WAVEMAN · COMPANY

SO · Southern Co

LIVE

TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV-1.12% 13F +693CRM-0.46% 13F +1,018CVNA+2.74% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+15.81% 13F +1,203CRWD-5.42% 13F +1,382ANET+2.87% 13F +1,323COIN-1.05% 13F +475TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV-1.12% 13F +693CRM-0.46% 13F +1,018CVNA+2.74% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+15.81% 13F +1,203CRWD-5.42% 13F +1,382ANET+2.87% 13F +1,323COIN-1.05% 13F +475

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SO

Name: SOUTHERN CO (SO) insider trading and ownership data
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SOUTHERN CO

UTILITIES · ELECTRIC SERVICES · CIK 0000092122

CONGRESS · 1FORM 144 · 68 REACTORS☆ WATCH

INSIDER NET · 180D

-$4.6M

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

1,264

13F, latest reported quarter

REVENUE GROWTH

+8.1%

XBRL, annual

NET MARGIN

15.0%

CONVERSIONS · 180D

codes C/M, not in net · $0 priced

FLEET OUTPUT · 30D

99.3%

8 reactors · NRC

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

net -$4.6M over 180 days

-$341.2K over 90 days

below 85% of Utilities

CONGRESS

1 member bought in the last year

the lowest in Utilities

FUNDS

1,264 funds added or opened 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

no short interest reported

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

Insiders are net sellers: -$4.6M across 5 people in 180 days.

1,264 funds added or opened positions in the latest 13F quarter, of 2,377 holders.

1 member of Congress reported buying it this year.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN -1.7%

-1.7%12M

INSIDER SELLFORM 144

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

Insiders have filed to sell — before selling.

The record shows a net $4.6M sold by insiders over 180 days, 1,264 funds added last quarter, 1 Congress member(s) bought in 12 months, $843.6K in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

ED YORW OKLO CWST PCG QRHC RGCO WM VST TRGP ORA SMC

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, SOUTHERN CO insiders sold a net $4.6M of stock across 115 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-04.

INSIDER

FILED

VALUE

Kim Matthew M.

Comptroller

SELL

2026-09-03

1,400.0

$124.4K

Sena Peter P III

Chairman,President & CEO, SNC

SELL

2026-09-03

4,266.0

$377.9K

Kim Matthew M.

Comptroller

SELL

2026-09-01

100.0

$8.8K

Spainhour Sterling A Jr.

EVP & CLO

SELL

2026-08-06

3,333.0

$313.4K

Kim Matthew M.

Comptroller

SELL

2026-08-03

100.0

$9.4K

115 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 110 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

BlackRock, Inc.

95,452,619.0 sh

$9.0B

VANGUARD CAPITAL MANAGEMENT LLC

73,665,124.0 sh

$7.1B

Capital World Investors

70,655,985.0 sh

$6.4B

STATE STREET CORP

65,416,512.0 sh

$6.2B

JPMORGAN CHASE & CO

32,778,201.0 sh

$3.2B

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

Planned sales · Form 144

Filed before the sale — intent, not a trade

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

Matthew Kim

FILED 2026-08-03

$9.4K

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

State Street(R) Utilities Select Sector SPDR(R) ETF

$1.8B POSITION · AS OF 2026-03-31

7.5%

PROFUND VP UTILITIES

$2.6M POSITION · AS OF 2026-03-31

7.3%

JNL/Mellon Utilities Sector Fund

$57.6M POSITION · AS OF 2026-03-31

6.7%

Fidelity MSCI Utilities Index ETF

$163.1M POSITION · AS OF 2026-04-30

6.6%

Allspring Utility and Telecommunications Fund

$22.9M POSITION · AS OF 2026-03-31

6.4%

iShares U.S. Utilities ETF

$103.3M POSITION · AS OF 2026-04-30

6.4%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Government contracts

USASpending.gov · total award ceilings over the contract's life, including awards won through subsidiaries — not annual revenue

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

National Aeronautics And Space Administration

MISSISSIPPI POWER COMPANY (MPC) FOR ELECTRIC SERVICE FOR JOHN C. STENNIS SPACE CENTER (SSC) · 2026-04-01

$9.4M

FEDERAL AWARDS ≥ $25M IN THE LAST 90 DAYS · MATCHED VIA SAM.GOV PARENT REGISTRY

Corporate PAC

FEC · the company-connected political action committee's own receipts and spending — committee totals only, never individual donors

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

DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself

CEO TOTAL

ACTUALLY PAID

OTHER NEOs AVG

TSR

PEER TSR

2025

$28.2M

$26.1M

$6.8M

+71%

+53%

TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2025-12	2024-12	2023-12	2022-12
REVENUE	$28.9B	$26.8B	$24.8B	$25.9B
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
DIVIDENDS PAID	$3.0B	$3.0B	$3.0B	$2.9B

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-04 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE