The Southern Company
US ˙ NYSE ˙ US8425871071

SecuritySO / The Southern Company
InstitutionCIBC Private Wealth Group, LLC
Latest Disclosed Ownership137,905 shares
Latest Disclosed Value $ 12,025,347
CIBC Private Wealth Group, LLC reports 2.32% decrease in ownership of SO / The Southern Company

On February 12, 2026 - CIBC Private Wealth Group, LLC filed a 13F-HR form disclosing ownership of 137,905 shares of The Southern Company (US:SO) valued at $12,025,316 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 24, 2025 disclosing 141,179 shares of The Southern Company. This represents a change in shares of -2.32% during the quarter. The current value of the position is $12,770,003 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)
2026-02-12 2025-12-31 13F SOUTHERN COM 842587107 137,905 -3,274 -2.32 12,025 -10.12 0.0203
2025-11-24 2025-09-30 13F SOUTHERN COM 842587107 141,179 1,807 1.30 13,380 4.54 0.0229
2025-08-12 2025-06-30 13F SOUTHERN COM 842587107 139,372 -2,444 -1.72 12,799 3.90 0.0229
2025-05-14 2025-03-31 13F SOUTHERN COM 842587107 141,816 3,993 2.90 12,318 7.66 0.0260
2025-02-12 2024-12-31 13F Southern COM 842587107 137,823 -3,218 -2.28 11,442 -10.04 0.0207
2024-11-13 2024-09-30 13F Southern COM 842587107 141,041 1,611 1.16 12,719 17.26 0.0228
2024-08-09 2024-06-30 13F Southern COM 842587107 139,430 2,054 1.50 10,848 11.06 0.0203
2024-05-10 2024-03-31 13F Southern COM 842587107 137,376 6,097 4.64 9,767 6.11 0.0191
2024-02-13 2023-12-31 13F SOUTHERN CO COM COM 842587107 131,279 2,804 2.18 9,205 10.72 0.0195
2023-11-13 2023-09-30 13F SOUTHERN CO COM COM 842587107 128,475 -8 -0.01 8,315 -7.88 0.0197
2023-11-21 2023-06-30 13F/A-1 SOUTHERN CO COM COM 842587107 128,483 -4,199 -3.16 9,026 -13.88 0.0197
2023-08-10 2023-06-30 13F SOUTHERN CO COM COM 842587107 127,921 -4,761 8,986 0.0197
2023-11-21 2023-03-31 13F/A-1 SOUTHERN CO COM COM 842587107 132,682 14,098 11.89 10,481 356.64 0.0232
2023-05-12 2023-03-31 13F SOUTHERN CO COM COM 842587107 132,682 14,098 10,481 0.0228
2023-06-01 2022-12-31 13F/A-2 SOUTHERN CO COM COM 842587107 118,584 -634 -0.53 2,296 -71.69 0.0077
2023-02-14 2022-12-31 13F/A-1 SOUTHERN CO COM COM 842587107 119,146 -72 8,508 0.0210
2023-02-13 2022-12-31 13F SOUTHERN CO COM COM 842587107 237,730 118,512 20,268 0.0000
2022-11-15 2022-09-30 13F SOUTHERN CO COM COM 842587107 119,218 -1,763 -1.46 8,106 -6.05 0.0218
2022-08-03 2022-06-30 13F SOUTHERN COM 842587107 120,981 1,205 1.01 8,628 -0.66 0.0224
2022-05-16 2022-03-31 13F SOUTHERN COM 842587107 119,776 5,673 4.97 8,685 11.02 0.0190
2022-04-04 2021-12-31 13F/A-1 SOUTHERN COM 842587107 114,103 3,817 3.46 7,823 14.47 0.0162
2022-02-08 2021-12-31 13F SOUTHERN COM 842587107 114,103 3,817 7,823 0.0162
2021-11-12 2021-09-30 13F SOUTHERN COM 842587107 110,286 -30,436 -21.63 6,834 -19.74 0.0159
