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Southern Company and Duke Energy show strong earnings and positive outlooks in 2026 despite flat utilities sector.

Company Fundamentals
08 Aug 2026
Seeking Alpha
View Source
Bullish
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In 2026, the utilities sector has seen limited growth, with the State Street Utilities Select Sector SPDR ETF up only 1.6%. However, Southern Company and Duke Energy have reported healthy earnings with double-digit percentage increases and reaffirmed their positive outlooks for the year. Southern Company offers greater long-term price potential, while Duke Energy is more advanced in clean energy contributions, positioning it well for the future. Both stocks are currently fairly valued in the short term, making them notable options for investors interested in the green economy and utility sector growth.

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