남부 회사
IT ˙ BIT ˙ US8425871071
€78.00 0.00 (0.00%)
2026-06-03
주가
SecurityIT:1SO / The Southern Company
InstitutionLifeworks Advisors, LLC
Latest Disclosed Ownership82,319 shares
Latest Disclosed Value $ 7,945,468
Lifeworks Advisors, LLC reports 19.86% increase in ownership of 1SO / The Southern Company

On May 4, 2026 - Lifeworks Advisors, LLC filed a 13F-HR form disclosing ownership of 82,319 shares of The Southern Company (IT:1SO) valued at $7,103,307 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 68,682 shares of The Southern Company. This represents a change in shares of 19.86% during the quarter. The current value of the position is $6,420,882 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)
2026-05-04 2026-03-31 13F SOUTHERN COM 842587107 82,319 13,637 19.86 7,945 32.66 1.0194
2026-02-13 2025-12-31 13F SOUTHERN COM 842587107 68,682 17,905 35.26 5,989 24.46 0.7755
2025-11-12 2025-09-30 13F SOUTHERN COM 842587107 50,777 -36,096 -41.55 4,812 -39.68 0.6407
2025-08-05 2025-06-30 13F SOUTHERN COM 842587107 86,873 1,594 1.87 7,978 1.73 1.1895
2025-05-06 2025-03-31 13F SOUTHERN COM 842587107 85,279 20,953 32.57 7,841 48.08 1.3031
2025-02-07 2024-12-31 13F SOUTHERN COM 842587107 64,326 58,769 1,057.57 5,295 956.89 0.9556
2024-11-06 2024-09-30 13F SOUTHERN COM 842587107 5,557 1,510 37.31 501 60.06 0.0985
2024-08-13 2024-06-30 13F SOUTHERN COM 842587107 4,047 579 16.70 314 26.21 0.0874
2024-05-10 2024-03-31 13F SOUTHERN COM 842587107 3,468 -212 -5.76 249 -3.88 0.0696
2024-02-12 2023-12-31 13F SOUTHERN COM 842587107 3,680 -337 -8.39 258 -0.39 0.0891
2023-11-01 2023-09-30 13F SOUTHERN COM 842587107 4,017 4,017 260 0.1011
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.