南方公司
IT ˙ BIT ˙ US8425871071
€78.00 0.00 (0.00%)
2026-06-03
分享價格
SecurityIT:1SO / The Southern Company
InstitutionCerity Partners LLC
Latest Disclosed Ownership260,784 shares
Latest Disclosed Value $ 25,170,051
Cerity Partners LLC reports 8.16% increase in ownership of 1SO / The Southern Company

On May 15, 2026 - Cerity Partners LLC filed a 13F-HR form disclosing ownership of 260,784 shares of The Southern Company (IT:1SO) valued at $22,503,051 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 241,120 shares of The Southern Company. This represents a change in shares of 8.16% during the quarter. The current value of the position is $20,341,152 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)
2026-05-15 2026-03-31 13F SOUTHERN COM 842587107 260,784 19,664 8.16 25,170 19.69 0.0177
2026-02-11 2025-12-31 13F SOUTHERN COM 842587107 241,120 7,450 3.19 21,030 -5.07 0.0306
2025-10-22 2025-09-30 13F SOUTHERN COM 842587107 233,670 6,139 2.70 22,153 5.99 0.0359
2025-08-13 2025-06-30 13F SOUTHERN Stock 842587107 227,531 -1,071 -0.47 20,901 -0.57 0.0373
2025-04-30 2025-03-31 13F SOUTHERN Stock 842587107 228,602 38,587 20.31 21,020 32.25 0.0426
2025-02-13 2024-12-31 13F SOUTHERN Stock 842587107 190,015 -1,399 -0.73 15,894 -7.92 0.0345
2024-11-12 2024-09-30 13F SOUTHERN COM 842587107 191,414 -363 -0.19 17,262 16.03 0.0382
2024-08-13 2024-06-30 13F SOUTHERN COM 842587107 191,777 70,482 58.11 14,876 70.71 0.0392
2024-05-14 2024-03-31 13F SOUTHERN Equities 842587107 121,295 -63,034 -34.20 8,715 -32.58 0.0230
2024-01-26 2023-12-31 13F SOUTHERN Equity 842587107 184,329 20,692 12.65 12,925 22.05 0.0425
2023-11-14 2023-09-30 13F SOUTHERN Equities 842587107 163,637 -76,281 -31.79 10,591 -37.16 0.0515
2023-08-14 2023-06-30 13F SOUTHERN Equities 842587107 239,918 24,592 11.42 16,854 -58.44 0.0656
2023-05-11 2023-03-31 13F SOUTHERN COM 842587107 215,326 10,049 4.90 40,554 172.14 0.0956
2023-02-15 2022-12-31 13F SOUTHERN Equities 842587107 205,277 170,282 486.59 14,902 526.13 0.0954
2022-11-14 2022-09-30 13F SOUTHERN Equities 842587107 34,995 1,067 3.14 2,380 -1.61 0.0286
2022-08-10 2022-06-30 13F SOUTHERN COM 842587107 33,928 18,633 121.82 2,419 118.12 0.0267
2022-04-25 2022-03-31 13F SOUTHERN Stock 842587107 15,295 -1,183 -7.18 1,109 -1.95 0.0172
2022-02-14 2021-12-31 13F SOUTHERN Stock 842587107 16,478 4,161 33.78 1,131 48.23 0.0172
2021-10-25 2021-09-30 13F Southern Stock 842587107 12,317 -3,261 -20.93 763 -19.09 0.0168
2021-08-11 2021-06-30 13F SOUTHERN Stock 842587107 15,578 837 5.68 943 2.95 0.0206
2021-08-11 2021-03-31 13F/A-1 SOUTHERN Stock 842587107 14,741 -279 -1.86 916 -0.76 0.0218
2021-05-12 2021-03-31 13F SOUTHERN Stock 842587107 14,798 -222 920 0.0273
2021-02-11 2020-12-31 13F SOUTHERN Stock 842587107 15,020 1,444 10.64 923 25.41 0.0296
2020-11-12 2020-09-30 13F SOUTHERN COM 842587107 13,576 13,576 736 0.0303
2020-08-17 2020-06-30 13F/A-1 SOUTHERN COM 842587107 0 -4,406 -100.00 0 -100.00
2020-05-14 2020-03-31 13F SOUTHERN COM 842587107 4,406 -121,324 -96.50 239 -97.02 0.0150
2020-02-14 2019-12-31 13F SOUTHERN COM 842587107 125,730 5,831 4.86 8,008 8.13 0.4082
2019-10-30 2019-09-30 13F SOUTHERN COM 842587107 119,899 -4,011 -3.24 7,406 8.12 0.4347
2019-08-14 2019-06-30 13F SOUTHERN COM 842587107 123,910 118,134 2,045.26 6,850 2,190.97 0.4319
2019-05-14 2019-03-31 13F SOUTHERN COM 842587107 5,776 -1,614 -21.84 299 -8.00 0.0201
2019-02-06 2018-12-31 13F SOUTHERN COM 842587107 7,390 1,553 26.61 325 27.95 0.0218
2018-11-15 2018-09-30 13F SOUTHERN COM 842587107 5,837 864 17.37 254 10.43 0.0176
2018-08-15 2018-06-30 13F SOUTHERN COM 842587107 4,973 -1,532 -23.55 230 -20.96 0.0170
2018-05-15 2018-03-31 13F SOUTHERN COM 842587107 6,505 1,548 31.23 291 22.27 0.0223
2018-02-14 2017-12-31 13F SOUTHERN COM 842587107 4,957 847 20.61 238 17.82 0.0160
2017-11-13 2017-09-30 13F SOUTHERN COM 842587107 4,110 4,110 202 0.0143
2017-08-10 2017-06-30 13F SOUTHERN COM 842587107 0 -4,153 -100.00 0 -100.00
2017-05-02 2017-03-31 13F SOUTHERN COM 842587107 4,153 4,153 207 0.0173
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.