InsiderStreet Equity Research

Produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation for any investor. Do not rely on it for any investment decision.

Last Close

$91.18

2026-10-16

Market Cap

$104.9B

Volume

8.3M

52-Wk High

$99.58

52-Wk Low

$81.69

Trailing PE

21.9

P/S

3.48

Gross Margin

43.4%

Net Margin

15.4%

ROE

13%

ROIC

4%

Piotroski

6/9

Altman Z

1.0

1-Yr Return

-4.3%

5-Yr Return

+106.2%

The Southern Company operates as an energy utility, primarily involved in the production, transmission, and distribution of electricity. Its operations are segmented into Gas Distribution Operations, Gas Pipeline Investments, Wholesale Gas Services, and Gas Marketing Services. The company also undertakes the development, construction, acquisition, ownership, and management of various power generation assets, including renewable energy ventures, and supplies electricity to the wholesale market. Complementing its power business, it distributes natural gas in Illinois, Georgia, Virginia, and Tennessee, while also offering gas marketing services, wholesale gas services, and managing gas pipeline investments. Its extensive portfolio of generating assets includes 30 hydroelectric, 24 fossil fuel, three nuclear, 13 combined cycle/cogeneration, 45 solar, 15 wind, one fuel cell, and four battery storage facilities. In terms of natural gas infrastructure, the company builds, operates, and maintains 76,289 miles of pipelines and 14 storage facilities with a total capacity of 157 billion cubic feet, delivering natural gas to residential, commercial, and industrial clients. The Southern Company serves approximately 8.7 million electric and gas utility customers in total. Furthermore, it provides digital wireless communications and fiber optics services. The company was founded in 1945 and maintains its corporate headquarters in Atlanta, Georgia.

SectorUtilitiesIndustryRegulated ElectricExchangeNYSEMarket Cap$104.9BEmployees29,800 (SEC-filed)CEOChristopher C. WomackIPO1981-12-31CountryUS

30 Ivan Allen Jr. Boulevard, N.W., Atlanta, GA 30308 · Tel 404 506 5000 · southerncompany.com

INSIDERSTREET SCORE43 / 100Street mean $93.38 (8 analysts, last qtr) — their number, not ours

INSIDER CONSENSUS SIGNALROUTINE SELLING — LOW SIGNAL$5M sold / 6 mo, zero open-market buys

1 Year vs S&P 500 · SO -4.3% · S&P 500 +15.9% · spread -20.2pp

7 Years vs S&P 500 · SO +106.2% · S&P 500 +189.9% · spread -83.7pp

Both charts indexed to 100 at the start of their window and drawn on a single shared scale, so the gap to the benchmark is the gap you see. Adjusted closes throughout.

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INSIDERSTREET
SCORE43of 100

Score Breakdown

Profitability	57/100
Growth	50/100
Momentum	79/100
Quality	70/100
Earnings Quality	80/100
Balance Sheet	24/100
Value	53/100
Risk (safety)	15/100
Overall	43.4/100

Each component is a diagnostic reading on its own 0-100 scale. The overall score is computed separately from the underlying financials and is not the average of the rows above — components are not equally weighted and three of them (Momentum, Value, Risk) are derived partly from price rather than from the business.

Peer Comparison — IS Score

Symbol	IS Score
DUK	47
AEP	48
NEE	49
D	42
ETR	37
XEL	25
SO	43

IS Score Trend — quarterly

14 quarters, 23 Q1 to 26 Q2. Peak 46 in 23 Q1, latest 43 — -3 since. Fell in 1 of the last 4 quarters. Dashed line marks 40 on the 0-100 scale.

BUSINESS QUALITY43 / 100IS Score 43.4 / 100 · -2.5 from peak of 46

Fundamental factor model, quarterly. Measures how the business is doing - not where the price is going.

PRICE STRUCTUREBULLISHTechnical Score 80 / 100 · Power +61 · 19 of 22 indicator votes bullish

Vote share across trend, momentum, volume, volatility and pattern families. Describes where the price is, not where it is going.

These two disagree — business quality 43, price structure 80 out of 100, so the price reads better than the business does. We publish the disagreement rather than resolving it: they answer different questions, and the gap between them is information, not an error.

