The Southern Company
US ˙ NYSE ˙ US8425871071

SecuritySO / The Southern Company
InstitutionBessemer Group Inc
Latest Disclosed Ownership24,145 shares
Latest Disclosed Value $ 2,329
Bessemer Group Inc reports 6.37% increase in ownership of SO / The Southern Company

On May 6, 2026 - Bessemer Group Inc filed a 13F-HR form disclosing ownership of 24,145 shares of The Southern Company (US:SO) valued at $2,330,475 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 22,700 shares of The Southern Company. This represents a change in shares of 6.37% during the quarter. The current value of the position is $2,184,881 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)
2026-05-06 2026-03-31 13F SOUTHERN SC 842587107 24,145 1,445 6.37 2 100.00 0.0037
2026-02-05 2025-12-31 13F SOUTHERN SC 842587107 22,700 -2,023 -8.18 2 -50.00 0.0030
2025-11-05 2025-09-30 13F SOUTHERN SC 842587107 24,723 2,195 9.74 2 0.00 0.0036
2025-08-01 2025-06-30 13F SOUTHERN SC 842587107 22,528 -1,780 -7.32 2 0.00 0.0034
2025-04-23 2025-03-31 13F SOUTHERN SC 842587107 24,308 -22,193 -47.73 2 -33.33 0.0040
2025-02-13 2024-12-31 13F SOUTHERN SC 842587107 46,501 766 1.67 4 -25.00 0.0062
2024-11-12 2024-09-30 13F SOUTHERN SC 842587107 45,735 848 1.89 4 33.33 0.0068
2024-08-13 2024-06-30 13F SOUTHERN SC 842587107 44,887 647 1.46 3 0.00 0.0061
2024-08-13 2024-03-31 13F/A-1 SOUTHERN SC 842587107 44,240 31,292 241.67 3 0.0057
2024-05-13 2024-03-31 13F SOUTHERN SC 842587107 44,240 31,292 3 0.0007
2024-02-09 2023-12-31 13F SOUTHERN SC 842587107 12,948 2,853 28.26 1 0.0018
2023-11-13 2023-09-30 13F SOUTHERN SC 842587107 10,095 -3,022 -23.04 1 0.0014
2023-08-10 2023-06-30 13F SOUTHERN SC 842587107 13,117 2,914 28.56 1 0.0020
2023-05-10 2023-03-31 13F SOUTHERN SC 842587107 10,203 -2,297 -18.38 1 0.0017
2023-02-13 2022-12-31 13F SOUTHERN SC 842587107 12,500 -3,147 -20.11 1 -100.00 0.0022
2022-11-09 2022-09-30 13F SOUTHERN SC 842587107 15,647 -573 -3.53 1,064 -8.04 0.0028
2022-08-10 2022-06-30 13F SOUTHERN SC 842587107 16,220 1,537 10.47 1,157 8.74 0.0029
2022-05-12 2022-03-31 13F SOUTHERN SC 842587107 14,683 -2,704 -15.55 1,064 -10.81 0.0022
2022-01-27 2021-12-31 13F SOUTHERN SC 842587107 17,387 906 5.50 1,193 16.73 0.0024
2021-11-12 2021-09-30 13F SOUTHERN SC 842587107 16,481 8,300 101.45 1,022 106.46 0.0022
2021-08-06 2021-06-30 13F SOUTHERN SC 842587107 8,181 2,218 37.20 495 33.42 0.0011
2021-05-13 2021-03-31 13F SOUTHERN SC 842587107 5,963 -3,996 -40.12 371 -39.18 0.0009
2021-02-09 2020-12-31 13F SOUTHERN SC 842587107 9,959 -2,344 -19.05 610 -8.55 0.0016
2020-11-12 2020-09-30 13F SOUTHERN SC 842587107 12,303 -249,093 -95.29 667 -95.08 0.0020
