SO Southern Company (The) Common Stock
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Southern Company is an American gas and electric utility holding company based in the Southern United States. It is headquartered in Atlanta, Georgia, with executive offices located in Birmingham, Alabama. As of 2021 it is the second largest utility company in the U.S. in terms of customer base. Through its subsidiaries it serves 9 million gas and electric utility customers in 6 states. Southern Company's regulated regional electric utilities serve a 120,000-square-mile (310,000 km2) territory with 27,000 miles (43,000 km) of distribution lines.
Детальніше
Southern Company is an American gas and electric utility holding company based in the Southern United States. It is headquartered in Atlanta, Georgia, with executive offices located in Birmingham, Alabama. As of 2021 it is the second largest utility company in the U.S. in terms of customer base. Through its subsidiaries it serves 9 million gas and electric utility customers in 6 states. Southern Company's regulated regional electric utilities serve a 120,000-square-mile (310,000 km2) territory with 27,000 miles (43,000 km) of distribution lines.
Overview
Southern Company, a for-profit corporation, is one of the largest energy providers in the United States and in 2025, is ranked 163rd on the Fortune 500 listing of the largest U.S. corporations. The company has approximately 31,300 employees. Southern Company subsidiaries are operating or developing renewable power across the U.S., as well as opening the first new nuclear units in the U.S. in 30 years at Plant Vogtle near Augusta, Georgia.
Southern Company's three retail operating companies — Alabama Power, Georgia Power, and Mississippi Power — cover 120,000 square miles (310,000 km2) in three states. Southern Power serves wholesale electricity customers across the country, and Southern Company Gas serves utility customers in seven states.
Southern Company owns the following companies:
Alabama Power - operating company, based in Birmingham, Alabama. Serves the southern two-thirds of Alabama.
Georgia Power - operating company, based in Atlanta. Serves all of Georgia, except for mostly rural counties.
Mississippi Power - operating company, based in Gulfport, Mississippi. Serves the Mississippi Gulf Coast.
Southern Company Services (originally named Southern Services, Inc.) - Birmingham, Alabama - Common Services
Southern Linc - cellular telephone provider - Atlanta, Georgia
Southern Nuclear - engineering and operations for nuclear power plants - Birmingham, Alabama (Southern Company is the majority owner and operator of the Farley, Hatch, and Vogtle nuclear power plants.)
Southern Company Generation - fossil fuels and hydro operations - Birmingham, Alabama.
Southern Power - wholesale power generation - Birmingham, Alabama.
Southern Telecom - wholesale fiber optic communications and data services - Atlanta, Georgia.
Southern Company Gas - serves gas utility customers and operates natural gas pipelines - Atlanta, Georgia.
Southern Natural Gas Company - 6,900-mile pipeline system joint venture with Kinder Morgan - Birmingham, Alabama
PowerSecure - distributed infrastructure technologies - Wake Forest, North Carolina.
Atlanta Gas Light - provides natural gas delivery service to more than 1.6 million customers in Georgia.
Chattanooga Gas - provides retail natural gas sales and transportation services to approximately 66,000 customers in Hamilton and Bradley counties in southeast Tennessee.
Nicor Gas - Provider of natural gas throughout northern Illinois.
Virginia Natural Gas - Provider of Natural Gas in southeastern Virginia.
Sequent Energy Management - optimizes natural gas assets and effectively utilize transportation and storage services.
Southern Wholesale Energy - markets the retail operating companies' surplus generating capacity to the wholesale market.
Southern Company Transmission - conducts transmission business in accordance with the Southern Companies Open Access Transmission Tariff approved by FERC.
Prior to 2019, Southern Company also owned Gulf Power, an electric utility based in Pensacola, Florida that serves most of the Florida Panhandle. An agreement was reached in May 2018 to sell Gulf Power to rival utility company NextEra Energy. The sale was completed on January 1, 2019. Gulf Power would become the Northwest Florida division of Florida Power & Light (FPL) in 2021, with the Gulf Power name retired in favor of FPL in 2022.
History
Southern Company can be traced back to 1924, when Southeastern Power & Light was formed as a holding company for Alabama Traction, Light and Power (formed 1906), the immediate forerunner of Alabama Power. Later that year, it formed Mississippi Power as a subsidiary, with Gulf Power following in 1925. In 1926, it merged with Georgia Power (formed 1902).
In 1930, Southeastern Power & Light merged into the Commonwealth & Southern Corporation. The new system included five Northern companies and six Southern companies. However, in the late 1940s Commonwealth & Southern was dissolved to meet the Public Utility Holding Company Act of 1935. Four of Commonwealth & Southern's Deep South operating companies—Alabama Power, Georgia Power, Gulf Power, and Mississippi Power—were deemed to be an integrated system and thus were allowed to remain under common ownership. A new holding company, Southern Company, was incorporated in Delaware on November 9, 1945. It commenced operation in 1949, and moved to Georgia in 1950. In 1954–55, the company was involved in the Dixon-Yates contract with the Atomic Energy Commission, and the associated political controversy.
