Southern Company (SO)
NYSEUtilitiesRegulated ElectricSnapshot 2026-09-04
NYSEUtilitiesRegulated ElectricSnapshot 2026-09-04
QuarterlyIQ Insights · SO
Material updates from SEC filings (8-K, 10-Q, 10-K) ranked by impact, with no firehose noise.
by reference. The Company offered and sold the Convertible Notes to the Initial Purchasers in reliance on the exemption from registration provided by Section 4(a)(2) of the Securities Act of 1933, as amended (the “Securities Act”), and for resale by the Initial Purchasers to persons reasonably believed to be qualified institutional buyers pursuant to the exemption from registration provided by Rule 144A under the Securities Act. The Company relied on these exemptions from registration based i…
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. On August 6, 2026, The Southern Company (the “Company”) issued $833,750,000 aggregate principal amount of its Series 2026A 2.125% Convertible Senior Notes due December 15, 2027 (the “Series 2026A Convertible Senior Notes”) and $1,897,500,000 aggregate principal amount of its Series 2026B 3.50% Convertible Senior Notes due September 15, 2029 (the “Series 2026B Convertible Senior N…
Other Events . On August 3, 2026, The Southern Company (the “Company”) issued a press release announcing the upsize and pricing of offerings of $725 million aggregate principal amount of its Series 2026A 2.125% Convertible Senior Notes due December 15, 2027 (the “Series 2026A Convertible Notes”) and $1.65 billion aggregate principal amount of its Series 2026B 3.50% Convertible Senior Notes due September 15, 2029 (the “Series 2026B Convertible Notes” and, together with the Series 2026A Convert…
Other Events . On August 3, 2026, The Southern Company (the “Company”) issued a press release announcing proposed offerings of $650 million aggregate principal amount of convertible senior notes due 2027 (the “2027 Convertible Notes”) and $1.5 billion aggregate principal amount of convertible senior notes due 2029 (the “2029 Convertible Notes” and, together with the 2027 Convertible Notes, the “Convertible Notes”) in private offerings to persons reasonably believed to be qualified institution…
Results of Operations and Financial Condition The information in this Current Report on Form 8-K, including the exhibits attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities under that Section. Furthermore, such information, including the exhibits attached hereto, shall not be deemed to be incorporated by reference in any filing under the Securities Act of 1933, as amended, except as…
Results of Operations and Financial Condition The information in this Current Report on Form 8-K, including the exhibits attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities under that Section. Furthermore, such information, including the exhibits attached hereto, shall not be deemed to be incorporated by reference in any filing under the Securities Act of 1933, as amended, except as…
Creation of a Direct Financial Obligation or an Obligation Under an Off‑Balance Sheet Arrangement. Credit Facilities The Alabama Power FFB Credit Facility Documents provide for a multi-advance term loan facility under which Alabama Power may make term loan borrowings through the FFB (the “Alabama Power Credit Facility”). The Georgia Power FFB Credit Facility Documents provide for a multi-advance term loan facility under which Georgia Power may make term loan borrowings through the FFB (the “G…
Entry Into a Material Definitive Agreement. On February 20, 2026, pursuant to the loan guarantee program (the “DOE Loan Guarantee Program”) established under Title XVII of the Energy Policy Act of 2005, as amended (“Title XVII”), Alabama Power entered into (i) a loan guarantee agreement, dated as of February 20, 2026 (the “Alabama Power LGA”), between Alabama Power and the U.S. Department of Energy (the “DOE”), as guarantor, (ii) a note purchase agreement, dated as of February 20, 2026 (the “…
Results of Operations and Financial Condition The information in this Current Report on Form 8-K, including the exhibits attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities under that Section. Furthermore, such information, including the exhibits attached hereto, shall not be deemed to be incorporated by reference in any filing under the Securities Act of 1933, as amended, except as…
Director — Mr. John M. Turner, Jr.: Election of Mr. John M. Turner, Jr. to the Board of Directors and subsequent appointment to committees.
