Vanguard Group Inc ownership in 1SO / The Southern Company

The Southern Company

IT ˙ BIT ˙ US8425871071

78,00 € 0,00 (0,00%)

2026-06-03
DELAT PRIS

Security	IT:1SO / The Southern Company
Institution	Vanguard Group Inc
Latest Disclosed Ownership	99,606,095 shares
Ownership	9.13%

2024-02-13 - Vanguard Group Inc has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 99,606,095 shares of The Southern Company (IT:1SO). This represents 9.13 percent ownership of the company. In their previous filing dated 2023-02-09 , Vanguard Group Inc had reported owning 97,914,225 shares, indicating an increase of 1.73 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File Date	Effective Date	Form	Prev Shares	Latest Shares	ΔShares (Percent)	Ownership (Percent)	ΔOwnership (Percent)
2024-02-13	2024-02-13	13G/A	97,914,225	99,606,095	1.73	9.13	1.56
2023-02-09	2023-02-09	13G/A	90,764,249	97,914,225	7.88	8.99	5.02
2022-02-09	2022-02-09	13G/A	89,404,302	90,764,249	1.52	8.56	1.18
2021-02-10	2021-02-10	13G/A	90,580,750	89,404,302	-1.30	8.46	-1.97
2020-02-12	2020-02-12	13G/A	81,306,516	90,580,750	11.41	8.63	7.74
2019-02-11	2019-02-11	13G/A	73,519,658	81,306,516	10.59	8.01	9.43
2018-02-12	2018-02-12	13G/A	66,069,284	73,519,658	11.28	7.32	8.61
2017-02-13	2017-02-13	13G/A	54,686,446	66,069,284	20.81	6.74	12.15
2016-02-11	2016-02-11	13G/A		54,686,446		6.01
2015-02-11	2015-02-11	13G/A		51,373,414		5.70
2014-02-11	2014-02-11	13G		44,207,445		5.01