In 1981, Southern Company became the first electric utility holding company in 46 years to diversify its operations by forming an unregulated subsidiary. In January 1982, Southern Energy, Inc., began official operations as a global energy company, growing to serve 10 countries on four continents. On April 2, 2001, Southern Company completed the spinoff of Southern Energy as Mirant Corporation. Another Southern Company subsidiary—Southern Nuclear—began providing services in 1991 to the system's nuclear power plants.
In 1996, Southern Communications Services began providing digital wireless communications services to Southern Company's subsidiaries and also began marketing these services to the public within the Southeast as Southern Linc. Southern Telecom, a telecommunications subsidiary of Southern Company, was founded in 1997. Southern Telecom provides colocation and dark fiber optic lines to network businesses. On January 9, 2001, Southern Company received final approval from the Securities and Exchange Commission to form Southern Power, a subsidiary to own, manage and finance wholesale generating assets in the Southeast. The new subsidiary targets wholesale customers. On July 19, 2002, Southern Company Gas received certification from the Georgia Public Service Commission to enter the retail gas market. After nearly four years of operations, the company was sold and customers transferred to Cobb EMC's newly formed affiliate, Gas South. In 2011, Southern Company and Turner Renewable Energy purchased a 30 MW solar project from First Solar. Located in Cimarron, New Mexico, it began generating electricity in 2011. In June 2012, the Nacogdoches Generating Facility began its commercial operation. The facility is a 115 MW biomass-fueled electric generating plant, located near Sacul in Nacogdoches County, Texas.
In 2016, Southern Company acquired PowerSecure, a distributed energy infrastructure technologies company, and AGL Resources (which was renamed Southern Company Gas). The takeover of AGL was valued at $12 billion, including $8 billion of equity. As a result of the AGL Resources merger, Southern Company doubled its customer base to approximately 9 million and expanded its footprint and broadened the scope of its business by increasing its natural gas presence. In 2018, Southern Company sold Gulf Power and its gas plant shares of 100% in Plant Oleander and 65% in Stanton Energy Center to NextEra for $6.5 billion.
In September 2023, it was announced Southern Company's subsidiary, Southern Power had acquired the 200MW Millers Branch Solar Facility in Haskell County, Texas from EDF Renewables North America, for an undisclosed amount.
In February 2026, the United States Department of Energy (DOE) awarded a $26.54 billion loan to Southern Company, the largest loan in DOE's history. The loan will finance 16 GW of power, including about 5 GW of new natural gas generation, 6 GW of nuclear upgrades and license renewals, hydropower modernization, battery energy storage systems, and 1,300 miles of transmission infrastructure and grid enhancement projects. The loan will be split between subsidiaries Georgia Power receiving $22.4 billion and Alabama Power receiving $4.1 billion.
Governance
Board of directors
Christopher C. Womack – Chairman of the Board, President and CEO
Janaki Akella
Shantella E Cooper
David J. Grain
Donald M. James
John D. Johns
Executive management
Christopher C. Womack – Chairman of the Board, President and CEO
Bryan Anderson – Executive Vice President and President of External Affairs
David P. Poroch – Executive Vice President and CFO
Stan W. Connally, Jr. – Executive Vice President and COO
Chris Cummiskey – Executive Vice President and CCO
Martin B. Davis – Executive Vice President and CIO
Sloane Drake – Executive Vice President and CHRO
Plant Vogtle
Southern Company subsidiaries operate hydroelectric, gas, coal, and nuclear generation sources to generate approximately 200 terawatt-hours of electricity. In 2009, coal represented 57 percent of the company's output, followed by nuclear (23%) and natural gas (16%). Renewable hydroelectric power represented 4 percent of Southern's generation. Coal-based generation dropped significantly in 2009 from an average of 70% between 2005 and 2008. As of 2017 Coal-based generation had dropped to 30%.
In June 2010, the United States Department of Energy awarded an $8.3 billion loan guarantee to facilitate the construction of two new nuclear reactors at Plant Vogtle, near Augusta, Georgia. A Southern Company subsidiary, Georgia Power, owns 45.7% of the current 2,430 MW facility, with co-owners Oglethorpe Power (30%) Municipal Electric Authority of Georgia (22.7%) and the City of Dalton (1.6%). The plant is operated by Georgia Power. The $14 billion construction project is scheduled to be completed by 2022 and would double the plant's capacity.
The construction of two 1,154 MW reactors has been hailed by Energy Secretary Steven Chu as "the first new nuclear power plant to break ground in decades". It is expected to create up to 3,500 jobs during the construction phase, and 800 once operational. However, in March 2017 Westinghouse Electric Company, who were building the plant, filed for Chapter 11 bankruptcy because of $9 billion of losses from its two U.S. nuclear construction projects. The U.S. government had given $8.3 billion of loan guarantees on the financing of the four nuclear reactors being built in the U.S., and it is expected a way forward to completing the plant can be agreed.
Commercial operations of the plant’s Unit 3 began in July 2023, while Unit 4’s commercial operations began in April 2024. The added reactors will supply enough energy for about 1 million customers.
