Insider and congress filings
The Southern Company (SO)
About The Southern Company
from the company's filings and listing- Exchange
- NYSE
- Sector
- Utilities
- Industry
- Regulated Electric
- Chief executive
- Christopher C. Womack
- Employees
- 29,651
- Listed since
- -
- Market value
- $101.6B
- Price to earnings
- 21.2
- Earnings per share
- $4.10
- Dividend yield
- 3.40%
Earnings
6 reported quarters · next on Oct 29, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Jul 30, 2026 | $1.13 | $1.01 | $7.0B | $7.2B | EPS beatRevenue miss |
| Apr 30, 2026 | $1.32 | $1.21 | $8.4B | $8.1B | EPS beatRevenue beat |
| Q4 FY2025reported Feb 19, 2026 | $0.55 | $0.56 | $7.0B | $6.1B | EPS in lineRevenue beat |
| Q3 FY2025reported Oct 30, 2025 | $1.60 | $1.51 | $7.8B | $7.6B | EPS beatRevenue beat |
| Q2 FY2025reported Jul 31, 2025 | $0.91 | $0.88 | $7.0B | $6.4B | EPS beatRevenue beat |
| Q1 FY2025reported May 1, 2025 | $1.23 | $1.20 | $7.8B | $7.2B | EPS beatRevenue beat |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| Blackrock, Inc. | $8.9B | 92,990,716 | +2.9% | 8.18% |
| Vanguard Capital Management LLC | $7.1B | 73,665,124 | +3.0% | 6.48% |
| State Street Corp | $6.2B | 64,809,708 | +2.9% | 5.70% |
| Capital World Investors | $6.0B | 62,518,698 | +11.2% | 5.50% |
| Price T Rowe Associates Inc | $4.4B | 46,415,904 | +27.4% | 4.08% |
| Jpmorgan Chase & Co | $3.2B | 32,778,201 | -24.4% | 2.88% |
| Geode Capital Management, LLC | $2.8B | 29,315,285 | +3.4% | 2.58% |
| Vanguard Portfolio Management LLC | $2.6B | 27,023,691 | +3.4% | 2.38% |
| FMR LLC | $2.2B | 22,537,244 | -1.5% | 1.98% |
| Franklin Resources Inc | $1.6B | 16,561,908 | -1.5% | 1.46% |
| Goldman Sachs Group Inc | $1.4B | 14,582,492 | +149.6% | 1.28% |
| Norges Bank | $1.4B | 14,358,862 | +100.0% | 1.26% |
A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
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Open-market insider trades
12 filings of 394 on record| Insider | Action | Shares | Price | Value | Trade date | Delay |
|---|---|---|---|---|---|---|
| Matthew M. KimComptroller | Sold | 1,400 | $88.87 | $124K | Sep 3, 2026 | 1d |
| Peter P. Sena IIIChairman,president & CEO, SNC | Sold · scheduled | 4,266 | $88.59 | $378K | Sep 3, 2026 | 1d |
| Matthew M. KimComptroller | Sold · scheduled | 100 | $88.45 | $9K | Sep 1, 2026 | 2d |
| Sterling A. Spainhour Jr.EVP & CLO | Sold | 3,333 | $94.02 | $313K | Aug 6, 2026 | 1d |
| Matthew M. KimComptroller | Sold | 100 | $94.28 | $9K | Aug 3, 2026 | 1d |
| Matthew M. KimComptroller | Sold | 100 | $95.77 | $10K | Jul 1, 2026 | 1d |
| Matthew M. KimComptroller | Sold | 100 | $91.16 | $9K | Jun 1, 2026 | 0d |
| Matthew M. KimComptroller | Sold | 100 | $96.57 | $10K | May 1, 2026 | 3d |
| Greene Kimberly S,Chairman, President & CEO, GPC | Sold | 25,000 | $96.67 | $2.4M | Mar 30, 2026 | 1d |
| Christopher CummiskeyEVP | Sold | 6,669 | $96.55 | $644K | Mar 19, 2026 | 0d |
| Stan W. ConnallyEVP & COO | Sold | 12,500 | $97.13 | $1.2M | Mar 18, 2026 | 1d |
| Matthew M. KimComptroller | Sold | 5,123 | $95.15 | $487K | Feb 24, 2026 | 1d |
One row is one filing. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count.
