Empfehlung
43,9
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Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
68.6
134 neu, 529 erhöht, -3984463K $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)
Score-Verlauf (90 Tage)
Kritische 8-K Meldungen
Stammdaten
Unternehmen
| Name | SOUTHERN CO |
|---|---|
| Ticker | SO |
| CIK | 0000092122 |
Branche
| SIC-Code | 4911 |
|---|---|
| Beschreibung | Electric Services |
Wertpapier
| CUSIP | 002824279 |
|---|---|
| ISIN | US0028242792 |
| Typ | Common Stock |
| Titel | SOUTHERN CO |
Status
| Zuletzt geprüft | 2026-03-24 10:44:15.08651 |
|---|
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 108,057,413 | 106,414,323 | 1,643,090 | 9,422,606,414 | Aufgestockt | +1,5% | |
| BlackRock, Inc. | 113,576,758 | 120,855,041 | -7,278,283 | 7,749,448,605 | Reduziert | -6,0% | |
| JPMORGAN CHASE & CO | 107,854,666 | 130,916,768 | -23,062,102 | 5,438,021,169 | Reduziert | -17,6% | |
| STATE STREET CORP | 79,605,694 | 102,704,923 | -23,099,229 | 5,408,835,127 | Reduziert | -22,5% | |
| Capital World Investors | 52,250,648 | 33,548,852 | 18,701,796 | 4,147,016,713 | Aufgestockt | +55,7% | |
| GEODE CAPITAL MANAGEMENT, LLC | 27,259,125 | 26,874,265 | 384,860 | 2,381,343,950 | Aufgestockt | +1,4% | |
| FMR LLC | 32,542,290 | 45,615,290 | -13,073,000 | 2,037,449,164 | Reduziert | -28,7% | |
| FRANKLIN RESOURCES INC | 28,829,461 | 21,998,021 | 6,831,440 | 1,647,178,055 | Aufgestockt | +31,1% | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 16,500,985 | 19,810,199 | -3,309,214 | 1,431,517,891 | Reduziert | -16,7% | |
| Blackstone Inc. | 15,005 | 0 | 15,005 | 1,422,024,000 | Neu | +100,0% | |
| MORGAN STANLEY | 16,596,239 | 24,357,682 | -7,761,443 | 1,152,670,414 | Reduziert | -31,9% | |
| NORGES BANK | 12,745,981 | 12,846,730 | -100,749 | 1,111,449,543 | Reduziert | -0,8% | |
| Capital International Investors | 11,244,052 | 19,656,303 | -8,412,251 | 980,603,902 | Reduziert | -42,8% | |
| NORTHERN TRUST CORP | 9,823,850 | 10,572,493 | -748,643 | 856,639,721 | Reduziert | -7,1% | |
| Legal & General Group Plc | 8,424,835 | 8,532,530 | -107,695 | 734,645,611 | Reduziert | -1,3% | |
| BANK OF AMERICA CORP /DE/ | 22,473,825 | 23,225,757 | -751,932 | 718,817,890 | Reduziert | -3,2% | |
| Invesco Ltd. | 15,404,827 | 16,172,192 | -767,365 | 480,202,560 | Reduziert | -4,7% | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 5,119,605 | 0 | 5,119,605 | 446,429,556 | Neu | +100,0% | |
| GOLDMAN SACHS GROUP INC | 13,689,881 | 14,093,170 | -403,289 | 446,295,423 | Reduziert | -2,9% | |
| UBS Group AG | 4,802,672 | 5,427,991 | -625,319 | 415,196,236 | Reduziert | -11,5% | |
| BARCLAYS PLC | 12,009,751 | 3,900,739 | 8,109,012 | 392,495,188 | Aufgestockt | +207,9% | |
| Pictet Asset Management Holding SA | 4,265,347 | 4,010,117 | 255,230 | 371,938,258 | Aufgestockt | +6,4% | |
| WELLS FARGO & COMPANY/MN | 5,853,506 | 5,833,227 | 20,279 | 351,686,241 | Aufgestockt | +0,3% | |
| WELLINGTON MANAGEMENT GROUP LLP | 12,716,098 | 29,378,838 | -16,662,740 | 332,387,182 | Reduziert | -56,7% | |