Plant Ratcliffe
In September 2013 the EPA introduced new provisions regarding output of carbon emissions in new power facilities. The proposed emission limit for new energy sources will be 1,100lbs of carbon dioxide per megawatt hour of electricity. Preemptively recognizing the need for these changes, Southern Company broke ground on its 21st-century clean coal facility in June 2010. Southern's subsidiary, Mississippi Power will operate the plant. The Kemper County Energy Facility, or Kemper Project, takes advantage of the abundant lignite, or poor quality coal, available in Mississippi. Additionally, it employs Transport Gasifier (TRIG) technology. TRIG technology is built on the idea of dry-feed, non-slag gasifiers, which operate at lower temperatures than other coal gasifiers. This dry-feed is crushed, heated, and circulated in the gasifier, producing a flammable synthetic gas, syngas. Syngas can generate electricity with fewer emissions. Of course, other byproducts are produced, like ammonia and sulphuric acid. These particular products are sold for commercial use.
The EPA considers the Kemper Coal Project and other planned facilities like it, to be a lifeline for the coal industry in the wake of the new climate change plan. Between 2010 and 2014, approximately 150 coal plants were shut down.
As of April 2014, the US Department of Energy had invested $270m in this project. Southern Company, and its subsidiary, Mississippi Power anticipate that the Kemper Coal Plant will generate enough energy to serve more than 187,000 customers. Upon opening, the Kemper Coal Project is expected to be capable of stripping out at least 65% of the carbon dioxide, significantly exceeding the EPA's proposed requirement of 40%.
Partnerships
Southern Company works with the U.S. Department of Energy on a variety of projects including transmission and distribution of infrastructure and smart grid initiatives, environmental research programs, and nuclear generation. One of the more significant joint efforts, the DOE's National Carbon Capture Center, is managed by Southern Company and represents national efforts to reduce greenhouse gas emissions from coal-based power generation. At this location, Southern Company has been working with scientists and technology developers from government, industry, and universities who are creating the next generation of carbon capture technologies.
Along with the DOE, Southern Company has been working with KBR, another technology partner, to perfect its TRIG advanced coal gasification technology. This process of breaking down "dirty coal", or lignite, into its chemical components is not only cleaner, but it is also less expensive and more reliable. This technology is currently being implemented at Southern Company's Kemper County power plant, one of the few new coal facilities working to keep the U.S. coal industry alive. This new facility will be built on a lignite seam, is expected to strip out two-thirds of carbon dioxide emissions, leaving emissions at about the same level as natural gas. The Kemper Coal Plant is expected to fall well under new regulations implemented by the EPA, which limits coal plants to 1,100lbs of carbon dioxide emissions per megawatt hour of electricity.
In an effort to make this technology more attainable, Southern Company has partnered with China's Shenhua Group to collaborate on further research, development, and deployment of clean coal technologies in the US, China, and around the world. This partnership with Shenhua, who is currently expected to add more than 400,000 megawatts of coal-fired capacity by 2035, could lead to wide deployment of TRIG-equipped power plants across Asia. TRIG technology has the potential to not only assist China with their growing carbon issue, but also enable the country to tap into their own low quality coal.
In 2009, the U.S. Department of Energy granted Southern Company a $165 million Smart Grid Investment Grant to implement a smart grid and to make the grid more reliable. Through matching funds and other investments, the company spent $363 million on the initiative, which it completed in 2014. The upgraded smart grid allows Southern Company the ability to monitor and control its electric infrastructure in real time and respond to problems.
Financial data
Political donations
In May 2018, it was reported that Southern Company had donated $1 million to America First Policies, a pro-Donald Trump advocacy group.
Controversies
Environmental impact
Southern Company is the third-largest producer of greenhouse gas emissions in the United States, emitting 86,244,286 metric tons of carbon dioxide equivalent in 2019. In 2005, the company announced it would open a Mercury Research Center at Plant Crist Pensacola, Florida, hoping to find new ways to reduce mercury emissions. On April 25, 2006, Alabama Power, a subsidiary of Southern Company, agreed to pay $200M to settle allegations that its coal-fired James H. Miller, Jr. Plant near West Jefferson, Alabama emitted harmful amounts of SO2 and NOx.
In response to growing public and financial community interest, the company has enacted assorted environmental measures. Southern Company participates in Renew Our Rivers, a volunteer program to remove debris from rivers and other waterways throughout the Southeast, which claims over 11 million pounds of trash removed or recycled in Renew Our Rivers events. The company also manages and operates the National Carbon Capture Center, a focal point of the US Department of Energy's efforts to develop carbon capture and greenhouse gas reduction technologies, under which various projects to test geologic sequestration are in progress at Plant Gorgas in Alabama, Plant Daniel in Mississippi and other company sites. However, critics have argued that CCS seldom works and prolongs the life of fossil fuels.
Climate change denial
Southern Company has a long history of funding climate change denial and has been a "driving force behind climate disinformation", sponsoring campaigns in opposition to climate science, against limiting greenhouse gas emissions, and slowing the transition to renewable energy sources.
