Southern Company (SO)

• Market cap: $96.9B
• 1 day: 0.66%
• 5 days: 1.59%
• 1 month: 4.33%
• 3 months: 0.29%
• 6 months: 0.95%
• Year to date: 7.71%
• 1 year: 30.52%
• 5 years: 28.13%
• 10 years: 90.23%
• Sector: Utilities
• Industry: Electric Services

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

82% more first-time investments, than exits

New positions opened: 217 | Existing positions closed: 119

32% more call options, than puts

Call options by funds: $384M | Put options by funds: $291M

28% more repeat investments, than reductions

Existing positions increased: 831 | Existing positions reduced: 649

0% more funds holding

Funds holding: 1,979 [Q3] → 1,985 (+6) [Q4]

5.56% less ownership

Funds ownership: 73.34% [Q3] → 67.78% (-5.56%) [Q4]

12% less capital invested

Capital invested by funds: $71.8B [Q3] → $63.4B (-$8.38B) [Q4]

55% less funds holding in top 10

Funds holding in top 10: 22 [Q3] → 10 (-12) [Q4]

Research analyst outlook

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

• Low target: $85 4% downside
• Avg. target: $89 1% upside
• High target: $98 11% upside

3 analyst ratings

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

Mizuho Anthony Crowdell 65% 1-year accuracy 15 / 23 met price target	4% downside $85	Neutral Maintained	3 Feb 2025
Scotiabank Andrew Weisel 75% 1-year accuracy 21 / 28 met price target	11% upside $98	Sector Outperform Maintained	12 Dec 2024
Morgan Stanley Stephen Byrd 58% 1-year accuracy 64 / 111 met price target	4% downside $85	Equal-Weight Maintained	22 Nov 2024