If you invested $1,000 in SO — what it would be worth today
A $1,000 investment in Southern Company (The) (SO) in January 2016 would be worth $3,082 as of July 2026 with dividends reinvested — 11.4% a year. Use the dropdowns above to try any amount, ticker, or starting month back to December 1981.
Over the same period, the same $1,000 would be worth $4,545 in the S&P 500 (SPY) and $7,377 in the Nasdaq-100 (QQQ). SO trailed both the S&P 500 and the Nasdaq-100 over that period.
Growth of $1,000 in SO since January 2016#
monthlySouthern Company (The) (SO). Total return approximated via dividend- and split-adjusted closes (no taxes or fees). Not investment advice.
Growth of $1,000 in SO by starting month#
$1,000 invested in SO, by starting year#
| Invested in | Worth today | Same in QQQ | Multiple | Annualized |
|---|---|---|---|---|
| 2016 | $3,082 | $7,377 | 3.1× | 11.4% |
| 2017 | $2,919 | $6,099 | 2.9× | 12.0% |
| 2018 | $3,055 | $4,444 | 3.1× | 14.2% |
| 2019 | $2,692 | $4,439 | 2.7× | 14.3% |
| 2020 | $1,778 | $3,380 | 1.8× | 9.4% |
| 2021 | $2,037 | $2,337 | 2.0× | 14.0% |
| 2022 | $1,658 | $2,015 | 1.7× | 12.1% |
| 2023 | $1,639 | $2,465 | 1.6× | 15.5% |
| 2024 | $1,533 | $1,730 | 1.5× | 19.3% |
| 2025 | $1,225 | $1,373 | 1.2× | 15.4% |
Methodology#
Investments are assumed made at the first trading day's close of the chosen year. "Dividends reinvested" uses split- and dividend-adjusted closes (a standard total-return approximation; taxes and fees excluded). "Price-only" uses split-adjusted closes. SO data begins December 1981; values as of July 2026 and refresh daily. Past performance does not predict future returns; not investment advice.
See the live SO chart and fundamentals on the SO quote page or compare with the same investment in SPY.
FAQ
- How much would $1,000 invested in SO be worth today?
- A $1,000 investment in Southern Company (The) (SO) in January 2016 would be worth about $3,082 as of July 2026, with dividends reinvested. That works out to about 11.4% a year.
- How far back does the SO calculation go?
- SO data begins December 1981. You can pick any starting month from then to the present and see what your investment would be worth today.
- Does this include dividends?
- Yes. The default "dividends reinvested" view uses split- and dividend-adjusted closing prices — a standard total-return approximation that excludes taxes and fees. A price-only view (split-adjusted, no dividends) is also available.