The Southern Company
US ˙ NYSE ˙ US8425871071

SecuritySO / The Southern Company
InstitutionMurphy, Middleton, Hinkle & Parker, Inc.
Latest Disclosed Ownership31,475 shares
Latest Disclosed Value $ 3,037,968
Murphy, Middleton, Hinkle & Parker, Inc. reports 3.79% decrease in ownership of SO / The Southern Company

On April 15, 2026 - Murphy, Middleton, Hinkle & Parker, Inc. filed a 13F-HR form disclosing ownership of 31,475 shares of The Southern Company (US:SO) valued at $3,037,967 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 32,716 shares of The Southern Company. This represents a change in shares of -3.79% during the quarter. The current value of the position is $2,914,585 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)
2026-04-15 2026-03-31 13F SOUTHERN COM 842587107 31,475 -1,241 -3.79 3,038 273.10 1.4080
2026-01-09 2025-12-31 13F SOUTHERN COM 842587107 32,716 897 2.82 815 -73.00 0.3942
2025-11-04 2025-09-30 13F SOUTHERN COM 842587107 31,819 -231 -0.72 3,015 2.34 1.4742
2025-07-09 2025-06-30 13F SOUTHERN COM 842587107 32,050 0 0.00 2,947 0.00 1.6491
2025-04-15 2025-03-31 13F SOUTHERN COM 842587107 32,050 8 0.02 2,947 11.72 1.6491
2025-01-16 2024-12-31 13F SOUTHERN COM 842587107 32,042 -2,277 -6.63 2,638 -14.77 1.4902
2024-10-15 2024-09-30 13F SOUTHERN COM 842587107 34,319 -884 -2.51 3,095 13.33 1.6679
2024-07-16 2024-06-30 13F SOUTHERN COM 842587107 35,203 10 0.03 2,731 8.16 1.5895
2024-04-11 2024-03-31 13F SOUTHERN COM 842587107 35,193 -1,128 -3.11 2,525 -0.86 1.4700
2024-01-24 2023-12-31 13F SOUTHERN COM 842587107 36,321 -2,307 -5.97 2,547 1.84 1.5720
2023-10-03 2023-09-30 13F SOUTHERN COM 842587107 38,628 611 1.61 2,500 -6.37 1.6066
2023-07-05 2023-06-30 13F SOUTHERN COM 842587107 38,017 -588 -1.52 2,671 -0.60 1.6683
2023-04-05 2023-03-31 13F SOUTHERN COM 842587107 38,605 0 0.00 2,686 -2.54 1.6681
2023-02-15 2022-12-31 13F/A-1 SOUTHERN COM 842587107 38,605 151 0.39 2,757 5.39 1.7299
2023-01-17 2022-12-31 13F SOUTHERN COM 842587107 38,605 151 3 1.7301
2022-10-07 2022-09-30 13F SOUTHERN COM 842587107 38,454 -704 -1.80 2,615 -6.34 1.8179
2022-07-29 2022-06-30 13F SOUTHERN COM 842587107 39,158 -320 -0.81 2,792 -2.48 1.8085
2022-04-14 2022-03-31 13F SOUTHERN COM 842587107 39,478 -287 -0.72 2,863 4.99 1.5375
2022-01-13 2021-12-31 13F SOUTHERN COM 842587107 39,765 96 0.24 2,727 10.94 1.4532
2021-10-07 2021-09-30 13F SOUTHERN COM 842587107 39,669 -1,117 -2.74 2,458 -0.41 1.4227
2021-07-13 2021-06-30 13F SOUTHERN COM 842587107 40,786 -553 -1.34 2,468 -3.97 1.3780
2021-04-08 2021-03-31 13F SOUTHERN COM 842587107 41,339 -683 -1.63 2,570 -0.43 1.4972
2021-01-12 2020-12-31 13F SOUTHERN COM 842587107 42,022 -471 -1.11 2,581 12.02 1.7195
2020-10-13 2020-09-30 13F SOUTHERN COM 842587107 42,493 -1,045 -2.40 2,304 2.08 1.6848
2020-07-08 2020-06-30 13F SOUTHERN COM 842587107 43,538 1,450 3.45 2,257 -0.97 1.6643
2020-04-09 2020-03-31 13F SOUTHERN COM 842587107 42,088 -777 -1.81 2,279 -16.55 2.0140
2020-01-08 2019-12-31 13F SOUTHERN COM 842587107 42,865 -636 -1.46 2,731 1.64 1.8176
2019-10-16 2019-09-30 13F SOUTHERN COM 842587107 43,501 20 0.05 2,687 11.77 1.9045
2019-07-15 2019-06-30 13F SOUTHERN Stock 842587107 43,481 -990 -2.23 2,404 4.61 1.7116
2019-04-17 2019-03-31 13F SOUTHERN STOCK 842587107 44,471 -276 -0.62 2,298 16.95 1.5789
2019-01-24 2018-12-31 13F SOUTHERN Stock 842587107 44,747 417 0.94 1,965 1.66 1.4998
2018-10-12 2018-09-30 13F SOUTHERN Stock 842587107 44,330 -789 -1.75 1,933 -7.47 1.3654
2018-07-13 2018-06-30 13F SOUTHERN Stock 842587107 45,119 -246 -0.54 2,089 3.11 1.5606
2018-04-18 2018-03-31 13F SOUTHERN Stock 842587107 45,365 34 0.08 2,026 -7.06 1.5734
2018-02-09 2017-12-31 13F SOUTHERN COM 842587107 45,331 45,331 2,180 1.6213
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.