Capital Investment Advisors 13F: Adds $3.1M to SO Stake
Key Points
- Capital Investment Advisors lifted its stake in The Southern Company by 5.8% to end with 686,172 shares worth about $56.9 million in an October 22, 2026 filing.
- The utility company trades recently around $93.23, sitting 6.4% below its 52-week high of $99.58 while offering a 3.24% dividend yield.
- Wall Street analysts maintain a consensus hold rating on the stock with a mean price target of $96.05 ahead of upcoming earnings.
Since the filing, $SO is down 1.0% to date (from the $93.82 close on Oct 22, 2026).
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Capital Investment Advisors boosted its stake in The Southern Company (NYSE: SO) by 5.8% during the quarter, according to a Form 13F filed with the SEC on October 22, 2026. The firm purchased an additional 37,599 shares to bring its total holdings to 686,172 shares. The reported value of the investment reached approximately $56.9 million as of the filing date. The stock closed at $93.82 on the day the filing was made public.
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The Southern Company
Capital Investment Advisors vs. the S&P 500
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What Changed in Capital Investment Advisors's The Southern Company Position
The investment firm increased its commitment to the utility provider by picking up 37,599 shares compared to the previous period. This adjustment lifted its total share count from 648,573 up to 686,172 shares. The expanded position reflects a 5.8% increase for the portfolio in this specific holding.
Other Institutional Activity in The Southern Company
Other large institutional investors also adjusted their positions in the utility provider around the same period. Bell Bank reduced its holdings by 23,231 shares, ending with 116,905 shares valued at about $9.7 million. Soroban Capital Partners trimmed 3,718,097 shares to finish with 2,375,511 shares worth roughly $227.4 million. Quadrant Capital Group cut its stake by 15,413 shares, leaving it with 19,750 shares valued at approximately $1.7 million. Franklin Resources, Inc. lowered its holdings by 247,092 shares, ending with 16,561,908 shares worth about $1.5 billion.
The Southern Company Stock Up 3.1%
The stock recently traded around $93.23, which is down 0.6% from its close on the filing date and sits 6.4% below its 52-week high of $99.58. Shares remain up 14.1% from their 52-week low of $81.69. The equity trades above its 50-day moving average of $87.73 and its 200-day moving average of $92.27.
Recent Earnings
The company generated $30.2 billion in trailing twelve-month revenue and reported earnings of $4.15 per share. Profitability metrics include a net profit margin of 15.4% and a return on equity of 11.5%.
Dividend
The firm distributes an annual dividend rate of $3.04 per share, translating to a dividend yield of 3.24%. The payout is supported by a dividend payout ratio of 71.8%.
Insider Buying and Selling at The Southern Company
Company insiders completed multiple transactions prior to the filing. Matthew M. Kim and Peter P. Sena III executed sales of shares between September 1 and October 1, 2026, at prices ranging from $82.73 to $88.87.
Analysts Set New Price Targets
Wall Street research firms updated their outlooks ahead of the filing, including Truist Securities, Barclays, Jefferies, Morgan Stanley, and HSBC, with price targets spanning from $84.00 to $99.50. The stock currently holds a consensus hold rating and a mean price target of $96.05 across 20 analyst opinions.
About The Southern Company
Headquartered in Atlanta, Georgia, The Southern Company operates through its subsidiaries to provide regulated electricity and energy-related services to retail and wholesale customers. The utility serves a broad customer base across its regional footprint.
Bottom Line
Investors will look toward the company's next earnings update scheduled for November 5, 2026, for further financial details. Institutional filings and analyst updates will continue to guide market sentiment regarding the utility provider.
Related Filing Alerts
Source: Capital Investment Advisors's 13F filing on $SO (Oct 22, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts