Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

SO Relative to the S&P 500

SO Relative to the Sector

% of Revenue Generated in Each Quarter

% of Free Cash Flow Generated in Each Quarter

% of Net Income Generated in Each Quarter

Seasonal Chart Analysis

Analysis of the Southern Co. (NYSE:SO) seasonal charts above shows that a Buy Date of July 14 and a Sell Date of October 3 has resulted in a geometric average return of 1.78% above the benchmark rate of the S&P 500 Total Return Index over the past 20 years. This seasonal timeframe has shown positive results compared to the benchmark in 14 of those periods. This is a good rate of success and the return outperforms the relative buy-and-hold performance of the stock over the past 20 years by an average of 1.96% per year.

The seasonal timeframe correlates Strongly with the period of seasonal strength for the Utilities sector, which runs from July 23 to October 3. The seasonal chart for the broad sector is available via the following link: Utilities Sector Seasonal Chart.

Southern is one of the largest utilities in the U.S. The company serves 9 million customers with vertically integrated electric utilities in three states and natural gas distribution utilities in four states. It owns 50 gigawatts of rate-regulated generating capacity, primarily for serving customers in Georgia, Alabama, and Mississippi. Subsidiary Southern Power owns 12 gigawatts of mostly non-rate-regulated renewable energy capacity across the U.S. and sells the electricity primarily under long-term contracts.

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Stocks mentioned in this post: SO