Between 1993 and 2004 Southern Company paid over $62 million to organizations that spread disinformation about climate change. The utility paid for advertising claiming that climate change was not real and made payments to public relations companies, industry groups, law firms and thinktanks to dispute the scientific consensus for climate change and attack legislative solutions. The utility paid $20 million to the trade group Edison Electric Institute, which creates media campaigns to attack proponents of global warming. In the 1990s, Southern Company and the Center for Energy and Economic Development hosted energy workshops broadcast to schoolteachers through the company's satellite network to promote pro-coal messages about climate change and the environment.
Southern Company had spent more than $135 million from 2010 to 2020 on lobbying at a federal level.
Kemper Project controversies
In February 2015, the Mississippi Supreme Court ordered Southern Company's subsidiary Mississippi Power to restore $377 million to South Mississippi ratepayers for rate increases related to the Kemper Project, a "clean" coal plant. These fees were derived from Mississippi's Baseload Act, allowing Mississippi Power to charge ratepayers for powerplants under construction.
In May 2016, Southern Company and its subsidiary Mississippi Power announced they were being investigated by the Securities and Exchange Commission related to overruns at the Kemper Project. The project had been repeatedly delayed and costs increased from $2.88 billion to $6.58 billion. In recorded conversations, at least six engineers from the Kemper Project claimed that delays, cost overruns, safety violations, and shoddy work, were in part due to mismanagement or fraud.
In June 2016, Mississippi Power was sued by Treetop Midstream Services over the cancellation of a contract to receive carbon dioxide from the Kemper Project as part of the carbon capture and storage design. Treetop had contracted to buy carbon dioxide from the Kemper plant and had built a pipeline in preparation to receive the gas. Treetop alleged Mississippi Power had fraudulently and "intentionally misrepresenting and concealing the start date" for the Kemper Project, though Mississippi Power stated the suit was without merit.
The company was also found to have unlawfully fired a whistle-blower who had criticized alleged false statements by company management.
Vogtle nuclear power plant
In June 2021, Georgia Power, a subsidiary of Southern Company, was scrutinized by the Georgia Public Service Commission over the lengthy delays and ballooning costs of its new Vogtle nuclear plant in Burke County, Georgia.
Willie Soon
In February 2015, it was revealed that climate change denier Willie Soon had been paid by Southern Company and several other fossil fuel interest groups. Over the course of 14 years, Soon received a total of $1.25m from Southern Company, Exxon Mobil, the American Petroleum Institute (API) and a foundation run by the Koch brothers, the documents obtained by Greenpeace show. At $469,560, Southern Company was the largest donor. The scientist described his studies to fossil fuel executives as "deliverables", and permitted anonymous pre-publication reviews. Soon advanced the widely discredited theory that changes in solar activity are to blame for climate change, and called into question the severity and extent of climate change in all his studies, never revealing his backers.
Джерело: Wikipedia (Англійська), CC BY-SA 4.0 · Переглянути на Wikipedia ↗
SO Знімок акцій Ціна, ринкова капіталізація, P/E, EPS, ROE, борг/власний капітал, діапазон 52 тижнів
SO Графік ціни акцій Денні OHLCV з технічними індикаторами — панування, масштабування та налаштування вашого представлення
10-річна ефективність Тренди виручки, чистого прибутку, маржі та EPS
Оцінка Співвідношення P/E, P/S, P/B, EV/EBITDA — акція дорога чи дешева?
Прибутковість Валова, операційна та чиста маржа; ROE, ROA, ROIC
Фінансове здоровʼя Борг, ліквідність, платоспроможність — міцність балансу
Зростання Зростання виручки, EPS та чистого прибутку: рік до року, 3-річний CAGR, 5-річний CAGR
