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SOUTHERN CO SO

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.

Sources StockAnalysis company profile stockanalysis.com

Company profile

Business mix

  • 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.
  • 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.

Current key questions

  • Can rate-base growth, allowed returns, and demand support earnings in utilities - regulated electric?
  • How do regulation, fuel costs, interest rates, and capital spending affect customer bills and returns?
  • Does the balance sheet support required infrastructure investment and dividends?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Soroban Capital Partners Eric Mandelblatt 0.4% $229.3M 2026-03-31

Recent trading changes over the last 2 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 0 Last 2 13F filing periods
Net reducers 1 Last 2 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $180.9M Estimated from net reduced shares
Net share change / base shares -44.1% -1,874,563 / 4,250,074
Soroban Capital Partners Eric Mandelblatt 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 43.4% 13F value change +$174.7M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -61.0% 13F value change -$348.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 4,250,074 Last 2 periods -1,874,563 (-44.1%) Total shares 2,375,511 Value $229.3M

Recent mentions

No public mentions.