SO Southern (SO) Insider Trading, Ownership & Congress Trades
Utilities · Electric services · CIK 0000092122
Congress · 1Form 144 · 68 reactors
Insider buyers, 180 days
0
Funds added, last quarter
1,272
13F, latest reported quarter
Conversions, 180 days
2
Codes C/M, not in net · $0 priced
What the filings say about SO
Insiders, 180 days
-$870.6K net sold
3 sellers · 33% of sales under a 10b5-1 plan
Congress, 1 year
1 bought · 0 sold
Latest: purchase, 2025-12-02
Planned sales (Form 144), 90 days
$842.3K
6 notices
Southern insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, SOUTHERN CO insiders sold a net $870.6K of stock across 116 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-27.
Insider
Filed
Shares
Value
Since filing
Context
- 7 earlier Form 4 trades (code P or S) here by this insider (7 sales), the last on Sep 3, 2026.
- The trade is 2.0% of the 4,888 shares held after it.
- 1 other insider sold within 30 days.
- 1,272 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Comptroller Kim Matthew M. sold about $8.3K of SO under a 10b5-1 plan on Oct 1, 2026; 1 other insider sold within 30 days and 1,272 funds added in the latest 13F quarter.Context
- 6 earlier Form 4 trades (code P or S) here by this insider (6 sales), the last on Sep 1, 2026.
- The trade is 28.1% of the 4,988 shares held after it.
- 2 other insiders sold within 30 days.
- 1,272 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Comptroller Kim Matthew M. sold about $124.4K of SO on Sep 3, 2026; 2 other insiders sold within 30 days and 1,272 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 15.8% of the 26,935 shares held after it.
- 2 other insiders sold within 30 days.
- 1,272 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chairman,President & CEO, SNC Sena Peter P III sold about $377.9K of SO under a 10b5-1 plan on Sep 3, 2026; 2 other insiders sold within 30 days and 1,272 funds added in the latest 13F quarter.Context
- 5 earlier Form 4 trades (code P or S) here by this insider (5 sales), the last on Aug 3, 2026.
- The trade is 1.6% of the 6,399 shares held after it.
- 2 other insiders sold within 30 days.
- 1,272 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Comptroller Kim Matthew M. sold about $8.8K of SO under a 10b5-1 plan on Sep 1, 2026; 2 other insiders sold within 30 days and 1,272 funds added in the latest 13F quarter.Context
- 3 earlier Form 4 trades (code P or S) here by this insider (3 sales), the last on Aug 11, 2025.
- The trade is 9.5% of the 35,219 shares held after it.
- 2 other insiders sold within 30 days.
- 1,272 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP & CLO Spainhour Sterling A Jr. sold about $313.4K of SO on Aug 6, 2026; 2 other insiders sold within 30 days and 1,272 funds added in the latest 13F quarter.116 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$870.6K over 180 days
-$842.3K over 90 days
below 67% of Utilities
Congress
1 member bought in the last year
the lowest in Utilities
Funds
1,272 funds bought in last quarter
more than 98% of Utilities
Revenue
+8.1% year over year
below 53% of Utilities
Margin
15.0% net margin
more than 70% of Utilities
Buybacks
no share repurchases reported
Short interest
2.6% of the float short (float per yahoo 2026-10-26) · 4.2 days to cover · settled 2026-09-30
below 55% of Utilities
What changed in the last 30 days
Oct 1Comptroller Kim Matthew M. sold $8.3K under a 10b5-1 plan (Oct 1)
Why it matters
A 10b5-1 plan schedules trades months ahead, so this says little about what the insider thinks today.
Oct 1OFFICER Matthew M. Kim filed to sell $8.3K by Oct 1 (Form 144)
Why it matters
A Form 144 is a notice of intent to sell; the sale may not happen, and it says nothing about the price.
