6,738 Shares in Southern Company (The) $SO Acquired by Seneca House Advisors

Posted by Brenda Bartman on Jun 17th, 2026

Seneca House Advisors bought a new position in Southern Company (The) (NYSE:SO – Free Report) in the fourth quarter, according to its most recent filing with the SEC. The firm bought 6,738 shares of the utilities provider’s stock, valued at approximately $588,000.

Other institutional investors also recently bought and sold shares of the company. Empowered Funds LLC raised its position in Southern by 17.5% during the 1st quarter. Empowered Funds LLC now owns 34,003 shares of the utilities provider’s stock worth $3,127,000 after buying an additional 5,067 shares during the last quarter. Schnieders Capital Management LLC. raised its position in Southern by 0.7% during the 2nd quarter. Schnieders Capital Management LLC. now owns 59,217 shares of the utilities provider’s stock worth $5,438,000 after buying an additional 393 shares during the last quarter. WINTON GROUP Ltd purchased a new position in Southern during the 2nd quarter worth approximately $655,000. Sei Investments Co. raised its position in Southern by 11.5% during the 2nd quarter. Sei Investments Co. now owns 449,960 shares of the utilities provider’s stock worth $41,320,000 after buying an additional 46,504 shares during the last quarter. Finally, Treasurer of the State of North Carolina raised its position in Southern by 2.7% during the 2nd quarter. Treasurer of the State of North Carolina now owns 514,736 shares of the utilities provider’s stock worth $47,268,000 after buying an additional 13,392 shares during the last quarter. 64.10% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Southern

In other Southern news, CEO Kimberly S. Greene sold 25,000 shares of Southern stock in a transaction on Monday, March 30th. The shares were sold at an average price of $96.67, for a total transaction of $2,416,750.00. Following the sale, the chief executive officer owned 103,602 shares of the company’s stock, valued at $10,015,205.34. The trade was a 19.44% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Christopher Cummiskey sold 6,669 shares of Southern stock in a transaction on Thursday, March 19th. The stock was sold at an average price of $96.55, for a total transaction of $643,891.95. Following the sale, the executive vice president directly owned 30,800 shares in the company, valued at approximately $2,973,740. This trade represents a 17.80% decrease in their position. The SEC filing for this sale provides additional information. Insiders own 0.16% of the company’s stock.

Southern Price Performance

Southern stock opened at $94.27 on Wednesday. The company’s fifty day moving average price is $93.81 and its 200 day moving average price is $92.03. Southern Company has a 1 year low of $83.80 and a 1 year high of $100.83. The stock has a market capitalization of $106.28 billion, a P/E ratio of 23.99, a P/E/G ratio of 2.83 and a beta of 0.34. The company has a debt-to-equity ratio of 1.68, a quick ratio of 0.45 and a current ratio of 0.65.

Southern (NYSE:SO – Get Free Report) last released its quarterly earnings results on Wednesday, April 29th. The utilities provider reported $1.32 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.21 by $0.11. Southern had a net margin of 14.46% and a return on equity of 12.64%. The firm had revenue of $8.40 billion for the quarter, compared to analysts’ expectations of $8.07 billion. During the same quarter last year, the company earned $1.23 EPS. The firm’s revenue for the quarter was up 8.0% compared to the same quarter last year. As a group, equities research analysts anticipate that Southern Company will post 4.58 earnings per share for the current fiscal year.

Southern Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, June 8th. Investors of record on Monday, May 18th were paid a $0.76 dividend. The ex-dividend date of this dividend was Monday, May 18th. This represents a $3.04 dividend on an annualized basis and a yield of 3.2%. This is an increase from Southern’s previous quarterly dividend of $0.74. Southern’s dividend payout ratio is 77.35%.

Wall Street Analyst Weigh In

A number of equities analysts have issued reports on SO shares. TD Cowen raised their price target on shares of Southern from $108.00 to $112.00 and gave the stock a “buy” rating in a research report on Friday, March 6th. Weiss Ratings raised shares of Southern from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, May 1st. Scotiabank raised their price target on shares of Southern from $101.00 to $103.00 and gave the stock a “sector perform” rating in a research report on Friday, February 20th. KeyCorp raised shares of Southern from an “underweight” rating to a “sector weight” rating in a research report on Wednesday, March 4th. Finally, Barclays raised their price target on shares of Southern from $88.00 to $99.00 and gave the stock an “equal weight” rating in a research report on Friday, April 10th. Seven research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Southern presently has an average rating of “Hold” and an average price target of $99.38.

View Our Latest Stock Report on Southern

About Southern

(Free Report)

Southern Company (NYSE: SO) is an Atlanta-based energy holding company that provides electric and gas utility services and owns power generation assets across the United States. Founded in 1945, the company operates a portfolio of regulated electric utilities and affiliated businesses that generate, transmit and distribute electricity to residential, commercial and industrial customers.

Southern’s principal regulated electric subsidiaries include Georgia Power, Alabama Power and Mississippi Power, which serve large portions of the southeastern United States.