.1074
2022-11-14 2022-09-30 13F SOUTHERN COM 842587107 957,697 16,305 1.73 65,124 -2.99 0.1066
2022-08-15 2022-06-30 13F SOUTHERN COM 842587107 941,392 250 0.03 67,132 -1.63 0.1051
2022-05-13 2022-03-31 13F SOUTHERN COM 842587107 941,142 -15,482 -1.62 68,242 4.02 0.0931
2022-02-14 2021-12-31 13F SOUTHERN COM 842587107 956,624 9,547 1.01 65,606 11.78 0.0867
2021-11-15 2021-09-30 13F SOUTHERN COM 842587107 947,077 98,398 11.59 58,690 14.29 0.0861
2021-08-13 2021-06-30 13F SOUTHERN COM 842587107 848,679 53,889 6.78 51,354 3.95 0.0769
2021-05-14 2021-03-31 13F SOUTHERN COM 842587107 794,790 -874,758 -52.39 49,403 -51.83 0.0814
2021-02-12 2020-12-31 13F SOUTHERN COM 842587107 1,669,548 -25,809 -1.52 102,560 11.57 0.1830
2020-11-16 2020-09-30 13F SOUTHERN COM 842587107 1,695,357 -17,105 -1.00 91,922 3.53 0.1891
2020-08-14 2020-06-30 13F SOUTHERN COM 842587107 1,712,462 69,491 4.23 88,792 -0.20 0.2042
2020-05-14 2020-03-31 13F SOUTHERN COM 842587107 1,642,971 -164,644 -9.11 88,967 -22.74 0.2457
2020-02-13 2019-12-31 13F SOUTHERN COM 842587107 1,807,615 22,603 1.27 115,150 4.45 0.2399
2019-11-19 2019-09-30 13F/A-1 SOUTHERN COM 842587107 1,785,012 -72,376 -3.90 110,246 7.38 0.2813
2019-11-13 2019-09-30 13F SOUTHERN COM 842587107 1,731,417 -125,971 106,936 59,942.9879
2019-08-14 2019-06-30 13F SOUTHERN COM 842587107 1,857,388 -67,353 -3.50 102,668 3.19 0.2647
2019-05-14 2019-03-31 13F SOUTHERN COM 842587107 1,924,741 -53,264 -2.69 99,494 14.56 0.2812
2019-02-13 2018-12-31 13F SOUTHERN COM 842587107 1,978,005 7,254 0.37 86,851 1.19 0.2808
2018-11-13 2018-09-30 13F SOUTHERN COM 842587107 1,970,751 151,577 8.33 85,830 1.77 0.2459
2018-08-14 2018-06-30 13F SOUTHERN COM 842587107 1,819,174 -43,133 -2.32 84,339 1.45 0.2588
2018-05-11 2018-03-31 13F SOUTHERN COM 842587107 1,862,307 92,224 5.21 83,135 -2.41 0.2624
2018-02-14 2017-12-31 13F SOUTHERN COM 842587107 1,770,083 64,937 3.81 85,190 1.68 0.2701
2017-11-13 2017-09-30 13F SOUTHERN COM 842587107 1,705,146 96,301 5.99 83,779 8.75 0.2908
2017-08-14 2017-06-30 13F SOUTHERN COM 842587107 1,608,845 -31,286 -1.91 77,035 -5.53 0.2860
2017-05-10 2017-03-31 13F SOUTHERN COM 842587107 1,640,131 81,148 5.21 81,543 6.39 0.3157
2017-02-16 2016-12-31 13F SOUTHERN COM 842587107 1,558,983 -95,540 -5.77 76,643 -9.69 0.3254
2016-11-15 2016-09-30 13F SOUTHERN COM 842587107 1,654,523 235,890 16.63 84,862 11.54 0.3816
2016-08-17 2016-06-30 13F SOUTHERN COM 842587107 1,418,633 136,802 10.67 76,081 14.76 0.3520
2016-05-16 2016-03-31 13F SOUTHERN COM 842587107 1,281,831 71,493 5.91 66,298 17.11 0.3533
2016-03-21 2015-12-31 13F/A-2 SOUTHERN COM 842587107 1,210,338 105,579 9.56 56,610 14.66 0.2948
2016-02-26 2015-12-31 13F/A-1 SOUTHERN COM 842587107 1,213,843 3,505 56,771 0.2969
2016-02-16 2015-12-31 13F SOUTHERN COM 842587107 1,206,909 55,871
2015-11-16 2015-09-30 13F SOUTHERN COM 842587107 1,104,759 11,393 1.04 49,372 8.09 0.2774
2015-08-17 2015-06-30 13F/A-1 SOUTHERN COM 842587107 1,093,366 56,903 5.49 45,676 -0.47 0.2361
2015-08-17 2015-06-30 13F SOUTHERN COM 842587107 1,068,042 44,725
2015-05-14 2015-03-31 13F SOUTHERN COM 842587107 1,036,463 32,371 3.22 45,892 -6.97 0.2512
2015-02-13 2014-12-31 13F SOUTHERN COM 842587107 1,004,092 105,346 11.72 49,329 25.74 0.2741
2014-11-13 2014-09-30 13F SOUTHERN COM 842587107 898,746 38,567 4.48 39,230 0.50 0.3444
2014-08-14 2014-06-30 13F SOUTHERN COM 842587107 860,179 -14,301 -1.64 39,034 1.48 0.3506
2014-05-15 2014-03-31 13F SOUTHERN COM 842587107 874,480 874,480 38,466 0.3681
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.