Watch SO
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-2.4%12M
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns SO: institutional holders (13F)
13F holdings, latest reported quarter
95,452,619 sh
$9.0B
73,665,124 sh
$7.1B
70,655,985 sh
$6.4B
65,416,512 sh
$6.2B
32,778,201 sh
$3.2B
Congress trades in SO
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Bought 2025-12-02 · disclosed 45 days later
$1,001 - $15,000
Sold 2025-09-23 · disclosed 17 days later
$1,001 - $15,000
Bought 2025-08-28 · disclosed 1 day later
$1,001 - $15,000
Bought 2025-04-07 · disclosed 32 days later
$1,001 - $15,000
Bought 2025-04-03 · disclosed 4 days later
$1,001 - $15,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
SO planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
Matthew M. Kim
Filed 2026-10-01
$8.3K
MATTHEW KIM
Filed 2026-09-03
$124.4K
PETER P SENA III
Filed 2026-09-03
$377.9K
MATTHEW KIM
Filed 2026-09-01
$8.8K
STERLING SPAINHOUR
Filed 2026-08-06
$313.4K
SO mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
State Street(R) Utilities Select Sector SPDR(R) ETF
$1.8B position · as of 2026-06-30
7.6%
PROFUND VP UTILITIES
$2.4M position · as of 2026-06-30
7.4%
JNL/Mellon Utilities Sector Fund
$52.6M position · as of 2026-06-30
7.0%
Fidelity MSCI Utilities Index ETF
$161.3M position · as of 2026-07-31
6.9%
VANGUARD UTILITIES INDEX FUND
$705.5M position · as of 2026-05-31
6.7%
iShares U.S. Utilities ETF
$96.2M position · as of 2026-07-31
6.6%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Government contracts
Award ceilings over the contract's life, subsidiaries included.
Not annual revenue (USASpending.gov).
National Aeronautics And Space Administration
MISSISSIPPI POWER COMPANY (MPC) FOR ELECTRIC SERVICE FOR JOHN C. STENNIS SPACE CENTER (SSC) · 2026-04-01
$13.0M
Department Of Homeland Security
10 YEAR (BASE + 9 OPTIONS) TASK ORDER AGAINST THE GSA AREA WIDE CONTRACT FOR ELECTRIC UTILITY SERVIC · 2023-09-01
$9.8M
Federal awards ≥ $25M in the last 90 days, matched via the SAM.gov parent registry
Corporate PAC
The company's PAC: committee totals only, never individual donors (FEC).
Alabama Power Co Employees Federal Political Action Cmte (Apc Employees Federal Pac)
Cycle 2026 · $113K spent
$122.4K
Federal Election Commission, matched by the PAC's connected organisation
Executive pay vs shareholder return · Christopher C. Womack
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$28.2M
$26.1M
$6.8M
+71%
+53%
2024
$23.9M
$28.2M
$5.2M
+57%
+31%
2022
$24.0M
$42.1M
$5.7M
+26%
+19%
2021
$21.2M
$35.5M
$5.2M
+16%
+18%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $870.6K sold by insiders over 180 days, 1,272 funds added last quarter, 1 House member(s) bought in 12 months, disclosed weeks after the trade, $842.3K in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
SO financials
Revenue growth
+8.1%
XBRL, annual
Net margin
15.0%
Fleet output, 30 days
82.3%
8 reactors · NRC
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$30.2B
four quarters, 2025-04-01 to 2026-03-31
Revenue, TTM SO
| FY Dec 2025 | $29.6B |
| FY Dec 2024 | $26.9B |
| FY Dec 2023 | n/a |
| FY Dec 2022 | $29.3B |
| FY Dec 2021 | n/a |
| Mar 2026 | $8.4B |
| Dec 2025 | $7.0B |
| Sep 2025 | $7.8B |
| Jun 2025 | $7.0B |
| Mar 2025 | $7.8B |
| Dec 2024 | $6.3B |
| Sep 2024 | $7.5B |
| Jun 2024 | $6.5B |
At each fiscal year end
Single quarter
Net margin, TTM
+14.5%
net income over revenue, 2025-04-01 to 2026-03-31
Net margin, TTM SO
| FY Dec 2025 | +14.7% |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Mar 2026 | +16.1% |
