Seasonality
SO seasonality — Southern Company
Over the last 11 years, SO's strongest month on average has been July (+3.8%) and its weakest August (-1.9%).
Average return by month
Month-by-month statistics
| Month | Avg | Median | Up % | Best | Worst | Yrs |
|---|---|---|---|---|---|---|
| Jan | +1.10% | +0.91% | 60% | +10.7% | -6.2% | 10 |
| Feb | -1.84% | -3.50% | 40% | +9.0% | -14.3% | 10 |
| Mar | +3.54% | +3.86% | 70% | +11.9% | -10.3% | 10 |
| Apr | +2.70% | +2.72% | 90% | +6.5% | -0.1% | 10 |
| May | -0.32% | -0.77% | 50% | +9.0% | -5.2% | 10 |
| Jun | -1.56% | -1.25% | 50% | +4.0% | -9.2% | 10 |
| Jul | +3.77% | +3.96% | 90% | +7.8% | -1.2% | 10 |
| Aug | -1.90% | -1.04% | 50% | +3.7% | -9.9% | 10 |
| Sep | -0.93% | +0.71% | 50% | +6.0% | -11.8% | 10 |
| Oct | +3.10% | +2.36% | 80% | +13.1% | -3.7% | 10 |
| Nov | +0.88% | -1.07% | 44% | +5.5% | -3.1% | 9 |
| Dec | +0.18% | +0.71% | 50% | +12.2% | -7.6% | 10 |
Monthly returns heat map — SO
price return, %| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.4 | 9.0 | -0.9 | 0.2 | -4.8 | 4.0 | -1.2 | -6.9 | -5.8 | 13.1 | -1.5 | +5.9% | |
| 2025 | 2.0 | 7.0 | 2.4 | -0.1 | -2.1 | 2.0 | 2.9 | -2.3 | 2.7 | -0.8 | -3.1 | -4.3 | +5.9% |
| 2024 | -0.9 | -3.3 | 6.7 | 2.5 | 9.0 | -3.2 | 7.7 | 3.5 | 4.4 | 0.9 | -2.1 | -7.6 | +17.4% |
| 2023 | -5.2 | -6.8 | 10.3 | 5.7 | -5.2 | 0.7 | 3.0 | -6.4 | -4.4 | 4.0 | 5.5 | -1.2 | -1.8% |
| 2022 | 1.3 | -6.8 | 11.9 | 1.2 | 3.1 | -5.8 | 7.8 | 0.2 | -11.8 | -3.7 | 3.3 | 5.6 | +4.1% |
| 2021 | -4.1 | -3.7 | 9.6 | 6.5 | -3.4 | -5.3 | 5.5 | 2.9 | -5.7 | 0.6 | -2.0 | 12.2 | +11.6% |
| 2020 | 10.5 | -14.3 | -10.3 | 4.8 | 0.6 | -9.2 | 5.3 | -4.5 | 3.9 | 6.0 | 4.2 | 2.6 | -3.6% |
| 2019 | 10.7 | 2.2 | 4.0 | 3.0 | 0.5 | 3.3 | 1.7 | 3.7 | 6.0 | 1.4 | -1.1 | 2.8 | +45.0% |
| 2018 | -6.2 | -4.5 | 3.7 | 3.3 | -2.6 | 3.1 | 4.9 | -9.9 | -0.4 | 3.3 | 5.1 | -7.2 | -8.7% |
| 2017 | 0.5 | 2.8 | -2.0 | 0.0 | 1.6 | -5.4 | 0.1 | 0.7 | 1.8 | 6.2 | -1.9 | -6.1 | -2.2% |
| 2016 | 5.1 |