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 Co/The received a Schedule 13G/A filing from The Vanguard Group describing an internal realignment and disaggregated reporting of certain Vanguard subsidiaries. The filing states 0 shares beneficially owned and 0% of Southern Co common stock, and lists Vanguard's Malvern, PA address.
The amendment explains the disaggregation is in accordance with SEC Release No. 34-39538 and that affected subsidiaries pursue the same investment strategies previously carried out by The Vanguard Group, Inc. The form is signed by Ashley Grim, Head of Global Fund Administration, dated 03/27/2026.
Southern Company files a definitive proxy statement seeking stockholder approval of board elections and multiple corporate actions. The company asks shareholders to elect 12 directors, approve an advisory Say-on-Pay vote, ratify Deloitte & Touche as auditor and vote on four amendments to the Restated Certificate of Incorporation, including increasing authorized common stock from 1,500,000,000 to 2,500,000,000 shares.
The virtual annual meeting is scheduled for May 13, 2026 with a record date of March 23, 2026. The materials highlight a planned $81B 5-year capital plan, adjusted earnings per share of $4.30, reported EPS of $3.94, 24 consecutive years of dividend increases and a forecasted 10% annual sales growth through 2030.
Southern Company (SO) reports proposed sales of Common Stock tied to vested equity awards under compensatory plans. The filing lists planned dispositions connected to vested performance stock units and restricted stock units with specific vesting dates in January and February 2026.
The notice shows individual vesting quantities including 4,000, 967, 783, 731, 98, 69, and 21 shares or units on the listed dates; these items are described as compensatory payments.
Southern Company executive vice president Christopher Cummiskey sold 6,669 shares of Southern Company Common Stock in an open-market transaction at $96.55 per share. After the sale, he directly holds 30,800.4417 shares and indirectly holds 5,857.0111 shares through a 401(k) account.
Southern Company executive vice president and COO Stan W. Connally sold 12,500 shares of Southern Company common stock in an open‑market transaction at $97.13 per share. After this sale, he continues to hold 161,481 shares directly and an additional 15,562.7052 shares indirectly through a 401(k) plan.
The Southern Company agreed to issue and sell $1,300,000,000 of Series 2026A 6.00% Fixed-to-Fixed Reset Rate Junior Subordinated Notes due April 1, 2058. The company entered into an Underwriting Agreement with a syndicate led by Citigroup, J.P. Morgan, Mizuho, Morgan Stanley and U.S. Bancorp.
The new junior subordinated notes are registered under an existing shelf registration statement and are governed by a Seventeenth Supplemental Indenture. Legal and tax opinions, as well as the form of note and related consents, are filed as exhibits.
Southern Company submitted a Form 144 notice reporting proposed sales of Common Stock tied to recent vesting of equity awards. The filing lists vested restricted stock units and performance stock units with example vesting amounts including 9,853, 1,249, 1,202, 144, and 52 shares on 02/05/2025 and 02/13/2025.
The entries are labeled as Compensatory Payment and the form indicates these securities are presented for sale under the Form 144 resale notice; timing and the broker/dealer method are not detailed in the excerpt.
The Southern Company is offering $1,300,000,000 of Series 2026A 6.00% Fixed-to-Fixed Reset Rate Junior Subordinated Notes due April 1, 2058. The notes pay 6.00% interest through April 1, 2033 and reset thereafter to the Five-Year Treasury Rate plus 1.993% with a 6.00% floor. Interest is semi-annual beginning October 1, 2026. The company may defer interest payments for up to 10 consecutive years (if no Event of Default exists), and the notes rank junior to all Senior Indebtedness. Net proceeds, before expenses, are approximately $1,287,000,000 and will be used to repay specified credit and commercial paper borrowings and for general corporate purposes. Delivery is expected on or about March 19, 2026.
The Southern Company is offering Series 2026A % Fixed-to-Fixed Reset Rate Junior Subordinated Notes due April 1, 2058, subject to completion. The notes bear an initial fixed rate through April 1, 2033 and thereafter reset on five‑year anniversaries to the Five‑Year Treasury Rate plus a spread, with a stated floor equal to the initial rate.
The notes are junior, unsecured and structurally subordinated to the Company’s senior indebtedness. The Company may defer interest for one or more periods up to 10 consecutive years, may redeem the notes under specified tax, rating or other events, and does not intend to list the notes. Net proceeds are to repay an uncommitted credit facility of $100,000,000 and commercial paper that aggregated $962,000,000 as of March 13, 2026, with any remainder for general corporate purposes.
Southern Co EVP & CHRO Sloane N. Drake reported routine equity compensation activity. On March 8, 2026, the final one-third of performance restricted stock units granted on March 8, 2023 vested, resulting in 1,420 shares of Southern Company common stock, including 145 dividend equivalent units, being acquired at no cost.
To cover required state and federal taxes, 633 shares were withheld at $97.48 per share, leaving a net increase of 787 directly held shares. After these transactions, Drake directly owns 38,932 shares of common stock and indirectly holds 2,621.475 shares through a 401(k) plan. No derivative awards remain from this grant.