Trigger	Where it stands now	What it would mean
IS Score reaches 55 and holds two consecutive quarters	now 43.4	would move us up one band
IS Score stops falling - one quarter higher than the prior	last four: 36 → 32 → 35 → 43	the direction matters more than the level
Technical vote share back above 50%	now 91%	price structure no longer broken
Institutional holder count rises two quarters running	peak 2,376 → now 2,376	fewer institutions willing to hold is our clearest warning

We publish these so the view can be shown to be wrong. If none of them move and our reading does, we owe you an explanation.

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This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.

Site Convergence Score3 of 4top 4% of 29,420 symbols

Sources Aligned— of 3independent disclosures

Congress (180d)1 buys2026-09-25

Insider Buys (180d)0none disclosed

ETF Funds (30d)1144 up / 746 downnet +398 funds

Institutions Added (13F)9managers opening or increasing

Congressional and insider figures are disclosed purchases in the trailing 180 days; ETF figures are COUNTS OF FUNDS whose holding changed in 30 days, not dollars. Coincidence of separate disclosures, not coordination. An absent source means nothing qualifying was disclosed in its window.

Institutions holding — 12 quarters

Peak 2,376 · latest 2,376 (+0 from peak).

Quarter	Holders	13F shares	Value	Reported own%
2026 Q2	2,376	845.7M	$75.7B	74.4%
2026 Q1	2,367	789.7M	$72.4B	69.5%
2025 Q4	2,274	797.3M	$66.2B	70.1%
2025 Q3	2,222	801.4M	$71.3B	70.5%
2025 Q2	2,185	775.6M	$68.8B	68.2%
2025 Q1	2,210	751.0M	$67.3B	66.0%
2024 Q4	2,128	746.5M	$59.8B	65.7%
2024 Q3	2,010	743.5M	$64.8B	65.4%
2024 Q2	1,891	732.7M	$55.1B	64.4%
2024 Q1	1,828	711.6M	$49.2B	62.6%
2023 Q4	1,840	700.9M	$47.0B	61.6%
2023 Q3	1,713	693.0M	$42.6B	61.0%

How to read ownership above 100%. A 13F reports the positions a manager has investment discretion over, and where two or more managers share discretion over the same block, each one reports it. Summed across filers, the total can therefore exceed the shares actually outstanding without anything being wrong. We publish the figure as filed rather than netting it down, and flag separately any quarter where the arithmetic is not merely high but impossible.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Insider	Role	Date	Type	Shares	Value	Post-Txn Owned
Etheredge James O	director	2026-10-01	A-Award	539	—	3,447
Johns John D	director	2026-10-01	A-Award	539	—	89,846
Grain David J	director	2026-10-01	A-Award	973	—	88,597
Smith William G Jr	director	2026-10-01	A-Award	988	—	165,393
Svinicki Kristine L	director	2026-10-01	A-Award	539	—	12,235
Meador David E	director	2026-10-01	A-Award	914	—	11,159
Turner John M Jr	director	2026-10-01	A-Award	914	—	4,359
Thomas Lizanne	director	2026-10-01	A-Award	539	—	8,363

6-mo decomposition (Form 4)	Txns	Shares	Value	Signal weight
S — Open-market sales	12	53,768	$5.1M	Counted
M — Exercises (paired A/D)	6	8,918	—	None — mechanics
F — Tax withholding	4	4,445	$0.4M	None — compensation
G — Gifts	1	15,000	—	None
P — Open-market purchases	0	0	$0	Counted — none occurred

Monthly Net Insider Flow (000 shares)

Net of acquisitions minus dispositions, all Form 4 types.

Signal Summary

SignalRoutine Selling — Low Signal

Open-Market Sells$5.1M12 txns / 6 mo

Open-Market Buys$0.0M0 txns / 6 mo

ClusterNone active3+ insiders / 21 days

Member	Chamber	Trade	Size band	Traded	Disclosed
Ro Khanna	House	BUY	$1,001 - $15,000	2026-09-25	2026-10-09
Ro Khanna	House	SELL	$1,001 - $15,000	2026-01-29	2026-02-10
Jared Moskowitz	House	BUY	$1,001 - $15,000	2025-12-02	2026-01-19
David Perdue	Senate	SELL	$1,001 - $15,000	2020-04-16	2021-05-02
David Perdue	Senate	SELL	$1,001 - $15,000	2020-04-16	2021-05-01
David Perdue	Senate	SELL	$1,001 - $15,000	2020-04-16	2021-05-01

