Southern Co. (SO)

Sector:
UTILITIES AND TELECOMMUNICATIONS
Industry:
UTILITIES - ELECTRIC
SIC:
ELECTRIC SERVICES
CEO:
Thomas A. Fanning
Employees:
29,192
30 IVAN ALLEN JR. BLVD., N.W., ATLANTA, GA 30308
4045065000

The Southern Co. operates as a holding company, which owns all of the common stock of the traditional operating companies and Southern Power Company and owns other direct and indirect subsidiaries. It operates business through the electricity sales by the Traditional Operating Companies and Southern Power segments. The Traditional Operating Companies includes of Alabama Power, Georgia Power, Gulf Power, and Mississippi Power, which are vertically integrated utilities providing electric service in four Southeastern states. The Southern Power segment constructs, acquires, owns, and manages generation assets, including renewable energy projects, and sells electricity at market-based rates in the wholesale market. The company was founded on November 9, 1945 and is headquartered in Atlanta, GA.

Data derived from most recent annual or quarterly report
Market Cap 72.766 Billion Shares Outstanding1.06 Billion Avg 30-day Volume 4.161 Million
P/E Ratio20.1289 Dividend Yield4.3087 EPS1.18
Price to Revenue3.0813 Debt to Equity1.5693 EBITDA8.92 Billion
Price to Book Value1.9477 Operating Margin23.9755 Enterprise Value110.733 Billion
Current Ratio0.713 EPS Growth-0.349 Quick Ratio0.322
1 Yr BETA 0.3548 52-week High/Low 69.23 / 54.98 Profit Margin15.2294
Operating Cash Flow Growth15.8277 Altman Z-Score0.6998 Free Cash Flow to Firm 4.865 Billion
View SEC Filings from SO instead.

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Funds Holding SO (via 13F filings)

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*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding SO BETA

Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

74.1 Thousand total shares from 5 transactions

Exercise Derivative Conversion (M)

77.5 Thousand total shares from 3 transactions

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

KUCZYNSKI STEPHEN E PRES. & CEO, SOUTHERN NUCLEAR

  • Officer
84,358 2022-01-10 15

SMITH WILLIAM G JR

  • Director
122,463 2022-01-03 4

WOOD E JENNER III

  • Director
51,091 2022-01-03 4

EARLEY ANTHONY F JR

  • Director
13,240 2022-01-03 4

JAMES DONALD M

  • Director
164,731 2022-01-03 4

JOHNS JOHN D

  • Director
66,484 2022-01-03 4

BARANCO JUANITA P

  • Director
137,005 2022-01-03 4

GRAIN DAVID J

  • Director
57,534 2022-01-03 4

MONIZ ERNEST J

  • Director
12,401 2022-01-03 4

CLARK HENRY A III

  • Director
51,482 2022-01-03 4

KLEIN DALE E.

  • Director
40,772 2022-01-03 4

AKELLA JANAKI

  • Director
9,214 2022-01-03 4

HONORABLE COLETTE D

  • Director
5,034 2022-01-03 4

SVINICKI KRISTINE L

  • Director
1,069 2022-01-03 2

CUMMISKEY CHRISTOPHER EVP & CCCS OFFICER

  • Officer
40,618 2021-12-31 7

TUCKER DANIEL S EXECUTIVE VICE PRESIDENT & CFO

  • Officer
3,934 2021-12-30 11

GREENE KIMBERLY S, CHAIRMAN, PRESIDENT & CEO, GAS

  • Officer
332,604 2021-12-16 6

WOMACK CHRISTOPHER C PRESIDENT, GPC

  • Officer
26,853 2021-09-07 5

ANDERSON BRYAN D EVP & PRES. EXTERNAL AFFAIRS

  • Officer
24,110 2021-09-07 4

DAISS ANN P COMPTROLLER

  • Officer
17,581 2021-08-03 7

DAVIS MARTIN BERNARD EVP AND CIO

  • Officer
28,089 2021-07-30 2

KERR, II JAMES Y EVP, CHIEF LEGAL OFFICER & CCO

  • Officer
152,648 2021-04-20 5

BOSCIA JON A

  • Director
49,811 2021-04-01 1

SPECKER STEVEN R.