| Dec 2025 | +6.0% |
| Sep 2025 | +21.9% |
| Jun 2025 | +12.6% |
| Mar 2025 | +17.2% |
| Dec 2024 | +8.5% |
| Sep 2024 | +20.5% |
| Jun 2024 | +18.6% |
At each fiscal year end
Single quarter
Free cash flow, TTM
-$3.5B
operating cash flow minus capex, 2025-04-01 to 2026-03-31
Free cash flow, TTM SO
| FY Dec 2025 | -$2.9B |
| FY Dec 2024 | $833.0M |
| FY Dec 2023 | -$1.5B |
| FY Dec 2022 | -$1.6B |
| FY Dec 2021 | -$1.4B |
| Mar 2026 | -$1.7B |
| Dec 2025 | -$1.7B |
| Sep 2025 | $559.0M |
| Jun 2025 | -$619.0M |
| Mar 2025 | -$1.2B |
| Dec 2024 | -$576.0M |
| Sep 2024 | $1.3B |
| Jun 2024 | $563.0M |
At each fiscal year end
Single quarter
Debt to equity
1.72x
long-term 2026-03-31 plus current 2026-03-31; equity 2026-03-31
Debt to equity SO
| FY Dec 2025 | 1.84x |
| FY Dec 2024 | 1.81x |
| FY Dec 2023 | 1.89x |
| FY Dec 2022 | 1.75x |
| FY Dec 2021 | 1.85x |
| Mar 2026 | 1.72x |
| Dec 2025 | 1.84x |
| Sep 2025 | 1.69x |
| Jun 2025 | 1.71x |
| Mar 2025 | 1.70x |
| Dec 2024 | 1.81x |
| Sep 2024 | 1.68x |
| Jun 2024 | 1.70x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.14x
TTM operating cash flow over long-term 2026-03-31 plus current 2026-03-31
Cash flow to debt SO
| FY Dec 2025 | 0.15x |
| FY Dec 2024 | 0.16x |
| FY Dec 2023 | 0.13x |
| FY Dec 2022 | 0.12x |
| FY Dec 2021 | 0.12x |
| Mar 2026 | 0.14x |
| Dec 2025 | 0.15x |
| Sep 2025 | 0.14x |
| Jun 2025 | 0.14x |
| Mar 2025 | 0.15x |
| Dec 2024 | 0.16x |
| Sep 2024 | 0.15x |
| Jun 2024 | 0.14x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+11.3%
TTM net income over average of 2025-03-31 and 2026-03-31
Return on equity SO
| FY Dec 2025 | +12.5% |
| FY Dec 2024 | n/a |
| FY Dec 2023 | +12.9% |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Mar 2026 | +11.3% |
| Dec 2025 | +12.5% |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | +13.1% |
| Jun 2024 | +13.1% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+2.9%
TTM net income over average of 2025-03-31 and 2026-03-31
Return on assets SO
| FY Dec 2025 | +2.9% |
| FY Dec 2024 | n/a |
| FY Dec 2023 | +2.9% |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Mar 2026 | +2.9% |
| Dec 2025 | +2.9% |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | +3.4% |
| Jun 2024 | +3.3% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+5.8%
operating income after a 15.5% effective tax rate, over long-term 2026-03-31 plus current 2026-03-31 plus average of 2025-03-31 and 2026-03-31 minus cash
Return on invested capital SO
| FY Dec 2025 | +6.1% |
| FY Dec 2024 | +6.3% |
| FY Dec 2023 | +5.8% |
| FY Dec 2022 | +5.4% |
| FY Dec 2021 | n/a |
| Mar 2026 | +5.8% |
| Dec 2025 | +6.1% |
| Sep 2025 | +6.0% |
| Jun 2025 | +5.8% |
| Mar 2025 | +6.1% |
| Dec 2024 | +6.3% |
| Sep 2024 | +6.2% |
| Jun 2024 | +6.2% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+5.3%
operating income (EBIT proxy) over average of 2025-03-31 and 2026-03-31 minus current liabilities
Return on capital employed SO
| FY Dec 2025 | +5.4% |
| FY Dec 2024 | +5.5% |
| FY Dec 2023 | +4.8% |
| FY Dec 2022 | +4.6% |
| FY Dec 2021 | n/a |
| Mar 2026 | +5.3% |
| Dec 2025 | +5.4% |
| Sep 2025 | +5.5% |
| Jun 2025 | +5.5% |
| Mar 2025 | +5.6% |
| Dec 2024 | +5.5% |
| Sep 2024 | +5.6% |
| Jun 2024 | +5.5% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
23.76x
close 2026-10-23 over four quarters of diluted EPS, 2025-04-01 to 2026-03-31
P/E, trailing SO
| FY Dec 2025 | 22.24x |
| FY Dec 2024 | 20.63x |
| FY Dec 2023 | 19.37x |
| FY Dec 2022 | 21.97x |
| FY Dec 2021 | 30.62x |
