The Southern Company
MX ˙ BMV ˙ US8425871071
SecurityMX:SO / The Southern Company
InstitutionSummit Financial, LLC
Latest Disclosed Ownership86,012 shares
Latest Disclosed Value $ 8,301,866
Summit Financial, LLC reports 1.27% increase in ownership of SO / The Southern Company

On May 15, 2026 - Summit Financial, LLC filed a 13F-HR form disclosing ownership of 86,012 shares of The Southern Company (MX:SO) valued at $8,301,866 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 84,934 shares of The Southern Company. This represents a change in shares of 1.27% 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 86,012 1,078 1.27 8,302 12.08 0.1058
2026-02-12 2025-12-31 13F SOUTHERN COM 842587107 84,934 -656 -0.77 7,406 -8.69 0.1088
2025-11-14 2025-09-30 13F SOUTHERN COM 842587107 85,590 -899 -1.04 8,111 2.13 0.1238
2025-08-13 2025-06-30 13F THE SOUTHERN Common stock 842587107 86,489 6,275 7.82 7,942 7.69 0.1795
2025-05-14 2025-03-31 13F THE SOUTHERN Common stock 842587107 80,214 22,546 39.10 7,376 55.36 0.2067
2025-02-12 2024-12-31 13F THE SOUTHERN Common Stock 842587107 57,668 6,483 12.67 4,747 2.86 0.1664
2024-11-12 2024-09-30 13F THE SOUTHERN Common Stock 842587107 51,185 168 0.33 4,616 16.63 0.1808
2024-07-31 2024-06-30 13F THE SOUTHERN Common Stock 842587107 51,017 33,063 184.15 3,957 207.22 0.1807
2024-04-24 2024-03-31 13F THE SOUTHERN Common Stock 842587107 17,954 17,954 1,288 0.0763
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.