남부 회사
MX ˙ BMV ˙ US8425871071
SecurityMX:SO / The Southern Company
InstitutionCalamos Advisors LLC
Latest Disclosed Ownership420,625 shares
Latest Disclosed Value $ 40,598,758
Calamos Advisors LLC reports 113.90% increase in ownership of SO / The Southern Company

On May 4, 2026 - Calamos Advisors LLC filed a 13F-HR form disclosing ownership of 420,625 shares of The Southern Company (MX:SO) valued at $40,598,758 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 196,647 shares of The Southern Company. This represents a change in shares of 113.90% during the quarter.

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 420,625 223,978 113.90 40,599 136.76 0.1432
2026-01-29 2025-12-31 13F SOUTHERN COM 842587107 196,647 -7,648 -3.74 17,148 -11.44 0.0644
2025-10-20 2025-09-30 13F SOUTHERN COM 842587107 204,295 -544 -0.27 19,361 2.93 0.0715
2025-08-08 2025-06-30 13F SOUTHERN COM 842587107 204,839 290 0.14 18,810 0.01 0.0740
2025-04-29 2025-03-31 13F SOUTHERN COM 842587107 204,549 -7,330 -3.46 18,808 7.84 0.0819
2025-01-24 2024-12-31 13F SOUTHERN COM 842587107 211,879 2,041 0.97 17,442 -7.83 0.0729
2024-11-07 2024-09-30 13F SOUTHERN COM 842587107 209,838 3,091 1.50 18,923 18.00 0.0818
2024-07-25 2024-06-30 13F SOUTHERN COM 842587107 206,747 -7,244 -3.39 16,037 4.47 0.0712
2024-05-08 2024-03-31 13F SOUTHERN COM 842587107 213,991 -4,358 -2.00 15,352 0.27 0.0727
2024-01-31 2023-12-31 13F SOUTHERN COM 842587107 218,349 1,322 0.61 15,311 9.01 0.0743
2023-10-26 2023-09-30 13F SOUTHERN COM 842587107 217,027 -103 -0.05 14,046 -7.92 0.0730
2023-07-28 2023-06-30 13F SOUTHERN COM 842587107 217,130 0 0.00 15,253 0.97 0.0755
2023-05-04 2023-03-31 13F SOUTHERN COM 842587107 217,130 -27,271 -11.16 15,108 -13.44 0.0738
2023-01-26 2022-12-31 13F SOUTHERN COM 842587107 244,401 -43,136 -15.00 17,453 -10.75 0.0819
2022-10-24 2022-09-30 13F SOUTHERN COM 842587107 287,537 0 0.00 19,553 -4.64 0.0894
2022-08-01 2022-06-30 13F SOUTHERN COM 842587107 287,537 7,639 2.73 20,504 1.03 0.0884
2022-05-03 2022-03-31 13F SOUTHERN COM 842587107 279,898 37,554 15.50 20,295 22.11 0.0762
2022-02-01 2021-12-31 13F SOUTHERN COM 842587107 242,344 9,181 3.94 16,620 15.03 0.0621
2021-10-26 2021-09-30 13F SOUTHERN COM 842587107 233,163 20,539 9.66 14,449 12.30 0.0631
2021-07-22 2021-06-30 13F SOUTHERN COM 842587107 212,624 48,531 29.58 12,866 26.14 0.0588
2021-04-12 2021-03-31 13F SOUTHERN COM 842587107 164,093 5,067 3.19 10,200 4.41 0.0556
2021-01-27 2020-12-31 13F SOUTHERN COM 842587107 159,026 -7,143 -4.30 9,769 8.42 0.0567
2020-10-26 2020-09-30 13F SOUTHERN COM 842587107 166,169 -14,930 -8.24 9,010 -4.05 0.0580
2020-07-27 2020-06-30 13F SOUTHERN COM 842587107 181,099 -11,405 -5.92 9,390 -9.90 0.0664
2020-04-28 2020-03-31 13F SOUTHERN COM 842587107 192,504 -20,301 -9.54 10,422 -23.12 0.0818
2020-01-15 2019-12-31 13F SOUTHERN COMMON STOCK 842587107 212,805 -2,264 -1.05 13,556 2.04 0.0670
2019-10-21 2019-09-30 13F SOUTHERN COMMON STOCK 842587107 215,069 18,277 9.29 13,285 22.12 0.0724
2019-08-07 2019-06-30 13F SOUTHERN COMMON STOCK 842587107 196,792 196,792 -8.50 10,879 -18.11 0.0604
2017-02-06 2016-12-31 13F SOUTHN COMMON STOCK 842587107 0 -181,493 -100.00 0 -100.00
2016-11-14 2016-09-30 13F SOUTHN COMMON STOCK 842587107 181,493 173 0.10 9,311 -4.25 0.0665
2016-07-26 2016-06-30 13F SOUTHN COMMON STOCK 842587107 181,320 66 0.04 9,724 3.71 0.0682
2016-04-25 2016-03-31 13F SOUTHN COMMON STOCK 842587107 181,254 9,249 5.38 9,376 16.50 0.0622
2016-02-05 2015-12-31 13F SOUTHN COMMON STOCK 842587107 172,005 -2,800 -1.60 8,048 2.99 0.0511
2015-11-10 2015-09-30 13F SOUTHN COMMON STOCK 842587107 174,805 -3,743 -2.10 7,814 4.45 0.0539
2015-08-14 2015-06-30 13F SOUTHN COMMON STOCK 842587107 178,548 -9,319 -4.96 7,481 -10.07 0.0462
2015-05-13 2015-03-31 13F SOUTHN COMMON STOCK 842587107 187,867 13,462 7.72 8,319 -2.87 0.0521
2015-02-13 2014-12-31 13F SOUTHN COMMON STOCK 842587107 174,405 905 0.52 8,565 13.10 0.0567
2014-11-14 2014-09-30 13F SOUTHN COMMON STOCK 842587107 173,500 0 0.00 7,573 -3.81 0.0505
2014-08-14 2014-06-30 13F SOUTHN COMMON STOCK 842587107 173,500 12,500 7.76 7,873 11.29 0.0499
2014-05-16 2014-03-31 13F SOUTHN COMMON STOCK 842587107 161,000 0 0.00 7,074 6.87 0.0452
2014-02-14 2013-12-31 13F SOUTHN COMMON STOCK 842587107 161,000 0 0.00 6,619 -0.17 0.0421
2013-11-14 2013-09-30 13F SOUTHN COMMON STOCK 842587107 161,000 86,000 114.67 6,630 100.30 0.0416
2013-08-12 2013-06-30 13F SOUTHN COMMON STOCK 842587107 75,000 75,000 3,310 0.0216
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.