The Southern Company
MX ˙ BMV ˙ US8425871071
SecurityMX:SO / The Southern Company
InstitutionAlps Advisors Inc
Latest Disclosed Ownership18,811 shares
Latest Disclosed Value $ 1,815,638
Alps Advisors Inc reports 39.93% increase in ownership of SO / The Southern Company

On May 8, 2026 - Alps Advisors Inc filed a 13F-HR form disclosing ownership of 18,811 shares of The Southern Company (MX:SO) valued at $1,815,638 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 13,443 shares of The Southern Company. This represents a change in shares of 39.93% during the quarter.

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)
2026-05-08 2026-03-31 13F SOUTHERN COM 842587107 18,811 5,368 39.93 1,816 54.86 0.0085
2026-02-12 2025-12-31 13F SOUTHERN COM 842587107 13,443 3,957 41.71 1,172 30.51 0.0068
2025-11-05 2025-09-30 13F SOUTHERN COM 842587107 9,486 576 6.46 899 9.78 0.0050
2025-08-11 2025-06-30 13F SOUTHERN COM 842587107 8,910 4,911 122.81 818 122.89 0.0047
2025-04-30 2025-03-31 13F SOUTHERN COM 842587107 3,999 -1 -0.03 368 11.55 0.0021
2025-02-13 2024-12-31 13F SOUTHERN COM 842587107 4,000 0 0.00 329 -8.61 0.0021
2024-11-12 2024-09-30 13F SOUTHERN COM 842587107 4,000 4,000 361 0.0024
2024-02-14 2023-12-31 13F SOUTHERN COM 842587107 0 -332,109 -100.00 0 -100.00
2023-11-14 2023-09-30 13F SOUTHERN COM 842587107 332,109 6,859 2.11 21,494 -5.93 0.1784
2023-08-14 2023-06-30 13F SOUTHERN COM 842587107 325,250 -55,845 -14.65 22,849 -13.83 0.1985
2023-05-10 2023-03-31 13F SOUTHERN COM 842587107 381,095 12,750 3.46 26,517 0.81 0.2343
2023-02-14 2022-12-31 13F SOUTHERN COM 842587107 368,345 58,088 18.72 26,304 24.68 0.2346
2022-11-14 2022-09-30 13F SOUTHERN COM 842587107 310,257 -36,120 -10.43 21,097 -14.59 0.1996
2022-08-15 2022-06-30 13F/A-1 SOUTHERN COM 842587107 346,377 -5,620 -1.60 24,700 -3.22 0.2402
2022-08-11 2022-06-30 13F SOUTHERN COM 842587107 346,377 -5,620 24,700 0.2364
2022-05-16 2022-03-31 13F SOUTHERN COM 842587107 351,997 -5,144 -1.44 25,523 4.21 0.2769
2022-02-09 2021-12-31 13F SOUTHERN COM 842587107 357,141 8,221 2.36 24,493 13.27 0.2756
2021-11-15 2021-09-30 13F SOUTHERN COM 842587107 348,920 -50,141 -12.56 21,623 -10.45 0.2083
2021-08-11 2021-06-30 13F SOUTHERN COM 842587107 399,061 7,171 1.83 24,147 -0.87 0.2136
2021-05-07 2021-03-31 13F SOUTHERN COM 842587107 391,890 46,063 13.32 24,360 14.67 0.2379
2021-02-03 2020-12-31 13F SOUTHERN COM 842587107 345,827 -13,077 -3.64 21,244 9.17 0.2392
2020-11-05 2020-09-30 13F/A-1 SOUTHERN COM 842587107 358,904 6,769 1.92 19,460 6.58 0.2865
2020-11-04 2020-09-30 13F SOUTHERN COM 842587107 358,904 6,769 19,460 249,403.2137
2020-08-05 2020-06-30 13F SOUTHERN COM 842587107 352,135 -75,068 -17.57 18,258 -21.06 0.2448
2020-05-06 2020-03-31 13F SOUTHERN COM 842587107 427,203 -172,485 -28.76 23,128 -39.46 0.3578
2020-02-07 2019-12-31 13F SOUTHERN COM 842587107 599,688 -5,776 -0.95 38,200 2.14 0.2978
2019-11-04 2019-09-30 13F SOUTHERN COMMON STOCK 842587107 605,464 -46,899 -7.19 37,400 3.71 0.2912
2019-08-07 2019-06-30 13F SOUTHERN COMMON STOCK 842587107 652,363 -102,290 -13.55 36,063 -7.53 0.2669
2019-05-01 2019-03-31 13F SOUTHERN COMMON STOCK 842587107 754,653 -90,832 -10.74 39,000 5.03 0.2761
2019-02-04 2018-12-31 13F SOUTHERN COMMON STOCK 842587107 845,485 -250,332 -22.84 37,134 -22.28 0.2882
2018-10-25 2018-09-30 13F SOUTHERN COMMON STOCK 842587107 1,095,817 -5,168 -0.47 47,778 -6.29 0.3135
2018-08-02 2018-06-30 13F/A-2 Southern COMMON STOCK 842587107 1,100,985 -25,383 -2.25 50,987 1.36 0.3326
2018-07-31 2018-06-30 13F/A-1 Southern COMMON STOCK 842587107 942,372 -158,613 45,319 0.2898
2018-07-25 2018-06-30 13F Southern COMMON STOCK 842587107 942,372 -183,996 45,319
2018-05-01 2018-03-31 13F Southern COMMON STOCK 842587107 1,126,368 183,996 19.52 50,304 11.00 0.4003
2018-02-20 2017-12-31 13F/A-1 Southern COMMON STOCK 842587107 942,372 35,331 3.90 45,319 1.68 0.3138
2018-02-05 2017-12-31 13F Southern COMMON STOCK 842587107 942,372 35,331 45,319
2017-11-03 2017-09-30 13F Southern COMMON STOCK 842587107 907,041 -20,039 -2.16 44,572 0.41 0.3159
2017-08-03 2017-06-30 13F Southern COMMON STOCK 842587107 927,080 -28,437 -2.98 44,389 -6.68 0.3097
2017-05-12 2017-03-31 13F Southern COMMON STOCK 842587107 955,517 163,352 20.62 47,566 22.07 0.3280
2017-01-24 2016-12-31 13F Southern Common Stock 842587107 792,165 183,674 30.19 38,967 24.83 0.2873
2016-11-02 2016-09-30 13F Southern Common Stock 842587107 608,491 93,480 18.15 31,216 13.02 0.2548
2016-07-27 2016-06-30 13F Southern Common Stock 842587107 515,011 76,306 17.39 27,620 21.71 0.2447
2016-05-10 2016-03-31 13F Southern Common Stock 842587107 438,705 -1,655 -0.38 22,694 10.14 0.2343
2016-02-05 2015-12-31 13F Southern Common Stock 842587107 440,360 -29,527 -6.28 20,604 -90.19 0.2011
2015-11-13 2015-09-30 13F Southern Common Stock 842587107 469,887 -121,151 -20.50 210,039 748.16 0.2213
2015-08-12 2015-06-30 13F SOUTHERN Common Stock 842587107 591,038 54,266 10.11 24,764 4.19 0.2113
2015-05-15 2015-03-31 13F SOUTHERN Common Stock 842587107 536,772 101,896 23.43 23,768 11.29 0.1946
2015-02-13 2014-12-31 13F SOUTHERN Common Stock 842587107 434,876 434,876 21,357 0.1680
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.