Ефективність капіталу Оборотність активів, оборотність запасів, оборотність дебіторської заборгованості
Дивіденди Дивідендна дохідність, коефіцієнт виплат, історія дивідендів, 5-річний CAGR
| Дата екс-дивіденду | Сума |
|---|---|
| 18 травня 2026 р. | $0,7600 |
| 17 лютого 2026 р. | $0,7400 |
| 17 листопада 2025 р. | $0,7400 |
| 18 серпня 2025 р. | $0,7400 |
| 19 травня 2025 р. | $0,7400 |
| 18 лютого 2025 р. | $0,7200 |
| 18 листопада 2024 р. | $0,7200 |
| 19 серпня 2024 р. | $0,7200 |
| 17 травня 2024 р. | $0,7200 |
| 16 лютого 2024 р. | $0,7000 |
| 17 листопада 2023 р. | $0,7000 |
| 18 серпня 2023 р. | $0,7000 |
| 12 травня 2023 р. | $0,7000 |
| 17 лютого 2023 р. | $0,6800 |
| 18 листопада 2022 р. | $0,6800 |
| 12 серпня 2022 р. | $0,6800 |
| 13 травня 2022 р. | $0,6800 |
| 18 лютого 2022 р. | $0,6600 |
| 12 листопада 2021 р. | $0,6600 |
| 13 серпня 2021 р. | $0,6600 |
SO Консенсус аналітиків Бичачі та ведмежі думки аналітиків, 12-місячна цільова ціна, потенціал зростання
- Активна купівля 5 15,2%
- Купівля 9 27,3%
- Утримувати 17 51,5%
- Продаж 2 6,1%
- Активний продаж 0 0,0%
12-місячна цільова ціна
19 аналітиків · 2026-08-16Історія прибутків EPS фактичний проти прогнозу, сюрприз %, коефіцієнт перевищення, дата наступного звіту про прибутки
| Період | EPS Actual | EPS прогноз | Сюрприз |
|---|---|---|---|
| 30 червня 2026 р. | $1.13 | $1.03 | 0.10% |
| 31 березня 2026 р. | $1.32 | $1.25 | 0.07% |
| 31 грудня 2025 р. | $0.55 | $0.59 | -0.04% |
| 30 вересня 2025 р. | $1.60 | $1.55 | 0.05% |
| 30 червня 2025 р. | $0.92 | $0.92 | -0.00% |
| 31 березня 2025 р. | $1.23 | $1.23 | -0.00% |
| 30 вересня 2000 р. | $1.03 | $0.93 | 0.10% |
| 30 червня 2000 р. | $0.52 | $0.48 | 0.04% |
Порівняння з аналогами (підгалузь GICS) Ключові показники порівняно з аналогами в секторі
| Тікер | Капіталізація | P/E | Виручка рік до року | Чиста маржа | ROE | Валова маржа |
|---|---|---|---|---|---|---|
| SO | — | — | — | — | — | — |
| NEE | $167.22B | 24.3 | 9.8% | 26.5% | 13.1% | — |
| CEG | $110.22B | 47.7 | 8.3% | 9.1% | 16.8% | — |
| DUK | $91.19B | 18.6 | 5.6% | 15.7% | 9.7% | — |
| AEP | — | 17.3 | 10.9% | 16.9% | 12.7% | — |
| ETR | — | 23.6 | 9.0% | 13.7% | 11.1% | — |
| XEL | $46.06B | 21.6 | — | — | 9.4% | — |
| EXC | $44.59B | 15.3 | 5.3% | 11.4% | 9.9% | — |
| PCG | $35.32B | 13.6 | 2.1% | 10.8% | 8.6% | — |
| EIX | $23.09B | 5.2 | 9.8% | 23.1% | 26.9% | — |
| FE | $25.87B | 25.4 | 12.0% | 6.8% | 8.2% | — |
Останні новини Останні заголовки, що згадують цю компанію
- Southern Company (SO) Forges Equity Distribution Agreement With 16 Banks
- Мої 3 акції комунальних послуг, стійкі до рецесії, на травень 2026 року
- Ціна акцій The Southern Company (SO) підвищена після кращого за очікування звіту за 1 квартал
- Southern Co. Збут електроенергії зростає на 42% завдяки зростанню центрів обробки даних
- Перегляд прибутків Southern Company: чого очікувати
- Південний ]Входить у перепродану територію (SO)
- Поєдинок утилітарних акцій: Southern Company проти NextEra Energy – яку купити краще?
Торгові сигнали Останні сигнали купівлі/продажу із зазначенням ціни входу та коефіцієнта ризику/прибутку
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Інституційні власники (13F) 2 562 подавачі звітності · $47.6B всього · Станом на 30 червня 2026 р.
Інституційні інвестори, які звітують про володіння цими акціями у своїй квартальній формі SEC 13F. Тільки довгі позиції; один подавець звітності може з'явитися двічі для окремих опціонних контрактів. Великі протилежні опціонні позиції (пут/кол) зазвичай відображають маркет-мейкінг або хеджування запасів, а не спрямованість переконань.
| Нові позиції | Закриті позиції | Збільшено | Зменшено | Зміна чистих акцій |
|---|---|---|---|---|
| 131 (-124 проти попереднього кв.) | 107 (+15 проти попереднього кв.) | 1 056 (+93 проти попереднього кв.) | 723 (-57 проти попереднього кв.) | +194.4M |
Порівняно з Q1 2026. Звіти SEC Form 13F подаються протягом 45 днів після закінчення кварталу плюс невеликий буфер для тих, хто подає із запізненням — квартали, що ще знаходяться в цьому вікні, пропускаються на користь останньої повністю звітної пари.
