SO monthly performance report
Check SO's monthly returns, drawdown, and seasonality trends — updated every month.
SO monthly report
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Key takeaways
- Southern Company (SO) closed September 2026 at $85.52, down 2.82% for the month and −6.48% over the trailing 12 months.
- Year-to-date, SO is −1.93%, underperforming the S&P 500 which has returned +11.70% YTD.
- The stock is trading −7.32% versus its 200-day moving average ($92.28), a cautious technical signal.
- Over the past three years, SO has underperformed the S&P 500 by −51.16%, with a relative strength index reading of 70.2.
- Win rate over the trailing 39 months stands at 51.3% — 20 positive months versus 19 negative months.
Southern Company ended September 2026 at $85.52, posting a monthly return of −2.82%. The S&P 500 returned −0.70% over the same window, leaving relative performance at −2.12%.
The current quarter stands at −10.65% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −7.32% versus the 200-day moving average ($92.28).
Year-to-date, SO is −1.93% against SPY +11.70%, a gap of −13.62%. The stock is currently −15.19% below its 52-week high, with maximum 3-year drawdown at −15.68%.
| Period | SO | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −1.43% | −0.12% | −1.31% |
| 1 Week | −1.89% | −0.34% | −1.55% |
| 1 Month | −2.82% | −0.70% | −2.12% |
| 3 Months | −9.32% | +2.80% | −12.12% |
| 6 Months | −12.74% | +13.85% | −26.59% |
| YTD | −1.93% | +11.70% | −13.62% |
| 12 Months | −6.48% | +15.01% | −21.50% |
| 3 Years | +20.54% | +71.69% | −51.16% |
| Rank | Month | Return |
|---|---|---|
| #1 | Feb 2026 | +9.04% |
| #2 | May 2024 | +9.03% |
| #3 | Jul 2024 | +7.67% |
| #4 | Feb 2025 | +6.96% |
| #5 | Mar 2024 | +6.68% |
| Rank | Month | Return |
|---|---|---|
| #1 | Dec 2024 | −7.64% |
| #2 | Aug 2026 | −6.92% |
| #3 | Aug 2023 | −6.37% |
| #4 | May 2026 | −4.81% |
| #5 | Sep 2023 | −4.44% |
| Quarter | Return |
|---|---|
| Q2 2025 | −0.13% |
| Q3 2025 | +3.20% |
| Q4 2025 | −7.99% |
| Q1 2026 | +10.69% |
| Q2 2026 | −0.84% |
| Q3 2026 (QTD) | −10.65% |
| Year | Return |
|---|---|
| 2023 | −1.81% |
| 2024 | +17.40% |
| 2025 | +5.93% |
| 2026 | −1.93% |
| Metric | Value |
|---|---|
| 52-Week High | $100.84 (2025-10-16) |
| 52-Week Low | $83.80 (2025-12-10) |
| Current Price | $85.52 |
| 200-Day Moving Average | $92.28 |
| Price vs 200DMA | −7.32% |
| 3-Year Maximum Drawdown | −15.68% (2025-12-10) |
| Current Drawdown from 52W High | −15.19% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 70.2 |
| 3-Year Excess Return vs S&P 500 | −51.16% |
| RS Peak | 110.1 (Apr 2025) |
| RS Trough | 70.2 (Sep 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was SO's return for this report period?
SO returned −2.82% in the latest monthly window ending 2026-09-18.
Has SO outperformed SPY year to date?
YTD SO: −1.93% vs SPY: +11.70%.
What is SO's 12-month return?
−6.48% over the trailing 12 months.
Is SO above or below its 200-day moving average?
Price is −7.32% versus 200DMA ($92.28).
What is the maximum drawdown in the 3-year window?
−15.68% on 2025-12-10.