Welcome to our dedicated page for Southern Co SEC filings (Ticker: SOJD), 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.
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The Southern Company ownership filing shows JPMorgan Chase & Co. beneficially owns 41,304,187 shares of Common Stock, representing 3.7% of the class as reported.
The filing states JPMorgan has sole voting power for 33,147,611 shares, shared voting power for 714,544 shares, sole dispositive power for 40,679,659 shares and shared dispositive power for 616,228. Several JPMorgan affiliates and trusts are identified as holders of the reported position.
Southern Company director Anthony F. Earley Jr. reported a charitable stock gift. On the reported date, he disposed of 15,000 shares of Southern Company common stock as a bona fide gift, with no sale proceeds. The footnote explains this was a charitable donation to a donor advised fund. After the donation, his directly owned position stood at 9,261 shares, indicating he retains a meaningful, but reduced, personal stake in the company.
Southern Company Comptroller Matthew M. Kim reported an open-market sale of Southern Company common stock. He sold 5,123 shares at a price of $95.15 per share, leaving him with 6,888 shares of direct ownership. In addition, he reported indirect ownership of 1,203.0238 shares held through a 401(k) plan, reflecting his retirement-plan holdings rather than a new trade.
SOUTHERN CO. reported Form 144 transactions involving the disposition of common stock tied to compensatory awards and one open-market purchase. The filing lists multiple Restricted Stock Unit and Performance Stock Unit vests dated between 02/13/2024 and 02/11/2026, including example vests of 844 and 744 shares and an open-market purchase of 78 shares on 06/02/2025. These entries reflect planned or completed transfers under compensatory arrangements.
Southern Company reported lower GAAP results but stronger underlying performance for the three and twelve months ended December 31, 2025. Fourth-quarter earnings were $416 million, or $0.38 per share, down from $534 million, or $0.49 per share, a year earlier. Full-year 2025 earnings were $4.3 billion, or $3.94 per share, compared with $4.4 billion, or $4.02 per share, in 2024.
Excluding items such as losses on plants under construction, accelerated depreciation from wind repowering, debt extinguishment costs, an estimated Nicor Gas capital investment loss, and tax adjustments, non-GAAP earnings rose. Adjusted EPS was $0.55 in the fourth quarter, up from $0.50, and $4.30 for 2025, up from $4.05. Operating revenues increased to $6.98 billion in the quarter and $29.55 billion for the year, up 10.1% and 10.6%, driven by higher retail and wholesale electric revenues and natural gas revenues.
Segment results were mixed. Traditional electric operating companies grew full-year net income available to common, including notable improvement at Georgia Power, while Southern Power and Southern Company Gas saw weaker reported net income. Retail kilowatt-hour sales rose 1.6% for 2025 with customer growth at the regulated utilities.
WOMACK CHRISTOPHER C reported multiple insider transaction types in a Form 4 filing for SO. The filing lists transactions totaling 293,349 shares at a weighted average price of $90.86 per share. Following the reported transactions, holdings were 26,604 shares.
The Southern Company filed an amended current report to update governance information related to a recently elected director. The filing reports that, effective February 16, 2026, the Board appointed Mr. John M. Turner, Jr. to the Finance Committee and the Operations, Environmental and Safety Committee. These appointments follow his earlier election to the Board, which had been disclosed previously before committee assignments were determined.
Kim Matthew M. reported multiple insider transaction types in a Form 4 filing for SO. The filing lists transactions totaling 6,464 shares at a weighted average price of $90.86 per share. Following the reported transactions, holdings were 14,025 shares.
Cherry Pedro P. reported multiple insider transaction types in a Form 4 filing for SO. The filing lists transactions totaling 14,933 shares at a weighted average price of $90.86 per share. Following the reported transactions, holdings were 788 shares.
Southern Company EVP & CFO David P. Poroch reported multiple equity-compensation transactions in Southern Company common stock. On February 11, 2026, he acquired 9,454 shares at $0 upon vesting of performance share units for the 2023–2025 award, after the Compensation and Talent Development Committee certified performance. He also acquired 568 shares at $0 from vesting of the first third of performance restricted stock units granted August 1, 2025.
To cover tax withholding, 2,914 shares and 281 shares were withheld at a price of $90.86 per share. Following these transactions, Poroch directly held 48,156 shares of Southern Company common stock and 1,114 performance restricted stock units, each unit representing the right to receive one share of common stock at settlement, with remaining tranches scheduled to vest in 2027 and 2028.