Southern (SO) Assets (2009 - 2026)
Southern (SO) reported Assets of $162.03 billion for Q2 2026, up 8.9% from $148.85 billion a year earlier and up 3.2% from the prior quarter.
Analysis
Southern (SO) Assets (2009 - 2026) Analysis & Trends
At the end of FY2025, Southern posted Assets of $155.72 billion, up 7.3% from FY2024.
- Assets has increased for 16 consecutive years, with a five-year compound annual growth rate of 4.8% (FY2020 to FY2025).
- By year, Assets came in at $145.18 billion in FY2024 (+4.2%), $139.33 billion in FY2023 (+3.3%), $134.89 billion in FY2022 (+5.8%) and $127.53 billion in FY2021 (+3.7%).
- The Q2 2026 figure ranks as the highest quarterly Assets in data going back to Q2 2009.
- Year over year, Assets has now increased in each of the last 51 quarters, with growth averaging 5.9% over the last eight quarters.
- Across the past five years, year-over-year growth in Assets ran from 2.6% in Q1 2022 to 8.9% in Q2 2026.
- Per Business Quant data, the three quarters before Q2 2026 came in at $157.03 billion (Q1 2026), $155.72 billion (Q4 2025) and $153.25 billion (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets (Qtr) |
|---|---|---|---|---|---|
| 1 | Enel Chile | 287.73 Bn | 287.73 Bn | 890.00 Mn | 12.54 Bn |
| 2 | Nextera Energy | 160.25 Bn | 161.15 Bn | - | 232.81 Bn |
| 3 | Southern | 96.31 Bn | 87.36 Bn | 5.92 Bn | 162.03 Bn |
| 4 | Duke Energy | 88.79 Bn | 87.40 Bn | 6.74 Bn | 198.05 Bn |
| 5 | National Grid | 79.16 Bn | 60.69 Bn | - | 145.98 Bn |
| 6 | American Electric Power | 65.09 Bn | 63.47 Bn | 3.84 Bn | 121.57 Bn |
| 7 | Dominion Energy | 53.95 Bn | 56.63 Bn | - | 121.90 Bn |
| 8 | Sempra | 51.22 Bn | 50.35 Bn | 2.89 Bn | 115.28 Bn |
| 9 | Entergy | 47.09 Bn | 36.28 Bn | - | 79.00 Bn |
| 10 | Xcel Energy | 44.58 Bn | 39.49 Bn | - | 87.17 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 162.03 Bn |
| Mar 31, 2026 | 157.03 Bn |
| Dec 31, 2025 | 155.72 Bn |
| Sep 30, 2025 | 153.25 Bn |
| Jun 30, 2025 | 148.85 Bn |
| Mar 31, 2025 | 148.11 Bn |
| Dec 31, 2024 | 145.18 Bn |
| Sep 30, 2024 | 143.96 Bn |
| Jun 30, 2024 | 141.94 Bn |
| Mar 31, 2024 | 140.12 Bn |
| Dec 31, 2023 | 139.33 Bn |
| Sep 30, 2023 | 138.32 Bn |
| Jun 30, 2023 | 137.12 Bn |
| Mar 31, 2023 | 134.76 Bn |
| Dec 31, 2022 | 134.89 Bn |
| Sep 30, 2022 | 134.01 Bn |
| Jun 30, 2022 | 130.77 Bn |
| Mar 31, 2022 | 128.64 Bn |
| Dec 31, 2021 | 127.53 Bn |
| Sep 30, 2021 | 127.86 Bn |
API Access
Southern Assets API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=assets&ticker=SO&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "assets", "ticker": "SO", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=assets&ticker=SO&period=max&api_key=YOUR_API_KEY");
const data = await res.json();