The Southern Company
IT ˙ BIT ˙ US8425871071
78,00 € 0,00 (0,00%)
2026-06-03
PREZZO DELLE AZIONI
SecurityIT:1SO / The Southern Company
InstitutionTruist Financial Corp
Latest Disclosed Ownership971,154 shares
Latest Disclosed Value $ 93,735,745
Truist Financial Corp reports 3.53% increase in ownership of 1SO / The Southern Company

On April 27, 2026 - Truist Financial Corp filed a 13F-HR form disclosing ownership of 971,154 shares of The Southern Company (IT:1SO) valued at $83,800,879 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 938,055 shares of The Southern Company. This represents a change in shares of 3.53% during the quarter. The current value of the position is $75,750,012 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)
2026-04-27 2026-03-31 13F SOUTHERN COM 842587107 971,154 33,099 3.53 93,736 14.59 0.0673
2026-02-02 2025-12-31 13F SOUTHERN COM 842587107 938,055 236,404 33.69 81,798 23.01 0.1091
2025-11-03 2025-09-30 13F SOUTHERN COM 842587107 701,651 -37,393 -5.06 66,495 -2.02 0.0899
2025-07-18 2025-06-30 13F SOUTHERN COM 842587107 739,044 -12,724 -1.69 67,866 -1.82 0.0993
2025-04-29 2025-03-31 13F SOUTHERN COM 842587107 751,768 -15,185 -1.98 69,125 9.49 0.1106
2025-01-31 2024-12-31 13F SOUTHERN COM 842587107 766,953 26,990 3.65 63,136 -5.39 0.0988
2024-11-13 2024-09-30 13F SOUTHERN COM 842587107 739,963 -63,356 -7.89 66,730 7.09 0.1046
2024-08-21 2024-06-30 13F SOUTHERN COM 842587107 803,319 -65,001 -7.49 62,313 0.03 0.0948
2024-05-13 2024-03-31 13F SOUTHERN COM 842587107 868,320 -43,747 -4.80 62,293 -2.60 0.0943
2024-02-02 2023-12-31 13F SOUTHERN COM 842587107 912,067 -69,634 -7.09 63,954 0.66 0.1017
2023-11-14 2023-09-30 13F SOUTHERN COM 842587107 981,701 -28,642 -2.83 63,536 -10.48 0.1062
2023-08-01 2023-06-30 13F SOUTHERN COM 842587107 1,010,343 -55,024 -5.16 70,977 -4.25 0.1180
2023-05-05 2023-03-31 13F SOUTHERN COM 842587107 1,065,367 1,350 0.13 74,128 -2.44 0.1275
2023-02-17 2022-12-31 13F SOUTHERN COM 842587107 1,064,017 43,904 4.30 75,981 9.53 0.1336
2022-10-26 2022-09-30 13F SOUTHERN COM 842587107 1,020,113 -40,675 -3.83 69,368 -8.30 0.1331
2022-07-22 2022-06-30 13F SOUTHERN COM 842587107 1,060,788 -12,719 -1.18 75,645 -2.82 0.1389
2022-04-22 2022-03-31 13F SOUTHERN COM 842587107 1,073,507 -6,822 -0.63 77,840 5.06 0.1229
2022-02-14 2021-12-31 13F SOUTHERN COM 842587107 1,080,329 -16,918 -1.54 74,088 8.96 0.1129
2021-11-05 2021-09-30 13F SOUTHERN COM 842587107 1,097,247 -46,370 -4.05 67,996 -1.74 0.1116
2021-08-16 2021-06-30 13F SOUTHERN COM 842587107 1,143,617 -32,138 -2.73 69,200 -5.31 0.1132
2021-05-17 2021-03-31 13F SOUTHERN COM 842587107 1,175,755 147,732 14.37 73,084 15.73 0.1271
2021-11-19 2020-12-31 13F/A-1 SOUTHERN COM 842587107 1,028,023 38,988 3.94 63,152 17.77 0.1208
2021-02-18 2020-12-31 13F SOUTHERN COM 842587107 1,069,171 80,136 65,680 0.1220
2021-11-05 2020-09-30 13F/A-1 SOUTHERN COM 842587107 989,035 -136,081 -12.09 53,625 -8.08 0.1172
2020-11-13 2020-09-30 13F SOUTHERN COM 842587107 987,478 -136,081 53,541 0.1157