House 12-Mo8 trades6 purchases

Senate 12-Mo0 tradesNone purchases

CoverageSTOCK Act filings30-45 day disclosure lag

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13F Filers (last complete Q)2,367

13F Shares790M69.5% of shares out

New / Closed228 / 96positions, QoQ

Increased / Reduced986 / 783positions, QoQ

Put/Call (13F)1.00option positions

Free Float99.8%1.15B sh

2.8 · Largest Reporting 13F Managers

Manager	Shares	Value
Assenagon Asset Management S.A.	2.1M	$171M
Confluence Investment Management L	1.3M	$109M
Fort Washington Investment Advisor	660,628	$55M
Wealth Enhancement Advisory Servic	651,173	$54M
Ifm Investors Pty Ltd	367,357	$30M
Czech National Bank	330,527	$27M

EDGAR 13F holdings as of 2026-09-30; filer values normalized to dollars.

2.9 · Top ETF & Fund Ownership

Fund	Weight	Position
VITSX	0.1%	$3.0B
VSMPX	0.1%	$3.0B
VTSAX	0.1%	$3.0B
VTI	0.1%	$3.0B
VOO	0.1%	$2.5B
VFFSX	0.1%	$2.5B

13F Filers Holding SO — quarterly

Institutional Put/Call — quarterly

Daily short-sale volume as % of volume reported in FINRA's short-sale file — a flow measure, not short interest; dashed = 50-day average.

Latest Session79.1%2026-10-15

20-Day Avg59.9%50-day 53.9%

TrendRising20d vs 50d

By Market CenterQ: 79% · N: 85% · B: 37%latest session

Weekly Notional ($B)

Where SO Trades in the Dark

ATS Venue (4-wk)	Shares	Avg trade
Incr Intelligent Cross Llc	6.6M	66 sh
Ubsa Ubs Ats	6.0M	65 sh
Ebxl Level Ats	3.8M	39 sh
Sgmt Sigma X2	3.1M	65 sh
Mlix Instinct X	2.9M	93 sh
Bids Bids Ats	2.8M	471 sh

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Where a dollar of The Southern Company revenue goes. All values FY2025 filings, live.

SO (live moat model)Peer median: DUK · AEP · NEE · D · ETR

Component scores from the live moat model. Peer median illustrative.

Moat score 46/100 — Weak; primary source Cost Advantage.

3.8 · Employees (SEC filings)

Officer	Title
Christopher C. Womack	Chief Executive Officer, President & Chairman
Kimberly Scheibe Greene	Chairman, President & Chief Executive Officer of Georgia Power
J. Jeffrey Peoples	Chairman, President & Chief Executive Officer of Alabama Power Company
Daniel S. Tucker	Senior Advisor

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Revenue ($B)

EPS ($) — GAAP diluted actual, street-basis estimate

Actual bars are GAAP diluted EPS from the filed income statement; the lighter forward bars are street-basis consensus. The two are different measures and are not comparable quarter to quarter.

Quarterly EPS — Actual vs. Consensus

Beats (>2%)5 of 6recent quarters

Avg Surprise+5.3%

Next Report2026-11-05

Income Quality2.20OCF ÷ net income

Beat Rate—%0 of 0 quarters

Current Streak0longest 0

Avg EPS Surprise—%median —%

Surprise Trend—last 4 vs prior 4

Period	EPS est.	EPS actual	EPS surprise	Rev est. ($M)	Rev actual ($M)	Rev surprise

Announcement dates to . Consensus as it stood at each report. Revenue surprise shown where both estimate and actual are filed. A beat record is history, not a forecast.

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Profit Margins (%)

Revenue by Segment — Stacked

Live segmentation data.

YoY Growth Heatmap — Income Lines

YoY growth	FY21	FY22	FY23	FY24	FY25
Revenue	+13.4%	+26.7%	-13.8%	+5.8%	+10.6%
Gross profit	+3.5%	+3.7%	+10.2%	+14.0%	-34.0%
Operating income	-24.3%	+45.2%	+8.5%	+21.3%	+2.9%
Net income	-23.2%	+46.8%	+12.5%	+10.7%	-1.4%

