The Southern Company
US ˙ NYSE ˙ US8425871071

SecuritySO / The Southern Company
InstitutionWetherby Asset Management Inc
Latest Disclosed Ownership15,281 shares
Latest Disclosed Value $ 1,448,181
Wetherby Asset Management Inc reports 1.23% increase in ownership of SO / The Southern Company

On November 14, 2025 - Wetherby Asset Management Inc filed a 13F-HR form disclosing ownership of 15,281 shares of The Southern Company (US:SO) valued at $1,448,180 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 15,095 shares of The Southern Company. This represents a change in shares of 1.23% during the quarter. The current value of the position is $1,415,021 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.

Upgrade to unlock premium data and export to Excel .

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)
2025-11-14 2025-09-30 13F SOUTHERN COM 842587107 15,281 186 1.23 1,448 4.47 0.0591
2025-08-14 2025-06-30 13F SOUTHERN COM 842587107 15,095 -646 -4.10 1,386 7.03 0.0617
2025-02-14 2024-12-31 13F SOUTHERN COM 842587107 15,741 -2,715 -14.71 1,296 -22.18 0.0621
2024-11-14 2024-09-30 13F SOUTHERN COM 842587107 18,456 -840 -4.35 1,664 11.23 0.0761
2024-08-14 2024-06-30 13F SOUTHERN COM 842587107 19,296 -225 -1.15 1,497 6.86 0.0706
2024-05-15 2024-03-31 13F SOUTHERN COM 842587107 19,521 722 3.84 1,400 6.22 0.0667
2024-02-14 2023-12-31 13F SOUTHERN COM 842587107 18,799 -1,184 -5.93 1,318 1.93 0.0687
2023-11-14 2023-09-30 13F SOUTHERN COM 842587107 19,983 -1,414 -6.61 1,293 -13.97 0.0733
2023-08-14 2023-06-30 13F SOUTHERN COM 842587107 21,397 563 2.70 1,503 3.73 0.0809
2023-05-12 2023-03-31 13F SOUTHERN COM 842587107 20,834 469 2.30 1,450 -0.34 0.0848
2023-02-14 2022-12-31 13F SOUTHERN COM 842587107 20,365 -1,338 -6.17 1,454 -1.49 0.0934
2022-11-14 2022-09-30 13F SOUTHERN COM 842587107 21,703 2,758 14.56 1,476 9.25 0.1041
2022-08-15 2022-06-30 13F SOUTHERN COM 842587107 18,945 1,182 6.65 1,351 4.89 0.0922
2022-05-16 2022-03-31 13F SOUTHERN COM 842587107 17,763 679 3.97 1,288 9.90 0.0738
2022-02-14 2021-12-31 13F SOUTHERN COM 842587107 17,084 55 0.32 1,172 11.09 0.0658
2021-11-15 2021-09-30 13F SOUTHERN COM 842587107 17,029 -406 -2.33 1,055 0.00 0.0651
2021-08-16 2021-06-30 13F SOUTHERN COM 842587107 17,435 125 0.72 1,055 -1.95 0.0644
2021-05-14 2021-03-31 13F SOUTHERN COM 842587107 17,310 -837 -4.61 1,076 -3.50 0.0820
2021-02-11 2020-12-31 13F SOUTHERN COM 842587107 18,147 18,073 24,422.97 1,115 27,775.00 0.0756
2020-12-16 2020-09-30 13F/A-01 SOUTHERN COM 842587107 17,227 -471 934 0.0856
2020-12-16 2020-09-30 13F/A-02 SOUTHERN COM 842587107 74 -17,624 -99.58 4 -99.56 0.0120
