Southern Ownership
| SO Stock | USD 89.74 0.41 0.46% |
Shares in Circulation | First Issued 1985-09-30 | Previous Quarter 1.1 B | Current Value 1.1 B | Avarage Shares Outstanding 782.3 M | Quarterly Volatility 174.3 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Southern |
Southern Stock Ownership Analysis
About 71.0% of the company shares are owned by institutional investors. The book value of Southern was at this time reported as 30.39. The company last dividend was issued on the 18th of November 2024. Southern had 10000:6109 split on the 3rd of April 2001. The Southern Company, through its subsidiaries, engages in the generation, transmission, and distribution of electricity. The Southern Company was incorporated in 1945 and is headquartered in Atlanta, Georgia. Southern operates under UtilitiesRegulated Electric classification in the United States and is traded on New York Stock Exchange. It employs 27027 people. To find out more about Southern Company contact Mark Lantrip at 404 506 5000 or learn more at https://www.southerncompany.com.Besides selling stocks to institutional investors, Southern also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Southern's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Southern's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Southern Quarterly Liabilities And Stockholders Equity |
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Southern Insider Trades History
Less than 1% of Southern Company are currently held by insiders. Unlike Southern's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Southern's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Southern's insider trades
Southern Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Southern is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Southern Company backward and forwards among themselves. Southern's institutional investor refers to the entity that pools money to purchase Southern's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Mizuho Securities Usa Inc | 2024-09-30 | 14.6 M | Franklin Resources Inc | 2024-09-30 | 14.2 M | Norges Bank | 2024-06-30 | 10.6 M | Legal & General Group Plc | 2024-06-30 | 10.6 M | Northern Trust Corp | 2024-09-30 | 10.3 M | Ameriprise Financial Inc | 2024-06-30 | 9.5 M | Bank Of America Corp | 2024-06-30 | 8.5 M | Nuveen Asset Management, Llc | 2024-06-30 | 7.5 M | Royal Bank Of Canada | 2024-06-30 | 7.1 M | Vanguard Group Inc | 2024-09-30 | 102.1 M | Blackrock Inc | 2024-06-30 | 77.7 M |
Southern Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Southern insiders, such as employees or executives, is commonly permitted as long as it does not rely on Southern's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Southern insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Southern's latest congressional trading
Congressional trading in companies like Southern, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Southern by those in governmental positions are based on the same information available to the general public.
| 2024-11-11 | Representative Marjorie Taylor Greene | Acquired Under $15K | Verify | ||
| 2024-09-06 | Representative John James | Acquired Under $15K | Verify | ||
| 2024-09-02 | Representative John James | Acquired Under $15K | Verify | ||
| 2024-08-21 | Representative Jared Moskowitz | Acquired Under $15K | Verify | ||
| 2024-08-19 | Representative Jared Moskowitz | Acquired Under $15K | Verify | ||
| 2024-08-06 | Representative Jared Moskowitz | Acquired Under $15K | Verify | ||
| 2024-05-21 | Representative Marjorie Taylor Greene | Acquired Under $15K | Verify | ||
| 2024-05-04 | Representative Earl Blumenauer | Acquired $15K to $50K | Verify | ||
| 2023-02-17 | Representative Neal P Dunn | Acquired $15K to $50K | Verify | ||
| 2020-04-13 | Representative Billy Long | Acquired $15K to $50K | Verify | ||
| 2019-07-19 | Representative Lois Frankel | Acquired Under $15K | Verify | ||
| 2019-01-31 | Representative John Rutherford | Acquired Under $15K | Verify |
Southern Outstanding Bonds
Southern issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Southern uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Southern bonds can be classified according to their maturity, which is the date when Southern Company has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| SOUTHERN 325 percent Corp BondUS842587CV72 | View | |
| SOUTHERN 425 percent Corp BondUS842587CW55 | View | |
| SOUTHERN 44 percent Corp BondUS842587CX39 | View | |
| SO 5113 01 AUG 27 Corp BondUS842587DD65 | View | |
| SOUTHERN PANY Corp BondUS842587DE49 | View | |
| SOUTHERN PANY Corp BondUS842587DF14 | View | |
| SO 175 15 MAR 28 Corp BondUS842587DH79 | View | |
| SO 375 15 SEP 51 Corp BondUS842587DJ36 | View |
Southern Corporate Filings
F4 | 15th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
10Q | 31st of October 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
8K | 9th of September 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 5th of September 2024 Prospectus used primarily for registering securities for public sale. | ViewVerify |
Pair Trading with Southern
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Southern position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Southern will appreciate offsetting losses from the drop in the long position's value.Moving together with Southern Stock
The ability to find closely correlated positions to Southern could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Southern when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Southern - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Southern Company to buy it.
The correlation of Southern is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Southern moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Southern moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Southern can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Southern Company. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in persons. You can also try the Money Managers module to screen money managers from public funds and ETFs managed around the world.
Is Electric Utilities space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Southern. If investors know Southern will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Southern listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.078 | Dividend Share 2.84 | Earnings Share 4.29 | Revenue Per Share 24.135 | Quarterly Revenue Growth 0.042 |
The market value of Southern is measured differently than its book value, which is the value of Southern that is recorded on the company's balance sheet. Investors also form their own opinion of Southern's value that differs from its market value or its book value, called intrinsic value, which is Southern's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Southern's market value can be influenced by many factors that don't directly affect Southern's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Southern's value and its price as these two are different measures arrived at by different means. Investors typically determine if Southern is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Southern's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.