Observatory · observe first

Southern Company

SO · United States · Electric Utilities · matched S&P 500 member. Follow its market-weight contribution.

Historical time machine
Historical observation
20182026
Universe weight
0.167%
12M weight contribution
-0.020 pp
3M weight contribution
-0.043 pp
12M price return
+19.6%

Share of matched S&P 500 members

Monthly observations through May 2024

0.00.20.42018201920202021202220232024

Company price index

A separate dimension from market allocation

1021662302018201920202021202220232024

Historical observations

Most recent 24 observations at or before the selected month

MonthMarket capUniverse weight12M weight change12M returnAbove 6M weight average
May 2024$87.6bn0.167%-0.020 pp+19.6%No
Apr 2024$80.2bn0.232%-0.039 pp+4.0%Yes
Mar 2024$78.3bn0.217%-0.041 pp+7.3%No
Feb 2024$73.4bn0.210%-0.031 pp+11.0%No
Jan 2024$75.8bn0.225%-0.027 pp+6.9%No
Dec 2023$76.5bn0.228%-0.052 pp+2.2%Yes
Nov 2023$77.4bn0.241%-0.009 pp+9.2%Yes
Oct 2023$73.4bn0.250%-0.003 pp+7.0%Yes
Sep 2023$70.6bn0.236%-0.048 pp-0.9%Yes
Aug 2023$73.9bn0.235%-0.058 pp-8.5%Yes
Jul 2023$78.9bn0.172%-0.109 pp-2.2%No
Jun 2023$76.6bn0.177%-0.118 pp+2.4%No
May 2023$76.1bn0.188%-0.102 pp-4.1%No
Apr 2023$80.2bn0.271%-0.011 pp+4.2%Yes
Mar 2023$75.8bn0.258%-0.000 pp-0.2%Yes
Feb 2023$68.7bn0.241%+0.003 pp+1.2%No
Jan 2023$73.7bn0.252%+0.004 pp+1.2%No
Dec 2022$77.7bn0.281%+0.048 pp+8.2%Yes
Nov 2022$73.6bn0.250%+0.031 pp+15.1%No
Oct 2022$71.3bn0.253%+0.033 pp+9.2%No
Sep 2022$72.3bn0.284%+0.054 pp+14.1%No
Aug 2022$81.9bn0.293%+0.060 pp+21.9%Yes
Jul 2022$81.7bn0.281%+0.049 pp+25.3%Yes
Jun 2022$75.8bn0.295%+0.069 pp+22.7%Yes

Its weight is estimated market cap divided by the total estimated market cap of matched S&P 500 members for the month. This is not an official float-adjusted S&P index weight.