2020-11-13 2020-09-30 13F SOUTHERN COM 842587107 17,379 -319 942 59,919.4713
2020-08-14 2020-06-30 13F SOUTHERN COM 842587107 17,698 -275 -1.53 917 -5.76 0.0869
2020-05-06 2020-03-31 13F SOUTHERN COM 842587107 17,973 1,263 7.56 973 -8.55 0.1092
2020-01-28 2019-12-31 13F SOUTHERN COM 842587107 16,710 -129 -0.77 1,064 2.31 0.1048
2019-10-31 2019-09-30 13F SOUTHERN COM 842587107 16,839 522 3.20 1,040 15.30 0.1086
2019-07-25 2019-06-30 13F SOUTHERN COM 842587107 16,317 348 2.18 902 9.33 0.0987
2019-07-25 2019-03-31 13F/A-1 SOUTHERN COM 842587107 15,969 1,144 7.72 825 26.73 0.1027
2019-05-09 2019-03-31 13F SOUTHERN COM 842587107 15,969 1,144 825
2019-01-30 2018-12-31 13F SOUTHERN COM 842587107 14,825 238 1.63 651 2.36 0.0921
2018-11-07 2018-09-30 13F SOUTHERN COM 842587107 14,587 -260 -1.75 636 -7.56 0.0786
2018-07-24 2018-06-30 13F SOUTHERN COM 842587107 14,847 792 5.64 688 9.55 0.0931
2018-05-04 2018-03-31 13F SOUTHERN COM 842587107 14,055 966 7.38 628 -0.16 0.0867
2018-02-09 2017-12-31 13F SOUTHERN COM 842587107 13,089 543 4.33 629 1.94 0.0873
2017-11-13 2017-09-30 13F SOUTHERN COM 842587107 12,546 -1,120 -8.20 617 -5.66 0.0918
2017-08-01 2017-06-30 13F SOUTHERN COM 842587107 13,666 857 6.69 654 2.51 0.1113
2017-04-27 2017-03-31 13F SOUTHERN COM 842587107 12,809 582 4.76 638 6.16 0.1147
2017-02-08 2016-12-31 13F SOUTHERN COM 842587107 12,227 -157 -1.27 601 -5.35 0.1177
2016-11-14 2016-09-30 13F SOUTHERN COM 842587107 12,384 1,869 17.77 635 12.59 0.1285
2016-08-10 2016-06-30 13F SOUTHERN COM 842587107 10,515 176 1.70 564 5.42 0.1250
2016-05-10 2016-03-31 13F SOUTHERN COM 842587107 10,339 746 7.78 535 19.15 0.1261
2016-02-08 2015-12-31 13F SOUTHERN COM 842587107 9,593 214 2.28 449 7.16 0.1076
2015-11-12 2015-09-30 13F SOUTHERN COM 842587107 9,379 -708 -7.02 419 -0.95 0.1074
2015-08-12 2015-06-30 13F SOUTHERN COM 842587107 10,087 -708 -6.56 423 -11.51 0.1017
2015-05-08 2015-03-31 13F SOUTHERN COM 842587107 10,795 -264 -2.39 478 -11.97 0.1164
2015-02-12 2014-12-31 13F SOUTHERN COM 842587107 11,059 604 5.78 543 19.08 0.1366
2014-11-03 2014-09-30 13F SOUTHERN COM 842587107 10,455 -82 -0.78 456 -4.60 0.1271
2014-08-01 2014-06-30 13F SOUTHERN COM 842587107 10,537 730 7.44 478 10.90 0.1349
2014-05-05 2014-03-31 13F/A-1 SOUTHERN COM 842587107 9,807 -2,491 -20.26 431 -14.82 0.1235
2014-04-30 2014-03-31 13F SOUTHERN COM 842587107 9,807 431
2014-01-29 2013-12-31 13F SOUTHERN COM 842587107 12,298 1,769 16.80 506 16.59 0.1443
2013-10-29 2013-09-30 13F SOUTHERN COM 842587107 10,529 867 8.97 434 1.64 0.1354
2013-07-24 2013-06-30 13F SOUTHERN COM 842587107 9,662 9,662 427 0.1488
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.