南方公司
DE ˙ XTRA ˙ US8425871071
€77.72 ↑0.30 (0.39%)
2026-06-04
分享價格
SecurityDE:SOT / The Southern Company
InstitutionArrow Financial Corp
Latest Disclosed Ownership6,954 shares
Latest Disclosed Value $ 671,200
Arrow Financial Corp reports 3.53% increase in ownership of SOT / The Southern Company

On May 11, 2026 - Arrow Financial Corp filed a 13F-HR form disclosing ownership of 6,954 shares of The Southern Company (DE:SOT) valued at $587,335 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 6,717 shares of The Southern Company. This represents a change in shares of 3.53% during the quarter. The current value of the position is $540,465 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)
2026-05-11 2026-03-31 13F SOUTHERN Equities 842587107 6,954 237 3.53 671 14.70 0.0363
2026-02-05 2025-12-31 13F SOUTHERN Equities 842587107 6,717 975 16.98 586 7.54 0.0584
2025-10-21 2025-09-30 13F SOUTHERN Equities 842587107 5,742 894 18.44 544 22.25 0.0556
2025-08-11 2025-06-30 13F SOUTHERN Equities 842587107 4,848 4,848 445 0.0469
2025-05-05 2025-03-31 13F SOUTHERN Equities 842587107 0 -9,960 -100.00 0 -100.00
2025-02-14 2024-12-31 13F SOUTHERN Equities 842587107 9,960 0 0.00 820 -8.80 0.0778
2024-11-04 2024-09-30 13F SOUTHERN COMMON STOCK 842587107 9,960 -5 -0.05 898 16.32 0.0831
2024-07-30 2024-06-30 13F SOUTHERN COMMON STOCK 842587107 9,965 -35 -0.35 773 7.67 0.0754
2024-05-21 2024-03-31 13F SOUTHERN COMMON STOCK 842587107 10,000 -11 -0.11 717 2.28 0.0712
2024-02-12 2023-12-31 13F SOUTHERN COMMON STOCK 842587107 10,011 -53 -0.53 702 7.68 0.0728
2023-11-13 2023-09-30 13F SOUTHERN COMMON STOCK 842587107 10,064 -76 -0.75 651 -8.57 0.0764
2023-08-09 2023-06-30 13F SOUTHERN COMMON STOCK 842587107 10,140 0 0.00 712 0.99 0.0859
2023-05-03 2023-03-31 13F SOUTHERN COMMON STOCK 842587107 10,140 -89 -0.87 706 0.0920
2023-02-02 2022-12-31 13F SOUTHERN COMMON STOCK 842587107 10,229 89 0.88 1 -100.00 0.0990
2022-11-07 2022-09-30 13F SOUTHERN COMMON STOCK 842587107 10,140 0 0.00 690 -4.56 0.1006
2022-07-25 2022-06-30 13F SOUTHERN COMMON STOCK 842587107 10,140 0 0.00 723 -1.63 0.0986
2022-04-26 2022-03-31 13F SOUTHERN COMMON STOCK 842587107 10,140 0 0.00 735 5.60 0.0879
2022-01-28 2021-12-31 13F SOUTHERN COMMON STOCK 842587107 10,140 -5,076 -33.36 696 -26.19 0.0824
2021-10-21 2021-09-30 13F SOUTHERN COMMON STOCK 842587107 15,216 0 0.00 943 2.50 0.1217
2021-07-21 2021-06-30 13F SOUTHERN COMMON STOCK 842587107 15,216 0 0.00 920 -2.75 0.1167
2021-04-30 2021-03-31 13F SOUTHERN COMMON STOCK 842587107 15,216 -432 -2.76 946 -1.66 0.1255
2021-02-08 2020-12-31 13F SOUTHERN COMMON STOCK 842587107 15,648 352 2.30 962 15.90 0.1870
2020-11-06 2020-09-30 13F SOUTHERN COMMON STOCK 842587107 15,296 0 0.00 830 4.67 0.1755
