The Southern Company
IT ˙ BIT ˙ US8425871071
€ 78,00 0.00 (0.00%)
2026-06-03
PREÇO DA AÇÃO
SecurityIT:1SO / The Southern Company
InstitutionSheets Smith Wealth Management
Latest Disclosed Ownership12,499 shares
Latest Disclosed Value $ 1,206,357
Sheets Smith Wealth Management reports 4.21% decrease in ownership of 1SO / The Southern Company

On April 16, 2026 - Sheets Smith Wealth Management filed a 13F-HR form disclosing ownership of 12,499 shares of The Southern Company (IT:1SO) valued at $1,078,539 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 13,049 shares of The Southern Company. This represents a change in shares of -4.21% during the quarter. The current value of the position is $974,922 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)
2026-04-16 2026-03-31 13F SOUTHERN COM 842587107 12,499 -550 -4.21 1,206 6.07 0.1358
2026-01-20 2025-12-31 13F SOUTHERN COM 842587107 13,049 -116 -0.88 1,138 -8.82 0.1249
2025-10-16 2025-09-30 13F SOUTHERN COM 842587107 13,165 -107 -0.81 1,248 2.38 0.1412
2025-07-15 2025-06-30 13F SOUTHERN COM 842587107 13,272 45 0.34 1,219 0.16 0.1426
2025-04-23 2025-03-31 13F SOUTHERN COM 842587107 13,227 -495 -3.61 1,216 7.71 0.1511
2025-01-17 2024-12-31 13F SOUTHERN COM 842587107 13,722 50 0.37 1,130 -8.36 0.1379
2024-11-01 2024-09-30 13F SOUTHERN COM 842587107 13,672 -117 -0.85 1,233 15.25 0.1508
2024-07-30 2024-06-30 13F SOUTHERN COM 842587107 13,789 -652 -4.51 1,070 3.29 0.1279
2024-05-08 2024-03-31 13F SOUTHERN COM 842587107 14,441 82 0.57 1,036 2.88 0.1160
2024-02-06 2023-12-31 13F SOUTHERN COM 842587107 14,359 -684 -4.55 1,007 3.39 0.1432
2023-10-23 2023-09-30 13F SOUTHERN COM 842587107 15,043 303 2.06 974 -5.99 0.1483
2023-08-09 2023-06-30 13F SOUTHERN COM 842587107 14,740 -176 -1.18 1,035 -0.19 0.1514
2023-05-26 2023-03-31 13F/A-1 SOUTHERN COM 842587107 14,916 -649 -4.17 1,038 -6.66 0.1586
2023-05-12 2023-03-31 13F SOUTHERN COM 842587107 70 -15,495 1,038 0.1589
2023-03-08 2022-12-31 13F SOUTHERN COM 842587107 15,565 532 3.54 1,112 8.71 0.1740
2022-11-01 2022-09-30 13F SOUTHERN COM 842587107 15,033 -402 -2.60 1,022 -7.18 0.1706
2022-07-27 2022-06-30 13F SOUTHERN COM 842587107 15,435 -3,270 -17.48 1,101 -18.81 0.1812
2022-05-02 2022-03-31 13F SOUTHERN COM 842587107 18,705 -968 -4.92 1,356 0.52 0.1869
2022-01-20 2021-12-31 13F SOUTHERN COM 842587107 19,673 26 0.13 1,349 10.76 0.1674
2021-10-15 2021-09-30 13F SOUTHERN COM 842587107 19,647 -861 -4.20 1,218 -1.85 0.1653
2021-08-03 2021-06-30 13F SOUTHERN COM 842587107 20,508 -267 -1.29 1,241 -3.87 0.1672
2021-04-23 2021-03-31 13F SOUTHERN COM 842587107 20,775 153 0.74 1,291 1.89 0.1899
