Southern Company (SO) Stock | Share Price | US8425871071 | News

SO · Utilities · United States United States

Southern Company (SO) is a company in the Utilities sector, based in United States. The stock is held in 19 ETFs we track – with its largest weight of 4.51 % in WUTI (msci-world-utilities). That means you can hold Southern Company indirectly and diversified through an ETF savings plan.

Above-average ETF coverage: 19 of the 95 ETFs we cover hold Southern Company, spread across 8 indices. That puts the stock in more ETFs than 81.7 % of the 4,362 stocks we cover.

Held in19 ETFs
Highest weight4.51 %
Indices8
SectorUtilities
CountryUnited States
ISINUS8425871071
WKN852523

Data note 1

Price chart

Data note 2

Performance

Performance
Year to date+3.0 %1 year-3.6 %
1 month-7.0 %3 months-4.2 %
Calendar year 2025+5.9 %
Calendar year 2026+2.9 %
52W

Data note 3

Risk metrics

Max drawdown-15.7 %
Volatility p.a.17.5 %
Best year2025: +5.9 %
Worst year2026: +2.9 %

Data note 4

Correlated with

The strongest co-movers on top, the most inverse below. Low or negative values improve portfolio diversification.

Instrumentr−1 … +1
Duke Energy Corporation+0.90
WEC Energy Group Inc+0.87
Alliant Energy Corporation+0.86
CMS Energy Corporation+0.86
Consolidated Edison Inc.+0.86
Ameren Corporation+0.85
Toncoin-0.50
Oracle Corporation-0.49
GRAM-0.49

Data note 5

Key financials

Latest reported fiscal year (FY2025, period end 2025-12-31) as filed with the SEC.

Revenue29.6 bn $
Net income4.3 bn $
Diluted EPS3.92 $
Net margin14.7 %
Return on equity12.1 %
Equity ratio23.1 %
Revenue growth+10.6 %
Revenue and profit by fiscal year
Fiscal yearRevenueNet incomeMargin
FY202325.34.015.7 %
FY202426.74.416.5 %
FY202529.64.314.7 %

Data note 6

Figures in USD bn. Source: SEC EDGAR (XBRL annual filings, public domain). US-listed SEC filers only.

Held in these ETFs

Held in these ETFs
ETFIndexWeight
WUTImsci-world-utilities4.51 %
XDWUmsci-world-utilities4.48 %
XMUWmsci-world-utilities4.48 %
XDEBmsci-world-minimum-volatility1.28 %
SXR8sp5000.15 %
SPYLsp5000.15 %
SPY5sp5000.15 %
XD9Umsci-usa0.15 %
XD9Dmsci-usa0.15 %
EUNLmsci-world0.11 %
XDWDmsci-world0.11 %
SPPWmsci-world0.11 %
XDWLmsci-world0.11 %
SWWDmsci-world0.11 %
WIMImsci-world-imi0.10 %
IUSQmsci-acwi0.09 %
SPYYmsci-acwi0.09 %
SPYImsci-acwi-imi0.06 %
SPSAmsci-acwi-imi0.06 %

Data note 7

Want to know how much Southern Company overlaps with the rest of your portfolio? Use the Portfolio X-Ray or the ETF overlap check.

Stocks with similar ETF exposure

Names that reach a portfolio through largely the same funds as Southern Company — the figure counts the ETFs holding both.

Data note 8

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