The Southern Co.

ISIN US8425871071

 | 

WKN 852523

Marktkapitalisatie (in EUR)
94,437 m
Land
United States
Sector
Utilities
Dividendrendement
3.04%
 

Overzicht

Koers

Beschrijving

The Southern Co is a holding company, which engages in the generation and sale of electricity. It operates through the following segments: Traditional Electric Operating Companies, Southern Power, and Southern Company Gas. The Traditional Electric Operating Companies segment refers to vertically integrated utilities that own generation, transmission and distribution facilities, and supplies electric services in the states of Alabama, Georgia, Florida, and Mississippi. The Southern Power segment constructs, acquires, owns, and manages generation assets such as renewable energy projects and sells electricity in the wholesale market. The Southern Company Gas segment distributes natural gas through natural gas distribution facilities in the states of Illinois, Georgia, Virginia, New Jersey, Florida, Tennessee, and Maryland. The company was founded on November 9, 1945, and is headquartered in Atlanta, GA.
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Utilities Energy Utilities United States

Grafiek

Financiële kerngegevens

Kerncijfers

Marktkapitalisatie, EUR 94,437 m
WPA, EUR 3.47
KBV 3.0
K/W 24.9
Dividendrendement 3.04%

Winst- en verliesrekening (2025)

Omzet, EUR 26,196 m
Netto-inkomen, EUR 3,848 m
Winstmarge 14.69%

In welke ETF zit The Southern Co.?

Er zijn 51 ETF's die The Southern Co. bevatten. Al deze ETF's staan in de tabel hieronder. De ETF met de grootste weging van The Southern Co. is de iShares Global Infrastructure UCITS ETF USD (Dist).
ETF Weging Investeringsfocus Fondsgrootte (in m EUR)
iShares MSCI World UCITS ETF (Dist) 0,12%
Aandelen
Wereld
7.117
UBS Core MSCI World UCITS ETF USD acc 0,12%
Aandelen
Wereld
7.056
JPMorgan Active US Value UCITS ETF USD (acc) 0,80%
Aandelen
Verenigde Staten
Waarde
61
JPMorgan Active US Value UCITS ETF EUR Hedged (acc) 0,80%
Aandelen
Verenigde Staten
Waarde
4
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating 0,08%
Aandelen
Wereld
Multi-assetstrategie
934
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist) 0,45%
Aandelen
Verenigde Staten
Buffer
Alternatieve beleggingen
5
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0,11%
Aandelen
Wereld
31.452
iShares MSCI North America UCITS ETF 0,17%
Aandelen
Noord-Amerika
1.179
UBS Core MSCI World UCITS ETF USD dis 0,12%
Aandelen
Wereld
1.352
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc 0,25%
Aandelen
Wereld
Dividend
2.000
Vanguard FTSE Developed World UCITS ETF Acc 0,12%
Aandelen
Wereld
4.984
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) 0,35%
Aandelen
Wereld
Sociaal/Milieu
1.546
JPMorgan BetaBuilders US Equity UCITS ETF (Dist) 0,18%
Aandelen
Verenigde Staten
4
UBS Core MSCI World UCITS ETF hGBP dis 0,12%
Aandelen
Wereld
88
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing 0,03%
Aandelen
Wereld
Multi-assetstrategie
36
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist) 0,38%
Aandelen
Verenigde Staten
Technologie
Covered Call
Alternatieve beleggingen
2.427
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF EUR (Dist) 0,38%
Aandelen
Verenigde Staten
Covered Call
Alternatieve beleggingen
2
iShares MSCI ACWI UCITS ETF USD (Acc) 0,11%
Aandelen
Wereld
22.725
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing 0,08%
Aandelen
Wereld
Multi-assetstrategie
69
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist) 1,70%
Aandelen
Wereld
Covered Call
Alternatieve beleggingen
1.205
UBS Core MSCI World UCITS ETF hEUR acc 0,12%
Aandelen
Wereld
508
UBS Core MSCI USA UCITS ETF EUR Hedged dis 0,18%
Aandelen
Verenigde Staten
167
Vanguard S&P 500 UCITS ETF (USD) Distributing 0,18%
Aandelen
Verenigde Staten
39.469
Vanguard FTSE Developed World UCITS ETF Distributing 0,12%
Aandelen
Wereld
3.453
iShares Global Infrastructure UCITS ETF USD (Dist) 3,19%
Aandelen
Wereld
Infrastructuur
1.885
Vanguard FTSE North America UCITS ETF (USD) Accumulating 0,17%
Aandelen
Noord-Amerika
2.166
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (Dist) 1,16%
Aandelen
Verenigde Staten
Covered Call
Alternatieve beleggingen
14
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist) 1,16%
Aandelen
Verenigde Staten
Covered Call
Alternatieve beleggingen
304
JPMorgan Nasdaq Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist) 0,39%
Aandelen
Verenigde Staten
Buffer
Alternatieve beleggingen
7
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist) 0,92%
Aandelen
Verenigde Staten
Lage volatiliteit/Risico-gewogen
96
JPMorgan Active US Value UCITS ETF USD (dist) 0,80%
Aandelen
Verenigde Staten
Waarde
6
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating 0,03%
Aandelen
Wereld
Multi-assetstrategie
94
JPMorgan Global Equity Multi-Factor UCITS ETF USD (Dist) 0,29%
Aandelen
Wereld
Multi-factorstrategie
0
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing 0,03%
Aandelen
Wereld
Multi-assetstrategie
14
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating 0,05%
Aandelen
Wereld
Multi-assetstrategie
727
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc) 1,70%
Aandelen
Wereld
Covered Call
Alternatieve beleggingen
91
JPMorgan Active US Equity UCITS ETF USD (dist) 0,89%
Aandelen
Verenigde Staten
Sociaal/Milieu
7
Xtrackers MSCI World UCITS ETF 1D 0,13%
Aandelen
Wereld
4.109
JPMorgan Global Equity Premium Income Active UCITS ETF EUR (Dist) 1,70%
Aandelen
Wereld
Covered Call
Alternatieve beleggingen
13
JPMorgan US Equity Premium Income Active UCITS ETF EUR (Dist) 1,16%
Aandelen
Verenigde Staten
Covered Call
Alternatieve beleggingen
0
Vanguard S&P 500 UCITS ETF (USD) Accumulating 0,18%
Aandelen
Verenigde Staten
25.745
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist) 0,32%
Aandelen
Wereld
Sociaal/Milieu
52
UBS Core MSCI USA UCITS ETF USD dis 0,18%
Aandelen
Verenigde Staten
1.090
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0,11%
Aandelen
Wereld
19.088
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating 0,03%
Aandelen
Wereld
Multi-assetstrategie
207
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing 0,25%
Aandelen
Wereld
Dividend
7.597
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF EUR Hedged (Dist) 0,38%
Aandelen
Verenigde Staten
Covered Call
Alternatieve beleggingen
3
Vanguard FTSE North America UCITS ETF (USD) Distributing 0,17%
Aandelen
Noord-Amerika
2.445
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (dist) 0,48%
Aandelen
Verenigde Staten
Sociaal/Milieu
951
iShares Core S&P 500 UCITS ETF USD (Dist) 0,18%
Aandelen
Verenigde Staten
16.414
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing 0,05%
Aandelen
Wereld
Multi-assetstrategie
92

