Southern Company: Data Centers And Regulated Utilities Power Long-Term Optimism But I'll Wait
2025-06-20 10:14:42 ET
Investment Thesis
The Southern Company (NYSE: SO ) is one of the most prominent utility companies in the US, with more than 9 million customers. Founded by James Mitchell in 1912 and incorporated in 1945, the utility giant has over 28,000 employees and serves clients across three states: Georgia, Alabama, and Mississippi. The company is one of the country's largest utility companies and the biggest in the Southeast US. While the natural gas infrastructure is a major component of Southern Company’s energy portfolio, it has been adding renewable energy sources. The management is keen on partaking in the energy transition, with aggressive goals to reduce GHG by 50% in 2030, based on the 2007 baseline, and achieve net-zero GHG emissions by 2050....
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Southern Company: Data Centers And Regulated Utilities Power Long-Term Optimism But I'll Wait
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