2021-01-13 2020-12-31 13F SOUTHERN COM 842587107 20,622 -802 -3.74 1,267 9.04 0.1915
2020-10-26 2020-09-30 13F SOUTHERN COM 842587107 21,424 875 4.26 1,162 9.11 0.2021
2020-07-17 2020-06-30 13F SOUTHERN COM 842587107 20,549 2,564 14.26 1,065 9.34 0.2131
2020-04-28 2020-03-31 13F SOUTHERN COM 842587107 17,985 -2,774 -13.36 974 -26.32 0.2040
2020-01-24 2019-12-31 13F SOUTHERN COM 842587107 20,759 130 0.63 1,322 3.77 0.2526
2019-10-28 2019-09-30 13F SOUTHERN COM 842587107 20,629 137 0.67 1,274 12.44 0.2620
2019-07-12 2019-06-30 13F SOUTHERN COM 842587107 20,492 78 0.38 1,133 7.39 0.2326
2019-05-13 2019-03-31 13F SOUTHERN COM 842587107 20,414 242 1.20 1,055 19.07 0.2284
2019-01-11 2018-12-31 13F SOUTHERN COM 842587107 20,172 1,642 8.86 886 9.65 0.2387
2018-10-15 2018-09-30 13F SOUTHERN COM 842587107 18,530 230 1.26 808 -4.60 0.1672
2018-07-26 2018-06-30 13F SOUTHERN COM 842587107 18,300 2,064 12.71 847 16.83 0.1982
2018-04-09 2018-03-31 13F SOUTHERN COM 842587107 16,236 3,256 25.08 725 16.19 0.1742
2018-01-12 2017-12-31 13F Southern COM 842587107 12,980 205 1.60 624 -0.64 0.1471
2017-10-12 2017-09-30 13F Southern COM 842587107 12,775 992 8.42 628 11.35 0.1584
2017-07-19 2017-06-30 13F SOUTHERN COM 842587107 11,783 133 1.14 564 -2.76 0.1490
2017-04-10 2017-03-31 13F SOUTHERN COM 842587107 11,650 128 1.11 580 2.29 0.1540
2017-02-03 2016-12-31 13F SOUTHERN COM 842587107 11,522 617 5.66 567 1.43 0.1591
2016-11-18 2016-09-30 13F SOUTHERN COM 842587107 10,905 -106 -0.96 559 -5.41 0.1576
2016-08-15 2016-06-30 13F SOUTHERN COM 842587107 11,011 -399 -3.50 591 0.17 0.1717
2016-05-13 2016-03-31 13F SOUTHERN COM 842587107 11,410 -572 -4.77 590 5.17 0.1814
2016-02-01 2015-12-31 13F SOUTHERN COM 842587107 11,982 -1,468 -10.91 561 -6.66 0.1696
2015-11-13 2015-09-30 13F SOUTHERN COM 842587107 13,450 783 6.18 601 13.18 0.2032
2015-08-31 2015-06-30 13F SOUTHERN COM 842587107 12,667 424 3.46 531 -2.03 0.1451
2015-05-05 2015-03-31 13F SOUTHERN COM 842587107 12,243 26 0.21 542 -9.67 0.1496
2015-02-20 2014-12-31 13F SOUTHERN COM 842587107 12,217 313 2.63 600 15.38 0.1566
2014-11-17 2014-09-30 13F THE SOUTHERN COM 842587107 11,904 588 5.20 520 1.17 0.1415
2014-09-18 2014-06-30 13F SOUTHERN COM 842587107 11,316 412 3.78 514 7.31 0.1379
2014-06-02 2014-03-31 13F THE SOUTHERN COM 842587107 10,904 1,629 17.56 479 25.72 0.1340
2014-02-21 2013-12-31 13F THE SOUTHERN COM 842587107 9,275 298 3.32 381 2.97 0.1051
2013-11-26 2013-09-30 13F SOUTHERN COM 842587107 8,977 8,977 370 0.1204
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.