| Hudson Bay Capital Management LP | 279,218,259 | 175,099,777 | 104,118,482 | 323,205,255 | Aufgestockt | +59,5% | |
| RAYMOND JAMES FINANCIAL INC | 3,095,082 | 2,904,697 | 190,385 | 269,891,064 | Aufgestockt | +6,6% | |
| LPL Financial LLC | 3,024,030 | 2,960,009 | 64,021 | 263,695,382 | Aufgestockt | +2,2% | |
| Swiss National Bank | 3,014,500 | 3,168,100 | -153,600 | 262,864,400 | Reduziert | -4,8% | |
| National Pension Service | 2,900,350 | 2,753,676 | 146,674 | 252,910,520 | Aufgestockt | +5,3% | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 2,869,491 | 3,447,036 | -577,545 | 250,219,615 | Reduziert | -16,8% | |
| Squarepoint Ops LLC | 2,817,320 | 409,399 | 2,407,921 | 245,670,304 | Aufgestockt | +588,2% | |
| DEUTSCHE BANK AG\ | 3,714,048 | 2,976,304 | 737,744 | 242,038,635 | Aufgestockt | +24,8% | |
| Ensign Peak Advisors, Inc | 2,587,960 | 2,767,092 | -179,132 | 225,670,112 | Reduziert | -6,5% | |
| DIMENSIONAL FUND ADVISORS LP | 2,572,103 | 2,526,346 | 45,757 | 224,297,085 | Aufgestockt | +1,8% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,263,519 | 2,101,490 | 162,029 | 197,378,857 | Aufgestockt | +7,7% | |
| CITIGROUP INC | 12,414,624 | 6,342,719 | 6,071,905 | 182,604,387 | Aufgestockt | +95,7% | |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 2,069,696 | 2,077,734 | -8,038 | 180,477,492 | Reduziert | -0,4% | |
| BANK OF MONTREAL /CAN/ | 2,005,086 | 10,435,292 | -8,430,206 | 174,843,554 | Reduziert | -80,8% | |
| SOUTH PLAINS FINANCIAL, INC. | 2,005 | 2,005 | 0 | 174,836,000 | Unverändert | 0,0% | |
| RHUMBLINE ADVISERS | 1,943,908 | 1,936,661 | 7,247 | 169,508,696 | Aufgestockt | +0,4% | |
| HSBC HOLDINGS PLC | 1,848,710 | 1,967,792 | -119,082 | 161,248,509 | Reduziert | -6,1% | |
| Mawer Investment Management Ltd. | 1,767,773 | 798,280 | 969,493 | 154,149,806 | Aufgestockt | +121,4% | |
| Calamos Advisors LLC | 13,289,353 | 148,386,295 | -135,096,942 | 153,671,640 | Reduziert | -91,0% | |
| HighTower Advisors, LLC | 1,535,754 | 0 | 1,535,754 | 145,543,258 | Neu | +100,0% | |
| JENNISON ASSOCIATES LLC | 1,596,263 | 1,779,203 | -182,940 | 139,194,134 | Reduziert | -10,3% | |
| RENAISSANCE TECHNOLOGIES LLC | 1,513,400 | 0 | 1,513,400 | 131,968,480 | Neu | +100,0% | |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 1,485,576 | 1,549,426 | -63,850 | 129,542,269 | Reduziert | -4,1% | |
| PRINCIPAL FINANCIAL GROUP INC | 1,469,170 | 1,418,722 | 50,448 | 128,111,624 | Aufgestockt | +3,6% | |
| BNP PARIBAS FINANCIAL MARKETS | 1,835,857 | 6,663,766 | -4,827,909 | 126,498,565 | Reduziert | -72,5% | |
| Focus Partners Wealth | 1,415,446 | 1,287,056 | 128,390 | 123,520,606 | Aufgestockt | +10,0% |
Insider-Transaktionen (12 Monate)
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-03-19 | Cummiskey Christopher | Officer, EVP | Open Market Sale | -6,669 | 96.55 | -643,891.95 | -77,3% | |
| 2026-03-19 | Cummiskey Christopher | Officer, EVP | Open Market Sale | -6,669 | 96.55 | -643,891.95 | -77,3% | |
