Southern Company (The) Sees Increased Investment from Oakworth Capital Inc.

Oakworth Capital Inc. boosts stake in utility provider Southern Company by 48.3% in Q3 2025.

Feb. 1, 2026 at 3:15am

Oakworth Capital Inc., an investment management firm, increased its position in shares of Southern Company (The) (NYSE:SO) by 48.3% during the third quarter of 2025, according to the company's recent 13F filing with the Securities & Exchange Commission. Oakworth Capital now owns 49,410 shares of the utilities provider's stock, worth approximately $4.68 million.

Why it matters

Southern Company is one of the largest utility providers in the United States, serving millions of customers across the Southeast. Institutional investor activity in the company's stock can provide insights into market sentiment and expectations around the utility's performance and growth prospects.

The details

Oakworth Capital Inc. acquired an additional 16,082 shares of Southern Company during the third quarter, bringing its total holdings to 49,410 shares. This represents a 48.3% increase in Oakworth's position compared to the prior quarter. The investment firm's total stake in Southern Company was valued at $4.68 million as of the end of Q3 2025.

  • Oakworth Capital Inc. increased its position in Southern Company during the third quarter of 2025.

The players

Oakworth Capital Inc.

An investment management firm that increased its stake in Southern Company by 48.3% in Q3 2025.

Southern Company (The)

A major U.S. utility provider serving customers across the Southeast.

Got photos? Submit your photos here. ›

The takeaway

The increased investment from Oakworth Capital in Southern Company suggests the investment firm sees value and growth potential in the utility provider, which could signal positive market sentiment around the company's performance and future prospects.