Southern Company (SO) Stock
NYSESO has an Alpha Score of 59 out of 100 (moderate), computed on Nov 2, 2026 from 4 of 4 sub-scores. 21 members of Congress disclosed 51 trades in SO since 2014: 31 purchases and 20 sales, most recently Jared Moskowitz (purchase, Dec 2, 2025). 6 of the hedge funds AlphaScala tracks reported SO in 13F filings for the quarter ended Jun 30, 2026; the largest reported position is Citadel's at $112.28M. Company insiders reported 0 open-market buys and 5 sales on SEC Form 4 in the 90 days to Oct 30, 2026. Its trailing P/E ratio is 22.4 and its net margin 16.1% (key statistics as of Oct 22, 2026).
What is SO's Alpha Score?
How it works →Alpha Score of 59 reflects moderate overall profile with strong momentum, moderate value, weak quality, moderate sentiment.
Computed Nov 2, 2026
A rules-based research rating, not a recommendation to buy or sell.
Which members of Congress traded Southern Company (SO)?
Most recent: Jared Moskowitz (purchase, Dec 2, 2025); records start May 12, 2014.
| Politician | Trade date | Type | Amount |
|---|---|---|---|
| Jared Moskowitz D-FL · House | 2025-12-02 | purchase | $1k – $15k |
| Val Hoyle D-OR · House | 2025-09-23 | sale | $1k – $15k |
| Marjorie Taylor Greene R-GA · House | 2025-08-28 | purchase | $1k – $15k |
| Jared Moskowitz D-FL · House | 2025-04-07 | purchase | $1k – $15k |
| Marjorie Taylor Greene R-GA · House | 2025-04-03 | purchase | $1k – $15k |
| Marjorie Taylor Greene R-GA · House | 2024-11-07 | purchase | $1k – $15k |
| Val Hoyle D-OR · House | 2024-10-29 | purchase | $1k – $15k |
| John James R-MI · House | 2024-09-04 | sale | $1k – $15k |
From STOCK Act periodic transaction reports. House filings as of Oct 29, 2026. Senate records here end Oct 21, 2026; later Senate trades are not included.
Every member of Congress who traded SO, with filing lags →Which hedge funds own SO?
From 13F filings| Fund | Shares Held | Position Value | Change vs prior Q |
|---|---|---|---|
| Citadel Ken Griffin | 1.17M | $112.28M | +31% |
| Millennium Management Israel Englander | 435K | $41.63M | -5% |
| D.E. Shaw David Shaw | 275K | $26.36M | -23% |
| Marshall Wace | 30K | $2.90M | -99% |
| Bridgewater Associates Ray Dalio | 17K | $1.62M | +44% |
| Hussman Investment Trust John Hussman | 500 | $47.9K | n/a |
13F holdings as of Jun 30, 2026
Explore all tracked funds →Are Southern Company insiders buying or selling?
SEC Form 4 filings| Date | Insider | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| Oct 1, 26 | Kim Matthew M. | Comptroller | SELL | 100 | $8K |
| Sep 3, 26 | Kim Matthew M. | Comptroller | SELL | 1.4K | $124K |
| Sep 3, 26 | Sena Peter P Iii | Chairman,President & CEO, SNC | SELL | 4.3K | $378K |
| Sep 1, 26 | Kim Matthew M. | Comptroller | SELL | 100 | $9K |
| Aug 6, 26 | Spainhour Sterling A Jr. | EVP & CLO | SELL | 3.3K | $313K |
| Aug 3, 26 | Kim Matthew M. | Comptroller | SELL | 100 | $9K |
SEC Form 4 filings as of Oct 30, 2026
See cluster-buy signals across all tickers →What are SO's key statistics?
Key statistics as of Oct 22, 2026
How does SO's valuation compare with the Utilities sector?
| Metric | SO | Utilities median | Companies in median |
|---|---|---|---|
| P/E ratio | 22.4 | 20.7 | 50 |
| Net margin | 16.10% | 13.18% | 54 |
| Return on equity | 12.61% | 9.62% | 54 |
| Dividend yield (payers) | 4.02% | 3.92% | 46 |
Medians over the Utilities stocks whose key statistics were refreshed in the last 35 days (newest Nov 2, 2026). P/E excludes loss-making companies.
AlphaScala analysis on SO
Latest 3SO price chart
Powered by TradingViewWhat does Southern Company do?
Southern Company is a holding company that generates and sells electricity through its subsidiaries. It operates across three primary segments: Traditional Electric Operating Companies, which are vertically integrated utilities owning generation, transmission, and distribution facilities serving retail and wholesale electric customers in Alabama, Georgia, Florida, and Mississippi; Southern Power, which develops, owns, and operates power generation assets including natural gas, renewables, and battery energy storage projects sold primarily under long-term contracts across the US; and Southern Company Gas, which provides energy-related products and services in natural gas choice markets and distributes natural gas in four states. The company supplies electricity to approximately 9 million customers, with a focus on regulated rate base expansion, grid modernization, and meeting growing demand from commercial loads such as data centers and industrial developments through large-load contracts. Founded in 1945 and headquartered in Atlanta, Georgia, Southern Company plays a vital role in the US utilities sector by ensuring reliable power delivery and supporting regional economic growth.