2021-11-16 2020-06-30 13F/A-1 SOUTHERN COM 842587107 1,125,116 130,350 13.10 58,337 8.32 0.1312
2020-08-14 2020-06-30 13F SOUTHERN COM 842587107 1,123,559 128,793 58,256 0.1293
2021-11-05 2020-03-31 13F/A-1 SOUTHERN COM 842587107 994,766 -139,910 -12.33 53,857 -25.49 0.1418
2020-05-15 2020-03-31 13F SOUTHERN COM 842587107 993,509 940,520 53,789 0.1403
2021-11-16 2019-12-31 13F/A-1 SOUTHERN COM 842587107 1,134,676 983,908 652.60 72,280 676.12 0.1469
2020-02-14 2019-12-31 13F SOUTHERN COM 842587107 1,131,794 981,026 72,096 0.1453
2019-10-31 2019-09-30 13F SOUTHERN COMMON STOCK 842587107 150,768 -3,265 -2.12 9,313 9.37 0.1598
2019-07-24 2019-06-30 13F SOUTHERN COMMON STOCK 842587107 154,033 2,137 1.41 8,515 8.47 0.1475
2019-04-23 2019-03-31 13F SOUTHERN COMMON STOCK 842587107 151,896 2,833 1.90 7,850 19.90 0.1402
2019-01-22 2018-12-31 13F SOUTHERN COMMON STOCK 842587107 149,063 -9,620 -6.06 6,547 -5.38 0.1342
2018-10-17 2018-09-30 13F SOUTHERN COMMON STOCK 842587107 158,683 1,039 0.66 6,919 -5.23 0.1244
2018-07-26 2018-06-30 13F SOUTHERN COMMON STOCK 842587107 157,644 1,138 0.73 7,301 4.45 0.1389
2018-04-20 2018-03-31 13F SOUTHERN COMMON STOCK 842587107 156,506 5,612 3.72 6,990 -3.67 0.1333
2018-01-29 2017-12-31 13F SOUTHERN COMMON STOCK 842587107 150,894 -1,879 -1.23 7,256 -3.34 0.1356
2017-10-23 2017-09-30 13F SOUTHERN COMMON STOCK 842587107 152,773 -7,603 -4.74 7,507 -2.24 0.1457
2017-07-20 2017-06-30 13F SOUTHERN COMMON STOCK 842587107 160,376 -16,553 -9.36 7,679 -12.81 0.1523
2017-04-28 2017-03-31 13F SOUTHERN COMMON STOCK 842587107 176,929 -24,340 -12.09 8,807 -11.05 0.1770
2017-02-02 2016-12-31 13F SOUTHERN COMMON STOCK 842587107 201,269 -5,545 -2.68 9,901 -6.68 0.2023
2016-11-01 2016-09-30 13F SOUTHERN COMMON STOCK 842587107 206,814 12,921 6.66 10,610 2.04 0.2181
2016-08-01 2016-06-30 13F SOUTHERN COMMON STOCK 842587107 193,893 13,208 7.31 10,398 11.24 0.2184
2016-05-05 2016-03-31 13F SOUTHERN COMMON STOCK 842587107 180,685 11,695 6.92 9,347 18.21 0.2418
2016-01-28 2015-12-31 13F SOUTHERN COMMON STOCK 842587107 168,990 3,651 2.21 7,907 6.97 0.2051
2015-11-04 2015-09-30 13F SOUTHERN COMMON STOCK 842587107 165,339 6,499 4.09 7,392 11.06 0.1921
2015-07-29 2015-06-30 13F SOUTHERN COMMON STOCK 842587107 158,840 10,339 6.96 6,656 1.23 0.1798
2015-04-23 2015-03-31 13F SOUTHERN COMMON STOCK 842587107 148,501 13,743 10.20 6,575 -0.65 0.1888
2015-01-26 2014-12-31 13F SOUTHERN COMMON STOCK 842587107 134,758 8,827 7.01 6,618 20.37 0.1942
2014-10-21 2014-09-30 13F SOUTHERN COMMON STOCK 842587107 125,931 -5,584 -4.25 5,498 -7.88 0.1662
2014-07-21 2014-06-30 13F SOUTHERN COMMON STOCK 842587107 131,515 -2,306 -1.72 5,968 1.48 0.1789
2014-04-28 2014-03-31 13F SOUTHERN COMMON STOCK 842587107 133,821 2,189 1.66 5,881 8.69 0.1853
2014-01-27 2013-12-31 13F SOUTHERN COMMON STOCK 842587107 131,632 -21,256 -13.90 5,411 -14.04 0.1743
2013-10-22 2013-09-30 13F SOUTHERN COMMON STOCK 842587107 152,888 -34,316 -18.33 6,295 -23.79 0.2230
2013-07-15 2013-06-30 13F SOUTHERN COM 842587107 187,204 187,204 8,260 0.3076
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.