2020-07-27 2020-06-30 13F SOUTHERN COMMON STOCK 842587107 15,296 9,800 178.31 793 167.00 0.1729
2020-04-21 2020-03-31 13F SOUTHERN COMMON STOCK 842587107 5,496 -5 -0.09 297 -15.38 0.0704
2020-02-10 2019-12-31 13F SOUTHERN COMMON STOCK 842587107 5,501 0 0.00 351 3.24 0.0684
2019-10-28 2019-09-30 13F SOUTHERN COMMON STOCK 842587107 5,501 0 0.00 340 11.84 0.0706
2019-07-26 2019-06-30 13F SOUTHERN COMMON STOCK 842587107 5,501 1,445 35.63 304 45.45 0.0653
2019-04-26 2019-03-31 13F SOUTHERN COMMON STOCK 842587107 4,056 2,575 173.87 209 221.54 0.0484
2019-02-04 2018-12-31 13F SOUTHERN COMMON STOCK 842587107 1,481 250 20.31 65 20.37 0.0166
2018-10-10 2018-09-30 13F SOUTHERN COMMON STOCK 842587107 1,231 60 5.12 54 0.00 0.0113
2018-07-30 2018-06-30 13F SOUTHERN COMMON STOCK 842587107 1,171 -60 -4.87 54 -1.82 0.0121
2018-04-25 2018-03-31 13F SOUTHERN COMMON STOCK 842587107 1,231 223 22.12 55 12.24 0.0127
2018-02-02 2017-12-31 13F SOUTHERN COMMON STOCK 842587107 1,008 133 15.20 49 13.95 0.0113
2017-10-18 2017-09-30 13F SOUTHERN COMMON STOCK 842587107 875 60 7.36 43 10.26 0.0102
2017-08-01 2017-06-30 13F SOUTHERN COMMON STOCK 842587107 815 -100 -10.93 39 -15.22 0.0093
2017-04-28 2017-03-31 13F SOUTHERN COMMON STOCK 842587107 915 0 0.00 46 2.22 0.0112
2017-02-14 2016-12-31 13F SOUTHERN COMMON STOCK 842587107 915 -8 -0.87 45 -4.26 0.0112
2016-10-28 2016-09-30 13F SOUTHERN COMMON STOCK 842587107 923 -120 -11.51 47 -16.07 0.0120
2016-08-01 2016-06-30 13F SOUTHERN COMMON STOCK 842587107 1,043 0 0.00 56 3.70 0.0146
2016-05-04 2016-03-31 13F SOUTHERN COMMON STOCK 842587107 1,043 21 2.05 54 14.89 0.0143
2016-02-09 2015-12-31 13F SOUTHERN COMMON STOCK 842587107 1,022 -45 -4.22 47 -2.08 0.0126
2015-11-06 2015-09-30 13F SOUTHERN COMMON STOCK 842587107 1,067 -1,220 -53.34 48 -50.00 0.0136
2015-07-28 2015-06-30 13F SOUTHERN COMMON STOCK 842587107 2,287 -1,650 -41.91 96 -44.83 0.0260
2015-04-30 2015-03-31 13F SOUTHERN COMMON STOCK 842587107 3,937 -765 -16.27 174 -24.68 0.0468
2015-01-22 2014-12-31 13F SOUTHERN COMMON STOCK 842587107 4,702 -277 -5.56 231 6.45 0.0630
2014-10-31 2014-09-30 13F SOUTHERN COMMON STOCK 842587107 4,979 -1,621 -24.56 217 -27.67 0.0602
2014-07-30 2014-06-30 13F SOUTHERN COMMON STOCK 842587107 6,600 -675 -9.28 300 -6.25 0.0811
2014-04-30 2014-03-31 13F SOUTHERN COMMON STOCK 842587107 7,275 -1,905 -20.75 320 -15.12 0.0908
2014-01-31 2013-12-31 13F SOUTHERN COMMON STOCK 842587107 9,180 -7,475 -44.88 377 -44.96 0.1082
2013-10-29 2013-09-30 13F SOUTHERN COMMON STOCK 842587107 16,655 -2,625 -13.62 685 -19.60 0.2102
2013-08-08 2013-06-30 13F SOUTHERN COMMON STOCK 842587107 19,280 19,280 852 0.2729
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.