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Equity · Utilities

SO

The Southern Company · NYSE

$88.97 −2.73% 1D Finazon · prior-day close · Aug 21, 2026
Price · Chart
Our own end-of-day closes 56 sessions
$100 $85 3 Jun 21 Aug

The line runs $90.52 on 3 June through $88.97 on 21 August, on a scale from $85 to $100. Days the market did not trade hold the previous close, flat.

The chart above plots the price of SO over the range selected — one day to the full history — drawn by TradingView from their own data. Our own licensed end-of-day series holds 56 sessions over that window: $90.52 on 3 June 2026 through $88.97 on 21 August 2026.

Market cap $100.3B
P/E (TTM) 18.8
52-week range $84.04 – $99.73
Avg volume 773.4K

Finazon · prior-day close · valuation computed from SEC EDGAR filings · as of Sep 1, 2026

SO insider trades

SEC Form 4

SO has no Form 4 filing in the last 90 days, so there is no summary for that window. The most recent filings we hold are below, the newest dated 3 December 2025.

Date Insider Type Shares Value
30 Sep 2025 Anderson Bryan D EVP Sell 6,206 $582K
11 Aug 2025 Spainhour Sterling A Jr. EVP & CLO Sell 2,380 $226K

Compensation mechanics Share grants, option exercises, tax withholding and transfers. They reach the same Form 4 as a trade, but they are not the insider buying or selling on the open market, so no purchase or sale value applies to them.

Date Insider Type Shares Value
03 Dec 2025 Kerr, II James Y Chairman, President & CEO, GAS Gift 18,100
06 Nov 2025 Connally Stan W EVP & COO Gift 2,413
01 Oct 2025 JOHNS JOHN D Award 448 $42K
01 Oct 2025 JAMES DONALD M Award 448 $42K
01 Oct 2025 GRAIN DAVID J Award 818 $77K
01 Oct 2025 Thomas Lizanne Award 448 $42K
01 Oct 2025 Cooper Shantella E. Award 765 $72K
01 Oct 2025 Akella Janaki Award 448 $42K
01 Oct 2025 Svinicki Kristine L Award 448 $42K
01 Oct 2025 MEADOR DAVID E Award 765 $72K
01 Oct 2025 EARLEY ANTHONY F JR Award 694 $66K
01 Oct 2025 Klein Dale E. Award 448 $42K

Showing the 12 most recent of 14 compensation filings in this window. The figures above count all of them.

SO reported financials

SEC EDGAR XBRL

SO reported revenue of $28.9B for the fiscal year ended 31 Dec 2025. Net income over the same period was $4.3B.

Figure Reported Period
Revenue $28.9B 31 Dec 2025 fiscal year
Net income $4.3B 31 Dec 2025 fiscal year
Diluted EPS $3.92 31 Dec 2025 fiscal year
Total assets $157.0B 31 Mar 2026 at period end
Total equity incl. minority interest $39.9B 31 Mar 2026 at period end

Source: SEC EDGAR XBRL company facts · latest period ended 31 Mar 2026

SO earnings

SEC EDGAR
Date Period EPS Revenue
31 Mar 2026 Q1 2026 $1.20 $8.40B
31 Dec 2025 FY 2025 $3.92 $29.55B
30 Sep 2025 Q3 2025 $1.54 $7.82B
30 Jun 2025 Q2 2025 $0.79 $6.97B
31 Mar 2025 Q1 2025 $1.21 $7.78B
31 Dec 2024 FY 2024 $3.99 $26.72B
30 Sep 2024 Q3 2024 $1.39 $7.27B
30 Jun 2024 Q2 2024 $1.09 $6.46B

Next report no date announced in SEC filings yet

Reported figures & scheduled dates · SEC EDGAR filings

SO institutional holders

SEC Form 13F

10 of the 45 institutional funds we track reported a SO position for the quarter ended 30 Jun 2026 — a combined $338.3M; the latest of those filings landed 14 Aug 2026.

Fund Action Shares Value
Citadel Advisors Added +31.1% shares 1,173,137 $112.3M
Balyasny Asset Management Added +344.5% shares 701,019 $67.1M
AQR Capital Management Held (±25%) +20.1% shares 456,982 $43.7M
Millennium Management Held (±25%) −5.1% shares 434,991 $41.6M
Two Sigma Investments Added +94.7% shares 303,736 $29.1M
D. E. Shaw & Co. Held (±25%) −23.4% shares 275,457 $26.4M
Fisher Asset Management Held (±25%) −4.2% shares 117,458 $11.2M
Marshall Wace Trimmed −98.7% shares 30,253 $2.9M
Man Group Trimmed −67.8% shares 24,248 $2.3M
Bridgewater Associates Added +44.2% shares 16,972 $1.6M

Source: SEC EDGAR 13F filings

SO fails-to-deliver

SEC CNS data

On 07 Aug 2026, 5,418 shares of SO failed to deliver (about $503K).

Settlement date Shares failed Notional % of shares out
07 Aug 2026 5,418 $503K <0.001%
31 Jul 2026 78 $7K <0.001%
30 Jul 2026 74 $7K <0.001%

Source: SEC fails-to-deliver (CNS) data

Congressional trades in SO

STOCK Act disclosures

The most recent congressional trade disclosed in SO is a purchase by Jared Moskowitz (house, FL), dated 02 Dec 2025.

Date Member Type Amount
02 Dec 2025 filed 16 Jan 2026 Jared Moskowitz house · Democrat–FL Purchase $1K–$15K

Source: U.S. House of Representatives financial disclosures