Southern Company (SO) — Strategic Asset Allocation Index
Southern Company (SO) has a Strategic Asset Allocation Index of 38.7% as of September 2025. Strategic assets (PP&E of $10.62 Billion plus long-term investments of $4.19 Billion) total $14.80 Billion, measured against net assets of $38.27 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See how leveraged is Southern Company's balance sheet to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Southern Company Strategic Asset Allocation Index (2000–2024)
This chart shows how Southern Company's Strategic Asset Allocation Index has evolved across 25 annual periods from 2000 to 2024. As of September 2025, the index stands at 38.7%, representing strategic assets of $14.80 Billion against net assets of $38.27 Billion USD. For live market cap and overall valuation, see market value of Southern Company.
Annual Strategic Asset Allocation Index for Southern Company (2000–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for Southern Company from 2000 to 2024, covering 25 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. See what is Southern Company's book value for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 32.2% | $11.81 Billion | $7.78 Billion | $4.04 Billion | $36.67 Billion | ▼ -4.7 pp |
| 2023 | 36.9% | $13.01 Billion | $9.22 Billion | $3.79 Billion | $35.23 Billion | ▼ -265.2 pp |
| 2022 | 302.1% | $104.33 Billion | $94.57 Billion | $9.76 Billion | $34.53 Billion | ▼ -9.0 pp |
| 2021 | 311.1% | $101.31 Billion | $91.11 Billion | $10.20 Billion | $32.57 Billion | ▲ +9.7 pp |
| 2020 | 301.4% | $98.02 Billion | $87.63 Billion | $10.39 Billion | $32.52 Billion | ▲ +9.9 pp |
| 2019 | 291.5% | $93.41 Billion | $83.08 Billion | $10.33 Billion | $32.05 Billion | ▼ -19.1 pp |
| 2018 | 310.6% | $91.09 Billion | $80.80 Billion | $10.30 Billion | $29.33 Billion | ▼ -42.9 pp |
| 2017 | 353.5% | $91.38 Billion | $79.87 Billion | $11.51 Billion | $25.85 Billion | ▲ +47.7 pp |
| 2016 | 305.8% | $81.74 Billion | $77.81 Billion | $3.93 Billion | $26.73 Billion | ▲ +16.8 pp |
| 2015 | 289.0% | $63.87 Billion | $61.11 Billion | $2.75 Billion | $22.10 Billion | ▲ +19.7 pp |
| 2014 | 269.3% | $57.36 Billion | $54.87 Billion | $2.49 Billion | $21.30 Billion | ▲ +3.4 pp |
| 2013 | 265.9% | $53.56 Billion | $51.21 Billion | $2.35 Billion | $20.14 Billion | ▲ +16.2 pp |
| 2012 | 249.7% | $48.39 Billion | $48.39 Billion | $- | $19.38 Billion | ▲ +8.5 pp |
| 2011 | 241.2% | $45.01 Billion | $45.01 Billion | $- | $18.66 Billion | ▼ -7.2 pp |
| 2010 | 248.4% | $42.00 Billion | $42.00 Billion | $- | $16.91 Billion | ▼ -3.3 pp |
| 2009 | 251.7% | $39.23 Billion | $39.23 Billion | $- | $15.59 Billion | ▼ -4.9 pp |
| 2008 | 256.6% | $35.88 Billion | $35.88 Billion | $- | $13.98 Billion | ▲ +9.1 pp |
| 2007 | 247.5% | $33.33 Billion | $33.33 Billion | $- | $13.46 Billion | ▼ -9.1 pp |
| 2006 | 256.6% | $31.09 Billion | $31.09 Billion | $- | $12.12 Billion | ▼ -4.6 pp |
| 2005 | 261.2% | $29.48 Billion | $29.48 Billion | $- | $11.29 Billion | ▼ -0.4 pp |
| 2004 | 261.7% | $28.36 Billion | $28.36 Billion | $- | $10.84 Billion | ▼ -11.7 pp |
| 2003 | 273.4% | $27.53 Billion | $27.53 Billion | $- | $10.07 Billion | ▼ -0.2 pp |
| 2002 | 273.6% | $24.64 Billion | $24.64 Billion | $- | $9.01 Billion | ▼ -2.8 pp |
| 2001 | 276.4% | $23.08 Billion | $23.08 Billion | $- | $8.35 Billion | ▲ +80.9 pp |
| 2000 | 195.5% | $21.62 Billion | $21.62 Billion | $- | $11.06 Billion | — |