$SO
The Southern Company · NYSE · Utilities
- Market cap
- 101.36B
- Volume
- 7.18M
- P/E
- 21.23
- Day range
- 87.65 – 88.94
- 52w range
- 83.80 – 100.84
- Analyst target
- 99.97
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$SO -0.74% at 88.11 Ray Dalio and 1 other tracked billionaires hold it. $CEG $VST $NEE https://billionairestrading.com/stocks/SO
Company summary
The Southern Company, through its subsidiaries, engages in the sale of electricity. The company offers electric service to retail customers and wholesale customers; and energy-related products and services to natural gas choice markets. It also develops, constructs, acquires, owns, operates, and manages power generation assets, as well as battery energy storage projects; sells electricity at market-based rates in the wholesale market; and deploys microgrids for commercial, industrial, governmental, and utility customers. In addition, the company is involved in the distribution of natural gas in Illinois, Georgia, Virginia, and Tennessee; distributes energy and resilience solutions; and invests in telecommunications. The Southern Company was incorporated in 1945 and is headquartered in Atlanta, Georgia.
Institutional ownership
Institutions hold 74.28% · insiders 0.10% · 2,860 institutions
| Holder | Shares | Value | % held | Reported |
|---|---|---|---|---|
| Blackrock Inc. | 92.99M | $8.19B | 8.08% | 2026-06-30 |
| Vanguard Capital Management LLC | 73.67M | $6.49B | 6.40% | 2026-06-30 |
| State Street Corporation | 64.81M | $5.71B | 5.63% | 2026-06-30 |
| Capital World Investors | 62.52M | $5.51B | 5.43% | 2026-06-30 |
| Price (T.Rowe) Associates Inc | 46.42M | $4.09B | 4.03% | 2026-06-30 |
| JPMORGAN CHASE & CO | 32.78M | $2.89B | 2.85% | 2026-06-30 |
| Geode Capital Management, LLC | 29.32M | $2.58B | 2.55% | 2026-06-30 |
| Vanguard Portfolio Management LLC | 27.02M | $2.38B | 2.35% | 2026-06-30 |
| FMR, LLC | 22.54M | $1.99B | 1.96% | 2026-06-30 |
| Franklin Resources, Inc. | 16.56M | $1.46B | 1.44% | 2026-06-30 |
Hedge fund & billionaire activity
Insider transactions
| Insider | Role | Transaction | Shares | Date |
|---|---|---|---|---|
| SENA PETER P III | Officer | Sale at price 88.59 per share. | 4.3K | 2026-09-03 |
| KIM MATTHEW M. | Officer | Sale at price 88.87 per share. | 1.4K | 2026-09-03 |
| KIM MATTHEW M. | Officer | Sale at price 88.45 per share. | 100.00 | 2026-09-01 |
| SPAINHOUR STERLING A. JR. | Officer | Sale at price 94.02 per share. | 3.3K | 2026-08-06 |
| KIM MATTHEW M. | Officer | Sale at price 94.28 per share. | 100.00 | 2026-08-03 |
| KIM MATTHEW M. | Officer | Sale at price 95.77 per share. | 100.00 | 2026-07-01 |
| SENA PETER P III | Officer | — | 712.00 | 2026-06-26 |
| KIM MATTHEW M. | Officer | Sale at price 91.16 per share. | 100.00 | 2026-06-01 |
| WOMACK CHRISTOPHER C. | Chief Executive Officer | — | 7.7K | 2026-05-22 |
| KIM MATTHEW M. | Officer | Sale at price 96.57 per share. | 100.00 | 2026-05-01 |
| KIM MATTHEW M. | Officer | — | 82.00 | 2026-04-01 |
| GREENE KIMBERLY S | Officer | Sale at price 96.67 per share. | 25.0K | 2026-03-30 |
Analyst ratings
Consensus score 2.65 (1 = strong buy, 5 = sell) · mean target 99.97
- Morgan StanleyUnderweightmain2026-08-21
- Truist SecuritiesHoldmain2026-08-13
- BMO CapitalOutperformmain2026-07-27
- KeybancUnderweightdown2026-07-23
- BMO CapitalOutperformmain2026-07-22
- JP MorganNeutralmain2026-07-16
- BarclaysEqual-Weightmain2026-06-18
- Truist SecuritiesHoldmain2026-05-29
- Morgan StanleyUnderweightmain2026-04-21
- Truist SecuritiesHoldinit2026-04-21
Earnings
Next report: 2026-10-29
