Relative Intelligence · Electric Utilities
How Southern (SOMN) compares with the whole market and its popular alternatives
Built by QuantCommons' quantitative engine, this page is about relative opportunity, not data on SOMN alone. It places SOMN (The Southern Company) against 20+ popular alternatives, its neighboring categories and the entire market of over 10,000 U.S.-listed stocks and ETFs, and surfaces what has done better on consistent outperformance, return for the risk taken and diversification. The result is a clearer view of where SOMN stands in the market, and of the alternatives worth a closer look.
Period covered: SOMN's full trading record. All returns include reinvested dividends. Data as of October 20, 2026.
Data as of October 20, 2026. Full tables and charts read best on a larger screen.
SOMN began trading in November 2025, so it has less than a year of history. This page compares it over the periods it has, so it may be missing long-term perspectives that will appear as its record grows.
On this page3 sections
Key findings
- Right nowOver the past 6 months, SOMN fell 1.6% while the S&P 500 rose 9.1%. Not every peer went the same way. Over the past 6 months, ED (Consolidated Edison) rose 3.8% and ETR (Entergy) fell 6.4%. Consistency ↓
- Stock or market?SOMN fell 2.2% over the past 3 months, 3.9 points ahead of the electric utilities ETF XLU (State Street Utilities Select Sector SPDR ETF), which fell 6.1%. The S&P 500 rose 3.9%. Last month cut against the tape: SOMN rose 5.0% while the S&P 500 fell 0.6%.
SOMN at a glance
This section summarizes the key facts about the stock, its returns over the months since it began trading and the risk it has carried, with dividends reinvested throughout. These figures serve as the baseline for every comparison that follows.
Note: SOMN began trading on November 4, 2025, so every figure here, including its worst decline, covers only the time since then. None of them reflect the dot-com bust, the 2008 financial crisis or eight other sell-offs.
- SOMN's deepest decline since it began trading in 2025 was 12.3%, from March to September 2026. It has not yet climbed back to that peak.
- SOMN is 5.7% below its all-time high.
The company
- Market value
- $102B
- Industry
- Regulated Electric
- Price history from
- November 2025
Returns
- Past 1 month
- +5.0%total return
- Past 3 months
- −2.2%total return
- Past 6 months
- −1.6%total return
Risk
- Worst decline ever
- −12.3%Mar 2026 to Sep 2026
- From its all-time high
- −5.7%below the peak
SOMN against its popular alternatives
The investments people most often weigh against SOMN, compared period by period and year by year.
Has SOMN consistently beaten its popular alternatives?
This section compares SOMN with the investments people most often weigh against it, checking each one over four periods from one month to the year to date. Counting how often an alternative earned more than SOMN helps separate lasting outperformance from a single strong stretch.
- Two of the 24 popular alternatives, ED and PNW, outperformed SOMN in at least 3 of 4 timeframes.
A green cell means the alternative earned more than SOMN over that period. "Qualified" marks those that did so in at least 3 of 4 periods.
| Investment | Periods outperformed | Short term | Risk | Fund | |||||
|---|---|---|---|---|---|---|---|---|---|
| 1M | 3M | 6M | YTD | Worst declinepast 10 years | Expense | Assets | Overlapsame sectors | ||
| SOMN The Southern Company (this page) | — | +5.0% | −2.2% | −1.6% | +2.5% | — | — | $102B | — |
| ED QualifiedConsolidated Edison, Inc. | 4/4 short | +7.8% | +1.7% | +3.8% | +14.7% | −30.9% | — | $41B | — |
| PNW QualifiedPinnacle West Capital Corporation | 3/4 short | +10.3% | −2.3% | +1.8% | +20.0% | −39.3% | — | $12B | — |
| EVRG Regulated ElectricEvergy, Inc. | 2/4 short | +4.5% | −1.9% | +3.2% | +16.3% | −38.8% | — | $19B | — |
| AEP Regulated ElectricAmerican Electric Power Company, Inc. | 2/4 short | +6.0% | −2.2% | −3.1% | +12.4% | −32.9% | — | $69B | — |
| D Regulated ElectricDominion Energy, Inc. | 2/4 short | 0.0% | −9.8% | +3.0% | +9.4% | −52.2% | — | $55B | — |
| SO Regulated ElectricThe Southern Company | 2/4 short | +6.1% | −3.2% | −1.4% | +6.6% | −38.4% | — | $104B | — |
| CNP Regulated ElectricCenterPoint Energy, Inc. | 2/4 short | +5.9% | −5.8% | −4.7% | +5.7% | −59.8% | — | $27B | — |
| XEL Regulated ElectricXcel Energy Inc. | 2/4 short | +6.7% | −1.7% | −3.0% | +5.1% | −34.4% | — | $48B | — |
| ETR Regulated ElectricEntergy Corporation | 1/4 short | +3.5% | −5.5% | −6.4% | +14.1% | −42.0% | — | $50B | — |
| AEE Regulated ElectricAmeren Corporation | 1/4 short | +4.3% | −3.1% | −3.2% | +7.6% | −29.1% | — | $29B | — |
