SO Smart Money
The Southern Company
1W: +1.3%
1M: +9.7%
3M: -2.1%
YTD: +7.6%
1Y: -0.9%
3Y: +55.2%
5Y: +72.5%
$91.52
-1.12 (-1.21%)
Weekly Expected Move ±3.0%
$87
$90
$93
$96
$98
Credit Risk of going bust: lower than 81% of companies Debt: 42.0% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $2.67 (down 97%), The Southern Company would be worth roughly what it owes.
Total debt $77.09B against a stock market value of $106.58B.
Distance to default 9.97 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $41.20B (short-term plus half of long-term), stock volatility 17.9%; Altman Z'' 0.86. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $2.67 (down 97%), The Southern Company would be worth roughly what it owes.
Total debt $77.09B against a stock market value of $106.58B.
Distance to default 9.97 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $41.20B (short-term plus half of long-term), stock volatility 17.9%; Altman Z'' 0.86. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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🏦 Institutional Activity
Latest: Q2 20262,500
Institutions Holding
+24 vs prior
71.9%
Ownership
+3.16%
148
New
1110
Increased
845
Reduced
113
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-10-01 | Kim Matthew M. | officer: comptroller | S-Sale | 100 | $82.73 | $8K | Filing |
| 2026-09-03 | Sena Peter P III | officer: chairman,president & ceo, snc | S-Sale | 4,266 | $88.59 | $378K | Filing |
| 2026-09-03 | Kim Matthew M. | officer: comptroller | S-Sale | 1,400 | $88.87 | $124K | Filing |
| 2026-09-01 | Kim Matthew M. | officer: comptroller | S-Sale | 100 | $88.45 | $9K | Filing |
| 2026-08-06 | Spainhour Sterling A Jr. | officer: evp & clo | S-Sale | 3,333 | $94.02 | $313K | Filing |
| 2026-08-03 | Kim Matthew M. | officer: comptroller | S-Sale | 100 | $94.28 | $9K | Filing |
| 2026-07-01 | Kim Matthew M. | officer: comptroller | S-Sale | 100 | $95.77 | $10K | Filing |
| 2026-06-28 | Sena Peter P III | officer: chairman,president & ceo, snc | F-Tax Withholding | 316 | $97.16 | $31K | Filing |
| 2026-06-28 | Sena Peter P III | officer: chairman,president & ceo, snc | M-Option Exercise | 712 | $— | $0 | Filing |
| 2026-06-01 | Kim Matthew M. | officer: comptroller | S-Sale | 100 | $91.16 | $9K | Filing |
| 2026-05-24 | WOMACK CHRISTOPHER C | officer: chairman, president & ceo | F-Tax Withholding | 3,414 | $94.55 | $323K | Filing |
| 2026-05-24 | WOMACK CHRISTOPHER C | officer: chairman, president & ceo | M-Option Exercise | 7,662 | $— | $0 | Filing |
| 2026-05-01 | Kim Matthew M. | officer: comptroller | S-Sale | 100 | $96.57 | $10K | Filing |
| 2026-04-01 | Kim Matthew M. | officer: comptroller | F-Tax Withholding | 82 | $96.94 | $8K | Filing |
| 2026-04-01 | Kim Matthew M. | officer: comptroller | M-Option Exercise | 82 | $— | $0 | Filing |
| 2026-03-30 | Greene Kimberly S, | officer: chairman, president & ceo, gpc | S-Sale | 25,000 | $96.67 | $2.4M | Filing |
| 2026-03-18 | Connally Stan W | officer: evp & coo | S-Sale | 12,500 | $97.13 | $1.2M | Filing |
| 2026-02-26 | EARLEY ANTHONY F JR | director | G-Gift | 15,000 | $— | $0 | Filing |
| 2026-02-24 | Kim Matthew M. | officer: comptroller | S-Sale | 5,123 | $95.15 | $487K | Filing |
| 2026-02-16 | WOMACK CHRISTOPHER C | officer: chairman, president & ceo | A-Grant/Award | 62,223 | $— | $0 | Filing |
| 2026-02-16 | WOMACK CHRISTOPHER C | officer: chairman, president & ceo | F-Tax Withholding | 52,259 | $90.86 | $4.7M | Filing |
| 2026-02-16 | WOMACK CHRISTOPHER C | officer: chairman, president & ceo | A-Grant/Award | 117,327 | $— | $0 | Filing |
| 2026-02-16 | WOMACK CHRISTOPHER C | officer: chairman, president & ceo | F-Tax Withholding | 6,772 | $90.86 | $615K | Filing |
| 2026-02-16 | WOMACK CHRISTOPHER C | officer: chairman, president & ceo | M-Option Exercise | 13,751 | $— | $0 | Filing |