Prestaties

Rendementsoverzicht

YTD +13,04%
1 maand +1,54%
3 maanden +13,53%
6 maanden +5,35%
1 jaar +0,51%
3 jaar +32,12%
5 jaar +60,35%
Since inception +84,13%
2025 -6,18%
2024 +25,45%
2023 -5,94%
2022 +12,20%

Maandelijks rendement in een heat map

Risico

Risk metrics in this section:
 
  • Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
  • Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
  • Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.
ETF-rendementen zijn inclusief dividenduitkeringen (indien van toepassing).
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Risico-overzicht

Volatiliteit 1 jaar 17,19%
Volatiliteit 3 jaar 17,62%
Volatiliteit 5 jaar 18,42%
Rendement/Risico 1 jaar 0,03
Rendement/Risico 3 jaar 0,55
Rendement/Risico 5 jaar 0,54
Maximaal waardedaling 1 jaar -16,23%
Maximaal waardedaling 3 jaar -17,60%
Maximaal waardedaling 5 jaar -27,01%
Maximaal waardedaling sinds aanvang -37,41%

Voortschrijdende volatiliteit over 1 jaar

— Gegevens verstrekt door Trackinsight, etfinfo, Xignite Inc., gettex, FactSet en justETF GmbH.

Standaard zijn ETF-rendementen inclusief dividenduitkeringen (indien van toepassing). Er is geen garantie voor de volledigheid, juistheid en correctheid van de getoonde informatie.