Other Events. On December 19, 2025, the Georgia Public Service Commission (“PSC”) voted to approve the settlement agreement between Georgia Power Company (“Georgia Power” or the “Company”) and the Georgia PSC Public Interest Advocacy Staff, which was filed with the Georgia PSC on December 9, 2025 (the “Settlement Agreement”). The Settlement Agreement resolves the Company’s Application for the Certification of Capacity from the 2029-2031 All-Source Request for Proposals and Application for the…
Other Events. On December 9, 2025, Georgia Power Company (“Georgia Power” or the “Company”) and the Georgia Public Service Commission (“PSC”) Public Interest Advocacy Staff reached a settlement agreement (the “Settlement Agreement”) that, if approved by the Georgia PSC, would resolve the Company’s Application for the Certification of Capacity from the 2029-2031 All-Source Request for Proposals and Application for the Certification of Supplemental Resources for 2028-2031 Capacity (collectively…
Other Events . On November 3, 2025, The Southern Company (the “Company”) entered into an underwriting agreement (the “Underwriting Agreement”) with the underwriters named in Schedule I thereto (the “Underwriters”), for whom BofA Securities, Inc., J.P. Morgan Securities LLC and Mizuho Securities USA LLC are acting as representatives, covering the issuance and sale of 35,000,000 equity units, initially in the form of corporate units (the “Corporate Units”). Pursuant to the Underwriting Agreemen…
Results of Operations and Financial Condition The information in this Current Report on Form 8-K, including the exhibits attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities under that Section. Furthermore, such information, including the exhibits attached hereto, shall not be deemed to be incorporated by reference in any filing under the Securities Act of 1933, as amended, except as…
Regulation FD Disclosure. On September 15, 2025, The Southern Company (the “Company”) announced an adjustment (the “Adjustment”) to the conversion rate for its Series 2023A 3.875% Convertible Senior Notes due December 15, 2025 (the “Series 2023A Convertible Senior Notes”). The notice of the Adjustment is attached as Exhibit 99.1 to this Current Report on Form 8-K and will also be posted to the fixed income section of the Company’s investor relations website — https://investor.southerncompany.…
Results of Operations and Financial Condition The information in this Current Report on Form 8-K, including the exhibits attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities under that Section. Furthermore, such information, including the exhibits attached hereto, shall not be deemed to be incorporated by reference in any filing under the Securities Act of 1933, as amended, except as…
Comptroller — Matthew M. Kim: The filing discloses the internal promotion of Matthew M. Kim from Treasurer to Comptroller, which is a routine succession of a senior finance role rather than a departure.
CFO — David P. Poroch: The filing announces the appointment of a new Chief Financial Officer, which is a significant management change but not a departure.
CFO — Daniel S. Tucker: The CFO is retiring with a named internal successor (David P. Poroch) already appointed, representing an orderly succession rather than a sudden loss of leadership.
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. On May 23, 2025, The Southern Company (the “Company”) issued $1,650,000,000 aggregate principal amount of its Series 2025A 3.25% Convertible Senior Notes due June 15, 2028 (the “Series 2025A Convertible Senior Notes”) pursuant to the Senior Note Indenture (the “Senior Note Indenture”) dated as of January 1, 2007, as supplemented and amended, including by a Thirty-Fourth Supplemen…
by reference. The Company offered and sold the Series 2025A Convertible Senior Notes to the Initial Purchasers in reliance on the exemption from registration provided by Section 4(a)(2) of the Securities 3 Act of 1933, as amended (the “Securities Act”), and for resale by the Initial Purchasers to persons reasonably believed to be qualified institutional buyers pursuant to the exemption from registration provided by Rule 144A under the Securities Act. The Company relied on these exemptions fro…
Director — James O. (Jimmy) Etheredge: The filing reports the appointment of a newly elected director to board committees, which is a routine administrative update following a board election.
Other Events . On May 20, 2025, The Southern Company (the “Company”) issued a press release announcing the upsize and pricing of an offering of $1.45 billion aggregate principal amount of its Series 2025A 3.25% Convertible Senior Notes due June 15, 2028 (the “Convertible Notes”) in a private offering to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended, reflecting an upsize of $200 million over the previously an…
Other Events. On May 19, 2025, Georgia Power Company (“Georgia Power”) and the Georgia Public Service Commission (“PSC”) Public Interest Advocacy Staff (collectively, the “Stipulating Parties”) reached a settlement agreement (“Settlement Agreement”) that, if approved by the Georgia PSC, would extend the alternate rate plan approved by the Georgia PSC, which set retail base rates for the years 2023 through 2025 (“2022 ARP”) for an additional three-year term through December 31, 2028. Under the…
Results of Operations and Financial Condition The information in this Current Report on Form 8-K, including the exhibits attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities under that Section. Furthermore, such information, including the exhibits attached hereto, shall not be deemed to be incorporated by reference in any filing under the Securities Act of 1933, as amended, except as…
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