Stocklore

The Southern Company (SO)

Utilities · US stock

What changed in recent filings

  • Revenue +0% YoYQuarter ended Jun 30, 2026
  • Retail segment 74% → 68%Sep 30, 2024 → Jun 30, 2026
  • Institutions — 3 added · 1 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

The Southern Company recent earnings releases

Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.

  • 26Q2Released Jul 30, 2026
    Revenue +0.1% YoY · EPS $1.03
    Released before the open: Jul 29 close → Jul 30 close, the stock moved -1.8% · over the same window, market +1.7% · sector +0.3%
  • 26Q1Released Apr 30, 2026
    Revenue +8.0% YoY · EPS $1.20
    Released before the open: Apr 29 close → Apr 30 close, the stock moved +3.4% · over the same window, market +1.0% · sector +3.3%
  • 25Q4Released Feb 19, 2026
    Revenue +10.1% YoY · EPS $0.38
    Released before the open: Feb 18 close → Feb 19 close, the stock moved +4.4% · over the same window, market -0.3% · sector +0.9%
  • 25Q3Released Oct 30, 2025
    Revenue +7.5% YoY · EPS $1.54
    Released before the open: Oct 29 close → Oct 30 close, the stock moved +1.7% · over the same window, market -1.1% · sector -1.9%

The next earnings release is estimated around Oct 29, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).

Institutions holding The Southern Company

How many of the institutions we track reported holding this stock, quarter by quarter.

max 7
2019 Q1 · 32019 Q2 · 22019 Q3 · 32019 Q4 · 22020 Q1 · 32020 Q2 · 52020 Q3 · 22020 Q4 · 32021 Q1 · 32021 Q2 · 42021 Q3 · 42021 Q4 · 42022 Q1 · 42022 Q2 · 32022 Q3 · 32022 Q4 · 42023 Q1 · 42023 Q2 · 32023 Q3 · 42023 Q4 · 42024 Q1 · 52024 Q2 · 52024 Q3 · 52024 Q4 · 62025 Q1 · 42025 Q2 · 62025 Q3 · 72025 Q4 · 62026 Q1 · 62026 Q2 · 6
19 Q122 Q326 Q2

2019 Q1: 3 → 2026 Q2: 6 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold The Southern Company

Institutions we track that reported holding this stock in their most recent 13F.

  • National Pension Service (Korea)0.18% of portfolio · held as of 2019 Q1 or earlier
  • Baillie Gifford & Co0.01% of portfolio · since 2024 Q1
  • GQG Partners0.01% of portfolio · since 2024 Q2
  • Capital World Investors0.71% of portfolio · since 2025 Q2
  • Bridgewater Associates0.01% of portfolio · since 2025 Q4
  • Caisse de depot (Quebec)under 0.01% of portfolio · since 2026 Q1

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Q2 2026 13F recap — stocks several institutions bought and sold together →

Company overview

The Southern Company is a utility holding company that provides electricity and natural gas services across the United States. Through its subsidiaries, it serves retail and wholesale electric customers, operates power generation and battery energy storage assets, and develops distributed energy solutions such as microgrids for commercial, industrial, government, and utility users. The company also manages regulated natural gas distribution in several states and offers energy-related services that support reliability, resilience, and infrastructure needs. In addition, The Southern Company has business interests in telecommunications and fiber-based connectivity. Headquartered in Atlanta, Georgia and founded in 1945, The Southern Company plays a central role in regulated energy delivery, wholesale power supply, and essential utility infrastructure.

What is the Utilities sector?

Power, gas, and water. A regulated industry with stable dividends.

The Southern Company is classified under the Utilities sector. See peers below.

The Southern Company key financials

Based on SEC filings · as of Jun 30, 2026

11.2%
1.62x
as of Jun 30, 2026

Tap a metric name to see its meaning in the glossary.

The Southern Company vs Utilities sector benchmark

Median of 22 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
6.4%vs benchmark 7.8%↓ below
Operating margin
25.5%vs benchmark 18.4%↑ above
Net margin
15.4%vs benchmark 11.6%↑ above
ROE
11.2%vs benchmark 10.5%↑ above

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

SO revenue by segment summary

SEC 10-Q · segment totals cross-checked against total revenue

2026-06-30 revenue was $7.0B, +0.1% YoY.

The largest segment is Retail, 68.0% of revenue — a highly concentrated structure.

Recent revenue growth was led mainly by the Other Electric Revenue segment (about 100% of the increase).

Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.

SO segment revenue mix trend

Quarterly change in segment revenue share · verified from SEC filings

Sep '24Jun '25Jun '26
Retail 68%Natural gas 14%Wholesale Electric 10%Other products and services 5%Other Electric Revenue 3%

2 quarters with a different segment breakdown were omitted (filing basis changed).

ETFs holding The Southern Company

Per SEC N-PORT · 2026-06-30 · by weight · factual

XLUState Street(R) Utilities Select Sector SPDR(R) ETF
7.60%
JEPIJPMorgan Equity Premium Income ETF
0.82%
VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND
0.43%
VTVVANGUARD VALUE INDEX FUND
0.40%
JEPQJPMorgan Nasdaq Equity Premium Income ETF
0.26%
RSPInvesco S&P 500 Equal Weight ETF
0.19%
SPY
0.17%
VOOVANGUARD 500 INDEX FUND
0.17%
IVViShares Core S&P 500 ETF
0.17%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.15%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.15%

SO on Stocklore

  • Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
  • Sector-relative metrics — Valuation and growth compared with the Utilities average
See full SO analysis →

Peers · Utilities

SO FAQ

What is The Southern Company (SO)?

The Southern Company is a utility holding company that provides electricity and natural gas services across the United States. Through its subsidiaries, it serves retail and wholesale electric customers, operates power generation and battery energy storage assets, and develops distributed energy solutions such as microgrids for commercial, industrial, government, and utility users. The company also manages regulated natural gas distribution in several states and offers energy-related services that support reliability, resilience, and infrastructure needs. In addition, The Southern Company has business interests in telecommunications and fiber-based connectivity. Headquartered in Atlanta, Georgia and founded in 1945, The Southern Company plays a central role in regulated energy delivery, wholesale power supply, and essential utility infrastructure.

What sector is The Southern Company in?

The Southern Company is classified under Utilities. Power, gas, and water. A regulated industry with stable dividends.

What are The Southern Company's key financials?

As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 6.4%, Operating margin 25.5%, Net margin 15.4%, ROE 11.2%, Debt-to-equity 1.62x. Definitions and interpretation are available on Stocklore.

What are The Southern Company's main revenue segments?

The largest segment is Retail, about 68.0% of revenue. Segment totals are cross-checked against total revenue from SEC filings.

Where can I analyze The Southern Company (SO) stock?

On Stocklore you can see SO's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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