The Southern Company
US ˙ NYSE ˙ US8425871071

SecuritySO / The Southern Company
InstitutionPinnacle Associates Ltd
Latest Disclosed Ownership129,017 shares
Latest Disclosed Value $ 12,452,734
Pinnacle Associates Ltd reports 0.71% increase in ownership of SO / The Southern Company

On April 21, 2026 - Pinnacle Associates Ltd filed a 13F-HR form disclosing ownership of 129,017 shares of The Southern Company (US:SO) valued at $12,452,721 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 128,109 shares of The Southern Company. This represents a change in shares of 0.71% during the quarter. The current value of the position is $11,674,748 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)
2026-04-21 2026-03-31 13F SOUTHERN COM 842587107 129,017 908 0.71 12,453 11.47 0.1596
2026-02-05 2025-12-31 13F SOUTHERN COM 842587107 128,109 2,729 2.18 11,171 -5.98 0.1411
2025-11-13 2025-09-30 13F SOUTHERN COM 842587107 125,380 3,322 2.72 11,882 6.01 0.1577
2025-08-04 2025-06-30 13F SOUTHERN COM 842587107 122,058 -5,202 -4.09 11,209 -4.21 0.1623
2025-05-06 2025-03-31 13F SOUTHERN COM 842587107 127,260 3,890 3.15 11,702 15.22 0.1715
2025-02-14 2024-12-31 13F SOUTHERN COM 842587107 123,370 3,806 3.18 10,156 21.14 0.1378
2024-10-25 2024-09-30 13F SOUTHERN COM 842587107 119,564 3,226 2.77 8,384 -7.10 0.1426
2024-07-30 2024-06-30 13F SOUTHERN COM 842587107 116,338 2,004 1.75 9,024 10.02 0.1413
2024-04-26 2024-03-31 13F SOUTHERN COM 842587107 114,334 -5,230 -4.37 8,202 -2.16 0.1293
2024-01-19 2023-12-31 13F SOUTHERN COM 842587107 119,564 -1,721 -1.42 8,384 6.80 0.1411
2023-10-24 2023-09-30 13F SOUTHERN COM 842587107 121,285 -3,740 -2.99 7,850 -10.63 0.1459
2023-07-27 2023-06-30 13F SOUTHERN COM 842587107 125,025 83,057 197.91 8,783 200.79 0.1524
2023-05-05 2023-03-31 13F SOUTHERN COM 842587107 41,968 2,380 6.01 2,920 3.33 0.0597
2023-02-01 2022-12-31 13F/A-1 SOUTHERN COM 842587107 39,588 957 2.48 2,827 7.58 0.0616
2023-01-25 2022-12-31 13F SOUTHERN COM 842587107 37,831 -800 2,531 0.0001
2022-11-01 2022-09-30 13F SOUTHERN COM 842587107 38,631 530 1.39 2,627 -3.31 0.0603
2022-08-02 2022-06-30 13F SOUTHERN COM 842587107 38,101 144 0.38 2,717 -1.27 0.0592
2022-05-05 2022-03-31 13F SOUTHERN COM 842587107 37,957 1,280 3.49 2,752 9.42 0.0487
2022-02-02 2021-12-31 13F SOUTHERN COM 842587107 36,677 437 1.21 2,515 11.98 0.0434
2021-10-19 2021-09-30 13F SOUTHERN COM 842587107 36,240 87 0.24 2,246 2.65 0.0414
2021-08-02 2021-06-30 13F SOUTHERN COM 842587107 36,153 0 0.00 2,188 -2.63 0.0396
2021-05-12 2021-03-31 13F SOUTHERN COM 842587107 36,153 -1,016 -2.73 2,247 -1.58 0.0429
2021-01-26 2020-12-31 13F SOUTHERN COM 842587107 37,169 57 0.15 2,283 13.47 0.0464
