Southern Company
SO
Southern Company (NYSE: SO) is a U.S. utility operating Vogtle nuclear plant and developing new AP1000 units.
Southern owns and operates Vogtle Units 1-4 (4.5 GW total), with Units 3 and 4 as the first new U.S. reactors in decades, achieving commercial operation in 2023-2024. It supplies power to Georgia and Alabama customers. The company invests in SMRs via partnerships like X-energy.
Why it matters now
Vogtle's completion highlights large reactor restart viability for 2025-2026 investments, while Southern's SMR pursuits align with data center and industrial decarbonization needs.