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 and its utility subsidiaries reported higher results for the quarter ended September 30, 2025. Consolidated operating revenues rose to 7,823 million from 7,274 million a year earlier, driven by increases in retail and wholesale electric revenues and higher natural gas revenues.
Operating income improved to 2,594 million from 2,368 million, while consolidated net income attributable to Southern Company grew to 1,711 million from 1,535 million. Basic earnings per share increased to 1.55 from 1.40 on a slightly higher share count. For the first nine months of 2025, net cash provided from operating activities was 7,205 million, supporting heavy capital spending of 8,452 million on property additions and 10,269 million of new long‑term debt issuance. Key subsidiaries Alabama Power, Georgia Power, Mississippi Power, Southern Power, and Southern Company Gas all remained profitable over the nine‑month period.
The filing shows that William G. Smith Jr., a Director of The Southern Company (SO), acquired 830.6962 deferred stock units on 10/01/2025 under Southern's Deferred Compensation Plan. The units are payable in Common Stock upon termination and carry no exercise or expiration date.
Following the transaction, Mr. Smith beneficially owns 156,450.937 shares of Southern Company common stock. The acquisition was reported on Form 4 and signed by an attorney-in-fact on 10/02/2025.
Anthony F. Earley Jr., a director of Southern Company (SO), acquired 693.5654 deferred stock units under the company's Deferred Compensation Plan on 10/01/2025. The filing shows these units convert into 693.5654 shares of Southern Company common stock and were recorded at a unit price reference of $94.8. After the reported acquisition, Mr. Earley beneficially owns 29,390.905 shares directly. The filing clarifies the deferred units are payable in stock only upon termination and have no exercise or expiration date. The Form 4 was signed by an attorney-in-fact on 10/02/2025.
John D. Johns, a director of Southern Company (SO), acquired deferred stock units under the companys Deferred Compensation Plan on 10/01/2025. The filing reports 448.3122 Deferred Stock Units were granted at $0 cash cost and are payable in Southern Company common stock only upon termination; there is no exercise or expiration date. After the grant, Mr. Johnss reported beneficial ownership equals 84,980.6331 shares. The Form 4 was signed by an attorney-in-fact on 10/02/2025.
Janaki Akella, a Southern Company (SO) director, acquired 448.3122 Deferred Stock Units under Southern's Deferred Compensation Plan on 10/01/2025. The units are payable in Southern Company common stock only upon termination and have no exercise or expiration date. The filing shows a per-unit price of $94.80 and reports 19,237.0652 shares beneficially owned by the reporting person after the transaction. The Form 4 was signed by an attorney-in-fact on behalf of the reporting person on 10/02/2025.
Kristine L. Svinicki, a director of Southern Company (SO), acquired deferred stock units under the company's Deferred Compensation Plan on 10/01/2025. The filing shows an acquisition of 448.3122 deferred stock units that convert to 448.3122 shares of Southern Company common stock. After the reported transaction the reporting person directly beneficially owns 9,886.7401 shares. The units were acquired at a reported per‑share reference of $94.80 and are payable in stock only upon termination, with no exercise or expiration date disclosed. The Form 4 was signed on behalf of Ms. Svinicki on 10/02/2025.
David J. Grain, a director of Southern Company (SO), reported an acquisition of 817.5105 Deferred Stock Units on 10/01/2025. The units were granted under Southern's Deferred Compensation Plan and are payable in common stock only upon termination; there is no exercise or expiration date. The reported transaction increases Mr. Grain's total beneficial ownership of Southern common stock to 82,199.5392 shares (direct ownership). The Form 4 was signed by an attorney-in-fact on 10/02/2025.
David E. Meador, a director of Southern Company (SO), reported an acquisition of deferred stock units under the companys Deferred Compensation Plan. On 10/01/2025 he was issued 764.7679 Deferred Stock Units at a reported price of $0. The units are payable in Southern Company common stock only upon termination of service and there is no exercise or expiration date. Following the transaction the filing shows 7,489.9196 shares beneficially owned (direct).
Dale E. Klein, a director of Southern Company (SO), reported an acquisition under Form 4. On 10/01/2025 he was credited with 448.3122 deferred stock units under Southern's Deferred Compensation Plan; these units are payable in Southern common stock only upon termination and have no exercise or expiration date. The filing shows 55,464.6374 shares beneficially owned by Mr. Klein following the transaction. The Form 4 was signed on behalf of Mr. Klein by an attorney-in-fact on 10/02/2025.
Southern Company director Donald M. James reported on Form 4 the acquisition of 448.3122 deferred stock units under the company’s Deferred Compensation Plan, with a per-share reference price of $94.80. The filing shows these units are payable in Southern Company common stock only upon termination and have no exercise or expiration date. After the transaction, Mr. James is reported to beneficially own 199,063.1309 shares of Southern Company common stock, held directly. The Form 4 was signed by an attorney-in-fact on behalf of the reporting person.