2020-08-05 2020-06-30 13F SOUTHERN SC 842587107 261,396 22,371 9.36 13,554 4.74 0.0428
2020-04-30 2020-03-31 13F SOUTHERN SC 842587107 239,025 227,080 1,901.05 12,941 1,600.53 0.0521
2020-02-04 2019-12-31 13F SOUTHERN SC 842587107 11,945 400 3.46 761 6.73 0.0025
2019-11-07 2019-09-30 13F SOUTHERN SC 842587107 11,545 -370 -3.11 713 8.19 0.0025
2019-07-19 2019-06-30 13F SOUTHERN SC 842587107 11,915 822 7.41 659 15.01 0.0022
2019-05-13 2019-03-31 13F SOUTHERN SC 842587107 11,093 1,740 18.60 573 39.42 0.0022
2019-05-21 2018-12-31 13F/A-1 SOUTHERN SC 842587107 9,353 146 1.59 411 2.75 0.0018
2019-02-12 2018-12-31 13F SOUTHERN SC 842587107 9,353 146 411 0.0018
2018-11-06 2018-09-30 13F SOUTHERN SC 842587107 9,207 -126,539 -93.22 400 -93.64 0.0015
2018-07-25 2018-06-30 13F SOUTHERN SC 842587107 135,746 -208 -0.15 6,286 3.54 0.0244
2018-05-10 2018-03-31 13F SOUTHERN SC 842587107 135,954 10,037 7.97 6,071 0.26 0.0236
2018-01-30 2017-12-31 13F SOUTHERN SC 842587107 125,917 -8,298 -6.18 6,055 -8.20 0.0235
2017-11-03 2017-09-30 13F SOUTHERN SC 842587107 134,215 110,963 477.22 6,596 492.10 0.0263
2017-07-27 2017-06-30 13F SOUTHERN SC 842587107 23,252 7,705 49.56 1,114 43.74 0.0045
2017-05-12 2017-03-31 13F SOUTHERN SC 842587107 15,547 -4,324 -21.76 775 -20.76 0.0032
2017-02-07 2016-12-31 13F SOUTHERN SC 842587107 19,871 4,792 31.78 978 26.52 0.0045
2016-11-10 2016-09-30 13F SOUTHERN SC 842587107 15,079 -708 -4.48 773 -8.74 0.0039
2016-08-11 2016-06-30 13F SOUTHERN SC 842587107 15,787 132 0.84 847 4.57 0.0046
2016-05-11 2016-03-31 13F SOUTHERN SC 842587107 15,655 -565 -3.48 810 6.72 0.0046
2016-02-12 2015-12-31 13F SOUTHERN SC 842587107 16,220 1,960 13.74 759 18.97 0.0042
2015-11-16 2015-09-30 13F SOUTHERN SC 842587107 14,260 -1,393 -8.90 638 -2.74 0.0036
2015-08-14 2015-06-30 13F SOUTHERN SC 842587107 15,653 397 2.60 656 -2.81 0.0034
2015-06-18 2015-03-31 13F/A-1 SOUTHERN SC 842587107 15,256 -1,344 -8.10 675 -17.08 0.0034
2015-05-14 2015-03-31 13F SOUTHERN SC 842587107 15,256 675
2015-02-17 2014-12-31 13F SOUTHERN SC 842587107 16,600 188 1.15 814 13.69 0.0044
2014-12-11 2014-09-30 13F/A-1 SOUTHERN SC 842587107 16,412 -2,500 -13.22 716 -16.55 0.0041
2014-11-13 2014-09-30 13F SOUTHERN SC 842587107 16,412 -2,500 716 0.0045
2014-08-13 2014-06-30 13F SOUTHERN SC 842587107 18,912 -1,091 -5.45 858 -2.28 0.0053
2014-05-14 2014-03-31 13F SOUTHERN SC 842587107 20,003 -8,623 -30.12 878 -25.34 0.0059
2014-02-18 2013-12-31 13F SOUTHERN SC 842587107 28,626 18,389 179.63 1,176 180.00 0.0084
2013-11-08 2013-09-30 13F SOUTHERN SC 842587107 10,237 -1,420 -12.18 420 -18.29 0.0034
2013-08-14 2013-06-30 13F SOUTHERN SC 842587107 11,657 11,657 514 0.0046
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.