Southern Company (SO) — Long-term Investment Intensity
Southern Company (SO) has a Long-term Investment Intensity of 2.7% as of September 2025. Long-term investments of $4.19 Billion represent 2.7% of total assets of $153.25 Billion. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. Check Southern Company (SO) asset resilience to evaluate the company's liquid asset resilience ratio.
LT Investment Intensity
Long-term Investments
Total Assets
Country
Southern Company Long-term Investment Intensity (2013–2024)
This chart shows how Southern Company's Long-term Investment Intensity has evolved across 12 annual periods from 2013 to 2024. As of September 2025, the intensity stands at 2.7%, reflecting long-term investments of $4.19 Billion against total assets of $153.25 Billion USD. For the complete balance sheet picture, see Southern Company (SO) total assets.
Annual Long-term Investment Intensity for Southern Company (2013–2024)
The table below presents the year-by-year Long-term Investment Intensity for Southern Company from 2013 to 2024, covering 12 annual filings. Each row shows total assets, long-term investments, the intensity percentage, and the change in percentage points compared to the prior year. Read SO current and long-term liabilities for a breakdown of total debt and financial obligations.
| Year | LT Investment Intensity | LT Investments (USD) | Total Assets | Change (pp) |
|---|---|---|---|---|
| 2024 | 2.8% | $4.04 Billion | $145.18 Billion | ▲ +0.1 pp |
| 2023 | 2.7% | $3.79 Billion | $139.33 Billion | ▼ -4.5 pp |
| 2022 | 7.2% | $9.76 Billion | $134.89 Billion | ▼ -0.8 pp |
| 2021 | 8.0% | $10.20 Billion | $127.53 Billion | ▼ -0.4 pp |
| 2020 | 8.4% | $10.39 Billion | $122.94 Billion | ▼ -0.3 pp |
| 2019 | 8.7% | $10.33 Billion | $118.70 Billion | ▼ -0.1 pp |
| 2018 | 8.8% | $10.30 Billion | $116.91 Billion | ▼ -1.6 pp |
| 2017 | 10.4% | $11.51 Billion | $111.00 Billion | ▲ +6.8 pp |
| 2016 | 3.6% | $3.93 Billion | $109.70 Billion | ▲ +0.1 pp |
| 2015 | 3.5% | $2.75 Billion | $78.32 Billion | ▼ 0.0 pp |
| 2014 | 3.5% | $2.49 Billion | $70.23 Billion | ▼ -0.1 pp |
| 2013 | 3.6% | $2.35 Billion | $64.55 Billion | — |