$B · FY ends	FY21	FY22	FY23	FY24	FY25
Revenue	23.1	29.3	25.3	26.7	29.6
Cost of revenue	12.9	18.7	13.5	13.4	20.7
Gross profit	10.2	10.6	11.7	13.3	8.8
R&D expense	0.0	0.0	0.0	0.0	0.0
SG&A expense	0.0	0.0	0.0	0.0	0.0
Operating income	3.7	5.4	5.8	7.1	7.3
EBITDA	8.4	10.3	11.8	13.2	14.3
D&A	4.0	4.1	5.0	5.3	6.0
Pretax income	2.6	4.2	4.3	5.2	5.0
Income tax	0.3	0.8	0.5	1.0	0.8
Net income	2.4	3.5	4.0	4.4	4.3
Diluted EPS ($)	2.26	3.26	3.62	3.99	3.92
Diluted shares (M)	1,061	1,081	1,098	1,103	1,109

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Operating CF$10B

CapEx$13B

Free cash flow$-4B

SBC$0B

Buybacks$0B

Net cash change$1B

Shown instead of the usual cash-distribution diagram because operating cash flow was not positive this year — there was no internally generated cash to distribute, so the decision-relevant question is what funded the spending. Sources left, uses right; cash is fungible and the statement does not trace which rupee of borrowing bought which asset, so the band is proportional, not a claim about specific flows. Any residual from FX translation is carried explicitly as Other / FX.

Balance Sheet — Full

$B	FY22	FY23	FY24	FY25
Cash & equivalents	1.9	0.7	1.1	1.6
ST investments	0.0	0.0	0.0	0.0
Receivables (net)	3.7	4.0	4.3	4.1
Total current assets	10.4	10.4	10.7	10.9
PP&E (net)	96.7	101.9	106.7	114.4
Goodwill + intangibles	5.6	5.5	5.5	5.5
Total assets	134.9	139.3	145.2	155.7
Accounts payable	3.5	2.9	3.7	3.7
Short-term debt	6.9	4.8	6.1	0.2
Deferred revenue	0.5	0.5	0.5	0.0
Total current liabilities	15.7	13.5	16.0	16.9
Long-term debt	50.7	57.2	58.8	65.6
Total liabilities	100.4	104.1	108.5	116.9
Shareholders' equity	34.5	35.2	36.7	38.9

Cash Flow Statement — Full

$B	FY22	FY23	FY24	FY25
Net income	3.4	4.0	4.3	4.2
D&A	4.1	5.0	5.3	6.0
Stock-based compensation	0.1	0.1	0.1	0.1
Working capital change	0.2	(0.1)	1.4	0.4
Operating cash flow	6.3	7.6	9.8	9.8
Capital expenditures	(7.9)	(9.1)	(9.0)	(13.4)
Investing cash flow	(8.4)	(9.7)	(9.4)	(14.0)
Buybacks	0.0	0.0	0.0	0.0
Dividends paid	(2.9)	(3.0)	(3.0)	(3.0)
Debt issuance / (repay)	4.1	4.4	3.0	6.8
Financing cash flow	2.3	1.0	(0.2)	4.7
Free cash flow	(1.6)	(1.5)	0.8	(3.6)

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Balance Sheet Structure ($B)

Cash Generation vs Capex ($B)

Left: what the balance sheet is made of — the gap between the assets bar and the liabilities bar is book equity. Right: whether the capex bar is covered by the operating-cash bar; where it is not, the difference was funded externally and free cash flow goes negative.

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
PROFITABILITY
ROE	8.5%	12.1%	12.9%	13.6%	12.5%	13%
ROA	1.9%	2.7%	2.9%	3.1%	2.9%	2.9%
ROIC	4.1%	5.0%	5.5%	5.9%	6.1%	4.1%
Gross margin	44.3%	36.3%	46.4%	49.9%	29.8%	43.4%
Operating margin	16.0%	18.3%	23.1%	26.4%	24.6%	24.2%
Net margin	10.4%	12.1%	15.7%	16.5%	14.7%	15.4%
EBITDA margin	36.3%	35.2%	46.6%	49.5%	48.5%	48.0%
FCF margin	-4.6%	-5.5%	-6.1%	2.1%	-10.5%	—
VALUATION
P/E	26.08	19.74	18.08	20.14	22.28	21.9
P/B	2.23	2.30	2.29	2.67	2.69	2.6
P/S	2.72	2.38	2.85	3.32	3.27	3.48
P/FCF	-58.65	-43.06	-46.62	160.84	-31.09	40.8
EV/EBITDA	13.89	12.32	11.43	11.62	11.34	12.4
EV/Revenue	5.04	4.34	5.33	5.76	5.44	5.9
Earnings yield	3.8%	5.1%	5.5%	5.0%	4.5%	4.49%
FCF yield	-1.7%	-2.3%	-2.1%	0.6%	-3.2%	2.45%

