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 44 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 US and sells the electricity primarily under long-term contracts.
Employees: 28,600
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
219% more call options, than puts
Call options by funds: $497M | Put options by funds: $156M
28% more repeat investments, than reductions
Existing positions increased: 920 | Existing positions reduced: 717
3.12% more ownership
Funds ownership: 67.41% [Q1] → 70.53% (+3.12%) [Q2]
8% more first-time investments, than exits
New positions opened: 125 | Existing positions closed: 116
4% more capital invested
Capital invested by funds: $68B [Q1] → $70.7B (+$2.7B) [Q2]
2% less funds holding
Funds holding: 2,173 [Q1] → 2,135 (-38) [Q2]
4% less funds holding in top 10
Funds holding in top 10: 25 [Q1] → 24 (-1) [Q2]
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
8 analyst ratings
JP Morgan Jeremy Tonet | 5%upside $98 | Neutral Maintained | 21 Aug 2025 |
Scotiabank Andrew Weisel | 6%upside $99 | Sector Outperform Maintained | 1 Aug 2025 |
Mizuho Anthony Crowdell | 2%upside $95 | Neutral Maintained | 1 Aug 2025 |
BMO Capital James Thalacker | 10%upside $102 | Outperform Maintained | 22 Jul 2025 |
Barclays Nicholas Campanella | 2%downside $91 | Equal-Weight Maintained | 16 Jul 2025 |
Financial journalist opinion
Based on 21 articles about SO published over the past 30 days









