The Southern Company
MX ˙ BMV ˙ US8425871071
SecurityMX:SO / The Southern Company
InstitutionGeode Capital Management, Llc
Latest Disclosed Ownership28,355,049 shares
Latest Disclosed Value $ 2,751,206,618
Geode Capital Management, Llc reports 4.02% increase in ownership of SO / The Southern Company

On May 15, 2026 - Geode Capital Management, Llc filed a 13F-HR form disclosing ownership of 28,355,049 shares of The Southern Company (MX:SO) valued at $2,751,206,618 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 27,259,125 shares of The Southern Company. This represents a change in shares of 4.02% 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)
2026-05-15 2026-03-31 13F SOUTHERN COM 842587107 28,355,049 1,095,924 4.02 2,751,207 15.53 0.0915
2026-02-09 2025-12-31 13F SOUTHERN COM 842587107 27,259,125 384,860 1.43 2,381,344 -6.56 0.1470
2025-11-12 2025-09-30 13F SOUTHERN COM 842587107 26,874,265 867,346 3.34 2,548,592 7.20 0.1626
2025-08-08 2025-06-30 13F SOUTHERN COM 842587107 26,006,919 241,572 0.94 2,377,494 0.70 0.1666
2025-05-13 2025-03-31 13F SOUTHERN COM 842587107 25,765,347 715,138 2.85 2,361,047 14.81 0.1856
2025-02-12 2024-12-31 13F SOUTHERN COM 842587107 25,050,209 528,870 2.16 2,056,441 -6.67 0.1593
2024-11-12 2024-09-30 13F SOUTHERN COM 842587107 24,521,339 1,075,768 4.59 2,203,386 21.51 0.1784
2024-08-09 2024-06-30 13F SOUTHERN COM 842587107 23,445,571 1,264,650 5.70 1,813,354 14.30 0.1591
2024-05-13 2024-03-31 13F SOUTHERN COM 842587107 22,180,921 1,663,945 8.11 1,586,501 10.61 0.1467
2024-02-13 2023-12-31 13F SOUTHERN COM 842587107 20,516,976 393,102 1.95 1,434,268 10.39 0.1501
2023-11-13 2023-09-30 13F SOUTHERN COM 842587107 20,123,874 307,770 1.55 1,299,236 -6.39 0.1547
2023-08-11 2023-06-30 13F SOUTHERN COM 842587107 19,816,104 452,511 2.34 1,387,945 3.28 0.1631
2023-05-15 2023-03-31 13F SOUTHERN COM 842587107 19,363,593 -150,810 -0.77 1,343,912 96,306.89 0.1745
2023-02-13 2022-12-31 13F SOUTHERN COM 842587107 19,514,403 584,893 3.09 1,394 -99.89 0.1956
2022-11-14 2022-09-30 13F SOUTHERN COM 842587107 18,929,510 650,776 3.56 1,288,571 -1.12 0.1955
2022-08-12 2022-06-30 13F SOUTHERN COM 842587107 18,278,734 699,711 3.98 1,303,149 2.38 0.1909
2022-05-13 2022-03-31 13F SOUTHERN COM 842587107 17,579,023 1,014,401 6.12 1,272,839 12.30 0.1589
2022-02-11 2021-12-31 13F SOUTHERN COM 842587107 16,564,622 480,757 2.99 1,133,435 13.98 0.1365
2021-11-12 2021-09-30 13F SOUTHERN COM 842587107 16,083,865 194,848 1.23 994,383 3.69 0.1339
2021-08-13 2021-06-30 13F SOUTHERN COM 842587107 15,889,017 607,206 3.97 958,968 1.21 0.1321
2021-05-12 2021-03-31 13F SOUTHERN COM 842587107 15,281,811 323,175 2.16 947,527 3.42 0.1449
2021-02-12 2020-12-31 13F SOUTHERN COM 842587107 14,958,636 142,467 0.96 916,190 14.31 0.1538
2020-11-13 2020-09-30 13F SOUTHERN COM 842587107 14,816,169 -59,754 -0.40 801,462 4.12 0.1570
2020-08-13 2020-06-30 13F SOUTHERN COM 842587107 14,875,923 -133,156 -0.89 769,762 -5.07 0.1647