  • Director
36,503 2021-04-01 1

BOWERS WILLIAM P CHAIRMAN & CEO, GPC

  • Officer
229,669 2021-02-27 4

FANNING THOMAS A PRESIDENT, CEO & CHAIRMAN

  • Officer
840,622 2021-02-27 4

EVANS ANDREW W EXECUTIVE VICE PRESIDENT & CFO

  • Officer
192,553 2021-02-27 4

CROSSWHITE MARK A. CHAIRMAN, PRESIDENT & CEO, APC

  • Officer
161,219 2021-02-27 4

CONNALLY STAN W EXECUTIVE VICE PRESIDENT, SCS

  • Officer
77,204 2021-02-27 4

WILSON ANTHONY L PRESIDENT & CEO, MPC

  • Officer
72,363 2021-02-27 4

LANTRIP MARK CHAIRMAN, PRESIDENT & CEO, SCS

  • Officer
78,113 2021-02-27 4

THOMPSON LARRY D.

  • Director
0 2020-04-01 0

HAGEN VERONICA M

  • Director
0 2019-04-01 0

HUDSON LINDA P

  • Director
No longer subject to file 2018-12-31 0

HOOD WARREN A JR

  • Director
0 2018-04-02 0

BEATTIE ART P EXECUTIVE VICE PRESIDENT & CFO

  • Officer
42,382 2018-02-12 0

SYKES NANCY E EVP & CHRO

  • Officer
3,863 2018-02-12 0

HOLLAND G EDISON CEO, MISSISSIPPI POWER CO.

  • Officer
37,158 2015-01-12 0

HABERMEYER H WILLIAM JR

  • Director
0 2014-05-01 0

MCCRARY CHARLES D PRESIDENT & CEO, APC

  • Officer
0 2014-02-10 0

HINSON W RON COMPTROLLER

  • Officer
12,164 2013-03-06 0

STORY SUSAN N PRESIDENT & CEO, SCS

  • Officer
15,004 2013-03-06 0

DAY ED VI PRESIDENT AND CEO, MPC

  • Officer
0 2013-02-11 0

TOPAZI ANTHONY J EXECUTIVE VP & COO

  • Officer
3,624 2012-06-07 0

PURCELL J NEAL

  • Director
0 2012-05-01 0

MILLER JAMES H III PRESIDENT & CEO, SO NUCLEAR

  • Officer
6,783 2011-05-11 0

MARTIN C ALAN PRES & CEO, SCS

  • Officer
1,691 2010-09-22 0

CHAPMAN THOMAS F

  • Director
0 2010-05-03 0

ST PE GERALD J

  • Director
0 2010-05-03 0

RATCLIFFE DAVID M PRESIDENT, CEO & CHAIRMAN

  • Officer
  • Director
18,882 2010-04-28 0

GARRETT MICHAEL D PRESIDENT & CEO OF GA. POWER

  • Officer
0 2010-02-15 0

BLAKE FRANCIS S

  • Director
0 2009-10-01 0

BEASLEY J BARNIE PRESIDENT & CEO, SO NUCLEAR

  • Officer
10,477 2008-09-18 0

BERN DORRIT J

  • Director
0 2008-07-01 0

JAMES ANTHONY R EXECUTIVE VICE PRESIDENT

  • Officer
0 2008-01-18 0

Insider Transactions Last 60 Days

Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
Disposed
Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

KUCZYNSKI STEPHEN E - Officer PRES. & CEO, SOUTHERN NUCLEAR

2022-01-11 16:33:23 -0500 2022-01-10 S 2,500 $68.59 d 84,358 direct 0.841 0.841 2 0.0 1

CUMMISKEY CHRISTOPHER - Officer EVP & CCCS OFFICER

2022-01-06 17:46:07 -0500 2022-01-05 S 989 $67.65 d 16,468 direct -0.1603 0.0291 0.0291 6 -1.4423 3

