Southern Company (SO)
SO · Utilities · 
United States
Southern Company (SO) is a US company in the Utilities sector. The stock has its largest weight in WUTI (MSCI World Utilities), at 4.70%. Anyone who holds an ETF containing Southern Company also has an indirect stake in the company.
Data and Charts: Southern Company
Key Data for Southern Company
Southern Company Stock Price Chart
The Southern Company chart shows daily closing prices and is set to the current year by default. The stock is up 7.5% year to date and down 1.4% over twelve months. The last recorded close on October 30, 2026, was $93.71, at 68% of the 52-week range.
Price series from our database since Aug 12, 2024, 558 daily values.
Southern Company Stock Performance
| Year to date | +7.5% | 1 year | -1.4% |
|---|---|---|---|
| 1 month | +13.1% | 3 months | -0.9% |
| Calendar year 2025 | +5.9% |
Measured in euros, Southern Company is up 13.0% year to date and up 1.9% over twelve months. The difference from the dollar figures above comes from the exchange rate alone. Each daily price is converted at the ECB euro reference rate for that day.
Alysly Data Analysis: Southern Company
What ETF Is Southern Company In?
Southern Company has above-average ETF coverage and is held by 21 of the 104 ETFs we track, which together follow 10 indices. That puts the stock in more ETFs than 82.8% of the 4,341 stocks we track.
| ETF | Index | Weight | per €1,000 in the ETF |
|---|---|---|---|
| WUTI | MSCI World Utilities | 4.70% | €47.05 |
| XDWU / XMUW | MSCI World Utilities | 4.69% | €46.86 |
| XDEB | MSCI World Minimum Volatility | 1.30% | €13.01 |
| SPYD | S&P High Yield Dividend Aristocrats | 1.29% | €12.93 |
| XDEW | S&P 500 Equal Weight | 0.21% | €2.06 |
| SXR8 | S&P 500 | 0.16% | €1.60 |
| SPYL / SPY5 | S&P 500 | 0.16% | €1.60 |
| XD9U / XD9D | MSCI USA | 0.16% | €1.57 |
| EUNL | MSCI World | 0.12% | €1.20 |
| SWWD | MSCI World | 0.12% | €1.16 |
| SPPW | MSCI World | 0.12% | €1.16 |
| XDWD / XDWL | MSCI World | 0.12% | €1.16 |
| WIMI | MSCI World IMI | 0.10% | €1.03 |
| SPYY | MSCI ACWI | 0.10% | €1.03 |
| IUSQ | MSCI ACWI | 0.10% | €1.00 |
| SPYI / SPSA | MSCI ACWI IMI | 0.06% | €0.65 |
The last column shows how much of €1,000 in one of these funds goes to Southern Company, based on each fund's latest holdings list.
US-listed ETFs holding Southern Company (weight per latest SEC filing): VYM 0.43%, IVV 0.17%, SPY 0.17%, VOO 0.17%, VTI 0.15%. These funds are registered in the US; retail investors in the EU usually cannot buy them.
Southern Company Weight in iShares Core MSCI World (EUNL) Since 2019
In iShares Core MSCI World (EUNL), Southern Company had a weight of 0.15% on Sep 30, 2019 and 0.12% on Oct 30, 2026. The fund tracks the MSCI World. Its share peaked at 0.16% on Mar 31, 2020. The weight rises and falls with the stock's price performance relative to the other index members. It can also change when the index provider adjusts the index composition.
What's Inside Your ETF Portfolio and the ETF overlap check show how much Southern Company overlaps with the rest of a portfolio.
Which Tracked Investors Hold Southern Company?
Southern Company is not among the largest purchases in the quarter ending Jun 30, 2026. The list is led by GOOGL, DAL and NEBIUS GROUP N.V. The only manager we track that holds Southern Company increased its position.
| Investor | Shares | Value | Quarter |
|---|---|---|---|
| Bridgewater Associates | 16,972 | $2M | increased by 5,201 |
As of Jun 30, 2026. Based on quarterly filings with the US securities regulator, submitted up to 45 days after the reference date. The change counts shares, not price gains.
