남부 회사
DE ˙ XTRA ˙ US8425871071
€77.72 ↑0.30 (0.39%)
2026-06-04
주가
SecurityDE:SOT / The Southern Company
InstitutionAssociated Banc-corp
Latest Disclosed Ownership109,048 shares
Latest Disclosed Value $ 10,525,312
Associated Banc-corp reports 17.32% increase in ownership of SOT / The Southern Company

On May 1, 2026 - Associated Banc-corp filed a 13F-HR form disclosing ownership of 109,048 shares of The Southern Company (DE:SOT) valued at $9,210,194 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 92,947 shares of The Southern Company. This represents a change in shares of 17.32% during the quarter. The current value of the position is $8,475,211 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)
2026-05-01 2026-03-31 13F SOUTHERN COM 842587107 109,048 16,101 17.32 10,525 29.87 0.2787
2026-02-06 2025-12-31 13F SOUTHERN COM 842587107 92,947 -2,722 -2.85 8,105 -10.61 0.2075
2025-10-24 2025-09-30 13F SOUTHERN COM 842587107 95,669 -781 -0.81 9,067 2.36 0.2386
2025-08-12 2025-06-30 13F SOUTHERN COM 842587107 96,450 -1,526 -1.56 8,857 -1.68 0.2510
2025-05-09 2025-03-31 13F SOUTHERN COM 842587107 97,976 -53 -0.05 9,009 11.64 0.2747
2025-02-10 2024-12-31 13F SOUTHERN COM 842587107 98,029 -591 -0.60 8,070 -9.27 0.2431
2024-11-13 2024-09-30 13F SOUTHERN COM 842587107 98,620 -8,332 -7.79 8,894 7.20 0.2614
2024-08-01 2024-06-30 13F SOUTHERN COM 842587107 106,952 -2,110 -1.93 8,296 6.03 0.2580
2024-05-09 2024-03-31 13F SOUTHERN COM 842587107 109,062 -1,280 -1.16 7,824 1.12 0.2480
2024-02-09 2023-12-31 13F SOUTHERN COM 842587107 110,342 -639 -0.58 7,737 7.73 0.2688
2023-11-09 2023-09-30 13F SOUTHERN COM 842587107 110,981 -1,166 -1.04 7,183 -8.83 0.2780
2023-08-07 2023-06-30 13F SOUTHERN COM 842587107 112,147 39 0.03 7,878 1.00 0.2977
2023-05-09 2023-03-31 13F SOUTHERN COM 842587107 112,108 1,173 1.06 7,800 -1.53 0.3134
2023-02-10 2022-12-31 13F SOUTHERN COM 842587107 110,935 1,528 1.40 7,922 6.47 0.3297
2022-11-09 2022-09-30 13F SOUTHERN COM 842587107 109,407 2,177 2.03 7,440 -2.71 0.3438
2022-08-10 2022-06-30 13F SOUTHERN COM 842587107 107,230 -274 -0.25 7,647 -1.90 0.3348
2022-05-11 2022-03-31 13F SOUTHERN COM 842587107 107,504 -1,491 -1.37 7,795 4.28 0.3002
2022-02-10 2021-12-31 13F SOUTHERN COM 842587107 108,995 -2,124 -1.91 7,475 8.55 0.2741
2021-11-08 2021-09-30 13F SOUTHERN COM 842587107 111,119 -3,365 -2.94 6,886 -0.61 0.2721
2021-08-11 2021-06-30 13F SOUTHERN COM 842587107 114,484 -27,366 -19.29 6,928 -9.79 0.2741
2021-05-05 2021-03-31 13F SOUTHERN COM 842587107 141,850 27,191 23.71 7,680 9.04 0.4774
2021-02-11 2020-12-31 13F SOUTHERN COM 842587107 114,659 -4,800 -4.02 7,043 8.72 0.2749
