SO Southern Company

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Core business model: Vertically integrated electric utilities serving Southeastern U.S. with wholesale and retail power plus natural gas distribution in four states
• • New emphasis on battery energy storage projects within Southern Power's power generation portfolio
• • Strategic integration of distributed energy and resilience solutions via PowerSecure, enhancing microgrid deployment capabilities
• • Employee-related services centralized under SCS, supporting executive, engineering, IT, finance, and operations across subsidiaries
• • Southern Linc digital wireless system coverage expanded to 122,000 square miles in the Southeast, supporting both company and public communications

Risk Factors

• • Regulatory risk: Alabama PSC approved retail rates stable through 2027, potential cost recovery limitations from 2028 onward
• • Macroeconomic threat: Rising infrastructure costs and capital expenditures pressure profitability of electric and gas utilities
• • Operational risk: Reliance on state regulators for cost recovery and rate of return approval affecting cash flow certainty
• • Competitive risk: Reduced government incentives or regulations for renewables may depress demand for renewable energy projects
• • Legal risk: Exposure to substantial monetary penalties for noncompliance with electric infrastructure protection and pipeline safety regulations

Management Discussion & Analysis

• • No specific revenue or profit figures disclosed, focus on risks affecting costs and revenues from energy price and fuel cost volatility
• • Risk of under recovery of costs $880M storm damage recovery deferred for Hurricane Helene restoration at Georgia Power
• • Best performing segment not specified; risk highlighted from traditional electric and Southern Company Gas operations exposed to fuel price volatility and recovery delays
• • Capital allocation details not provided; storm costs $75M capitalized, $780M deferred as regulatory asset, $25M deferred for transmission customers
• • Forward-looking risk: volatile natural gas prices mid- to high-$3 per mmBtu through 2030, weather volatility, economic downturns, technology adoption uncertainties impacting demand

What are the latest SO SEC filings in 2026?

Southern Company (SO) has filed a 10-K annual report on February 19, 2026, a 10-Q quarterly report on April 30, 2026, an 8-K current report on August 6, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did SO file its most recent 10-K annual report?

Southern Company (SO) filed its most recent 10-K annual report on February 19, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view SO 10-Q quarterly reports?

Southern Company (SO)'s most recent 10-Q quarterly report was filed on April 30, 2026. SignalX displays every SO 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has SO filed recently?

Southern Company (SO)'s most recent 8-K was filed on August 6, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find SO insider trading activity (Form 4)?

SignalX aggregates every SO Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does SO file with the SEC?

Southern Company (SO) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new SO filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Southern Company (SO).

What is SO's SEC CIK number?

Southern Company (SO)'s SEC CIK (Central Index Key) number is 92122. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 92122 to look up all SO filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find SO return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Southern Company (SO) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.