Congress trades in SO
20 disclosures of 83 on record · median 23d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Jared Moskowitz | Stock | Purchase | $1,001 - $15,000 | -1.0%S&P +12.0% · vs S&P 500 -13.1% | Dec 2, 2025 | Jan 16, 2026 | 45d |
| Val T. HoyleSpouse | Stock | Sale | $1,001 - $15,000 | -5.7%S&P +14.6% · vs S&P 500 -20.3% | Sep 23, 2025 | Oct 10, 2025 | 17d |
| Val T. HoyleSpouseFiled late | Stock | Purchase | $1,001 - $15,000 | -1.6%S&P +31.1% · vs S&P 500 -32.7% | Oct 29, 2024 | Sep 12, 2025 | 318d |
| Marjorie Taylor Greene | Stock | Purchase | $1,001 - $15,000 | -4.2%S&P +17.5% · vs S&P 500 -21.7% | Aug 28, 2025 | Aug 29, 2025 | 1d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -0.7%S&P +26.5% · vs S&P 500 -27.2% | Jun 16, 2025 | Jul 9, 2025 | 23d |
| Jared Moskowitz | Stock | Purchase | $1,001 - $15,000 | +1.0%S&P +51.4% · vs S&P 500 -50.4% | Apr 7, 2025 | May 9, 2025 | 32d |
| Marjorie Taylor Greene | Stock | Purchase | $1,001 - $15,000 | -4.6%S&P +41.8% · vs S&P 500 -46.4% | Apr 3, 2025 | Apr 7, 2025 | 4d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -1.7%S&P +28.3% · vs S&P 500 -29.9% | Feb 25, 2025 | Mar 6, 2025 | 9d |
| Marjorie Taylor Greene | Stock | Purchase | $1,001 - $15,000 | +1.6%S&P +28.0% · vs S&P 500 -26.4% | Nov 7, 2024 | Nov 8, 2024 | 1d |
| John James | Stock | Sale | $1,001 - $15,000 | -0.9%S&P +38.4% · vs S&P 500 -39.3% | Sep 4, 2024 | Sep 6, 2024 | 2d |
| John JamesFiled late | Stock | Purchase | $1,001 - $15,000 | +29.7%S&P +73.1% · vs S&P 500 -43.4% | Nov 10, 2023 | Sep 2, 2024 | 297d |
| Jared MoskowitzFiled late | Stock | Purchase | $1,001 - $15,000 | +23.5%S&P +70.1% · vs S&P 500 -46.6% | Jul 14, 2023 | Aug 21, 2024 | 404d |
| Jared MoskowitzFiled late | Stock | Sale | $1,001 - $15,000 | +30.5%S&P +54.6% · vs S&P 500 -24.1% | Feb 13, 2024 | Aug 21, 2024 | 190d |
| Jared MoskowitzDependent child | Stock | Purchase | $1,001 - $15,000 | +12.9%S&P +37.7% · vs S&P 500 -24.8% | Jul 5, 2024 | Aug 6, 2024 | 32d |
| Marjorie Taylor Greene | Stock | Purchase | $1,001 - $15,000 | +10.7%S&P +43.5% · vs S&P 500 -32.7% | May 21, 2024 | May 21, 2024 | 0d |
| Lois Frankel | Stock | Sale | $1,001 - $15,000 | +30.1%S&P +71.2% · vs S&P 500 -41.1% | Sep 8, 2023 | Oct 10, 2023 | 32d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +25.4%S&P +74.7% · vs S&P 500 -49.3% | Jun 13, 2023 | Jul 11, 2023 | 28d |
| Zoe LofgrenJoint | Stock | Sale | $15,001 - $50,000 | +26.2%S&P +84.3% · vs S&P 500 -58.1% | May 25, 2023 | Jun 6, 2023 | 12d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +20.9%S&P +86.0% · vs S&P 500 -65.1% | Apr 21, 2023 | May 8, 2023 | 17d |
| Neal P. Dunn | Stock | Sale | $15,001 - $50,000 | +25.5%S&P +101.0% · vs S&P 500 -75.5% | Jan 5, 2023 | n/a | n/a |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Members of Congress reporting a position
12 members · estimate, as of Sep 10, 202612 members report a position (estimated). The largest estimated position is in the $250,001 - $500,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Bill Hagerty | Republican · Senate | $250,001 - $500,000 | 2.1% |
| J. French Hill | Republican · House | $50,001 - $100,000 | 0.5% |
| Jared Moskowitz | Democrat · House | $15,001 - $50,000 | 1.1% |
| Katie Boyd Britt | Republican · Senate | $15,001 - $50,000 | 0.9% |