| 2026-03-18 | Connally Stan W | Officer, EVP & COO | Open Market Sale | -12,500 | 97.13 | -1,214,125.00 | -145,8% | |
| 2026-03-18 | Connally Stan W | Officer, EVP & COO | Open Market Sale | -12,500 | 97.13 | -1,214,125.00 | -145,8% | |
| 2026-02-24 | Kim Matthew M. | Officer, Comptroller | Open Market Sale | -5,123 | 95.15 | -487,453.45 | -58,5% | |
| 2026-02-24 | Kim Matthew M. | Officer, Comptroller | Open Market Sale | -5,123 | 95.15 | -487,453.45 | -58,5% | |
| 2025-09-30 | Anderson Bryan D | Officer, EVP | Open Market Sale | -6,206 | 93.83 | -582,308.98 | -69,9% | |
| 2025-09-30 | Anderson Bryan D | Officer, EVP | Open Market Sale | -6,206 | 93.83 | -582,308.98 | -69,9% | |
| 2025-08-11 | Spainhour Sterling A Jr. | Officer, EVP & CLO | Open Market Sale | -2,380 | 95.02 | -226,147.60 | -27,2% | |
| 2025-08-11 | Spainhour Sterling A Jr. | Officer, EVP & CLO | Open Market Sale | -2,380 | 95.02 | -226,147.60 | -27,2% | |
| 2025-07-21 | Greene Kimberly S, | Officer, Chairman, President & CEO, GPC | Open Market Sale | -13,158 | 95.00 | -1,250,010.00 | -150,1% | |
| 2025-07-21 | Greene Kimberly S, | Officer, Chairman, President & CEO, GPC | Open Market Sale | -13,158 | 95.00 | -1,250,010.00 | -150,1% | |
| 2025-05-23 | Cummiskey Christopher | Officer, EVP | Open Market Sale | -12,335 | 89.54 | -1,104,475.90 | -132,6% | |
| 2025-05-23 | Cummiskey Christopher | Officer, EVP | Open Market Sale | -12,335 | 89.54 | -1,104,475.90 | -132,6% | |
| 2025-03-31 | Connally Stan W | Officer, EVP & COO | Open Market Sale | -12,500 | 92.24 | -1,153,000.00 | -138,5% | |
| 2025-03-31 | Connally Stan W | Officer, EVP & COO | Open Market Sale | -12,500 | 92.24 | -1,153,000.00 | -138,5% |
Top-Fondshalter (aktuelles Quartal)
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| VANGUARD GROUP INC | 108,057,413 | 9,422,606,414 | 16.04 |
| BlackRock, Inc. | 113,576,758 | 7,749,448,605 | 13.20 |
| JPMORGAN CHASE & CO | 107,854,666 | 5,438,021,169 | 9.26 |
| STATE STREET CORP | 79,605,694 | 5,408,835,127 | 9.21 |
| Capital World Investors | 52,250,648 | 4,147,016,713 | 7.06 |
| GEODE CAPITAL MANAGEMENT, LLC | 27,259,125 | 2,381,343,950 | 4.05 |
| FMR LLC | 32,542,290 | 2,037,449,164 | 3.47 |
| FRANKLIN RESOURCES INC | 28,829,461 | 1,647,178,055 | 2.80 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 16,500,985 | 1,431,517,891 | 2.44 |
| MORGAN STANLEY | 16,596,239 | 1,152,670,414 | 1.96 |
| NORGES BANK | 12,745,981 | 1,111,449,543 | 1.89 |
| Capital International Investors | 11,244,052 | 980,603,902 | 1.67 |
| NORTHERN TRUST CORP | 9,823,850 | 856,639,721 | 1.46 |
| Legal & General Group Plc | 8,424,835 | 734,645,611 | 1.25 |
| BANK OF AMERICA CORP /DE/ | 22,473,825 | 718,817,890 | 1.22 |
| Invesco Ltd. | 15,404,827 | 480,202,560 | 0.82 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 5,119,605 | 446,429,556 | 0.76 |
| GOLDMAN SACHS GROUP INC | 13,689,881 | 446,295,423 | 0.76 |
| UBS Group AG | 4,802,672 | 415,196,236 | 0.71 |
| BARCLAYS PLC | 12,009,751 | 392,495,188 | 0.67 |