2020-11-12 2020-09-30 13F SOUTHERN COM 842587107 119,459 -26,096 -17.93 6,478 -14.16 0.2787
2020-08-14 2020-06-30 13F SOUTHERN COM 842587107 145,555 2,820 1.98 7,547 -2.34 0.3406
2020-05-14 2020-03-31 13F SOUTHERN COM 842587107 142,735 9,505 7.13 7,728 -8.94 0.4119
2020-02-12 2019-12-31 13F SOUTHERN COM 842587107 133,230 2,573 1.97 8,487 5.15 0.4227
2019-11-14 2019-09-30 13F SOUTHERN COM 842587107 130,657 3,438 2.70 8,071 14.76 0.4340
2019-08-06 2019-06-30 13F SOUTHERN COM 842587107 127,219 1,623 1.29 7,033 8.35 0.3855
2019-05-07 2019-03-31 13F SOUTHERN COM 842587107 125,596 8,541 7.30 6,491 26.26 0.3741
2019-02-13 2018-12-31 13F SOUTHERN COM 842587107 117,055 -1,823 -1.53 5,141 -0.81 0.3351
2018-11-07 2018-09-30 13F SOUTHERN COM 842587107 118,878 -142 -0.12 5,183 -5.97 0.2875
2018-08-07 2018-06-30 13F SOUTHERN COM 842587107 119,020 1,424 1.21 5,512 4.95 0.3222
2018-05-07 2018-03-31 13F SOUTHERN COM 842587107 117,596 -508 -0.43 5,252 -7.54 0.2987
2018-02-07 2017-12-31 13F SOUTHERN COM 842587107 118,104 -2,425 -2.01 5,680 -4.09 0.3064
2017-11-13 2017-09-30 13F SOUTHERN COM 842587107 120,529 1,573 1.32 5,922 3.99 0.3267
2017-08-10 2017-06-30 13F SOUTHERN COM 842587107 118,956 1,072 0.91 5,695 -2.95 0.3230
2017-05-12 2017-03-31 13F SOUTHERN COM 842587107 117,884 -332 -0.28 5,868 0.91 0.3493
2017-02-10 2016-12-31 13F SOUTHERN COM 842587107 118,216 -1,571 -1.31 5,815 -5.37 0.3629
2016-11-10 2016-09-30 13F SOUTHERN COM 842587107 119,787 1,146 0.97 6,145 -3.43 0.3912
2016-08-11 2016-06-30 13F SOUTHERN COM 842587107 118,641 -527 -0.44 6,363 3.21 0.4087
2016-05-12 2016-03-31 13F SOUTHERN COM 842587107 119,168 2,228 1.91 6,165 12.66 0.4050
2016-02-12 2015-12-31 13F SOUTHERN COM 842587107 116,940 -344 -0.29 5,472 4.37 0.3611
2015-11-10 2015-09-30 13F SOUTHERN COM 842587107 117,284 -1,005 -0.85 5,243 5.79 0.3657
2015-08-11 2015-06-30 13F SOUTHERN COM 842587107 118,289 2,420 2.09 4,956 -3.41 0.3178
2015-05-12 2015-03-31 13F SOUTHERN COM 842587107 115,869 -1,722 -1.46 5,131 -11.15 0.3238
2015-02-12 2014-12-31 13F SOUTHERN COM 842587107 117,591 -1,016 -0.86 5,775 11.55 0.3643
2014-11-05 2014-09-30 13F SOUTHERN COM 842587107 118,607 306 0.26 5,177 -3.56 0.3398
2014-08-13 2014-06-30 13F SOUTHERN COM 842587107 118,301 3,445 3.00 5,368 6.36 0.3491
2014-05-13 2014-03-31 13F SOUTHERN COM 842587107 114,856 8,652 8.15 5,047 15.60 0.3480
2014-02-14 2013-12-31 13F SOUTHERN COM 842587107 106,204 -2,867 -2.63 4,366 -2.78 0.3135
2013-11-14 2013-09-30 13F SOUTHERN COM 842587107 109,071 -394 -0.36 4,491 -7.04 0.3565
2013-08-13 2013-06-30 13F SOUTHERN COM 842587107 109,465 109,465 4,831 0.3970
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.