What Southern Company Executives and Directors Traded Recently
| Date | Person | Type | Shares | Price |
|---|---|---|---|---|
| Oct 1, 2026 | Kim Matthew M. Officer, Comptroller | Sell | 100 | $82.73 |
The table shows open-market purchases and sales reported over the past 90 days. Directors, officers and shareholders owning more than ten percent must report such transactions within two trading days. Awards and option exercises are excluded.
“Plan” means the transaction follows a schedule set up in advance under Rule 10b5-1. Sales consistently outnumber purchases in these filings because a large part of executive pay is granted in shares. For comparison: over the period covered, executives and directors reported sales at 271 of 350 tracked companies and purchases at 32.
Stocks With ETF Exposure Similar to Southern Company
| Stock | Shared ETFs | r | 1 year | Annualized volatility | Net margin | Revenue growth |
|---|---|---|---|---|---|---|
| Southern Company | – | – | -1.4% | 17.5% | 14.7% | +10.6% |
| Alliant Energy Corporation | 21 | +0.87 | +5.5% | 17.7% | 18.6% | +9.6% |
 WEC Energy Group Inc | 21 | +0.87 | +3.1% | 16.7% | 15.9% | +14.0% |
| Evergy | 20 | – | +10.5% | 16.1% | 14.4% | +2.0% |
 NextEra Energy | 20 | – | +2.5% | 24.7% | – | – |
| Ameren Corporation | 20 | – | +7.6% | 17.5% | 16.5% | +15.4% |
| CMS Energy Corporation | 20 | +0.90 | -4.2% | 17.0% | 12.5% | +13.6% |
 Dominion Energy Inc | 20 | – | +11.9% | 21.5% | 18.1% | +14.3% |
 Duke Energy Corporation | 20 | +0.92 | +1.7% | 16.9% | – | – |
These stocks reach a portfolio through largely the same funds as Southern Company. “Shared ETFs” counts the funds that hold both.
Return and volatility are calculated from our daily closing prices in US dollars. Margin and growth come from each company's latest SEC annual filing. Because fiscal years do not end on the same date for every company, the underlying periods are not fully identical.
Fundamental Analysis: Southern Company
Southern Company Key Financials
Figures come from the SEC annual filing for the latest reported fiscal year (period end Dec 31, 2025).
| Fiscal year | Revenue | Net income | Margin |
|---|---|---|---|
| FY ended Dec 2023 | 25.3 | 4.0 | 15.7% |
| FY ended Dec 2024 | 26.7 | 4.4 | 16.5% |
| FY ended Dec 2025 | 29.6 | 4.3 | 14.7% |
Technical Analysis: Southern Company
Southern Company Risk Metrics
The close on Oct 30, 2026, was 6.0% below the highest close since Aug 12, 2024. That high was reached on Oct 15, 2025. When the S&P 500 rose or fell 1%, Southern Company moved 0.23% on average in the opposite direction (past 252 trading days). The correlation of -0.17, however, shows only a moderate link to the broad market. Accordingly, moves in the S&P 500 explain only a small part of the daily price moves of Southern Company.
What Southern Company Correlates With
| Instrument | r | −1 … +1 |
|---|---|---|
| Duke Energy Corporation | +0.92 | |
| Exelon Corporation | +0.92 | |
| CMS Energy Corporation | +0.90 | |
| Consolidated Edison Inc. | +0.88 | |
| Alliant Energy Corporation | +0.87 | |
| WEC Energy Group Inc | +0.87 | |
| Nasdaq 100 | -0.44 | |
| S&P 500 Informationstechnologie | -0.43 | |
| YB | -0.42 |
The strongest co-movers are listed at the top, the strongest inverse movers at the bottom. Low or negative correlations can help spread risk more broadly across a portfolio.