2020-05-14 2020-03-31 13F SOUTHERN COM 842587107 15,009,079 -175,370 -1.15 810,907 -16.10 0.2113
2020-02-20 2019-12-31 13F/A-1 SOUTHERN COM 842587107 15,184,449 310,440 2.09 966,567 5.21 0.2020
2020-02-13 2019-12-31 13F SOUTHERN COM 842587107 15,184,449 310,440 966,567 123,180.4892
2019-11-12 2019-09-30 13F SOUTHERN COM 842587107 14,874,009 542,016 3.78 918,729 15.99 0.2144
2019-08-14 2019-06-30 13F SOUTHERN COM 842587107 14,331,993 758,805 5.59 792,087 12.95 0.1917
2019-05-14 2019-03-31 13F SOUTHERN COM 842587107 13,573,188 810,076 6.35 701,277 25.25 0.1817
2019-03-06 2018-12-31 13F/A-1 SOUTHERN COM 842587107 12,763,112 1,188,667 10.27 559,911 11.15 0.1731
2019-02-13 2018-12-31 13F SOUTHERN COM 842587107 12,763,112 1,188,667 559,911
2018-11-13 2018-09-30 13F SOUTHERN COM 842587107 11,574,445 188,259 1.65 503,744 -4.26 0.1419
2018-08-14 2018-06-30 13F SOUTHERN COM 842587107 11,386,186 258,773 2.33 526,177 6.14 0.1618
2018-05-15 2018-03-31 13F SOUTHERN COM 842587107 11,127,413 805,850 7.81 495,760 0.09 0.1615
2018-02-13 2017-12-31 13F SOUTHERN COM 842587107 10,321,563 342,203 3.43 495,300 1.20 0.1682
2017-11-14 2017-09-30 13F SOUTHERN COM 842587107 9,979,360 283,640 2.93 489,407 5.61 0.1806
2017-08-14 2017-06-30 13F SOUTHERN COM 842587107 9,695,720 122,449 1.28 463,421 -2.62 0.1822
2017-06-21 2017-03-31 13F/A-1 SOUTHERN CO COM COM 842587107 9,573,271 724,650 8.19 475,877 9.46 0.1952
2017-05-12 2017-03-31 13F SOUTHERN CO COM COM 842587107 9,573,271 475,877
2017-02-14 2016-12-31 13F SOUTHERN CO COM COM 842587107 8,848,621 300,417 3.51 434,738 -0.71 0.2022
2016-11-10 2016-09-30 13F SOUTHERN CO COM COM 842587107 8,548,204 629,485 7.95 437,840 3.27 0.2205
2016-08-12 2016-06-30 13F SOUTHERN CO COM COM 842587107 7,918,719 236,127 3.07 423,963 6.89 0.2306
2016-05-13 2016-03-31 13F SOUTHERN CO COM COM 842587107 7,682,592 166,136 2.21 396,644 13.01 0.2105
2016-02-12 2015-12-31 13F SOUTHERN CO COM COM 842587107 7,516,456 5,779 0.08 350,988 4.74 0.2000
2015-11-13 2015-09-30 13F SOUTHERN CO COM COM 842587107 7,510,677 42,639 0.57 335,097 7.29 0.2032
2015-08-14 2015-06-30 13F SOUTHERN CO COM COM 842587107 7,468,038 87,988 1.19 312,318 -4.28 0.1783
2015-05-14 2015-03-31 13F SOUTHERN CO COM COM 842587107 7,380,050 352,491 5.02 326,297 -5.34 0.1865
2015-02-12 2014-12-31 13F SOUTHERN CO COM COM 842587107 7,027,559 302,003 4.49 344,695 17.56 0.2051
2014-11-14 2014-09-30 13F SOUTHERN CO COM COM 842587107 6,725,556 5,940 0.09 293,205 -3.79 0.1901
2014-08-13 2014-06-30 13F SOUTHERN CO COM COM 842587107 6,719,616 -20,513 -0.30 304,760 2.95 0.1970
2014-05-14 2014-03-31 13F SOUTHERN CO COM COM 842587107 6,740,129 133,253 2.02 296,038 9.03 0.1986
2014-02-14 2013-12-31 13F SOUTHERN CO COM COM 842587107 6,606,876 391,598 6.30 271,530 6.12 0.1882
2013-11-14 2013-09-30 13F SOUTHERN CO COM COM 842587107 6,215,278 230,800 3.86 255,882 -3.09 0.2052
2013-08-14 2013-06-30 13F SOUTHERN CO COM COM 842587107 5,984,478 5,984,478 264,041 0.2321
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.