| Інституційний інвестор | Вартість | Акції | % від відстежуваного 13F | Тип |
|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $7 050 489 019 | 73 665 124 | 14,82% | Акції |
| STATE STREET CORP | $6 202 937 153 | 64 809 708 | 13,04% | Акції |
| Capital World Investors | $5 984 032 125 | 62 518 698 | 12,58% | Акції |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2 586 437 465 | 27 023 691 | 5,44% | Акції |
| GEODE CAPITAL MANAGEMENT, LLC | $2 464 237 665 | 25 551 541 | 5,18% | Акції |
| NORGES BANK | $1 374 286 682 | 14 358 862 | 2,89% | Акції |
| GOLDMAN SACHS GROUP INC | $903 161 992 | 9 436 443 | 1,90% | Акції |
| FMR LLC | $882 472 962 | 9 220 279 | 1,85% | Акції |
| AMERIPRISE FINANCIAL INC | $785 552 175 | 8 207 696 | 1,65% | Акції |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $706 949 377 | 7 386 369 | 1,49% | Акції |
| VANGUARD FIDUCIARY TRUST CO | $605 871 673 | 6 330 286 | 1,27% | Акції |
| WELLINGTON MANAGEMENT GROUP LLP | $461 948 909 | 4 826 548 | 0,97% | Акції |
| Pictet Asset Management Holding SA | $360 474 774 | 3 766 323 | 0,76% | Акції |
| LPL Financial LLC | $306 591 140 | 3 203 334 | 0,64% | Акції |
| Swiss National Bank | $304 319 516 | 3 179 600 | 0,64% | Акції |
| Mawer Investment Management Ltd. | $289 361 192 | 3 023 312 | 0,61% | Акції |
| National Pension Service | $280 715 324 | 2 932 978 | 0,59% | Акції |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $273 393 509 | 2 856 478 | 0,57% | Акції |
| Mitsubishi UFJ Asset Management Co., Ltd. | $264 828 996 | 2 766 994 | 0,56% | Акції |
| ENVESTNET ASSET MANAGEMENT INC | $240 519 003 | 2 513 008 | 0,51% | Акції |
| Sumitomo Mitsui Trust Group, Inc. | $238 545 977 | 2 492 383 | 0,50% | Акції |
| Vanguard Global Advisers, LLC | $233 029 348 | 2 434 744 | 0,49% | Акції |
| VANGUARD ASSET MANAGEMENT, Ltd | $228 996 512 | 2 392 608 | 0,48% | Акції |
| BANK OF AMERICA CORP /DE/ | $227 772 898 | 2 379 823 | 0,48% | Акції |
| Ensign Peak Advisors, Inc | $222 082 517 | 2 320 369 | 0,47% | Акції |
| RAYMOND JAMES FINANCIAL INC | $221 882 632 | 2 318 281 | 0,47% | Акції |
| BARCLAYS PLC | $216 024 074 | 2 257 069 | 0,45% | Акції |
| BANK OF MONTREAL /CAN/ | $215 621 518 | 2 252 863 | 0,45% | Акції |
| DIMENSIONAL FUND ADVISORS LP | $204 032 323 | 2 131 777 | 0,43% | Акції |
| California Public Employees Retirement System | $194 544 357 | 2 032 644 | 0,41% | Акції |
| RHUMBLINE ADVISERS | $188 289 215 | 1 967 290 | 0,40% | Акції |
| Legal & General Group Plc | $182 601 760 | 1 907 865 | 0,38% | Акції |
| JENNISON ASSOCIATES LLC | $179 068 529 | 1 870 949 | 0,38% | Акції |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $171 902 434 | 1 796 076 | 0,36% | Акції |
| Soroban Capital Partners LP | $161 585 949 | 1 688 287 | 0,34% | Акції |
| BNP PARIBAS FINANCIAL MARKETS | $158 164 221 | 1 652 536 | 0,33% | Акції |
| Empower Advisory Group, LLC | $156 479 281 | 1 634 931 | 0,33% | Акції |
| BlackRock, Inc. | $147 535 147 | 1 541 481 | 0,31% | Акції |
| Energy Income Partners, LLC | $141 433 251 | 1 477 727 | 0,30% | Акції |
| HighTower Advisors, LLC | $141 357 703 | 1 476 938 | 0,30% | Акції |
| CANADA PENSION PLAN INVESTMENT BOARD | $139 457 605 | 1 457 085 | 0,29% | Акції |
| PRINCIPAL FINANCIAL GROUP INC | $138 212 609 | 1 444 077 | 0,29% | Акції |
| Boston Partners | $134 882 860 | 1 409 287 | 0,28% | Акції |
| Focus Partners Wealth | $134 742 475 | 1 407 819 | 0,28% | Акції |
| JANE STREET GROUP, LLC | $131 907 522 | 1 378 200 | 0,28% | Опціон кол |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $130 753 264 | 1 366 140 | 0,27% | Акції |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $128 955 730 | 1 347 359 | 0,27% | Акції |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $123 247 160 | 1 276 908 | 0,26% | Акції |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $111 253 304 | 1 162 400 | 0,23% | Опціон пут |
