Welcome to our dedicated page for Southern SEC filings (Ticker: SO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Southern Company (SO) files a broad range of documents with the U.S. Securities and Exchange Commission that provide detailed insight into its operations, capital structure and regulatory environment. As a holding company for electric utilities, natural gas distribution companies and related energy businesses, its SEC filings cover topics such as rate regulation, generation resource planning, financing transactions and corporate governance. On this page, investors can review these filings alongside AI-generated summaries that explain key points in accessible language.
Among the most informative documents are Form 10-K annual reports and Form 10-Q quarterly reports, which describe Southern Company’s electric operating companies in three states, its natural gas distribution companies in four states and its competitive and infrastructure businesses. These filings also discuss regulatory frameworks, integrated resource plans and risk factors relevant to nuclear generation, natural gas supply, environmental compliance and capital spending.
Form 8-K current reports are especially important for tracking material events. Recent 8-Ks describe settlement agreements between Georgia Power and the Georgia Public Service Commission’s Public Interest Advocacy Staff regarding certification of thousands of megawatts of new resources and multi-year rate plans. Other 8-Ks detail the issuance of equity units, the structure of stock purchase contracts and remarketable senior notes, and changes in senior leadership. AI tools on this page highlight the sections that address projected capital investments, rate mechanisms and financing terms.
Investors interested in Southern Company’s capital structure can also examine filings related to its various series of junior subordinated notes and other securities listed on the New York Stock Exchange. While insider transaction reports such as Form 4 are not detailed in the provided materials, this page is designed to surface such filings when available and summarize reported insider purchases or sales. By combining real-time EDGAR updates with AI-powered analysis, the SEC filings page helps users quickly locate 10-Ks, 10-Qs, 8-Ks and other key documents for The Southern Company and understand their implications for the company’s utilities and energy businesses.
Southern Company comptroller Matthew M. Kim reported an open-market sale of Southern Company Common Stock. He sold 100 shares at $96.57 per share. After this sale, he directly owns 6,788 shares of Southern Company Common Stock and also holds 1,212.1903 shares indirectly through a 401(k) plan.
Southern Co. affiliate filed a Form 144 disclosing a proposed sale of 100 shares of Common Stock to be sold on the NYSE. The filing notes the securities arose from a Performance Stock Unit vest dated 02/07/2024 and is labeled a Compensatory Payment. The filer also reported sales of 5,123 shares on 02/24/2026 for $487,453.45.
Southern Co/The reports that Vanguard Capital Management holds 83,145,596 shares of Common Stock, representing 7.42% of the class. The filing states Vanguard has sole dispositive power over 83,145,596 shares and sole voting power over 11,606,451 shares. The filing notes these holdings include securities held for Vanguard funds and managed accounts and identifies Vanguard Capital Management LLC and specified affiliates as the reporting entities.
Southern Company reported first-quarter 2026 net income of $1.356 billion, or $1.21 per share, essentially unchanged from $1.334 billion and $1.21 per share a year earlier. Operating revenues rose to $8.4 billion from $7.8 billion, reflecting higher wholesale electric and natural gas revenues.
On a non-GAAP basis, excluding items such as $154 million of accelerated depreciation on wind repowering, $11 million of debt extinguishment costs, and a $2 million Nicor Gas-related loss, net income was $1.486 billion, or $1.32 per share, up from $1.356 billion, or $1.23 per share. Traditional electric utilities and Southern Company Gas drove most of the earnings, while Southern Power’s reported net income declined sharply due to repowering-related charges.
Southern Company is asking stockholders to vote at a virtual annual meeting on May 13, 2026, with 1,128,319,825 common shares entitled to vote as of March 23, 2026. Proposals include electing 12 Directors, an advisory Say on Pay vote and ratifying Deloitte & Touche for 2026.
Stockholders are also asked to approve amendments to the Restated Certificate of Incorporation, including increasing authorized common stock from 1.5 billion to 2.5 billion shares, authorizing preferred stock, adding officer exculpation and modernizing various provisions. The Board recommends voting for all management proposals and against three stockholder proposals.
The proxy highlights 2025 performance, including reported EPS of $3.94 and adjusted EPS of $4.30, a 10% annual sales growth forecast through 2030, 24 consecutive years of dividend increases and an $81 billion 2026‑2030 capital plan focused largely on regulated utilities.
Southern Company comptroller Matthew M. Kim reported routine equity compensation activity involving restricted stock units that converted into common shares. On April 1, 2026, he exercised several Southern Company and performance restricted stock unit awards into common stock, reflecting scheduled vesting under prior grants.
In connection with these awards, 82 shares of Southern Company common stock were delivered back to the company at $96.94 per share to cover FICA withholding obligations because he is retirement-eligible under the stock grant documents. After these transactions, Kim directly held 6,888 shares of Southern Company common stock.
Southern Company director John D. Johns received a quarterly equity retainer in deferred stock units rather than cash. On this Form 4, he was granted 464.2047 deferred stock units, each tied to one share of Southern Company common stock, at a reference value of $96.94 per unit.
These units are issued under the Southern Company 2021 Equity and Incentive Compensation Plan and are deferred under the Deferred Compensation Plan for Outside Directors. They will be settled in shares of common stock after Johns leaves the Board, with no exercise or expiration date. Following this grant and related dividend reinvestments, his deferred stock unit balance is 87,350.4924 units.
GRAIN DAVID J reported acquisition or exercise transactions in this Form 4 filing.
Southern Company director David J. Grain received a grant of 838.1473 deferred stock units tied to Southern Company common stock as director compensation. The units, valued at $96.94 per unit for reporting purposes, were credited under the company’s 2021 Equity and Incentive Compensation Plan and deferred into the Deferred Compensation Plan for Outside Directors.
Following this grant and related dividend reinvestment credits, Grain holds a total of 85,316.8599 deferred stock units. Each unit represents the right to receive one share of Southern Company common stock, to be settled in shares after his Board service ends. The award is a non‑cash, routine compensation grant rather than an open‑market stock purchase or sale.