The Southern Company (SO)
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, 2026Revenue +0.1% YoY · EPS $1.03Released 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, 2026Revenue +8.0% YoY · EPS $1.20Released 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, 2026Revenue +10.1% YoY · EPS $0.38Released 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, 2025Revenue +7.5% YoY · EPS $1.54Released 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.
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
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)
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
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
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
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.