| Mar 2026 | 24.69x |
| Dec 2025 | 22.24x |
| Sep 2025 | 23.57x |
| Jun 2025 | 23.73x |
| Mar 2025 | 22.05x |
| Dec 2024 | 20.63x |
| Sep 2024 | 21.02x |
| Jun 2024 | 18.51x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$172.6B
market value at close 2026-10-23 on 2026-03-31 shares, plus long-term 2026-03-31 plus current 2026-03-31, minus cash 2026-03-31
Enterprise value SO
| FY Dec 2025 | $160.7B |
| FY Dec 2024 | $149.2B |
| FY Dec 2023 | $135.3B |
| FY Dec 2022 | $129.1B |
| FY Dec 2021 | $122.4B |
| Mar 2026 | $176.6B |
| Dec 2025 | $160.7B |
| Sep 2025 | $165.8B |
| Jun 2025 | $163.7B |
| Mar 2025 | $162.2B |
| Dec 2024 | $149.2B |
| Sep 2024 | $159.8B |
| Jun 2024 | $145.0B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
-3.3%
TTM free cash flow over market value at close 2026-10-23
FCF yield SO
| FY Dec 2025 | -3.1% |
| FY Dec 2024 | +0.9% |
| FY Dec 2023 | -2.0% |
| FY Dec 2022 | -2.1% |
| FY Dec 2021 | -1.9% |
| Mar 2026 | -3.2% |
| Dec 2025 | -3.1% |
| Sep 2025 | -1.7% |
| Jun 2025 | -1.1% |
| Mar 2025 | +0.1% |
| Dec 2024 | +0.9% |
| Sep 2024 | +0.7% |
| Jun 2024 | -0.5% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
trailing EPS growth -6%, PEG needs growth
PEG, trailing SO
| FY Dec 2025 | n/a |
| FY Dec 2024 | 2.02x |
| FY Dec 2023 | 1.70x |
| FY Dec 2022 | 0.49x |
| FY Dec 2021 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | 2.75x |
| Dec 2024 | 2.02x |
| Sep 2024 | 0.37x |
| Jun 2024 | 0.37x |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-23. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $29.6B | $26.8B | $25.3B | $29.3B |
| Operating income | $7.3B | $7.1B | $5.8B | $5.4B |
| Net income | $4.3B | $4.4B | $4.0B | $3.4B |
| EPS (diluted) | 3.92 | 3.99 | 3.62 | 3.26 |
| Operating cash flow | $9.8B | $9.8B | $7.6B | $6.3B |
| Cash | $1.6B | $1.1B | $748.0M | $1.9B |
| Long-term debt | $65.6B | $58.8B | $57.2B | $50.7B |
| Dividends paid | $3.0B | $3.0B | $3.0B | $2.9B |
SEC XBRL, fiscal years, as known on 2026-10-27
SO Stock Sonar score 6/7 axes
Find similar shapesCompareSO ranks highest on institutional and government (89th percentile) and profitability (55th), and lowest on insider conviction (22nd), among Utilities peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
SO filings, in plain words
Are Southern insiders buying or selling SO?
In the 180 days to 2026-10-27, Southern insiders were net sellers, a net $870.6K across purchases and sales reported on Form 4, by 3 sellers.
Have members of Congress traded SO?
Yes. In the year to 2026-10-27, 1 House member disclosed buying SO and 0 House members disclosed selling it; the latest on record is a purchase by Jared Moskowitz dated 2025-12-02.
Are there planned insider sales of SO?
Yes. 6 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-27, covering $842.3K of stock; the latest, by Matthew M. Kim, was filed 2026-10-01.
Read the full summary
In the 180 days to 2026-10-27, Southern insiders were net sellers of SO, a net $870.6K across purchases and sales reported on Form 4 by 3 sellers. 33% of the 9 insider sales were made under a Rule 10b5-1 plan; the rest were not flagged as planned. In the year to 2026-10-27, 1 member of Congress disclosed buying SO and 0 members disclosed selling it; the latest on record is a purchase by Jared Moskowitz dated 2025-12-02. Insiders filed 6 Form 144 notices of intent to sell in the 90 days to 2026-10-27, covering $842.3K of stock. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.
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