HONORABLE COLETTE D - Director

2022-01-03 17:11:11 -0500 2022-01-03 A 784 $68.58 a 5,034 direct

GRAIN DAVID J - Director

2022-01-03 17:10:10 -0500 2022-01-03 A 1,094 $68.58 a 57,534 direct

BARANCO JUANITA P - Director

2022-01-03 17:06:44 -0500 2022-01-03 A 984 $68.58 a 137,005 direct

JOHNS JOHN D - Director

2022-01-03 17:13:29 -0500 2022-01-03 A 583 $68.58 a 66,484 direct

SMITH WILLIAM G JR - Director

2022-01-03 17:18:12 -0500 2022-01-03 A 1,057 $68.58 a 122,463 direct

AKELLA JANAKI - Director

2022-01-03 17:05:42 -0500 2022-01-03 A 583 $68.58 a 9,214 direct

SVINICKI KRISTINE L - Director

2022-01-03 17:04:15 -0500 2022-01-03 A 1,069 $68.58 a 1,069 direct

CLARK HENRY A III - Director

2022-01-03 17:07:56 -0500 2022-01-03 A 984 $68.58 a 51,482 direct

KLEIN DALE E. - Director

2022-01-03 17:14:51 -0500 2022-01-03 A 583 $68.58 a 40,772 direct

WOOD E JENNER III - Director

2022-01-03 17:19:38 -0500 2022-01-03 A 583 $68.58 a 51,091 direct

MONIZ ERNEST J - Director

2022-01-03 17:16:52 -0500 2022-01-03 A 583 $68.58 a 12,401 direct

EARLEY ANTHONY F JR - Director

2022-01-03 17:08:56 -0500 2022-01-03 A 986 $68.58 a 13,240 direct

JAMES DONALD M - Director

2022-01-03 17:12:31 -0500 2022-01-03 A 984 $68.58 a 164,731 direct

KUCZYNSKI STEPHEN E - Officer PRES. & CEO, SOUTHERN NUCLEAR

2022-01-06 17:44:22 -0500 2021-12-31 M 9,530 a 91,181 direct -0.1603 0.0291 0.0291 6 -1.4423 3

CUMMISKEY CHRISTOPHER - Officer EVP & CCCS OFFICER

2022-01-06 17:46:07 -0500 2021-12-31 M 1,812 a 18,280 direct -0.1603 0.0291 0.0291 6 -1.4423 3

CUMMISKEY CHRISTOPHER - Officer EVP & CCCS OFFICER

2022-01-06 17:46:07 -0500 2021-12-31 M 1,534 d 1,534 direct

KUCZYNSKI STEPHEN E - Officer PRES. & CEO, SOUTHERN NUCLEAR

2022-01-06 17:44:22 -0500 2021-12-31 M 8,184 d 8,184 direct

KUCZYNSKI STEPHEN E - Officer PRES. & CEO, SOUTHERN NUCLEAR

2022-01-06 17:44:22 -0500 2021-12-31 F 4,323 $68.58 d 86,858 direct -0.1603 0.0291 0.0291 6 -1.4423 3

CUMMISKEY CHRISTOPHER - Officer EVP & CCCS OFFICER

2022-01-06 17:46:07 -0500 2021-12-31 F 823 $68.58 d 17,457 direct -0.1603 0.0291 0.0291 6 -1.4423 3

TUCKER DANIEL S - Officer EXECUTIVE VICE PRESIDENT & CFO

2022-01-03 17:03:02 -0500 2021-12-30 A 3 $68.36 a 3,934 direct

TUCKER DANIEL S - Officer EXECUTIVE VICE PRESIDENT & CFO

2021-12-20 16:38:55 -0500 2021-12-17 A 3 $66.84 a 3,931 direct

GREENE KIMBERLY S, - Officer CHAIRMAN, PRESIDENT & CEO, GAS

2021-12-20 20:08:00 -0500 2021-12-16 S 66,121 $67.54 d 85,769 direct 0.3916 2.5305 2.5305 6 0.0 1

GREENE KIMBERLY S, - Officer CHAIRMAN, PRESIDENT & CEO, GAS

2021-12-20 20:08:00 -0500 2021-12-16 M 66,121 $46.74 a 151,890 direct 0.3916 2.5305 2.5305 6 0.0 1

GREENE KIMBERLY S, - Officer CHAIRMAN, PRESIDENT & CEO, GAS

2021-12-20 20:08:00 -0500 2021-12-16 M 66,121 d 246,835 direct

KUCZYNSKI STEPHEN E - Officer PRES. & CEO, SOUTHERN NUCLEAR

2021-12-13 16:35:50 -0500 2021-12-10 S 2,500 $64.89 d 81,651 direct 1.1824 0.6367 2.395 3 0.0 1

TUCKER DANIEL S - Officer EXECUTIVE VICE PRESIDENT & CFO

2021-12-06 16:55:51 -0500 2021-12-03 A 3 $62.83 a 3,928 direct

CUMMISKEY CHRISTOPHER - Officer EVP & CCCS OFFICER

2021-12-02 16:44:39 -0500 2021-12-01 S 2,000 $61.45 d 15,798 direct 2.9126 3.5811 3.5811 6 0.0 1

