Ticker

SO

Southern Company

Utilities

Congressional Trades

by 4 members

Ticker Intelligence Brief

Who in Congress traded SO, when, and what happened after?

A ticker-first view for retail/data users: latest disclosure, largest range, disclosure lag, party flow, contracts, lobbying, and source-linked receipts.

Latest receipt

Jared Moskowitz

BUY · 2025-12-02

Largest range

$1K – $15K

Jared Moskowitz

Slowest filing

318d

Valerie Hoyle

Best vs SPY

-1.2%

Jared Moskowitz

Buys

67%

Sells

33%

Total Volume

$96K

midpoint

Unique Traders

members

Party Breakdown

Democrats11 · 92%

Republicans1 · 8%

Party Trading Divergence

Democrat vs. Republican buy / sell pressure by monthHIGH DIVERGENCE

Bar length = total trades. Color = net sentiment — green = net buying, red = net selling. Months with no activity hidden.

Democrat ←

Month

→ Republican

0▲1▼

Feb '24

—

2▲

Jul '24

—

Sep '24

0▲1▼

1▲

Oct '24

—

1▲

Feb '25

—

1▲

Apr '25

—

1▲

Jun '25

—

0▲2▼

Sep '25

—

2▲

Dec '25

—

Democrats8▲3▼Net buyers

Republicans0▲1▼Net sellers

Net buyingNet selling⚡ Party split

💼 Lobbying Filings

all →

2026-04-20$2.5M
SOUTHERN COMPANY
Climate change issues, generally; Environmental regulation, generally (Effluent Limitations Guidelines; Good Neighbor Ozone Transport; CAA Sec. 111 rulemaking) DOE Distribution Transformer Rule; Energy efficiency, generally; Grid enhancing technologies, generally; Issues related to FERCs transmission planning and cost allocation rule (Order 1920); Issues related to FERCs regional transmission organizations, generally; Issues related to deregulation, generally; DOE Loan Program Office issues, generally (1706); Issues related to transmission legislation, generally; Issues related to grid enhancing technologies, generally; Issues related to Natural gas infrastructure development, generally; Issues related to Energy infrastructure development, generally; Issues related to FERC nominations, generally; Issues related to S.2651, the SITE Act; Issues related to Building American Energy Security Act of 2023; Issues related to regional transmission organizations, generally; Issues related to d
2026-04-20$60K
SOUTHERN COMPANY SERVICES INC
Climate, Energy, Environmental Legislation Climate, Energy, Environmental Legislation Climate, Energy, Environmental Legislation Climate, Energy, Environmental Legislation
2026-04-20$60K
SOUTHERN COMPANY
Issues related to cybersecurity. Issues related to the Federal Energy Regulatory Commission (FERC), nuclear energy, and general energy policy. Monitoring permitting reform discussions. General discussions related to the One Big Beautiful Bill Act, H.R.1/P.L.119-21. Issues related to Environmental Protection Agency (EPA) regulations and general environmental policy.
2026-04-20$60K
SOUTHERN COMPANY
Energy policy issues including nuclear energy, general grid resiliency and infrastructure security.
2026-04-20$60K
SOUTHERN COMPANY SERVICES INC.
Issues related to corporate taxation including general business credits. One Big Beautiful Bill Act implementation (P.L. 119-21).
2026-04-20$50K
SOUTHERN COMPANY
Advice on energy and environment related topics, Clean Air regulations and legislation; clean energy standard proposals; and climate change, natural gas, renewables, and other aspects of energy policy. Advice on energy and environment related topics, Clean Air regulations and legislation; clean energy standard proposals; and climate change, natural gas, renewables, and other aspects of energy policy.
2026-04-20$40K
SOUTHERN COMPANY
Energy issues, generally. Advocacy related to debt collection. Environmental Issues, generally. Counsel and advocacy related to tax reform; tax issues generally.
2026-04-20$30K
SOUTHERN COMPANY SERVICES INC.
Issues related to permitting reform.
2026-04-20$30K
SOUTHERN COMPANY
Issues affecting the regulation of greenhouse gas emissions from power plants and other air and solid waste issues affecting power plant operations. Issues affecting federal regulation of electricity transmission, including planning and cost allocation Issues affecting the regulation of greenhouse gas emissions from power plants and other air and solid waste issues affecting power plant operations. Issues affecting the regulation of greenhouse gas emissions from power plants and other air and solid waste issues affecting power plant operations Issues affecting the regulation of greenhouse gas emissions from power plants and other air and solid waste issues affecting power plant operations
2026-04-20$30K
SOUTHERN COMPANY SERVICES INC
FERC and EPA regulatory activity; sustainability issues; loan guarantee program; nuclear power issues; cyber security; tax reform

Congressional Momentum

buy vs. sell pressureACCUMULATING

Score 0–100: above 50 = net buying pressure, below 50 = net selling. Signal based on last 90 days.

