Equity
Total Equity
Southern Company Total Equity increased by 1.9% to $35.30B in Q3 2023 compared to the prior quarter. Year-over-year, this metric declined by 0.5%, from $35.48B to $35.30B. Over 2 years (FY 2020 to FY 2022), Total Equity shows an upward trend with a 11.1% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
StatementBalance Sheet Statement
SectionEquity
CategoryMarket Position
SignalHigher is better
VolatilityStable
First reportedQ3 2013
Last reportedQ4 2025
How to read this metric
A growing equity base suggests increasing value for shareholders, though aggressive share buybacks can intentionally reduce this figure.
Detailed definition
The residual interest in the assets of the company after deducting all liabilities. It represents the net book value of...
Peer comparison
Used to calculate Return on Equity (ROE), a primary measure of how effectively management is using shareholder capital to generate profit.
Metric ID:
total_stockholders_equityHistorical Data
10 periods
| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Value | $32.75B | $33.22B | $27.87B | $32.63B | $33.01B | $35.48B | $34.53B | $34.56B | $34.65B | $35.30B |
| QoQ Change | — | +1.4% | -16.1% | +17.1% | +1.2% | +7.5% | -2.7% | +0.1% | +0.2% | +1.9% |
| YoY Change | — | — | — | — | +0.8% | +6.8% | +23.9% | +5.9% | +5.0% | -0.5% |
Range$27.87B – $35.48B
CAGR+3.4%
Avg YoY Growth+7.0%
Median YoY Growth+5.4%
Current Streak3 quarters growth
Total Equity at Other Companies
Frequently Asked Questions
- What is Southern Company's total equity?
- Southern Company (SO) reported total equity of $35.30B in Q3 2023.
- How has Southern Company's total equity changed year-over-year?
- Southern Company's total equity decreased by 0.5% year-over-year, from $35.48B to $35.30B.
- What is the long-term trend for Southern Company's total equity?
- Over 2 years (2020 to 2022), Southern Company's total equity has grown at a 11.1% compound annual growth rate (CAGR), from $27.97B to $34.53B.
- What does total equity mean?
- The net worth of the company belonging to the owners, calculated as total assets minus total liabilities.