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
LEVERAGE & SOLVENCY
Current ratio	0.82	0.66	0.77	0.67	0.65	0.79
Quick ratio	0.61	0.49	0.53	0.46	0.45	0.58
Debt / equity	1.97	1.94	2.02	2.00	1.83	1.95
Debt / assets	43.5%	43.8%	45.6%	45.7%	42.3%	47.6%
Net debt / EBITDA	6.40	5.55	5.33	4.93	4.52	5.11
Interest coverage	2.40	3.09	2.78	2.91	2.51	—

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
EFFICIENCY
Asset turnover	0.18	0.22	0.18	0.19	0.20	0.19
Receivables turnover	11.57	15.47	12.57	12.99	13.42	7.6
DSO (days)	32	24	29	28	27	48
DPO (days)	70	56	87	90	81	72
Cash conversion cycle	30	17	24	30	19	46
GROWTH (YoY)
Revenue growth	13.4%	26.7%	-13.8%	5.8%	10.6%	—
Net income growth	-23.1%	46.8%	12.5%	10.7%	-1.4%	—
EPS growth	-23.4%	43.0%	11.6%	9.3%	-1.1%	—
FCF growth	-43.8%	-51.4%	4.9%	135.7%	-664.4%	—
PER SHARE ($)
EPS (diluted, TTM)	2.27	3.24	3.62	3.96	3.91	4.10
Book value / share	26.52	27.90	28.62	29.85	32.48	37.24
Revenue / share	21.76	26.86	22.99	24.02	26.65	26.54
FCF / share	-1.01	-1.49	-1.40	0.50	-2.80	2.26
Cash / share	1.69	1.76	0.68	0.96	1.48	2.62
SHAREHOLDER RETURN & SCORES
Buyback yield	0.0%	0.0%	0.0%	0.0%	0.0%	—
Altman Z-Score	0.79	0.86	0.86	0.94	0.95	1.0
Piotroski F-Score	5	5	6	6	6	6/9
Beneish M-Score	-2.53	-2.22	-2.71	-2.58	-2.00	-2.73

Model	Score	Zone	Note
Piotroski F-Score	6 / 9	Middling
Altman Z-Score	1.0	Distress (<1.81)	Distress
Income quality	2.20	Cash-backed	OCF ÷ net income
Beneish M-Score	-2.73	Non-manipulator	vs −2.22 threshold

DuPont Decomposition (TTM)	Value
Tax burden	0.89
Interest burden	0.64
Operating margin	27.0%
Asset turnover	0.19×
Financial leverage	4.22×
= ROE	13%

Growth Quality (live)	Value
Revenue stability	0.85
Earnings stability	0.74
Earnings persistence	0.97
Revenue CAGR 3y	3.0%
EPS CAGR 3y	13.2%
FCF CAGR 3y	—

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Buyback Yield0.00%

Dividend Yield3.29%

Total Shareholder Return1.31%cash yield

SBC / Revenue0.4%dilution pressure

Company	Mkt cap	P/E	ROE	Net margin	Rev growth	Piotroski	1-yr ret
DUK	$94.7B	18.2	10%	14.4%	+6.7%	8/9	-1.3%
AEP	$69.2B	21.8	10%	13.1%	+7.7%	5/9	+9.0%
NEE	$166.5B	17.9	17%	41.7%	+12.1%	6/9	-5.6%
D	$55.9B	22.0	9%	7.5%	+20.3%	6/9	+6.1%
ETR	$50.2B	26.5	10%	13.8%	+9.5%	6/9	—
XEL	$47.7B	20.8	10%	18.8%	+4.7%	3/9	—
ELC	$45.8B	4.6	13%	13.7%	+9.5%	8/9	—
EXC	$44.8B	15.9	10%	6.6%	+6.6%	8/9	—

1-yr returns computed from adjusted price history; peers without a tracked series show —.