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-01-29	2025-12-31	13F	SOUTHERN	COM	842587107	108,057,413	1,643,090	1.54	9,422,606	-6.57	0.1366
2025-11-07	2025-09-30	13F	SOUTHERN	COM	842587107	106,414,323	510,080	0.48	10,084,885	3.70	0.1510
2025-08-11	2025-06-30	13F	SOUTHERN	COM	842587107	105,904,243	1,694,066	1.63	9,725,187	1.49	0.1574
2025-05-09	2025-03-31	13F	SOUTHERN	COM	842587107	104,210,177	1,419,724	1.38	9,582,126	13.24	0.1732
2025-02-11	2024-12-31	13F	SOUTHERN	COM	842587107	102,790,453	698,422	0.68	8,461,710	-8.09	0.1474
2024-11-13	2024-09-30	13F	SOUTHERN	COM	842587107	102,092,031	1,328,094	1.32	9,206,659	17.79	0.1649
2024-08-13	2024-06-30	13F	SOUTHERN	COM	842587107	100,763,937	674,303	0.67	7,816,259	8.86	0.1502
2024-05-10	2024-03-31	13F	SOUTHERN	COM	842587107	100,089,634	481,071	0.48	7,180,430	2.80	0.1422
2024-03-11	2023-12-31	13F/A-1	SOUTHERN	COM	842587107	99,608,563	35,898	0.04	6,984,552	8.38	0.1526
2024-02-14	2023-12-31	13F	SOUTHERN	COM	842587107	99,608,468	35,803		6,984,546		0.1326
2023-12-18	2023-09-30	13F/A-1	SOUTHERN	COM	842587107	99,572,665	352,023	0.35	6,444,343	-7.55	0.1583
2023-11-14	2023-09-30	13F	SOUTHERN	COM	842587107	99,572,665	352,023		6,444,343		0.1583
2023-08-14	2023-06-30	13F	SOUTHERN	COM	842587107	99,220,642	246,709	0.25	6,970,250	1.21	0.1653
2023-07-14	2023-03-31	13F/A-1	SOUTHERN	COM	842587107	98,973,933	1,059,708	1.08	6,886,606	-1.51	0.1753
2023-05-15	2023-03-31	13F	SOUTHERN	COM	842587107	98,973,933	1,059,708		6,886,606		0.1754
2023-02-10	2022-12-31	13F	SOUTHERN	COM	842587107	97,914,225	3,261,853	3.45	6,992,055	8.63	0.1904
2022-11-14	2022-09-30	13F	SOUTHERN	COM	842587107	94,652,372	1,391,612	1.49	6,436,360	-3.22	0.1893
2022-08-12	2022-06-30	13F	SOUTHERN	COM	842587107	93,260,760	1,614,875	1.76	6,650,425	0.08	0.1870
2022-05-13	2022-03-31	13F	SOUTHERN	COM	842587107	91,645,885	881,636	0.97	6,645,242	6.76	0.1572
2022-02-14	2021-12-31	13F	SOUTHERN	COM	842587107	90,764,249	140,231	0.15	6,224,612	10.84	0.1413
2021-11-12	2021-09-30	13F	SOUTHERN	COM	842587107	90,624,018	448,819	0.50	5,615,971	2.92	0.1395
2021-08-13	2021-06-30	13F	SOUTHERN	COM	842587107	90,175,199	471,093	0.53	5,456,502	-2.14	0.1358
2021-05-14	2021-03-31	13F	SOUTHERN	COM	842587107	89,704,106	299,804	0.34	5,576,007	1.53	0.1508
2021-02-12	2020-12-31	13F	SOUTHERN	COM	842587107	89,404,302	-1,606,873	-1.77	5,492,106	11.30	0.1593
2020-11-16	2020-09-30	13F	SOUTHERN	COM	842587107	91,011,175	-766,377	-0.84	4,934,626	3.70	0.1633
2020-08-14	2020-06-30	13F	SOUTHERN	COM	842587107	91,777,552	-845,363	-0.91	4,758,666	-5.10	0.1688
2020-05-15	2020-03-31	13F	SOUTHERN	COM	842587107	92,622,915	2,042,165	2.25	5,014,604	-13.09	0.2137
2020-02-14	2019-12-31	13F	SOUTHERN	COM	842587107	90,580,750	11,517	0.01	5,769,995	3.14	0.1968
2019-11-14	2019-09-30	13F	SOUTHERN	COM	842587107	90,569,233	2,399,553	2.72	5,594,462	14.78	0.2075
2019-08-14	2019-06-30	13F	SOUTHERN	COM	842587107	88,169,680	2,923,497	3.43	4,874,020	10.63	0.1834
2019-05-15	2019-03-31	13F	SOUTHERN	COM	842587107	85,246,183	3,939,667	4.85	4,405,523	23.37	0.1728
2019-02-14	2018-12-31	13F	SOUTHERN	COM	842587107	81,306,516	3,838,959	4.96	3,570,983	5.73	0.1604
2018-12-13	2018-09-30	13F/A-2	SOUTHERN	COM	842587107	77,467,557	1,324,658	1.74	3,377,586	-4.21	0.1320
2018-11-23	2018-09-30	13F/A-1	SOUTHERN	COM	842587107	77,467,557	0		3,377,586		0.1320
2018-11-14	2018-09-30	13F	SOUTHERN	COM	842587107	77,467,557	1,324,658		3,377,586
2018-08-14	2018-06-30	13F	SOUTHERN	COM	842587107	76,142,899	1,558,195	2.09	3,526,177	5.86	0.1475
2018-05-15	2018-03-31	13F	SOUTHERN	COM	842587107	74,584,704	1,065,046	1.45	3,330,953	-5.79	0.1457
2018-02-14	2017-12-31	13F	SOUTHERN	COM	842587107	73,519,658	1,170,371	1.62	3,535,560	-0.55	0.1546
2017-11-14	2017-09-30	13F	SOUTHERN	COM	842587107	72,349,287	1,295,683	1.82	3,555,245	4.50	0.1662
2017-08-24	2017-06-30	13F/A-1	SOUTHERN	COM	842587107	71,053,604	2,295,466	3.34	3,402,047	-0.61	0.1676
2017-08-11	2017-06-30	13F	SOUTHERN	COM	842587107	71,053,604	2,295,466		3,402,047
2017-05-12	2017-03-31	13F	SOUTHERN	COM	842587107	68,758,138	2,688,854	4.07	3,422,780	5.32	0.1760
2017-02-14	2016-12-31	13F	SOUTHERN	COM	842587107	66,069,284	1,932,124	3.01	3,249,947	-1.22	0.1813
2016-11-14	2016-09-30	13F	SOUTHERN	COM	842587107	64,137,160	3,757,900	6.22	3,290,235	1.61	0.1933
2016-08-10	2016-06-30	13F	SOUTHERN	COM	842587107	60,379,260	3,222,084	5.64	3,238,139	9.52	0.2011
2016-05-13	2016-03-31	13F	SOUTHERN	COM	842587107	57,157,176	2,470,730	4.52	2,956,740	15.55	0.1916
2016-02-08	2015-12-31	13F	SOUTHERN	COM	842587107	54,686,446	1,325,479	2.48	2,558,779	7.28	0.1720
2015-11-12	2015-09-30	13F/A-1	SOUTHERN	COM	842587107	53,360,967	1,079,239	2.06	2,385,236	8.88	0.1013
2015-11-12	2015-09-30	13F/A-1	SOUTHERN	COM	842587107	53,360,967	1,079,239		2,385,236		0.1013
2015-08-13	2015-06-30	13F	SOUTHERN	COM	842587107	52,281,728	544,455	1.05	2,190,604	-4.38	0.1481
2015-05-15	2015-03-31	13F/A-1	SOUTHERN	COM	842587107	51,737,273	363,859	0.71	2,290,926	-9.20	0.1554
2015-05-14	2015-03-31	13F	SOUTHERN	COM	842587107	51,737,273			2,290,926
2015-02-12	2014-12-31	13F	SOUTHERN	COM	842587107	51,373,414	1,996,206	4.04	2,522,948	17.06	0.1817
2014-11-12	2014-09-30	13F	SOUTHERN	COM	842587107	49,377,208	2,580,079	5.51	2,155,316	1.49	0.1680
2014-08-11	2014-06-30	13F	SOUTHERN	COM	842587107	46,797,129	1,416,829	3.12	2,123,653	6.50	0.1673
2014-05-13	2014-03-31	13F	SOUTHERN	COM	842587107	45,380,300	1,172,855	2.65	1,994,010	9.72	0.1677
2014-02-12	2013-12-31	13F	SOUTHERN	COM	842587107	44,207,445	859,548	1.98	1,817,368	1.81	0.1598
2013-11-07	2013-09-30	13F	SOUTHERN	COM	842587107	43,347,897	939,834	2.22	1,785,067	-4.62	0.1743
2013-08-13	2013-06-30	13F	SOUTHERN	COM	842587107	42,408,063	42,408,063		1,871,468		0.1965

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.