Utilities · Electric Services · NYSE · CIK 92122 · FYE Dec 31 · Prices AT CLOSE 2026-08-21 (USD) Last $88.94 · Day −2.72% · Mkt cap $100.3B · P/E (FY) 22.7× · 1Y −3.7% · Off 52W high −11.8% · Vol (1Y) 17.2% Price2023-08-21 → 2026-08-21 SO close: $67.6 on 2023-08-21 to $88.9 on 2026-08-21. Split-adj closes · 240 of 6,696 · price returnⓘ At a glance | Short interest3.2% of sh out | | Days to cover7.3d | | 13F net flow (QoQ)−0.10% | | Top-10 13F concentration57.7% | | Next report (est.)2026-10-29 |
SI 2026-07-31 · 13F 2026-Q1ⓘ Key fundamentalsFY 2025 | P/E (FY)22.7× | | Sales (TTM)$30.18B | | Earnings (TTM)$4.36B | | ROE12.5% | | Net margin14.7% | | ROIC16.7% | | EPS growth 3Y6.3% | | Sales growth 3Y0.3% |
FY ratios · TTM sales/earnings (USD)ⓘ Trailing returns | YTD+3.6% | | 1Y−3.7% | | 3Y+44.7% | | 5Y+58.9% | | 10Y+156.0% | | Since incept. (ann.)+12.2% |
Total return · from 2000-01-03ⓘ Risk | Ann. volatility (1Y)17.2% | | Ann. volatility (3Y)17.8% | | Sharpe (1Y)−0.16 | | Sharpe (3Y)0.79 | | Max drawdown (1Y)−15.0% | | Max drawdown (3Y)−15.0% | | Beta (3Y vs SPY)0.07 |
Daily returns, ann.ⓘ Top institutional holders13F 2026-Q1 | Manager | Shares | Value | % sh out | QoQ |
|---|
| BlackRock, Inc. | 90.4M | $8.7B | 8.02% | +2.0% | | VANGUARD CAPITAL MANAGEMENT LLC | 71.5M | $6.9B | 6.35% | new | | STATE STREET CORP | 63.0M | $6.1B | 5.59% | +2.4% | | Capital World Investors | 56.2M | $5.4B | 4.99% | +36.7% | | JPMORGAN CHASE & CO | 43.3M | $4.2B | 3.84% | −29.8% | | PRICE T ROWE ASSOCIATES INC /MD/ | 36.4M | $3.5B | 3.23% | +5.7% | | GEODE CAPITAL MANAGEMENT, LLC | 28.4M | $2.8B | 2.52% | +4.0% | | VANGUARD PORTFOLIO MANAGEMENT LLC | 26.1M | $2.5B | 2.32% | new |
Δ vs 2025-Q4ⓘ Latest reported quarterslast report 2026-07-30 | Period end | Reported | EPS | EPS YoY | Revenue | Rev YoY |
|---|
| 2026-03-31 | 2026-04-30 | $1.20 | −0.8% | $8.40B | +8.0% | | 2025-12-31 | 2026-02-19 | $0.38 | — | $6.98B | +10.1% | | 2025-09-30 | 2025-10-30 | $1.54 | +10.8% | $7.82B | +7.5% | | 2025-06-30 | 2025-07-31 | $0.79 | −27.5% | $6.97B | +7.9% |
As-reported XBRL · next 2026-10-29 est.ⓘ Segment mixFY2025 (ended Dec 2025) Electric Utilities 82% · Southern Company Gas 18% business · TAGGED revenueⓘ Basis & disclosures - EOD closes · nothing imputed or averaged · absent “—”
- As-of differs by block · 13F = US long, 45+d lag, LOWER bound
- Not investment advice · no recommendation, price target or solicitation
- EDGAR + foreign registers · marketstack (licensed EOD) · spzco.com/methodology
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