2021-08-16 2021-06-30 13F SOUTHERN COM 842587107 140,722 -3,669 -2.54 8,515 -5.13 0.0196
2021-05-12 2021-03-31 13F SOUTHERN COM 842587107 144,391 -2,985 -2.03 8,975 -0.86 0.0226
2021-02-12 2020-12-31 13F SOUTHERN COM 842587107 147,376 73,968 100.76 9,053 127.41 0.0239
2020-11-03 2020-09-30 13F/A-1 SOUTHERN COM 842587107 73,408 19,027 34.99 3,981 41.12 0.0122
2020-08-13 2020-06-30 13F SOUTHERN CO COM Com 842587107 54,381 -17,894 -24.76 2,821 -27.91 0.0137
2020-05-15 2020-03-31 13F SOUTHERN COM 842587107 72,275 26,319 57.27 3,913 33.69 0.0168
2020-01-30 2019-12-31 13F SOUTHERN COM 842587107 45,956 15,622 51.50 2,927 56.19 0.0095
2019-10-16 2019-09-30 13F SOUTHERN COM 842587107 30,334 -1,909 -5.92 1,874 5.16 0.0066
2019-07-31 2019-06-30 13F SOUTHERN COM 842587107 32,243 2,843 9.67 1,782 17.39 0.0063
2019-05-10 2019-03-31 13F SOUTHERN COM 842587107 29,400 2,923 11.04 1,518 30.64 0.0059
2019-02-05 2018-12-31 13F SOUTHERN COM 842587107 26,477 4,182 18.76 1,162 19.42 0.0052
2018-11-14 2018-09-30 13F SOUTHERN COM 842587107 22,295 335 1.53 973 -4.23 0.0037
2018-08-02 2018-06-30 13F SOUTHERN COM 842587107 21,960 722 3.40 1,016 7.06 0.0041
2018-05-17 2018-03-31 13F SOUTHERN COM 842587107 21,238 -4,883 -18.69 949 -24.44 0.0041
2018-02-12 2017-12-31 13F SOUTHERN COM 842587107 26,121 2,389 10.07 1,256 7.72 0.0053
2017-12-21 2017-09-30 13F/A-1 SOUTHERN CO COM COM 842587107 23,732 2,804 13.40 1,166 16.37 0.0053
2017-11-14 2017-09-30 13F SOUTHERN CO COM COM 842587107 23,732 2,804 1,166
2017-08-09 2017-06-30 13F SOUTHERN CO COM Com 842587107 20,928 2,975 16.57 1,002 12.21 0.0063
2017-05-10 2017-03-31 13F SOUTHERN CO COM Com 842587107 17,953 -6,395 -26.26 893 -25.46 0.0056
2017-02-13 2016-12-31 13F SOUTHERN CO COM Com 842587107 24,348 1,223 5.29 1,198 0.84 0.0079
2016-11-09 2016-09-30 13F SOUTHERN CO COM Com 842587107 23,125 -2,546 -9.92 1,188 -13.73 0.0082
2016-08-11 2016-06-30 13F SOUTHERN CO COM Com 842587107 25,671 4,654 22.14 1,377 26.68 0.0101
2016-05-11 2016-03-31 13F SOUTHERN CO COM Com 842587107 21,017 3,331 18.83 1,087 31.28 0.0084
2016-02-10 2015-12-31 13F SOUTHERN CO COM Com 842587107 17,686 -8,964 -33.64 828 -30.48 0.0065
2015-11-12 2015-09-30 13F SOUTHERN CO COM Com 842587107 26,650 -3,500 -11.61 1,191 -5.78 0.0098
2015-08-13 2015-06-30 13F SOUTHERN CO COM Com 842587107 30,150 -156 -0.51 1,264 -5.74 0.0092
2015-05-11 2015-03-31 13F SOUTHERN CO COM Com 842587107 30,306 3,785 14.27 1,341 2.92 0.0099
2015-02-12 2014-12-31 13F SOUTHERN CO COM Com 842587107 26,521 -13,124 -33.10 1,303 -24.68 0.0100
2014-11-12 2014-09-30 13F SOUTHERN CO COM Com 842587107 39,645 -4,620 -10.44 1,730 -13.84 0.0136
2014-08-13 2014-06-30 13F SOUTHERN CO COM Com 842587107 44,265 -3,727 -7.77 2,008 -3.32 0.0163
2014-05-14 2014-03-31 13F SOUTHERN CO COM COM 842587107 47,992 47,992 2,077 0.0177
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.