Southern Company (SO) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in Southern Company (SO) ten years ago, at the end of Oct 2016, was worth $27,393 at the end of Oct 2026 with every dividend reinvested: 10.6% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $55,188 reinvested (9.5% a year), or $35,413 taking the dividends as cash, $11,230 of it paid out along the way.
SO became
$55,188
S&P 500: $72,756
Return a year
9.5%
S&P 500: 11.1%
Payouts reinvested
$18,564
bought more shares
Worst drop
-24.8%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | SO total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +10.1% | $1,306 | +11.7% |
| 2025 | +9.5% | $1,700 | +17.7% |
| 2024 | +21.7% | $1,587 | +24.9% |
| 2023 | +2.2% | $1,435 | +26.2% |
| 2022 | +8.2% | $1,396 | −18.2% |
| 2021 | +16.4% | $1,254 | +28.7% |
| 2020 | +0.6% | $1,140 | +18.3% |
| 2019 | +51.6% | $1,106 | +31.2% |
| 2018 | −3.8% | $996 | −4.6% |
| 2017 | +2.4% | $951 | +21.7% |
| 2016 | +9.9% | $843 | +12.0% |
| 2015 | −0.1% | $785 | +1.2% |
| 2014 | +25.2% | $739 | +13.5% |
| 2013 | +0.5% | $658 | +32.3% |
| 2012 | −3.6% | $612 | +16.0% |
| 2011 | +26.9% | $591 | +1.9% |
| 2010 | +20.7% | $529 | +15.1% |
| 2009 | −4.9% | $486 | +26.4% |
| 2008 | +0.1% | $448 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: SO total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Southern Company (SO) at the end of Dec 2007, with dividends reinvested, was worth $55,188 at the end of Oct 2026: 9.5% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, SO turned $10,000 into $27,393 with dividends reinvested, 10.6% a year.
- Over the 5 years to Oct 2026, SO returned 12.5% a year with dividends reinvested (S&P 500: 12.0%).
- Taking SO's dividends as cash instead of reinvesting them, the same $10,000 ended at $35,413, including $11,230 of cash received; reinvesting added $19,776.
- SO's best calendar year in that time was 2019 (51.6%) and its worst 2009 (-4.9%), with dividends reinvested.
Cite this page
SmarterDividends, "Southern Company (SO) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/SO/total-return
SO total return questions
If I invested $10,000 in SO 10 years ago, how much would I have?
About $27,393 at the end of Oct 2026, with every dividend reinvested: 10.6% a year. Taking them as cash, you'd have shares worth $18,171 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is SO's total return since Dec 2007?
452% in total, or 9.5% a year, through Oct 2026 with dividends reinvested. The share price alone rose 142%.
How much of SO's return came from dividends?
About 49% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $19,776 better off on a $10,000 start.
What was SO's worst year?
2009, at -4.9% with dividends reinvested (S&P 500: 26.4%). Its deepest fall from a peak, on month-end values, was -24.8%.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.