| Kelly Morrison | Democrat · House | $15,001 - $50,000 | 0.2% |
| Marjorie Taylor Greene | Republican · House | $15,001 - $50,000 | 0.5% |
| Harriet M. Hageman | Republican · House | $15,001 - $50,000 | 0.5% |
| David Scott | Democrat · House | $1,001 - $15,000 | 100.0% |
| Julie Johnson | Democrat · House | $1,001 - $15,000 | 0.1% |
| Ralph Norman | Republican · House | $1,001 - $15,000 | 0.5% |
| Robert B. Aderholt | Republican · House | $1,001 - $15,000 | 1.0% |
| Robert Bresnahan | Republican · House | $1,001 - $15,000 | 0.1% |
Estimate, as of Sep 10, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Awards, option exercises and gifts (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| John D. JohnsDirector | Stock award | 473 | Jul 1, 2026 |
| Shantella E. CooperDirector | Stock award | 473 | Jul 1, 2026 |
| Kristine L. SvinickiDirector | Stock award | 473 | Jul 1, 2026 |
| Lizanne ThomasDirector | Stock award | 473 | Jul 1, 2026 |
| Anthony F. Earley Jr.Director | Stock award | 703 | Jul 1, 2026 |
| William G. Smith Jr.Director | Stock award | 867 | Jul 1, 2026 |
| John M. Turner Jr.Director | Stock award | 802 | Jul 1, 2026 |
| James O. EtheredgeDirector | Stock award | 473 | Jul 1, 2026 |
| David E. MeadorDirector | Stock award | 802 | Jul 1, 2026 |
| Janaki AkellaDirector | Stock award | 473 | Jul 1, 2026 |
| David J. GrainDirector | Stock award | 854 | Jul 1, 2026 |
| Peter P. Sena IIIChairman,president & CEO, SNC | Option exercise | 1,379 | Jun 28, 2026 |
| Peter P. Sena IIIChairman,president & CEO, SNC | Tax withholding | 316 | Jun 28, 2026 |
| Christopher C. WomackChairman, President & CEO | Option exercise | 14,560 | May 24, 2026 |
| Christopher C. WomackChairman, President & CEO | Tax withholding | 3,414 | May 24, 2026 |
| Matthew M. KimComptroller | Option exercise | 160 | Apr 1, 2026 |
| David J. GrainDirector | Stock award | 838 | Apr 1, 2026 |
| Matthew M. KimComptroller | Tax withholding | 82 | Apr 1, 2026 |
| Janaki AkellaDirector | Stock award | 464 | Apr 1, 2026 |
| Shantella E. CooperDirector | Stock award | 464 | Apr 1, 2026 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Questions
Are insiders buying or selling SO?
Across the 12 most recent open-market filings shown here, 0 were purchases and 12 were sales. 2 were scheduled in advance under a Rule 10b5-1 plan.
Which members of Congress have traded SO?
Jared Moskowitz, Val T. Hoyle, Marjorie Taylor Greene, Ro Khanna, John James, Lois Frankel and others disclosed SO transactions in the filings shown here.
Which members of Congress hold SO?
12 members of Congress report a position in SO in the estimate we hold as of Sep 10, 2026. The three largest estimated positions belong to Bill Hagerty, J. French Hill and Jared Moskowitz. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
Is SO in the S&P 500 or the Nasdaq 100?
The Southern Company is a current member of the S&P 500, per the membership list we hold as of Sep 10, 2026. Current members of either index get a page here whatever their filing history.
How quickly are SO trades disclosed?
Insider filings on this page reached the public a median of 1 days after the transaction, against the two business days Form 4 allows. Congressional disclosures took a median of 23 days, against the 45 the STOCK Act allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Sep 10, 2026.