Southern Company
About: Southern is one of the largest utilities in the US. The company serves 9 million customers with vertically integrated electric utilities in three states and natural gas distribution utilities in four states. It owns 50 gigawatts of rate-regulated generating capacity, primarily for serving customers in Georgia, Alabama, and Mississippi. Subsidiary Southern Power owns 13 gigawatts of natural gas generation and renewable energy across the U.S. and sells the electricity primarily under long-term contracts.
Employees: 28,600
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
98% more first-time investments, than exits
New positions opened: 248 | Existing positions closed: 125
32% more call options, than puts
Call options by funds: $385M | Put options by funds: $291M
30% more repeat investments, than reductions
Existing positions increased: 862 | Existing positions reduced: 664
4% more funds holding
Funds holding: 1,983 [Q3] → 2,070 (+87) [Q4]
1.16% more ownership
Funds ownership: 66.84% [Q3] → 68.01% (+1.16%) [Q4]
5% less capital invested
Capital invested by funds: $65.8B [Q3] → $62.8B (-$3B) [Q4]
55% less funds holding in top 10
Funds holding in top 10: 22 [Q3] → 10 (-12) [Q4]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
Barclays Nicholas Campanella 54% 1-year accuracy 43 / 79 met price target | 1%downside $90 | Equal-Weight Maintained | 22 Apr 2025 |
JP Morgan Jeremy Tonet 56% 1-year accuracy 20 / 36 met price target | 4%upside $94 | Neutral Upgraded | 8 Apr 2025 |
UBS Daniel Ford 57% 1-year accuracy 4 / 7 met price target | 7%upside $97 | Neutral Maintained | 21 Mar 2025 |
Morgan Stanley Stephen Byrd 56% 1-year accuracy 60 / 108 met price target | 0%upside $91 | Equal-Weight Maintained | 20 Mar 2025 |
Mizuho Anthony Crowdell 57% 1-year accuracy 12 / 21 met price target | 6%downside $85 | Neutral Maintained | 3 Feb 2025 |
Financial journalist opinion
Based on 19 articles about SO published over the past 30 days









