Southern Co (SO) Long-Term Investments (2009 - 2026)
Southern's Long-Term Investments was $10.69 billion in Q2 2026, up 3.1% from $10.36 billion a year earlier and up 2.6% from the prior quarter.
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Analysis
Southern Co (SO) Long-Term Investments (2009 - 2026) Analysis & Trends
At the end of FY2025, Long-Term Investments at Southern came in at $10.44 billion, up 2.4% from FY2024.
- Long-Term Investments has now increased for three consecutive years, with a five-year compound annual growth rate of 0.1% (FY2020 to FY2025).
- In earlier years, Long-Term Investments was $10.2 billion in FY2024 (+2.1%), $9.99 billion in FY2023 (+2.3%), $9.76 billion in FY2022 (-4.4%) and $10.2 billion in FY2021 (-1.8%).
- The Q2 2026 figure marks the highest quarterly Long-Term Investments since Q1 2018.
- Compared with a year earlier, Long-Term Investments has increased for 13 straight quarters, with growth averaging 2.4% over the last eight quarters.
- The best year-over-year quarter for Long-Term Investments over five years was Q3 2024 (growth of 4.6%); the worst was Q3 2022 (a decline of 9.5%).
- Per Business Quant data, SO's Long-Term Investments in the three quarters before Q2 2026 was $10.41 billion (Q1 2026), $10.44 billion (Q4 2025) and $10.35 billion (Q3 2025).
Peer Set
Peer Comparison
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 10.69 Bn |
| Mar 31, 2026 | 10.41 Bn |
| Dec 31, 2025 | 10.44 Bn |
| Sep 30, 2025 | 10.35 Bn |
| Jun 30, 2025 | 10.36 Bn |
| Mar 31, 2025 | 10.23 Bn |
| Dec 31, 2024 | 10.20 Bn |
| Sep 30, 2024 | 10.22 Bn |
| Jun 30, 2024 | 10.13 Bn |
| Mar 31, 2024 | 10.10 Bn |
| Dec 31, 2023 | 9.99 Bn |
| Sep 30, 2023 | 9.77 Bn |
| Jun 30, 2023 | 9.85 Bn |
| Mar 31, 2023 | 9.83 Bn |
| Dec 31, 2022 | 9.76 Bn |
| Sep 30, 2022 | 9.61 Bn |
| Jun 30, 2022 | 9.74 Bn |
| Mar 31, 2022 | 10.04 Bn |
| Dec 31, 2021 | 10.20 Bn |
| Sep 30, 2021 | 10.62 Bn |
API Access
Southern Co Long-Term Investments 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=long-term-investments&ticker=SO&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "long-term-investments", "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=long-term-investments&ticker=SO&period=max&api_key=YOUR_API_KEY");
const data = await res.json();