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SO Southern Co.

Utilities COM Equity as of 2026 Q2 among managers we track

Sold by 1 featured manager in 2026 Q2

  • 2 Owners
  • Max 2.2%
  • $166M
  • 1 reduce 1 small

SO (Southern Co.) is held in 2 featured 13F books as of 2026 Q2. Kentucky Trust Co. - Kentucky Trust is the largest tracked holder by portfolio weight (2.2%). In 2026 Q2 filings, 1 manager trimmed. Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 2.2% (Kentucky Trust Co. - Kentucky Trust) · not free-float ownership

  1. Kentucky Trust Co. Reduce 2.2%
  2. Eric Mandelblatt Reduce 0.34%

Who owns SO

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

History
Eric Mandelblatt - Soroban Capital Partners 0.34%, was 0.44% Reduce −28.9% 1,688,287 $162M History
Kentucky Trust Co. - Kentucky Trust 2.2%, was 2.5% Small trim −0.6% 48,616 $5M History

2 current · options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Congress

5 members of Congress traded SO in the last three years · 12 buys · 3 sales · 11 members listed it in 2025 annual reports

All Congress trades
  1. Jared Moskowitz D-FL-23 Buy $1K–$15K Dec 2, 2025 filed Jan 16
  2. Val T. Hoyle D-OR-4Spouse Sell $1K–$15K Sep 23, 2025 filed Oct 10, 2025
  3. Val T. Hoyle D-OR-4Spouse Buy $1K–$15K Oct 29, 2024 filed Sep 12, 2025
  4. Marjorie Taylor Greene R-GA-14 Buy $1K–$15K Aug 28, 2025 filed Aug 29, 2025
  5. Jared Moskowitz D-FL-23 Buy $1K–$15K Apr 7, 2025 filed May 9, 2025
  6. Marjorie Taylor Greene R-GA-14 Buy $1K–$15K Apr 3, 2025 filed Apr 7, 2025

SEC filings

Recent issuer filings from EDGAR · 12 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 2.03,3.02,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02 Filing Doc
8-K 8.01,9.01 Filing Doc
424B2 Filing Doc
8-K 5.07,9.01 Filing Doc
DEFA14A Filing Doc
10-Q Filing Doc
8-K 2.02 Filing Doc
DEFA14A Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 11 rows shown

Filed Form Detail Links
4 Period Oct 1, 2026 Filing Doc
4 Period Sep 3, 2026 · 2 forms Filing Doc
4 Period Sep 1, 2026 Filing Doc
4 Period Aug 6, 2026 Filing Doc
4 Period Aug 3, 2026 Filing Doc
4 Period Jul 1, 2026 · 12 forms Filing Doc
4 Period Jun 28, 2026 Filing Doc
4 Period Jun 1, 2026 Filing Doc
4 Period May 24, 2026 Filing Doc
4 Period May 1, 2026 Filing Doc
4 Period Apr 1, 2026 · 3 forms Filing Doc

Updated 3 days ago Source: SEC EDGAR submissions All on EDGAR

Financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $24.83B $26.76B $28.94B
Net income — — $4.34B
Net margin * — — 15.0%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $10.43B $10.69B $10.92B
Total non-current assets * $128.9B $134.49B $144.8B
Total assets $139.33B $145.18B $155.72B
Total current liabilities $13.47B $15.99B $16.89B
Total non-current liabilities * $90.64B $92.51B $99.96B
Total equity $31.44B $33.21B $36.02B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $7.55B $9.79B $9.8B
Cash from investing -$9.67B -$9.4B -$13.96B
Cash from financing $0.999B -$0.208B $4.7B
Net change in cash * -$1.12B $0.18B $0.539B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow The Filings

Ownership over time

filing count by report period · click a bar for that quarter’s holders