TUCKER DANIEL S - Officer EXECUTIVE VICE PRESIDENT & CFO

2021-11-23 16:43:54 -0500 2021-11-19 A 3 $62.67 a 3,925 direct

* -

Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

IBR Securities Loan Availability

Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

Security Date/Time Rebate Rate Fee Rate Shares Available
SOUTHERN CO-THE SO 2022-01-14 22:15:03 UTC -0.18 0.25 0
SOUTHERN CO-THE SO 2022-01-14 21:45:03 UTC -0.18 0.25 0
SOUTHERN CO-THE SO 2022-01-14 21:15:03 UTC -0.18 0.25 0
SOUTHERN CO-THE SO 2022-01-14 20:45:03 UTC -0.18 0.25 0
SOUTHERN CO-THE SO 2022-01-14 20:15:03 UTC -0.18 0.25 0
SOUTHERN CO-THE SO 2022-01-14 19:45:03 UTC -0.18 0.25 0
SOUTHERN CO-THE SO 2022-01-14 19:15:04 UTC -0.18 0.25 0
SOUTHERN CO-THE SO 2022-01-14 18:45:04 UTC -0.18 0.25 0
SOUTHERN CO-THE SO 2022-01-14 18:15:03 UTC -0.18 0.25 0
SOUTHERN CO-THE SO 2022-01-14 17:45:03 UTC -0.18 0.25 0
SOUTHERN CO-THE SO 2022-01-14 17:15:03 UTC -0.18 0.25 0
SOUTHERN CO-THE SO 2022-01-14 16:45:04 UTC -0.18 0.25 0
SOUTHERN CO-THE SO 2022-01-14 16:15:03 UTC -0.18 0.25 0
SOUTHERN CO-THE SO 2022-01-14 15:45:03 UTC -0.18 0.25 0
SOUTHERN CO-THE SO 2022-01-14 15:15:03 UTC -0.18 0.25 0
SOUTHERN CO-THE SO 2022-01-14 14:45:03 UTC -0.18 0.25 0
SOUTHERN CO-THE SO 2022-01-14 14:15:03 UTC -0.18 0.25 0
SOUTHERN CO-THE SO 2022-01-14 13:45:02 UTC -0.18 0.25 0
SOUTHERN CO-THE SO 2022-01-14 13:15:03 UTC -0.18 0.25 0
SOUTHERN CO-THE SO 2022-01-14 12:45:03 UTC -0.18 0.25 0

Current Active Short Positions

Holder Issuer Net Short Position Position Date Origin
FundVantage Trust- Gotham Absolute 500 Core Fund SO -235.0 shares, $-12722.9 2020-03-31 N-PORT
FundVantage Trust- Gotham Master Neutral Fund SO -88.0 shares, $-4771.36 2020-09-30 N-PORT
M3Sixty Funds Trust- AXS Market Neutral Fund SO -1554.0 shares, $-95462.22 2020-12-31 N-PORT
FundVantage Trust- Gotham Neutral 500 Fund SO -212.0 shares, $-13177.92 2021-03-31 N-PORT
Nuveen Investment Trust II- Nuveen Equity Long/Short Fund SO -4200.0 shares, $-276066.0 2021-08-31 N-PORT
Franklin Alternative Strategies Funds- Franklin K2 Alternative Strategies Fund SO -20732.0 shares, $-1362714.36 2021-08-31 N-PORT
Advantage Advisers Xanthus Fund, L.L.C.- Advantage Advisers Xanthus Fund, L.L.C. SO -151196.0 shares, $-9369616.12 2021-09-30 N-PORT
American Century Capital Portfolios, Inc.- AC Alternatives Market Neutral Value Fund SO -2151.0 shares, $-133297.47 2021-09-30 N-PORT
INVESTMENT MANAGERS SERIES TRUST II- AXS Market Neutral Fund SO -928.0 shares, $-57508.16 2021-09-30 N-PORT
JPMorgan Trust I- JPMorgan U.S. Large Cap Core Plus Fund SO -159352.0 shares, $-9875043.44 2021-09-30 N-PORT
FundVantage Trust- Gotham Enhanced 500 Plus Fund SO -230.0 shares, $-14253.1 2021-09-30 N-PORT
FundVantage Trust- Gotham Hedged Core Fund SO -177.0 shares, $-10968.69 2021-09-30 N-PORT
NEUBERGER BERMAN ALTERNATIVE FUNDS- Neuberger Berman Long Short Fund SO -143900.0 shares, $-8967848.0 2021-10-31 N-PORT
JPMorgan Trust I- JPMorgan Research Market Neutral Fund SO -12361.0 shares, $-770337.52 2021-10-31 N-PORT
Calamos Investment Trust/IL- Calamos Market Neutral Income Fund SO -262500.0 shares, $-16359000.0 2021-10-31 N-PORT

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