Net Assets for Southern Company (SO)
According to Southern Company's latest reported financial statements, the company's latest reported net assets is $36.02B USD. Net assets — also called stockholders' equity — equal total assets minus total liabilities. They represent the residual claim of shareholders on the company's assets and roughly track book value over time.
Headline figure above is from the reporting period ending (reported ). Chart and table below cover the full reported history back to .
Currently viewingNet AssetsSwitch metric
Latest period
$36.02B
YoY change
+8.5%
5Y CAGR
+5.0%
Peak year (2025)
$36.02B
Latest annual
$36.02B
Net Assets history chart for Southern Company (SO) from 1994 to 2025
Net Assets history table for Southern Company (SO) from 1994 to 2025
| Fiscal year | Period ended | Reported | Net Assets | YoY |
|---|---|---|---|---|
| 2025 | $36.02B | +8.5% | ||
| 2024 | $33.21B | +5.6% | ||
| 2023 | $31.44B | +3.4% | ||
| 2022 | $30.41B | +8.0% | ||
| 2021 | $28.16B | -0.3% | ||
| 2020 | $28.26B | +1.7% | ||
| 2019 | $27.80B | +11.1% | ||
| 2018 | $25.01B | +2.1% | ||
| 2017 | $24.49B | -3.9% | ||
| 2016 | $25.48B | +19.5% | ||
| 2015 | $21.32B | +1.1% | ||
| 2014 | $21.08B | +4.7% | ||
| 2013 | $20.14B | +3.9% | ||
| 2012 | $19.38B | +3.9% | ||
| 2011 | $18.66B | +10.4% | ||
| 2010 | $16.91B | +8.5% | ||
| 2009 | $15.59B | +11.5% | ||
| 2008 | $13.98B | +3.8% | ||
| 2007 | $13.46B | +11.1% | ||
| 2006 | $12.12B | +7.4% | ||
| 2005 | $11.29B | +4.1% | ||
| 2004 | $10.84B | +7.6% | ||
| 2003 | $10.07B | +11.8% | ||
| 2002 | $9.01B | +7.9% | ||
| 2001 | $8.35B | -24.5% | ||
| 2000 | $11.06B | +15.5% | ||
| 1999 | $9.57B | -5.8% | ||
| 1998 | $10.17B | +0.3% | ||
| 1997 | $10.14B | -0.5% | ||
| 1996 | $10.20B | +0.9% | ||
| 1995 | $10.10B | +6.2% | ||
| 1994 | $9.52B | — |
Net Assets values are taken from Southern Company's reported balance sheets (10-Q quarterly and 10-K annual filings with the U.S. Securities and Exchange Commission). Each row shows the period end date and the date the filing was reported; YoY compares each figure to the same period one year earlier. Amounts are in USD as filed.
Analysis
The 2025 reading of Southern Company (SO) net assets is $36.02B – grew 8.5% year-over-year.
Across 2020–2025 (5 years), Southern Company net assets produced a CAGR of +5.0% – sustaining 4 straight years of year-over-year growth.
The dataset's maximum net assets sits at $36.02B (2025); the minimum reading of $8.35B dates to 2001.
Among 8 Utilities peers, Southern Company (SO) ranks 3rd; the peer median for net assets is $30.11B.
Southern Company Net Assets by Year
Southern Company Net Assets 2025: $36.02B
Southern Company net assets in 2025 was $36.02B, grew 8.5% from 2024. This figure represents the highest annual value in the available history.
Southern Company Net Assets 2024: $33.21B
Southern Company net assets in 2024 was $33.21B, grew 5.6% from 2023.
Southern Company Net Assets 2023: $31.44B
Southern Company net assets in 2023 was $31.44B, edged up 3.4% from 2022.
Southern Company Net Assets 2022: $30.41B
Southern Company net assets in 2022 was $30.41B, grew 8.0% from 2021.
Southern Company Net Assets 2021: $28.16B
Southern Company net assets in 2021 was $28.16B.
See more financial history for Southern Company (SO).
Sector peers — Net Assets
Companies in the same sector as Southern Company, ranked by their latest net assets.
| Company | Net Assets | Sector |
|---|---|---|
| NextEra Energy, Inc. (NEE) | $54.61B | Utilities |
| Duke Energy Corporation (DUK) | $51.84B | Utilities |
| Sempra (SRE) | $31.61B | Utilities |
| American Electric Power Company, Inc. (AEP) | $31.14B | Utilities |
| Dominion Energy, Inc. (D) | $29.08B | Utilities |
| Constellation Energy Corporation (CEG) | $14.52B | Utilities |
| GE Vernova Inc. (GEV) | $11.18B | Utilities |
| Vistra Corp. (VST) | $5.11B | Utilities |
Frequently asked questions
What is Southern Company's net assets?
- Latest reported net assets for Southern Company (SO) is $36.02B (period ending December 31, 2025).
How has Southern Company net assets changed year-over-year?
- Southern Company (SO) net assets changed +8.5% year-over-year on the latest annual filing.
What is the long-term growth rate of Southern Company net assets?
- Southern Company (SO) net assets compound annual growth rate is +5.0% over the most recent 5 years available.
When did Southern Company net assets hit its highest annual value?
- Southern Company net assets reached its highest annual value of $36.02B in 2025.
What was Southern Company net assets in 2024?
- Southern Company (SO) net assets in 2024 was $33.21B.
What was Southern Company net assets in 2025?
- Southern Company (SO) net assets in 2025 was $36.02B.
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