What is the 13F Pro Quality Score for SO?

13F Pro ranks SOUTHERN CO (SO) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View SO's current score at https://13fpro.ai/company/SO (free sign-up required for the full ranking).

Which hedge funds own the most SO stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of SO include BlackRock,, VANGUARD CAPITAL MANAGEMENT, STATE STREET. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/SO as soon as new 13F filings post.

Where does 13F Pro source SO data?

All SOUTHERN CO fundamentals and ownership data come directly from SEC EDGAR. SOUTHERN CO files with the SEC under CIK 92122. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is SO in?

SOUTHERN CO (SO) is classified in the Utilities sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/utilities.

How often is SO research updated on 13F Pro?

SO's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

SOUTHERN CO(SO)Stock Analysis

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Utilities →NYSElarge

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SEC EDGAR: CIK 92122 SO stock profile & AI dashboard →

13F Pro Quality Score

62.0/100

Rank #736 of 2,961 stocksTOP 25%

View Utilities peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

56.4/100

Profitability

68.3/100

Balance Sheet

58.3/100

Earnings Quality

59.6/100

Free Cash Flow

15.9/100

Institutional Flow

98.4/100

Revenue Scale

95.0/100

Dilution Risk

94.7/100

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Why SO Scores 62/100

exact factor attribution · 2026-09-11

SO's composite is driven by scale and profitability, held back by free cash flow. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Scale

+6.8 pts

95th pct

Profitability

+2.7 pts

68th pct

Institutional flow

+2.4 pts

98th pct

Shareholder dilution

+2.2 pts

95th pct

Revenue growth

+1.3 pts

56th pct

Earnings quality

+1.0 pts

60th pct

Capital efficiency

+0.8 pts

58th pct

Earnings growth

-0.1 pts

47th pct

Free cash flow

-5.1 pts

16th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

SO Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for SOUTHERN CO (SO), a Utilities sector company. 13F Pro's AI-powered ranking engine scores SO at 62.0/100 on a 32-signal composite quality model, placing it at rank #736 of 2,961 stocks — the top 25% of the AI-ranked universe. SO scores in the top quartile across institutional flow (98.4), revenue scale (95.0). Areas of concern include free cash flow (15.9), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), SOUTHERN CO reports quarterly revenue of $8.4B, net income of $1.4B, an operating margin of 24.0%. Top institutional holders of SO by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. SO trades on the NYSE exchange and files with the SEC under CIK 92122. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate SO daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for SOUTHERN CO directly from SEC EDGAR. SOUTHERN CO's 13F Pro composite quality score has ranged between 45 and 68 since 2021, currently 62.0 — a stable long-term trajectory across 67 quarterly and live scoring snapshots.

Revenue

Q1 2026

$8.4B

Net Income

Q1 2026

$1.4B

Free Cash Flow

Q1 2026

$-1.7B

Operating Margin

Q1 2026

24.0%

ROIC

Q1 2026

7.0%

D/E Ratio

Q1 2026

1.87

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+10.6% YoY

$29.55BFY 2025

FY22 $29.28BFY23 $25.25BFY24 $26.72BFY25 $29.55B

Net Income

-1.4% YoY

$4.34BFY 2025

FY22 —FY23 $3.98BFY24 $4.40BFY25 $4.34B

Operating Income

+3.1% YoY

$7.29BFY 2025

FY22 $5.37BFY23 $5.83BFY24 $7.07BFY25 $7.29B

EPS (Diluted)

-1.8% YoY

$3.92FY 2025

FY22 $3.26FY23 $3.62FY24 $3.99FY25 $3.92

Total Assets

+7.3% YoY

$155.72BFY 2025

FY22 $134.89BFY23 $139.33BFY24 $145.18BFY25 $155.72B

Total Debt

+12.0% YoY

$72.59BFY 2025

FY22 $57.55BFY23 $62.00BFY24 $64.82BFY25 $72.59B

Op. Cash Flow

+0.1% YoY

$9.80BFY 2025

FY22 $6.30BFY23 $7.55BFY24 $9.79BFY25 $9.80B

Free Cash Flow

-452.3% YoY

$-2.94BFY 2025

FY22 $-1.62BFY23 $-1.54BFY24 $833.0MFY25 $-2.94B

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$29.55B +10.6%	$26.72B +5.8%	$25.25B -13.8%	$29.28B +26.7%	$23.11B +13.4%	$20.38B
Net Income	$4.34B -1.4%	$4.40B +10.7%	$3.98B	—	—	—
Operating Income	$7.29B +3.1%	$7.07B +21.3%	$5.83B +8.5%	$5.37B +45.2%	$3.70B -24.3%	$4.88B
EPS (Diluted)	$3.92 -1.8%	$3.99 +10.2%	$3.62 +11.0%	$3.26 +45.5%	$2.24 -23.5%	$2.93
Total Assets	$155.72B +7.3%	$145.18B +4.2%	$139.33B +3.3%	$134.89B +5.8%	$127.53B +3.7%	$122.94B
Total Debt	$72.59B +12.0%	$64.82B +4.6%	$62.00B +7.7%	$57.55B +7.1%	$53.72B +9.2%	$49.19B
Operating Cash Flow	$9.80B +0.1%	$9.79B +29.6%	$7.55B +19.9%	$6.30B +2.2%	$6.17B -7.9%	$6.70B
Free Cash Flow	$-2.94B -452.3%	$833.0M +154.0%	$-1.54B +4.9%	$-1.62B -14.4%	$-1.42B -71.5%	$-826.0M

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Available Research

13F Pro tracks comprehensive data for SOUTHERN CO including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of SO

BlackRock, Inc.
$8.9B92,990,716 sh
VANGUARD CAPITAL MANAGEMENT LLC
$7.1B73,665,124 sh
STATE STREET CORP
$6.2B64,809,708 sh
Capital World Investors
$6.0B62,518,698 sh
PRICE T ROWE ASSOCIATES INC /MD/
$4.4B46,415,904 sh
JPMORGAN CHASE & CO
$3.2B32,778,201 sh
GEODE CAPITAL MANAGEMENT, LLC
$2.8B29,315,285 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$2.6B27,023,691 sh
FMR LLC
$2.2B22,537,244 sh
FRANKLIN RESOURCES INC
$1.6B16,561,908 sh

Fund	Value	Shares
BlackRock, Inc.	$8.9B	92,990,716
VANGUARD CAPITAL MANAGEMENT LLC	$7.1B	73,665,124
STATE STREET CORP	$6.2B	64,809,708
Capital World Investors	$6.0B	62,518,698
PRICE T ROWE ASSOCIATES INC /MD/	$4.4B	46,415,904
JPMORGAN CHASE & CO	$3.2B	32,778,201
GEODE CAPITAL MANAGEMENT, LLC	$2.8B	29,315,285
VANGUARD PORTFOLIO MANAGEMENT LLC	$2.6B	27,023,691
FMR LLC	$2.2B	22,537,244
FRANKLIN RESOURCES INC	$1.6B	16,561,908

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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.

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Is SO a good stock to buy?

13F Pro's AI-powered analysis of SOUTHERN CO (SO) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Utilities sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for SO are available on the SO stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. SO is classified as a large company.

Which hedge funds own SO?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling SO. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of SOUTHERN CO's investment landscape.