| CAPITAL ADVISORS INC/OK | $109 016 009 | 1 139 024 | 0,23% | Акції |
| Vanguard Investments Australia, Ltd. | $107 776 351 | 1 126 072 | 0,23% | Акції |
| Nuveen Asset Management, LLC | $105 050 198 | 1 276 120 | 0,22% | Акції |
| ALLIANCEBERNSTEIN L.P. | $102 789 746 | 1 064 958 | 0,22% | Акції |
| NewEdge Advisors, LLC | $102 143 309 | 1 067 217 | 0,21% | Акції |
| ZACKS INVESTMENT MANAGEMENT | $99 330 143 | 1 037 823 | 0,21% | Акції |
| Capital International Investors | $99 228 300 | 1 036 760 | 0,21% | Акції |
| CITADEL ADVISORS LLC | $99 174 032 | 1 036 193 | 0,21% | Акції |
| NEW YORK STATE COMMON RETIREMENT FUND | $98 942 605 | 1 033 775 | 0,21% | Акції |
| UBS Group AG | $96 899 388 | 1 012 427 | 0,20% | Акції |
| JONES FINANCIAL COMPANIES LLLP | $93 265 943 | 959 921 | 0,20% | Акції |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $90 561 472 | 946 207 | 0,19% | Акції |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $90 541 660 | 946 000 | 0,19% | Опціон кол |
| Stonegate Investment Group, LLC | $84 628 591 | 892 989 | 0,18% | Акції |
| Portman Square Capital LLP | $84 243 942 | 880 200 | 0,18% | Опціон пут |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $83 728 544 | 874 815 | 0,18% | Акції |
| COMMONWEALTH EQUITY SERVICES, LLC | $83 648 434 | 873 978 | 0,18% | Акції |
| APG Asset Management N.V. | $79 917 641 | 954 653 | 0,17% | Акції |
| Cetera Investment Advisers | $78 442 193 | 819 582 | 0,16% | Акції |
| Mitsubishi UFJ Trust & Banking Corp | $77 634 401 | 811 142 | 0,16% | Акції |
| Welch Group, LLC | $75 404 248 | 787 841 | 0,16% | Акції |
| MACQUARIE GROUP LTD | $74 947 343 | 783 067 | 0,16% | Акції |
| CITADEL ADVISORS LLC | $74 500 664 | 778 400 | 0,16% | Опціон кол |
| Korea Investment CORP | $72 367 671 | 756 114 | 0,15% | Акції |
| Bank Julius Baer & Co. Ltd, Zurich | $71 577 705 | 746 107 | 0,15% | Акції |
| VICTORY CAPITAL MANAGEMENT INC | $67 712 240 | 707 473 | 0,14% | Акції |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $67 389 411 | 704 100 | 0,14% | Акції |
| Balyasny Asset Management L.P. | $67 094 528 | 701 019 | 0,14% | Акції |
| Quantinno Capital Management LP | $67 013 623 | 700 173 | 0,14% | Акції |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $64 833 063 | 671 706 | 0,14% | Акції |
| Nuveen, LLC | $63 540 338 | 663 884 | 0,13% | Акції |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $62 379 950 | 651 760 | 0,13% | Акції |
| FEDERATED HERMES, INC. | $62 220 592 | 650 095 | 0,13% | Акції |
| Capital Investment Advisors, LLC | $62 074 916 | 648 573 | 0,13% | Акції |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $61 584 213 | 646 054 | 0,13% | Акції |
| ROYAL BANK OF CANADA | $61 106 000 | 638 451 | 0,13% | Акції |
| PRUDENTIAL FINANCIAL INC | $58 188 043 | 607 962 | 0,12% | Акції |
| Assenagon Asset Management S.A. | $57 943 695 | 605 409 | 0,12% | Акції |
| STATE OF WISCONSIN INVESTMENT BOARD | $57 239 557 | 598 052 | 0,12% | Акції |
| Clark Capital Management Group, Inc. | $56 773 448 | 593 182 | 0,12% | Акції |
| Magellan Asset Management Ltd | $56 685 970 | 592 268 | 0,12% | Акції |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $53 723 867 | 570 498 | 0,11% | Акції |
| CITADEL ADVISORS LLC | $52 640 500 | 550 000 | 0,11% | Опціон пут |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $51 388 376 | 531 146 | 0,11% | Акції |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $50 867 472 | 531 475 | 0,11% | Акції |
| OSAIC HOLDINGS, INC. | $50 215 062 | 524 420 | 0,11% | Акції |
| Asset Management One Co., Ltd. | $50 023 227 | 518 268 | 0,11% | Акції |
| Investment Management Corp of Ontario | $50 001 201 | 522 424 | 0,11% | Акції |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $49 016 728 | 512 138 | 0,10% | Акції |
| Verition Fund Management LLC | $48 660 400 | 508 415 | 0,10% | Акції |
| OpenArc Corporate Advisory, LLC | $48 277 242 | 504 412 | 0,10% | Акції |