2020-10-23 2020-09-30 13F SOUTHERN COM 842587107 37,112 -421 -1.12 2,012 3.39 0.0478
2020-08-14 2020-06-30 13F SOUTHERN COM 842587107 37,533 -72 -0.19 1,946 -4.42 0.0480
2020-05-13 2020-03-31 13F SOUTHERN COM 842587107 37,605 2,225 6.29 2,036 -9.67 0.0618
2020-02-03 2019-12-31 13F SOUTHERN COM 842587107 35,380 363 1.04 2,254 4.21 0.0494
2019-11-08 2019-09-30 13F SOUTHERN COM 842587107 35,017 303 0.87 2,163 12.71 0.0510
2019-08-05 2019-06-30 13F SOUTHERN COM 842587107 34,714 -653 -1.85 1,919 4.98 0.0449
2019-05-10 2019-03-31 13F SOUTHERN COM 842587107 35,367 -2,550 -6.73 1,828 9.79 0.0413
2019-02-05 2018-12-31 13F SOUTHERN COM 842587107 37,917 531 1.42 1,665 2.15 0.0430
2018-11-09 2018-09-30 13F SOUTHERN COM 842587107 37,386 -334 -0.89 1,630 -6.70 0.0338
2018-08-08 2018-06-30 13F SOUTHERN COM 842587107 37,720 -1,762 -4.46 1,747 -0.91 0.0359
2018-05-11 2018-03-31 13F SOUTHERN COM 842587107 39,482 -17,449 -30.65 1,763 -35.61 0.0345
2018-02-12 2017-12-31 13F SOUTHERN COM 842587107 56,931 -624 -1.08 2,738 -3.18 0.0526
2017-11-13 2017-09-30 13F SOUTHERN COM 842587107 57,555 268 0.47 2,828 3.10 0.0521
2017-08-09 2017-06-30 13F SOUTHERN COM 842587107 57,287 -926 -1.59 2,743 -5.35 0.0527
2017-05-09 2017-03-31 13F SOUTHERN COM 842587107 58,213 293 0.51 2,898 1.72 0.0553
2017-02-10 2016-12-31 13F SOUTHERN COM 842587107 57,920 -952 -1.62 2,849 -5.66 0.0575
2016-11-14 2016-09-30 13F SOUTHERN COM 842587107 58,872 -6,344 -9.73 3,020 -13.66 0.0606
2016-08-15 2016-06-30 13F SOUTHERN COM 842587107 65,216 588 0.91 3,498 4.64 0.0754
2016-05-13 2016-03-31 13F SOUTHERN COM 842587107 64,628 117 0.18 3,343 10.77 0.0715
2016-02-11 2015-12-31 13F/A-1 SOUTHERN COM 842587107 64,511 1,033 1.63 3,018 6.38 0.0633
2016-02-09 2015-12-31 13F SOUTHERN COM 842587107 64,511 1,033 3,018 0.0645
2015-11-10 2015-09-30 13F SOUTHERN COM 842587107 63,478 103 0.16 2,837 6.85 0.0628
2015-08-12 2015-06-30 13F SOUTHERN COM 842587107 63,375 402 0.64 2,655 -4.77 0.0493
2015-05-15 2015-03-31 13F Southern COM 842587107 62,973 -516 -0.81 2,788 -10.58 0.0520
2015-02-12 2014-12-31 13F Southern COM 842587107 63,489 -612 -0.95 3,118 11.44 0.0611
2014-11-12 2014-09-30 13F Southern COM 842587107 64,101 -8,065 -11.18 2,798 -14.56 0.0570
2014-08-14 2014-06-30 13F Southern COM 842587107 72,166 -450 -0.62 3,275 2.63 0.0639
2014-05-14 2014-03-31 13F Southern COM 842587107 72,616 -99 -0.14 3,191 6.76 0.0622
2014-02-12 2013-12-31 13F Southern COM 842587107 72,715 -3,848 -5.03 2,989 -5.20 0.0584
2013-11-14 2013-09-30 13F Southern COM 842587107 76,563 -3,069 -3.85 3,153 -10.27 0.0652
2013-08-13 2013-06-30 13F Southern COM 842587107 79,632 79,632 3,514 0.0790
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.