| Quarter | EPS actual | EPS estimate | Surprise |
|---|---|---|---|
| 3Q2025 | 1.60 | 1.51 | 0.09 |
| 4Q2025 | 0.55 | 0.56 | -0.01 |
| 1Q2026 | 1.32 | 1.21 | 0.11 |
| 2Q2026 | 1.13 | 1.01 | 0.12 |
SEC filings
- 8-KCorporate Changes & Voting Matters2026-08-06Open
- 8-KCorporate Changes & Voting Matters2026-08-04Open
- 8-KCorporate Changes & Voting Matters2026-08-03Open
- 8-KCorporate Changes & Voting Matters2026-07-30Open
- 11-KAnnual report of employee stock purchase2026-06-26Open
- 8-KCorporate Changes & Voting Matters2026-06-08Open
- S-3ASROffering Registrations2026-06-05Open
- SDSpecialized Disclosure Report filed pursuant to Section 1502 of the Dodd-Frank Wall Street Reform and Consumer Protection Act relating to the use of conflict minerals (Rule 13p-1)2026-05-20Open
- 8-KCorporate Changes & Voting Matters2026-05-15Open
- DEFA14AProxy Statements2026-05-05Open
Latest SO news
- Southern Co (SO) Cleared PSC Review for 3.2GW of OpenAI Demand. Can Data Centers Lower Customer Bills Without Raising Grid Risk?
The Southern Company (NYSE:SO) cleared the Georgia Public Service Commission review process for Georgia Power to serve an OpenAI data center project in Effingham County, Georgia. The 25-year agreement covers approximately 3.2 gigawatts of new demand. According to Georgia Power, OpenAI will pay the full infrastructure and electric-service costs required to serve the facility and […]
Fri, 04 Sep 2026 15:07:51 +0000
- Is Southern Company Stock Underperforming the Dow?
Southern Company has underperformed the Dow over the past year, and analysts are cautious about the stock’s prospects.
Thu, 03 Sep 2026 15:56:59 +0000
- Southern's Unit Wins Regulatory Approval for OpenAI Power Deal
SO's Georgia Power wins approval for an OpenAI power deal adding 3.2 GW of demand, with flexible load and customer savings in focus.
Fri, 28 Aug 2026 15:49:00 +0000
- 3 Utility Dividend Stocks Built to Keep Paying in Any Economy
Not every dividend stock survives a recession with its payout intact, but regulated utilities operate under a different set of rules entirely. These three have raised dividends for decades by design, and the mechanics behind that streak are worth understanding before the next downturn tests your portfolio.
Fri, 04 Sep 2026 11:03:21 +0000
- No ETFs Required: How a 64-Year-Old Built a $5,700 Monthly Paycheck From Five Dividend Stocks
Most retirees assume hitting a $68,400 annual income floor demands either a massive nest egg or risky high-yield instruments, but five ordinary dividend stocks across five sectors challenge both assumptions in ways the math makes hard to ignore.
Wed, 02 Sep 2026 15:05:26 +0000
- Forget XLU: These 3 Utility Dividend Stocks Offer More Exposure to AI
XLU gives you exposure to over 30 utilities, but the AI data-center boom is quietly concentrating inside just a handful of them, and owning the fund means paying for a lot of names that will miss the surge entirely.
Mon, 31 Aug 2026 17:37:49 +0000
- 3 Time-Tested Dividend Stocks to Build Annual Income
Most dividend calendars lean so hard on utilities that a rate spike can gut your income in a single quarter. This three-stock setup pulls from financials, telecom, and regulated power to cover every month without doubling down on any one sector's risk.
Thu, 27 Aug 2026 18:15:55 +0000
- Stock Market Today, Aug. 28: PG&E Falls 8% on Wildfire-Liability Uncertainty Ahead of Aug. 31 Deadline
On Aug. 28, 2026, California's largest utility tumbled 7.52% as lawmakers race toward a key legislative deadline on wildfire-liability protections.
Fri, 28 Aug 2026 21:47:53 +0000