Non-Current Assets
Other Investments
Southern Company Other Investments decreased by 1.1% to $706.00M in Q1 2026 compared to the prior quarter. Over 3 years (FY 2020 to FY 2025), Other Investments shows an upward trend with a 21.5% CAGR.
Analysis
StatementBalance Sheet Statement
SectionNon-Current Assets
CategoryCapital Allocation
SignalContext dependent
VolatilityModerate
First reportedQ4 2016
Last reportedQ4 2025
How to read this metric
An increase indicates diversification into alternative assets, while a decrease suggests a shift back to traditional liquid securities.
Detailed definition
This category includes miscellaneous investments that do not fit into standard classifications like debt or equity secur...
Peer comparison
Varies widely based on the sophistication and risk profile of the insurer's investment office.
Metric ID:
other_investmentsHistorical Data
10 periods
| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q3 '23 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Value | $494.00M | $586.00M | $653.00M | $633.00M | $576.00M | $590.00M | $602.00M | $651.00M | $714.00M | $706.00M |
| QoQ Change | — | +18.6% | +11.4% | -3.1% | -9.0% | +2.4% | +2.0% | +8.1% | +9.7% | -1.1% |
| YoY Change | — | — | — | — | +16.6% | +0.7% | -7.8% | +10.3% | — | — |
Range$494.00M – $714.00M
CAGR+17.2%
Avg YoY Growth+5.0%
Median YoY Growth+5.5%
Other Investments at Other Companies
Frequently Asked Questions
- What is Southern Company's other investments?
- Southern Company (SO) reported other investments of $706.00M in Q1 2026.
- What is the long-term trend for Southern Company's other investments?
- Over 3 years (2020 to 2025), Southern Company's other investments has grown at a 21.5% compound annual growth rate (CAGR), from $398.00M to $714.00M.
- What does other investments mean?
- Miscellaneous investments that are not standard stocks or bonds.