| 2026-02-16 | WOMACK CHRISTOPHER C | officer: chairman, president & ceo | F-Tax Withholding | 27,715 | $90.86 | $2.5M | Filing |
🏛️ Congressional Trades
25 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2026-09-25 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2026-01-29 | Ro Khanna | House | Sell | $1,001 - $15,000 | Filing |
| 2025-12-02 | Jared Moskowitz | House | Buy | $1,001 - $15,000 | Filing |
| 2025-12-02 | Jared Moskowitz | House | Buy | $1,001 - $15,000 | Filing |
| 2025-12-01 | Jared Moskowitz | House | Buy | $1,001 - $15,000 | Filing |
| 2025-09-22 | Val Hoyle | House | Sell | $1,001 - $15,000 | Filing |
| 2025-08-28 | Marjorie Taylor Greene | House | Buy | $1,001 - $15,000 | Filing |
| 2025-08-27 | Marjorie Taylor Greene | House | Buy | $1,001 - $15,000 | Filing |
| 2025-04-07 | Jared Moskowitz | House | Buy | $1,001 - $15,000 | Filing |
| 2025-04-06 | Jared Moskowitz | House | Buy | $1,001 - $15,000 | Filing |
| 2025-04-03 | Marjorie Taylor Greene | House | Buy | $1,001 - $15,000 | Filing |
| 2025-04-02 | Marjorie Taylor Greene | House | Buy | $1,001 - $15,000 | Filing |
| 2024-11-07 | Marjorie Taylor Greene | House | Buy | $1,001 - $15,000 | Filing |
| 2024-10-29 | Valerie Hoyle | House | Buy | $1,001 - $15,000 | Filing |
| 2024-10-28 | Val Hoyle | House | Buy | $1,001 - $15,000 | Filing |
| 2024-09-04 | John James | House | Sell | $1,001 - $15,000 | Filing |
| 2024-07-05 | Jared Moskowitz | House | Buy | $1,001 - $15,000 | Filing |
| 2024-07-05 | Jared Moskowitz | House | Buy | $1,001 - $15,000 | Filing |
| 2024-05-21 | Marjorie Taylor Greene | House | Buy | $1,001 - $15,000 | Filing |
| 2024-04-04 | Earl Blumenauer | House | Buy | $15,001 - $50,000 | Filing |
| 2024-02-13 | Jared Moskowitz | House | Sell | $1,001 - $15,000 | Filing |
| 2023-11-10 | John James | House | Buy | $1,001 - $15,000 | Filing |
| 2023-09-08 | Lois Frankel | House | Sell | $1,001 - $15,000 | Filing |
| 2023-07-14 | Jared Moskowitz | House | Buy | $1,001 - $15,000 | Filing |
| 2023-06-28 | Ro Khanna | House | Sell | $1,001 - $15,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| BlackRock, Inc. | 92,990,716 | $8.9B | +2,622,013 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 73,665,124 | $7.1B | +2,125,979 | 2026-06-30 | Filing |
| STATE STREET CORP | 64,809,708 | $6.2B | +1,829,620 | 2026-06-30 | Filing |
| Capital World Investors | 62,518,698 | $6.0B | +6,278,825 | 2026-06-30 | Filing |
| JPMORGAN CHASE & CO | 32,778,201 | $3.2B | -10,559,549 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 29,315,285 | $2.8B | +960,236 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 27,023,691 | $2.6B | +886,834 | 2026-06-30 | Filing |
| FMR LLC | 22,537,244 | $2.2B | -350,690 | 2026-06-30 | Filing |
| FRANKLIN RESOURCES INC | 16,561,908 | $1.6B | -247,401 | 2026-06-30 | Filing |
| GOLDMAN SACHS GROUP INC | 14,582,492 | $1.4B | +8,740,569 | 2026-06-30 | Filing |
| NORGES BANK | 14,358,862 | $1.4B | +14,358,862 | 2026-06-30 | Filing |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA | 13,831,354 | $1.3B | -1,764,446 | 2026-06-30 | Filing |
| MORGAN STANLEY | 13,539,685 | $1.3B | +624,619 | 2026-06-30 | Filing |
| NORTHERN TRUST CORP | 9,755,332 | $934M | -72,094 | 2026-06-30 | Filing |
| AMERIPRISE FINANCIAL INC | 9,568,912 | $916M | +132,926 | 2026-06-30 | Filing |
| ROYAL BANK OF CANADA | 8,721,450 | $835M | -31,725 | 2026-06-30 | Filing |
| BANK OF AMERICA CORP /DE | 8,392,512 | $803M | +11,920 | 2026-06-30 | Filing |
| Legal & General Group Plc | 7,703,017 | $737M | -145,265 | 2026-06-30 | Filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 7,386,604 | $707M | +275,333 | 2026-06-30 | Filing |
| Sixth Street Partners Management Company | 7,386,604 | $707M | +7,386,604 | 2026-06-30 | Filing |