The Southern Co.

ISIN US8425871071

 | 

WKN 852523

Market cap (in EUR)
94,355 m
Country
United States
Sector
Utilities
Dividend yield
3.12%
 

Overview

Quote

Description

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

Chart

Financials

Key metrics

Market capitalisation, EUR 94,355 m
EPS, EUR 3.37
P/B ratio 2.9
P/E ratio 24.4
Dividend yield 3.12%

Income statement (2025)

Revenue, EUR 26,196 m
Net income, EUR 3,848 m
Profit margin 14.69%

What ETF is The Southern Co. in?

There are 51 ETFs which contain The Southern Co.. All of these ETFs are listed in the table below. The ETF with the largest weighting of The Southern Co. is the iShares Global Infrastructure UCITS ETF USD (Dist).
ETF Weight Investment focus Fund size (in m EUR)
iShares MSCI World UCITS ETF (Dist) 0.12%
Equity
World
8,179
UBS Core MSCI World UCITS ETF USD acc 0.11%
Equity
World
9,954
JPMorgan US Value Equity Active UCITS ETF USD (acc) 0.75%
Equity
United States
Value
68
JPMorgan US Value Equity Active UCITS ETF EUR Hedged (acc) 0.75%
Equity
United States
Value
6
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating 0.08%
Equity
World
Multi-Asset Strategy
1,183
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (dist) 0.40%
Equity
United States
Buffer
Alternative Investments
5
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0.09%
Equity
World
44,969
iShares MSCI North America UCITS ETF 0.15%
Equity
North America
1,256
UBS Core MSCI World UCITS ETF USD dis 0.11%
Equity
World
1,945
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc 0.24%
Equity
World
Dividend
2,693
Vanguard FTSE Developed World UCITS ETF Acc 0.11%
Equity
World
5,717
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist) 0.28%
Equity
World
Social/Environmental
1,750
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist) 0.16%
Equity
United States
1
UBS Core MSCI World UCITS ETF hGBP dis 0.11%
Equity
World
108
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing 0.03%
Equity
World
Multi-Asset Strategy
43
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (dist) 0.31%
Equity
United States
Covered Call
Alternative Investments
3,015
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF EUR (dist) 0.31%
Equity
United States
Covered Call
Alternative Investments
5
iShares MSCI ACWI UCITS ETF USD (Acc) 0.09%
Equity
World
29,825
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing 0.08%
Equity
World
Multi-Asset Strategy
90
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist) 1.70%
Equity
World
Covered Call
Alternative Investments
1,243
UBS Core MSCI World UCITS ETF hEUR acc 0.11%
Equity
World
886
UBS Core MSCI USA UCITS ETF EUR Hedged dis 0.15%
Equity
United States
190
Vanguard S&P 500 UCITS ETF (USD) Distributing 0.16%
Equity
United States
45,963
Vanguard FTSE Developed World UCITS ETF Distributing 0.11%
Equity
World
4,098
iShares Global Infrastructure UCITS ETF USD (Dist) 3.10%
Equity
World
Infrastructure
2,198
Vanguard FTSE North America UCITS ETF (USD) Accumulating 0.15%
Equity
North America
2,780
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (dist) 0.99%
Equity
United States
Covered Call
Alternative Investments
17
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist) 0.99%
Equity
United States
Covered Call
Alternative Investments
370
JPMorgan Nasdaq Hedged Equity Laddered Overlay Active UCITS ETF USD (dist) 0.37%
Equity
United States
Buffer
Alternative Investments
8
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist) 0.84%
Equity
United States
Low Volatility/Risk Weighted
129
JPMorgan US Value Equity Active UCITS ETF USD (dist) 0.75%
Equity
United States
Value
17
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating 0.03%
Equity
World
Multi-Asset Strategy
100
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist) 0.27%
Equity
World
Multi-Factor Strategy
0
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing 0.03%
Equity
World
Multi-Asset Strategy
16
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating 0.05%
Equity
World
Multi-Asset Strategy
903
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc) 1.70%
Equity
World
Covered Call
Alternative Investments
66
JPMorgan US Equity Active UCITS ETF USD (dist) 0.73%
Equity
United States
Social/Environmental
5
Xtrackers MSCI World UCITS ETF 1D 0.12%
Equity
World
4,824
JPMorgan Global Equity Premium Income Active UCITS ETF EUR (dist) 1.70%
Equity
World
Covered Call
Alternative Investments
23
JPMorgan US Equity Premium Income Active UCITS ETF EUR (dist) 0.99%
Equity
United States
Covered Call
Alternative Investments
42
Vanguard S&P 500 UCITS ETF (USD) Accumulating 0.16%
Equity
United States
29,858
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist) 0.26%
Equity
World
Social/Environmental
59
UBS Core MSCI USA UCITS ETF USD dis 0.15%
Equity
United States
1,292
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0.09%
Equity
World
22,865
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating 0.03%
Equity
World
Multi-Asset Strategy
235
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing 0.24%
Equity
World
Dividend
9,052
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF EUR Hedged (dist) 0.31%
Equity
United States
Covered Call
Alternative Investments
5
Vanguard FTSE North America UCITS ETF (USD) Distributing 0.15%
Equity
North America
2,933
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (dist) 0.38%
Equity
United States
Social/Environmental
1,245
iShares Core S&P 500 UCITS ETF USD (Dist) 0.16%
Equity
United States
19,584
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing 0.05%
Equity
World
Multi-Asset Strategy
117

Performance

Returns overview

YTD +13.48%
1 month +4.32%
3 months +3.90%
6 months +12.73%
1 year +6.94%
3 years +33.50%
5 years +63.02%
Since inception (MAX) +84.85%
2025 -6.18%
2024 +25.45%
2023 -5.94%
2022 +12.20%

Monthly returns in a heat map

Risk

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 returns include dividend payments (if applicable).
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Risk overview

Volatility 1 year 17.61%
Volatility 3 years 17.94%
Volatility 5 years 18.63%
Return per risk 1 year 0.39
Return per risk 3 years 0.56
Return per risk 5 years 0.55
Maximum drawdown 1 year -16.23%
Maximum drawdown 3 years -17.60%
Maximum drawdown 5 years -27.01%
Maximum drawdown since inception -37.41%

Rolling 1 year volatility

— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH.

Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.