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Why Southern Company Stock Has Underperformed Its Peers

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Part 2
Why Southern Company Stock Has Underperformed Its Peers PART 2 OF 12

Comparing Southern Company’s Total Returns with Its Peers

Total returns

In this part, we’ll look at the total returns of the top utilities. As we discussed earlier, Southern Company (SO) has significantly lagged behind the broader utilities and broader markets in the last one-year, three-year, and five-year periods. In the last one-year period, Southern Company has returned -3%, including dividends, while the Utilities Select Sector SPDR ETF (XLU) has returned more than 12%.

Southern Company’s dividends contributed to its total returns, but its stock price movement wiped away much of its gains.

Comparing Southern Company’s Total Returns with Its Peers

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NextEra Energy (NEE), the leading clean energy developer, led its peers in terms of total returns. NEE also beat the broader utilities and broader markets in the last one-year, three-year, and five-year periods.

In the last one-year period, NEE’s returns, including dividends, came in at a hefty 24% in the last five years. It returned 20% compounded annually. NextEra Energy’s epic stock surge and solid dividend growth during this period resulted in this outstanding performance.

The Utilities Select Sector SPDR ETF (XLU) has returned 12.5% in the last one-year period. In the last five years, it has returned 12% compounded annually.

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