Hold

34 Analysts

Str Sell (0)Sell (3)Hold (20)Buy (11)Str Buy (0)

Mean Target (qtr)$93.388 targets

Target vs. Price+2.4%last-quarter mean

Next Report2026-11-05street $1.70

Consensus estimates	Revenue mean	High / Low	EPS mean	High / Low	# EPS est.
FY2026	$30.58B	$30.81B / $30.36B	$4.59	$4.62 / $4.55	13
FY2027	$32.39B	$33.02B / $31.85B	$4.93	$4.97 / $4.85	13
FY2028	$34.50B	$37.81B / $31.79B	$5.38	$5.49 / $5.21	4

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Street Price Target — Trajectory

Window	Avg Target	vs. Price	# Targets
Last Month	$86.33	-5.3%	3
Last Quarter	$93.38	+2.4%	8
Last Year	$96.13	+5.4%	38
All Time	$88.60	-2.8%	67

Rolling mean of published targets vs. last close $91.18. Aggregated from StreetInsider, Benzinga, Pulse 2.0.

Third-Party Composite Rating

B

DCF

4/5

ROE

4/5

ROA

3/5

Debt/Eq

2/5

P/E

2/5

P/B

2/5

Independent quant composite as of 2026-10-16; components scored 1–5 (5 best). Shown for contrast with the InsiderStreet Score — methodologies differ.

SO -4.3% vs S&P 500 +15.9% — spread -20.2pp

Sector — XLU -8.1%

Peer Set — indexed to 100

All series indexed to 100 at the start of the window, adjusted closes.

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Candlesticks with SMA 20/50 overlay, Bollinger (20,2σ) band, volume, and Wilder RSI(14) — computed from live daily OHLCV.

Moving Average	Value	Distance	% Distance	Signal
SMA 20	$85.38	+5.80	+6.79%	Above
SMA 50	$87.72	+3.46	+3.94%	Above
SMA 200	$91.13	+0.05	+0.05%	Above
EMA 9	$87.96	+3.22	+3.66%	Above
EMA 21	$86.81	+4.37	+5.03%	Above
EMA 50	$87.81	+3.37	+3.84%	Above
EMA 200	$90.01	+1.17	+1.30%	Above

Series and readings from the nightly technical-indicator history — identical data to the site's ribbon chart. Supertrend segments colored by direction.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

TECHNICAL VERDICTBULLISHPower Score +6119 of 22 indicator votes bullish

Family Scores (site weights)

Trend 30%90

Momentum 25%82

Volume 20%94

Volatility 10%67

Patterns 15%50

This Week91% bullishof 11 price-based votes

4 Weeks Ago9%+82 pts since

12 Weeks Ago91%+0 pts since

ReadImprovingweek-over-week trajectory

Price vs SMA 20$85.38

Price vs SMA 50$87.72

Price vs SMA 200$91.13

EMA 9/21 Cross88.0/86.8

SMA 50/200Death

ADX DirectionADX 33

Supertrend$86

Parabolic SAR$87

SMA Slope0.280

RSI72.9

Stochastic K/D92/94

StochRSI K/D99/99

Williams %R-0

CCI187

TSI vs Signal12.1

CMO45.8

ROC8.91%

OBV SignalAccum

Chaikin MF0.110

MFI86

Force Index5M

Elder Ray Bull4.41

RSI (14)30 oversold · 70 overbought

Stochastic %Kvs %D 94

Money Flowvolume-weighted RSI

ADXtrend strength · <20 weak

Williams %Rinverted scale

Level	Value	Level	Value
Pivot / R1 / R2	$89.73 / $90.45 / $91.71	S1 / S2	$88.47 / $87.75
Bollinger (20,2)	$80.49 – $90.27	Squeeze	Off
52-wk range	$81.69 – $98.44	Off 52-wk high	-7.4%
ATR (14)	$1.46 (1.6%)	Historical vol	16.2%

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

+0.6%Jan55%

-1.5%Feb35%

+2.8%Mar81%

+2.5%Apr75%

-0.3%May40%

-0.2%Jun60%

+2.5%Jul80%

-0.1%Aug50%

+0.2%Sep75%

+1.7%Oct75%

+1.2%Nov65%

+1.4%Dec65%

Sample: 20 years — treat short histories as suggestive, not statistical.

Computed from live weekly prices	SO	S&P 500
Weekly volatility (σ, 1y)	2.49%	1.83%
Best / worst week (1y)	+5.4% / -5.8%	—
Max drawdown (5y, monthly)	-33.6%	—
1-week VaR (95%)	-5.2%	—
Beta (5y)	0.32	1.00

SO EQUITY WEATHER (LIVE)PARTLY CLOUDY · +24

Trend+26

Momentum+70

Volume+48

Volatility-60

Breadth-18

MARKET REGIME (2026-10-16)NEUTRAL

VIX19.99Normal

Dow TheoryConfirmed Bearish

SPY / QQQ TSI7.2 / 4.7trend strength

Sector Strength46/100breadth average

Average sentiment of 245 stories, weekly buckets, −1 to +1.