| LNT Regulated ElectricAlliant Energy Corporation | 1/4 short | +5.1% | −7.0% | −4.3% | +6.5% | −33.5% | — | $18B | — |
| DUK Regulated ElectricDuke Energy Corporation | 1/4 short | +3.9% | −2.7% | −3.5% | +6.0% | −37.4% | — | $95B | — |
| WEC Regulated ElectricWEC Energy Group, Inc. | 1/4 short | +5.1% | −2.5% | −3.9% | +4.8% | −32.3% | — | $35B | — |
| FE Regulated ElectricFirstEnergy Corp. | 1/4 short | +1.7% | −4.9% | −5.7% | +4.1% | −47.7% | — | $26B | — |
| PPL Regulated ElectricPPL Corporation | 1/4 short | +4.7% | −1.5% | −9.2% | +0.9% | −48.7% | — | $26B | — |
| CMS Regulated ElectricCMS Energy Corporation | 1/4 short | +5.8% | −5.4% | −9.8% | −0.6% | −29.6% | — | $21B | — |
| DTE Regulated ElectricDTE Energy Company | 0/4 short | +2.5% | −10.6% | −9.8% | +1.7% | −42.4% | — | $27B | — |
| EXC Regulated ElectricExelon Corporation | 0/4 short | +2.5% | −5.5% | −5.5% | +0.7% | −40.0% | — | $44B | — |
| ES Regulated ElectricEversource Energy | 0/4 short | −2.2% | −10.6% | −2.2% | −0.5% | −41.7% | — | $25B | — |
| VPU UtilitiesVanguard Utilities ETF | 0/4 short | +2.8% | −6.1% | −7.3% | −1.3% | −36.4% | 0.09% | $9.5B | — |
| PFF Dividend & IncomeiShares Preferred and Income Securities ETF | 0/4 short | −3.9% | −3.3% | −5.5% | −3.9% | −34.1% | 0.45% | $12B | — |
| SOJE Regulated ElectricSouthern Company (The) Series 2 | 0/4 short | −1.9% | −5.2% | −7.3% | −7.7% | −30.4% | — | $103B | — |
| PEG Regulated ElectricPublic Service Enterprise Group Incorporated | 0/4 short | +2.2% | −8.1% | −10.7% | −10.2% | −40.8% | — | $35B | — |
| SOJD Regulated ElectricSouthern Company (The) Series 2 | 0/4 short | −2.9% | −7.2% | −11.3% | −10.5% | −38.1% | — | $20B | — |
Risk and diversification
How SOMN has fallen, how it held up in crashes beside the S&P 500 and its popular alternatives, and what moves independently of it.
What were SOMN's worst declines?
A drawdown is the decline from a peak to the lowest point before a new high. This section presents SOMN's two deepest drawdowns since it began trading in 2025, alongside the S&P 500's return over the same dates, and how long each took to recover. Together, these figures show how much an investor could have lost and how long it took to get back to even.
Note: SOMN began trading on November 4, 2025, so this list cannot include the dot-com bust, the 2008 financial crisis or eight other sell-offs.
- None of these declines kept SOMN below its old high for long; the longest climb back took one months.
Green means SOMN fell less than the S&P 500 over the same dates. Based on daily closing prices with dividends reinvested.
| During | SOMN fell | S&P 500, same dates | Peak | Low | Time to the low | Back at the peak | Time to recover |
|---|---|---|---|---|---|---|---|
| No named crash | −12.3% | +16.5% | Mar 2026 | Sep 2026 | 6 months | Not yet | — |
| No named crash | −5.8% | −0.2% | Nov 2025 | Dec 2025 | 1 month | Jan 2026 | 1 month |
Common questions
What was SOMN's worst drawdown?
SOMN's deepest decline since it began trading in 2025 was 12.3%, from March to September 2026. It has not yet climbed back to that peak. Because SOMN launched in November 2025, that record does not include the dot-com bust, the 2008 financial crisis or eight other sell-offs.
What are the best alternatives to SOMN?
Of the 24 popular alternatives we compared, two outperformed SOMN in at least 3 of 4 timeframes, with dividends reinvested: ED and PNW.
How we measure
- Short-term periods are 1M, 3M, 6M, YTD. An investment outperformed in a period when its total return, with dividends reinvested, was higher than SOMN's. Returns within 0.5 points or 3% of SOMN's, whichever is larger, count as a tie.
- "Qualified" means outperforming in at least 3 of 4 periods. "All-weather" means outperforming in every long-term period and all but one short-term period.
- Popular alternatives are the funds and stocks most often compared with this one. We include only those that trade today, are not leveraged or inverse, and hold at least $200 million.
- A decline, or drawdown, runs from a peak to the lowest close before the next high. The worst decline ever uses all the price history we have; comparisons between funds use the past 10 years so that younger funds are judged on the same stretch.
- Sector overlap is the share of assets two funds hold in the same sectors. Correlation and the mixed-portfolio figures use monthly returns.
- Figures are computed from daily adjusted prices and update after each trading day. Past performance does not predict future results.
More research
Popular alternatives to SOMN
EDConsolidated Edison
AEPAmerican Electric Power
DDominion Energy
SOSouthern
XELXcel Energy
ETREntergy
DUKDuke Energy
EXCExelon
SOJESouthern Company (The) Series 2
SCHD
NVDA
AAPL