Southern Co
SOFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Southern Co Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
Pick a year or quarter. Each band's width is its dollar amount.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 17 annual periods. The latest annual period ends Dec 31, 2023. The latest insider filing shown is dated Jun 29, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Hexagon Capital Partners LLC | 2026-03-31 | 8,497 | $820K | SEC filing |
| CAPITAL ADVISORS INC/OK | 2026-03-31 | 1,039,289 | $100M | SEC filing |
| 1ST SOURCE BANK | 2026-03-31 | 7,376 | $712K | SEC filing |
| Wellington Grp LLC | 2026-03-31 | 236 | $22.8K | SEC filing |
| PARK AVENUE SECURITIES LLC | 2026-03-31 | 41,852 | Not shown | SEC filing |
| NOESIS CAPITAL MANGEMENT CORP | 2026-03-31 | 2,671 | $258K | SEC filing |
| Chesapeake Wealth Management | 2026-03-31 | 9,011 | $870K | SEC filing |
| Abel Hall, LLC | 2026-03-31 | 9,776 | $944K | SEC filing |
| 111 Capital | 2026-03-31 | 6,810 | $657K | SEC filing |
| MBL Wealth, LLC | 2026-03-31 | 6,587 | $636K | SEC filing |
| VSM Wealth Advisory, LLC | 2026-03-31 | 2,184 | $211K | SEC filing |
| Legacy Edge Advisors, LLC | 2026-03-31 | 2,529 | $244K | SEC filing |
| Apollon Wealth Management, LLC | 2026-03-31 | 64,960 | $6.27M | SEC filing |
| J.Safra Asset Management Corp | 2026-03-31 | 309 | $29.8K | SEC filing |
| FSM Wealth Advisors, LLC | 2026-03-31 | 2,423 | $234K | SEC filing |
| Rodgers & Associates, LTD | 2026-03-31 | 2,795 | $270K | SEC filing |
| one8zero8, LLC | 2026-03-31 | 7,981 | $770K | SEC filing |
| Heritage Wealth Advisors | 2026-03-31 | 3,430 | $331K | SEC filing |
| PURSUIT WEALTH STRATEGIES, LLC | 2026-03-31 | 2,426 | $234K | SEC filing |
| Aurdan Capital Management, LLC | 2026-03-31 | 3,147 | $304K | SEC filing |
- Each value is checked against Southern Co's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the filed value is about 1,000 times too small for the share count at Southern Co's share price.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Southern Co's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2026-03-30 · Greene Kimberly S,: Larger than all 9 other insider sales of Southern Company Common Stock on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-01 | Kim Matthew M. · Comptroller | Southern Company Common Stock | S — Open market or private sale | −100 | 91.16 | SEC filing |
| 2026-05-01 | Kim Matthew M. · Comptroller | Southern Company Common Stock | S — Open market or private sale | −100 | 96.57 | SEC filing |
| 2026-03-30 | Greene Kimberly S, · Chairman, President & CEO, GPC | Southern Company Common Stock | S — Open market or private sale | −25,000 | 96.67 | SEC filing |
| 2026-03-19 | Cummiskey Christopher · EVP | Southern Company Common Stock | S — Open market or private sale | −6,669 | 96.55 | SEC filing |
| 2026-03-18 | Connally Stan W · EVP & COO | Southern Company Common Stock | S — Open market or private sale | −12,500 | 97.13 | SEC filing |
| 2026-02-24 | Kim Matthew M. · Comptroller | Southern Company Common Stock | S — Open market or private sale | −5,123 | 95.15 | SEC filing |
| 2025-09-30 | Anderson Bryan D · EVP | Southern Company Common Stock | S — Open market or private sale | −6,206 | 93.83 | SEC filing |
| 2025-08-11 | Spainhour Sterling A Jr. · EVP & CLO | Southern Company Common Stock | S — Open market or private sale | −2,380 | 95.02 | SEC filing |
Showing 8 of 10 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-28 | Sena Peter P III · Chairman,President & CEO, SNC | Performance Restricted Stock Units | M — Exercise or conversion of derivative security | −667 | SEC filing |
| 2026-06-28 | Sena Peter P III · Chairman,President & CEO, SNC | Southern Company Common Stock | M — Exercise or conversion of derivative security | +712 | SEC filing |
| 2026-06-28 | Sena Peter P III · Chairman,President & CEO, SNC | Southern Company Common Stock | F — Payment of exercise price or tax by delivering securities | −316 | SEC filing |
| 2026-05-24 | WOMACK CHRISTOPHER C · Chairman, President & CEO | Southern Company Common Stock | M — Exercise or conversion of derivative security | +7,662 | SEC filing |
| 2026-05-24 | WOMACK CHRISTOPHER C · Chairman, President & CEO | Performance Restricted Stock Units | M — Exercise or conversion of derivative security | −6,898 | SEC filing |
| 2026-05-24 | WOMACK CHRISTOPHER C · Chairman, President & CEO | Southern Company Common Stock | F — Payment of exercise price or tax by delivering securities | −3,414 | SEC filing |
| 2026-04-01 | Kim Matthew M. · Comptroller | Southern Co Restricted Stock Units | M — Exercise or conversion of derivative security | −13 | SEC filing |
| 2026-04-01 | Kim Matthew M. · Comptroller | Southern Company Common Stock | M — Exercise or conversion of derivative security | +82 | SEC filing |
Showing 8 of 34 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-03-06 | Spainhour Sterling A Jr. · EVP & CLO | Southern Company Common Stock | I — Discretionary transaction | −6,330 | SEC filing |
Showing 1 of 1 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.