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Overall+24.1+33.5 vs industry

Trend+25.9+28.2 vs industry

Momentum+70.0+62.9 vs industry

Volume+48.1+48.1 vs industry

Reading	SO	Regulated Electric n=445	Utilities n=1,247	All US symbols n=70,435
Overall	+24.1	-9.5	-13.6	-20.5
Trend	+25.9	-2.4	-17.2	-21.3
Momentum	+70.0	+7.1	-4.2	-15.8
Volume	+48.1	+0.0	+0.0	-3.8

Trend, momentum and volume are computed per company. Volatility and breadth are market-regime values shared by every symbol in the universe, so they are reported once under Market Regime rather than compared here - a company cannot differ from its sector on a constant.

Executive	Total comp	Structure
David M. Ratcliffe Chairman, President, and	$16.0M	51% equity+incentive
Thomas A. Fanning Chairman, President, and C	$6.0M	45% equity+incentive
Michael D. Garrett President and Chief Execu	$5.5M	38% equity+incentive
W. Paul Bowers Chief Operating Officer, Geor	$5.3M	61% equity+incentive
Charles D. McCrary President and Chief Execu	$4.5M	51% equity+incentive

Pillar (live disclosure scores)	Score
Environmental	63
Social	76
Governance	73
Composite ESG	71

Composite ESG Trend

Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.

DISCLOSURES. This document is produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation tailored to any person. Data is sourced as of the dates shown and may no longer be current. InsiderStreet.ai is not a registered investment adviser or broker-dealer. Investing involves risk, including loss of principal. Past performance does not guarantee future results. Do not make any investment decision based on this document. © 2026 InsiderStreet.ai — all rights reserved. Redistribution prohibited.

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Data domain	Source	Coverage for this report
Price & volume	market_db.historical_prices	52 rows
Fundamentals	income_statements_annual	6 rows · 2020 to 2025
Reported vs consensus	fact/earnings_calendar	24 rows · 2020-10-29 to 2026-07-30
Analyst estimates	dim/forward_estimates	3 rows · 2026-12-31 to 2028-12-31
Institutional ownership (13F)	holdings_db.institutional_ownership_summary	114 rows · 1998 to 2026
Insider transactions (Form 4)	edgar/form4	12 rows · 2026-10-01
Proposed sales (Form 144)	edgar/form144	not present for this symbol
Beneficial ownership (13D/G)	edgar/13dg	not present for this symbol
Short-sale volume (FINRA)	edgar/short_volume_daily	60 rows · 2026-07-23 to 2026-10-15
Dark pool (ATS, tier 1)	edgar/darkpool_weekly	12 rows · 2026-06-15 to 2026-08-31
ETF & fund holding	etf_holdings_changelog (30d)	1 record
Peer set	stock_peers_dynamic	8 rows
Industry medians	industry_medians	1 record
Congressional trades	congress_db (House + Senate)	1 record
ESG	fact/esg_disclosures	1 record

Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.

Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.

The Southern Company (SO)

The Southern Company (SO)

Score Breakdown

Peer Comparison — IS Score

IS Score Trend — quarterly

The Southern Company (SO)

Institutions holding — 12 quarters

The Southern Company (SO)

Monthly Net Insider Flow (000 shares)

Signal Summary

The Southern Company (SO)

2.8 · Largest Reporting 13F Managers

2.9 · Top ETF & Fund Ownership

13F Filers Holding SO — quarterly

Institutional Put/Call — quarterly

Where SO Trades in the Dark

The Southern Company (SO)

3.8 · Employees (SEC filings)

The Southern Company (SO)

The Southern Company (SO)

The Southern Company (SO)

Balance Sheet — Full

Cash Flow Statement — Full

The Southern Company (SO)

The Southern Company (SO)

The Southern Company (SO)

The Southern Company (SO)

Street Price Target — Trajectory

Third-Party Composite Rating

The Southern Company (SO)

The Southern Company (SO)

Family Scores (site weights)

The Southern Company (SO)

The Southern Company (SO)

The Southern Company (SO)