Southern Co. Ranks 230th in Volume as Hedge Funds Double Down on Energy Giant

Generated by AI AgentAinvest Market Brief
Wednesday, Aug 13, 2025 7:55 pm ET1min read
SO--
Aime RobotAime Summary

- Southern Co. (SO) saw 30.18% lower trading volume ($0.52B) on August 13, 2025, ranking 230th as hedge funds like Arrowpoint doubled stakes in Q1.

- Analysts split on SO's outlook with Jefferies/Mizuho upgrades vs. KeyCorp downgrades, while the company declared a 3.1% annual dividend yield.

- Q2 earnings ($0.91/share) missed estimates despite $6.97B revenue growth, with CEO Kimberly Greene reducing holdings by 12.32% amid 64% institutional ownership.

- Georgia Power's 2025 energy plan and a 4.17% backtested return for high-volume stocks highlight SO's strategic focus on AI/data center energy demands.

On August 13, 2025, The Southern CompanySO-- (SO) traded with a volume of $0.52 billion, marking a 30.18% decline from the previous day’s activity and ranking 230th in trading volume across the stock market. Recent developments include institutional investors increasing stakes in the utility giant, with Arrowpoint Investment Partners boosting holdings by 192.6% in Q1 and Vanguard Group raising its position by 1.4%. Analyst activity has been mixed, with upgrades from Jefferies Financial GroupJEF-- and MizuhoMFG-- alongside downgrades from KeyCorpKEY--, reflecting divergent views on the stock’s trajectory.

SO announced a quarterly dividend of $0.74 per share, yielding 3.1% annually, while its Q2 earnings of $0.91 per share fell short of estimates despite revenue growth to $6.97 billion. Institutional ownership remains strong at 64%, with insider transactions including a notable 12.32% reduction in CEO Kimberly Greene’s holdings. Regulatory approvals, such as Georgia Power’s 2025 Integrated Resource Plan, underscore SO’s strategic focus on meeting rising energy demands, particularly in the AI and data center sectors.

A backtested trading strategyMSTR-- involving purchasing the top 500 stocks by daily trading volume and holding them for one day from 2022 to 2025 yielded a 4.17% return. This suggests that high-liquidity stocks, including SO, can benefit from short-term momentum in volatile markets, though performance aligns with broader market trends over the period.

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