Non-Current Assets
Special Use Funds
Southern Company Special Use Funds decreased by 2.0% to $2.89B in Q1 2026 compared to the prior quarter. Over 3 years (FY 2020 to FY 2025), Special Use Funds shows an upward trend with a 8.6% CAGR.
Analysis
StatementBalance Sheet Statement
SectionNon-Current Assets
CategoryRisk
SignalContext dependent
VolatilityStable
First reportedQ4 2014
Last reportedQ1 2026Apr 30, 2026
How to read this metric
An increase indicates proactive funding of future liabilities, while a decrease may signal the use of funds for their intended purpose or a change in funding strategy.
Detailed definition
These are restricted assets set aside to meet specific long-term obligations, such as nuclear decommissioning costs or e...
Peer comparison
Highly specific to utilities, mining, and heavy industrial companies with significant environmental or decommissioning mandates.
Metric ID:
special_use_fundsHistorical Data
10 periods
| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q3 '23 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Value | $2.46B | $2.45B | $2.54B | $2.4B | $2.15B | $2.03B | $2.15B | $2.21B | $2.95B | $2.89B |
| QoQ Change | — | -0.4% | +3.9% | -5.5% | -10.5% | -5.5% | +5.6% | +2.9% | +33.5% | -2.0% |
| YoY Change | — | — | — | — | -12.5% | -17.0% | -15.6% | +8.7% | — | — |
Range$2.03B – $2.95B
CAGR+7.4%
Avg YoY Growth-9.1%
Median YoY Growth-14.1%
Special Use Funds at Other Companies
Frequently Asked Questions
- What is Southern Company's special use funds?
- Southern Company (SO) reported special use funds of $2.89B in Q1 2026.
- What is the long-term trend for Southern Company's special use funds?
- Over 3 years (2020 to 2025), Southern Company's special use funds has grown at a 8.6% compound annual growth rate (CAGR), from $2.3B to $2.95B.
- What does special use funds mean?
- Money set aside in restricted accounts for specific future obligations like environmental cleanup or plant decommissioning.