Southern SO
NYSE SO
$83.72 +0.25 (+0.30%)
At close: Oct 2, 2026 · 4:00 PM EDT

Southern (SO) Non Operating Investment Income (2017 - 2021)

Updated

Southern (SO) recorded Non Operating Investment Income of $125 million in Q3 2021.

Analysis

Southern (SO) Non Operating Investment Income (2017 - 2021) Analysis & Trends

On a TTM basis, Southern's Non Operating Investment Income came in at $206 million as of Sep 30, 2021, up 114.6% year-over-year; for FY2020, it came in at $65 million, down 97.5% from FY2019.

  • Annual Non Operating Investment Income has a four-year compound annual growth rate of 138.8% (FY2016 to FY2020).
  • Across earlier years, Non Operating Investment Income came in at $2.57 billion in FY2019 (+782.8%), $291 million in FY2018 (+592.9%), $42 million in FY2017 and $2 million in FY2016.
  • The Q3 2021 figure is the highest quarterly Non Operating Investment Income since Q1 2019.
  • Per Business Quant, the preceding three quarters came in at $11 million (Q2 2021), $44 million (Q1 2021) and $26 million (Q4 2020).
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Non-Op. Investment Inc. (Qtr)
1 Enel Chile 287.73 Bn 287.73 Bn 890.00 Mn -
2 Nextera Energy 160.25 Bn 161.15 Bn - 103.00 Mn
3 Southern 96.31 Bn 87.36 Bn 5.92 Bn -
4 Duke Energy 88.79 Bn 87.40 Bn 6.74 Bn 384.00 Mn
5 National Grid 79.16 Bn 60.69 Bn - -
6 American Electric Power 65.09 Bn 63.47 Bn 3.84 Bn -
7 Dominion Energy 53.95 Bn 56.63 Bn - -
8 Sempra 51.22 Bn 50.35 Bn 2.89 Bn -
9 Entergy 47.09 Bn 36.28 Bn - -
10 Xcel Energy 44.58 Bn 39.49 Bn - -
Historic Data

Historic Data

Download Data
DateValue
Sep 30, 2021 125.00 Mn
Jun 30, 2021 11.00 Mn
Mar 31, 2021 44.00 Mn
Dec 31, 2020 26.00 Mn
Mar 31, 2020 39.00 Mn
Dec 31, 2019 57.00 Mn
Sep 30, 2019 6.00 Mn
Jun 30, 2019 8.00 Mn
Mar 31, 2019 2.50 Bn
Dec 31, 2018 -26.00 Mn
Sep 30, 2018 353.00 Mn
Jun 30, 2018 -36.00 Mn
Dec 31, 2017 23.00 Mn
API Access

Southern Non Operating Investment Income 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=non-operating-investment-income&ticker=SO&period=max&api_key=YOUR_API_KEY