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Also trades as: SO (NYSE) · $vol 556M · 0L8A.L (LSE) · $vol 0M · SOT.DE (XETRA) · $vol 0M

SOMN NYSE

The Southern Company
1W: +0.6% 1M: +8.4% 3M: -3.6% YTD: -2.6%
$48.60
+0.06 (+0.12%)
After Hours: $47.08 (-1.52, -3.13%)
Weekly Expected Move ±1.9%
$47 $48 $49 $50 $51
NYSE · Utilities · Regulated Electric · Tech Score Buy · Power 63 · $106.6B mcap · 1.15B float · 0.033% daily turnover · Short 57% of daily vol
Credit Risk of going bust: lower than 81% of companies Debt: 42.0% of company value Bonds: $773.3M held by 541 funds, 77 bp over Treasuries → details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.40 (down 97%), The Southern Company would be worth roughly what it owes.
Total debt $77.09B against a stock market value of $106.49B.
Distance to default 9.97 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $41.20B (short-term plus half of long-term), stock volatility 17.9%; Altman Z'' 0.86. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.

ETF Exposure

14
ETFs Holding
Total ETF Value
2.19%
Max Weight
0.496%
Avg Weight

ETF Holdings by Value

ETFs Holding SOMN

# ETF Weight Value Holdings Top 10 Wt P/E Div Yield Sector Mix
1 PFF
iShares Preferred and Income Securities ETF
0.9847% 434 21.6% 24.2 0.04%
2 PFXF
VanEck Preferred Securities ex Financials ETF
2.1900% 102 32.1% 39.6 0.05%
3 CWB
State Street SPDR Bloomberg Convertible Securities ETF
0.5093% 18 10.0% 6.2 0.02%
4 FCVSX
0.4920% 43 6.6% 15.0 0.02%
5 INCM
Franklin Income Focus ETF
0.3800% 77 13.5% -5.8 0.02%
6 FSDIX
0.0810% 348 19.8% 23.8 0.02%
7 FCSDX
0.0810% 369 19.6% 28.8 0.03%
8 FTSDX
0.0810% 369 19.6% 28.8 0.03%
9 FSIDX
0.0810% 369 19.6% 28.8 0.03%
10 FASDX
0.0810% 369 19.6% 28.8 0.03%
11 JHPI
John Hancock Investments - Preferred Income ETF
0.9300% 101 8.2% 12.7 0.05%
12 INCE
Franklin Income Equity Focus ETF
0.4500% 65 28.1% -6.2 0.03%
13 FCVT
First Trust SSI Strategic Convertible Securities ETF
0.6400% 11 13.4% -1.9 0.01%
14 GTO
Invesco Total Return Bond ETF
0.0111% 9 3.3% 18.8 0.02%
15 IYLD
iShares Morningstar Multi-Asset Income ETF
0.1472% 2,207 4.2% 23.7 0.04%
16 TOTR
T. Rowe Price Total Return ETF
0.0283% 4 0.2% -13.1 —%
17 VBF
0.0256% 8 3.8% 13.9 0.02%
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms