Southern Company (SO)

• Market cap: $91.9B
• 1 day: 0.01%
• 5 days: 2.64%
• 1 month: 0.74%
• 3 months: -9.49%
• 6 months: 2.78%
• Year to date: 2.23%
• 1 year: 20.49%
• 5 years: 24.74%
• 10 years: 62.41%
• Sector: Utilities
• Industry: Electric Services

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

179% more first-time investments, than exits

New positions opened: 215 | Existing positions closed: 77

65% more call options, than puts

Call options by funds: $612M | Put options by funds: $370M

38% more funds holding in top 10

Funds holding in top 10: 16 [Q2] → 22 (+6) [Q3]

16% more capital invested

Capital invested by funds: $61.7B [Q2] → $71.8B (+$10.1B) [Q3]

6% more funds holding

Funds holding: 1,859 [Q2] → 1,971 (+112) [Q3]

1.54% more ownership

Funds ownership: 71.76% [Q2] → 73.3% (+1.54%) [Q3]

10% more repeat investments, than reductions

Existing positions increased: 761 | Existing positions reduced: 693

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $85 1% upside
• Avg. target: $93 11% upside
• High target: $98 17% upside

3 analyst ratings

• positive: 2 67%
• neutral: 1 33%
• negative: 0 0%

Scotiabank Andrew Weisel 50% 1-year accuracy 14 / 28 met price target	17% upside $98	Sector Outperform Maintained	12 Dec 2024
Morgan Stanley Stephen Byrd 53% 1-year accuracy 59 / 111 met price target	1% upside $85	Equal-Weight Maintained	22 Nov 2024
BMO Capital James Thalacker 68% 1-year accuracy 52 / 76 met price target	16% upside $97	Outperform Maintained	1 Nov 2024