What smart money is saying about The Southern Company
1 fund in our archive has pitched The Southern Company — most recently Nexus Investment Management ULC in September 2026.
The Southern Company operates as an energy utility, primarily involved in the production, transmission, and distribution of electricity. Its operations are segmented into Gas Distribution Operations, Gas Pipeline Investments, Wholesale Gas Services, and Gas Marketing Services. The company also undertakes the development, construction, acquisition, ownership, and management of various power generation assets, including renewable energy ventures, and supplies electricity to the wholesale market. Complementing its power business, it distributes natural gas in Illinois, Georgia, Virginia, and Tennessee, while also offering gas marketing services, wholesale gas services, and managing gas pipeline investments. Its extensive portfolio of generating assets includes 30 hydroelectric, 24 fossil fuel, three nuclear, 13 combined cycle/cogeneration, 45 solar, 15 wind, one fuel cell, and four battery storage facilities. In terms of natural gas infrastructure, the company builds, operates, and maintains 76,289 miles of pipelines and 14 storage facilities with a total capacity of 157 billion cubic feet, delivering natural gas to residential, commercial, and industrial clients. The Southern Company serves approximately 8.7 million electric and gas utility customers in total. Furthermore, it provides digital wireless communications and fiber optics services. The company was founded in 1945 and maintains its corporate headquarters in Atlanta, Georgia.
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Position history
Every position in The Southern Company on record in the archive was reported in Q3 2026, across 1 fund letter — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 1 | 0 | 1 |
Fund activity · 1 position · 1 move
- New positionNexus Investment Management ULCSeptember 2026
“In the U.S., that difference worked in our favour. Our U.S. stocks gained 5.1% in the quarter, well ahead of the S&P 500. Microsoft and Meta Platforms led the way, along with our healthcare holdings Thermo Fisher, Gilead and Pfizer. Ross Stores, a U.S. discount retailer similar to Winners, also posted strong gains despite the pressure on consumer stocks. We made a few changes during the quarter. Early on, we added to Microsoft. The stock had fallen through the year on worries about AI disrupting its software business, a concern we felt was overdone. That concern faded after a strong earnings report in late July. We also trimmed Ross Stores. After a strong run, it had grown into a larger share of the portfolio than we wanted, so we took some profits to keep the position size in check. We also bought a new position in The Southern Company, an electric and natural gas utility serving the southeastern U.S., mainly Alabama and Georgia.”
The Southern Company
Also mentioned · 1
These funds discuss The Southern Company — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedLVS Advisory Curtiss WrightJune 2025
“For example, Southern Company’s Vogtle power plant is a Gen III design that was originally planned to take 5 years and $14 billion to construct but ended up taking 11 years and $30 billion after severe delays and cost overruns (partially due to the Covid-19 pandemic).”
The Southern Company
Fund coverage · 1 thesis
- Nexus Investment Management ULCSeptember 2026
The Southern Company is owned for its regulated stability, long dividend record, and AI-driven electricity demand growth.
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