Last 30 Days

No trades

Last 90 Days

No trades

All-Time

▲67

8 buys12 total4 sells

$64K buys · $32K sells

Cumulative Net Position (buy vol − sell vol)

+$32K

2024-0212 trades plotted2025-12

Best Timers

avg excess return vs SPY · SO trades only4 members w/ alpha data

Excess return = stock price change minus SPY change over the same holding window.Congress avg: -17.6%· 0% of traders beat SPY on this name

Top Alpha Generators

D:3R:1House:4

underperformed SPY|beat SPY

1st

Jared Moskowitz

-13.9%

4×

2nd

Valerie Hoyle

-14.4%

2×

3rd

Ro Khanna

-16.1%

2×

4th

John James

-26.1%

1×

Worst Timers

bottom 4 by avg excess return

underperformed SPY|beat SPY

John James

-26.1%

1×

Ro Khanna

-16.1%

2×

Valerie Hoyle

-14.4%

2×

Jared Moskowitz

-13.9%

4×

Worst single trade: Jared Moskowitz (-35.7%)Best single trade: Jared Moskowitz (+-1.2%)

Timing Fingerprint

filing delay vs. excess return over SPY · 9 tradesCongress avg -15.8% vs SPY

Each dot = one disclosed trade. X-axis = days between trade and STOCK Act filing.Y-axis = return above (or below) SPY over the subsequent holding window. Upper-right = late filers who beat the market.

0% of trades beat SPYavg excess -15.8%avg delay 74d6 buys3 sellsBuySellOther· dot size ∝ trade size

Trade Activity Timeline

Congressional buys & sells by month · last 9 months w/ activity

24/02

24/07

24/09

24/10

25/02

25/04

25/06

25/09

25/12

BuysSellsOtherHigh-volume month

Who Moved First

each row = one member · sorted by earliest disclosed trade

3 buyers ·3 sellers

BuySellOtherDot size ∝ trade size · top 4 most-active traders shown

Seasonal Rhythm

Congress buy/sell pressure by month & year

Each cell = one calendar month. Green = net Congress buying, red = net selling. Intensity ∝ consensus strength. Hover for details.

Net buyingNet sellingNo trades · number = trade count

Peak buy month: Jul · Peak sell month: Sep

Congressional Conviction Timeline

net positioning · alpha track recordBULLISH

8 buys4 sellscumulative α -99.6%9mo tracked

Monthly Net Flow (Buys − Sells)

Cumulative Excess Return on Congressional Buys vs SPY

All Disclosed Trades

Date	Member	Action	Amount	Filing Delay	Receipt
2025-12-02	DJared Moskowitz	BUY	$1K – $15K	48d	receipt →
2025-12-02	DJared Moskowitz	BUY	$1K – $15K	45d	receipt →
2025-09-23	DValerie Hoyle	SELL	$1K – $15K	17d	receipt →
2025-09-23	DValerie Hoyle	SELL	$1K – $15K	17d	receipt →
2024-10-29	DValerie Hoyle	BUY	$1K – $15K	318d	receipt →
2025-06-16	DRo Khanna	BUY	$1K – $15K	23d	receipt →
2025-04-07	DJared Moskowitz	BUY	$1K – $15K	32d	receipt →
2025-02-25	DRo Khanna	BUY	$1K – $15K	9d	receipt →
2024-09-04	RJohn James	SELL	$1K – $15K	2d	receipt →
2024-02-13	DJared Moskowitz	SELL	$1K – $15K	190d	receipt →
2024-07-05	DJared Moskowitz	BUY	$1K – $15K	32d	receipt →
2024-07-05	DJared Moskowitz	BUY	$1K – $15K	26d	receipt →