Dec 31, 2025 • MarketBeat
NEUTRAL
Southern Company (The) $SO Shares Acquired by Moody Lynn & Lieberson LLC
Moody Lynn & Lieberson LLC increased its stake in Southern Company (NYSE:SO) by 12.4% in Q3, now holding 173,754 shares valued at $16.47 million. Institutional investors collectively own 64.10% of the stock. Southern Company reported strong Q3 EPS, beating estimates, and maintains an annualized dividend yield of 3.4%.
Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
Southern Company (The) $SO Shares Purchased by CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT
CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT increased its stake in Southern Company (NYSE:SO) by 36.4% in the third quarter, acquiring an additional 12,000 shares to own a total of 45,000 shares valued at $4.265 million. Other institutional investors also adjusted their positions in the utilities provider. Southern Company reported quarterly earnings of $1.60 per share, beating consensus estimates, and declared a quarterly dividend of $0.74 per share.
Dec 31, 2025 • ts2.tech
BEARISH
New report puts Alabama Power coal ash ponds back under scrutiny near Mobile-Tensaw Delta
A new report has highlighted that Alabama Power is storing over 21 million tons of coal ash in an unlined pond at its James M. Barry plant near the Mobile-Tensaw Delta, raising concerns about potential environmental contamination. This comes amidst ongoing federal-state disputes and legal challenges regarding coal ash disposal methods, with regulators and environmental groups pushing for more robust cleanup efforts. While Alabama Power maintains compliance, the issue sparks debate over "cap-in-place" versus excavation strategies and the financial implications for utilities and investors.
Dec 31, 2025 • The Commercial Appeal
BULLISH
XCF, IP3, Southern, and DevvStream Sign Non-Binding MOU to Evaluate America-First Nuclear Power for Clean Fuels Production and AI Data Centers
XCF Global, Inc., IP3 Corporation, Southern Energy Renewables Inc., and DevvStream Corp. have signed a non-binding Memorandum of Understanding (MOU) to evaluate a strategic collaboration focused on leveraging small modular reactor (SMR) nuclear power for clean fuels production and AI data centers. The initiative aims to integrate zero-carbon nuclear electricity with electro-sustainable aviation fuel (eSAF) production and develop robust environmental attribute structures. This partnership seeks to strengthen the scalability, reliability, and carbon performance of next-generation sustainable aviation fuels and other energy-intensive markets.
Dec 30, 2025 • Stock Titan
NEUTRAL
Can small nuclear reactors power cleaner jet fuel and AI data hubs in the US?
DevvStream (DEVS) has joined XCF Global, IP3, and Southern Energy in a non-binding MOU to explore integrating small modular reactor (SMR) nuclear power with electro-sustainable aviation fuel (eSAF) production, AI data center power, and environmental-attribute monetization. This initiative assesses the use of SMR-supplied electricity for clean fuel synthesis and supports a proposed Louisiana refinery. The collaboration aims to develop a U.S.-focused model combining resources, digital infrastructure, and scalable markets for clean energy and fuels.
Dec 30, 2025 • Stock Titan
NEUTRAL
How two nuclear plants quietly power a quarter of Georgia’s electricity
Georgia Power and Southern Nuclear are celebrating 50 years of commercial nuclear power in Georgia, with Plant Hatch and Plant Vogtle units contributing significantly to the state's electricity mix. These plants provide approximately 25% of Georgia's electricity annually, demonstrating high reliability with an average capacity factor of 94% over the last decade. Through ongoing investments, license renewal efforts, and technological advancements, Georgia Power aims to maintain and expand its diverse generation mix for future customer needs and continued economic contributions to local communities.