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What changed in SO's 10-Q
Source: 10-Q filed 2026-04-30 · compared against 10-Q 2025-10-30. Every passage below is quoted verbatim from the filing itself.
Risk factors
This filing
uncertainties related to projected significant growth in electricity demand driven primarily by data centers and other large load customers, and the related requirement for substantial new generation and transmission investments, creating capital access and revenue recovery risks
Demand/Growth
This filing
since 2023, the traditional electric operating companies have contracts with new data centers and other large load customers covering approximately 11 gigawatts of electric load
Regulatory/Definitions
This filing
OBBB — One Big Beautiful Bill Act
Future Earnings Potential
This filing
these opportunities present risks such as capital access and cost recovery risks
What it means — the analyst reading
The passages above are the company's own words. The plain-English reading of them — what changed, why it matters, and the direction of travel, plus 2 further changes without a quotable passage — is part of the Filing Change Monitor.
See the Filing Change Monitor →Compared from narrative excerpts (outlook, risks, MD&A) of both filings — quotes are verbatim from the new filing. Not advice. Source: company SEC filings via stockportfolio.pro. Educational, not investment advice.