Інсайдери компанії 59 інсайдерів · 31 керівники · 28 директори
| Інсайдер | Роль | Остання активність | Кількість акцій у власності | Купівлі за 12 міс. | Продажі за 12 міс. | Нетто 12 міс |
|---|---|---|---|---|---|---|
| Ii James Y Kerr, | Chairman, President & CEO, GAS | 04 жовтня 2024 р. S | 145 088 | 0 | 0 | $0 |
| Anthony L Wilson | President & CEO, MPC | 02 серпня 2024 р. G | 84 168 | 0 | 0 | $0 |
| Kimberly S, Greene | Chairman, President & CEO, GPC | 02 травня 2024 р. S | 110 630 | 0 | 0 | $0 |
| Stephen E Kuczynski | CEO, Southern Nuclear | 11 березня 2024 р. S | 126 528 | 0 | 0 | $0 |
| James Jeffrey Peoples | Chairman, President & CEO, APC | 13 лютого 2024 р. M | 18 712 | 0 | 0 | $0 |
| Christopher C Womack | CEO, President and Chairman | 07 лютого 2024 р. M | 85 694 | 0 | 0 | $0 |
| Mark A. Crosswhite | Chairman, President & CEO, APC | 13 лютого 2022 р. M | 194 118 | 0 | 0 | $0 |
| Mark Lantrip | Chairman, President & CEO, SCS | 27 лютого 2021 р. M | 71 568 | 0 | 0 | $0 |
| William P Bowers | Chairman & CEO, GPC | 27 лютого 2021 р. M | 211 821 | 0 | 0 | $0 |
| Edison G Holland | CEO, Mississippi Power Co. | 12 січня 2015 р. F | 19 582 | 0 | 0 | $0 |
| Charles D Mccrary | President & CEO, APC | 13 січня 2014 р. F | 27 880 | 0 | 0 | $0 |
| Susan N Story | President & CEO, SCS | 06 березня 2013 р. M | 8 370 | 0 | 0 | $0 |
| Iv Edward Day, | President and CEO, MPC | 11 лютого 2013 р. A | 4 203 | 0 | 0 | $0 |
| James H Miller III | President & CEO, So Nuclear | 11 травня 2011 р. M | 1 079 | 0 | 0 | $0 |
| Alan C Martin | Pres & CEO, SCS | 22 вересня 2010 р. M | 1 691 | 0 | 0 | $0 |
| David M Ratcliffe | President, CEO & Chairman | 28 квітня 2010 р. D | 4 662 | 0 | 0 | $0 |
| Michael D Garrett | President & CEO of Ga. Power | 16 лютого 2009 р. A | — | 0 | 0 | $0 |
| Daniel S Tucker | Executive Vice President & CFO | 13 лютого 2024 р. M | 46 153 | 0 | 0 | $0 |
| Andrew W Evans | Executive Vice President & CFO | 27 лютого 2021 р. M | 192 553 | 0 | 0 | $0 |
| Art P Beattie | Executive Vice President & CFO | 12 лютого 2018 р. M | 42 382 | 0 | 0 | $0 |
| Anthony J Topazi | Executive VP & COO | 07 червня 2012 р. G | 3 624 | 0 | 0 | $0 |
| Bryan D Anderson | EVP & Pres. External Affairs | 06 вересня 2024 р. S | 44 467 | 0 | 0 | $0 |
| Sterling A Spainhour Jr. | EVP, Chief Legal Officer & CCO | 05 серпня 2024 р. S | 12 500 | 0 | 0 | $0 |
| Sloane N Drake | EVP, CHRO | 03 липня 2024 р. S | 16 771 | 0 | 0 | $0 |
| Christopher Cummiskey | EVP & CCCS Officer | 16 лютого 2024 р. S | 22 502 | 0 | 0 | $0 |
| Martin Bernard Davis | EVP and CIO | 13 лютого 2024 р. M | 89 563 | 0 | 0 | $0 |
| David P. Poroch | Comptroller | 13 лютого 2024 р. M | 34 596 | 0 | 0 | $0 |
| Stan W Connally | Executive Vice President, SCS | 13 лютого 2024 р. M | 140 389 | 0 | 0 | $0 |
| Ann P Daiss | Comptroller | 13 лютого 2023 р. M | 19 689 | 0 | 0 | $0 |
| Nancy E Sykes | EVP & CHRO | 12 лютого 2018 р. M | 3 863 | 0 | 0 | $0 |
| Ron W Hinson | Comptroller | 06 березня 2013 р. M | 3 247 | 0 | 0 | $0 |
| Anthony F Earley JR | Директор | 26 лютого 2026 р. G | 9 261 | 0 | 0 | $0 |
| Kristine L Svinicki | Директор | 01 жовтня 2024 р. A | — | 0 | 0 | $0 |
| Janaki Akella | Директор | 01 жовтня 2024 р. A | — | 0 | 0 | $0 |
| Shantella E. Cooper | Директор | 01 жовтня 2024 р. A | — | 0 | 0 | $0 |
| Dale E. Klein | Директор | 01 жовтня 2024 р. A | — | 0 | 0 | $0 |
| Henry A Clark III | Директор | 01 жовтня 2024 р. A | 2 000 | 0 | 0 | $0 |
| Lizanne Thomas | Директор | 01 жовтня 2024 р. A | 700 | 0 | 0 | $0 |
| David J Grain | Директор | 01 жовтня 2024 р. A | 500 | 0 | 0 | $0 |
| John D Johns | Директор | 01 жовтня 2024 р. A | 670 | 0 | 0 | $0 |
| Donald M James | Директор | 01 жовтня 2024 р. A | 0 | 0 | 0 | $0 |
| David E Meador | Директор | 01 жовтня 2024 р. A | — | 0 | 0 | $0 |
| William G Smith JR | Директор | 01 жовтня 2024 р. A | 962 | 0 | 0 | $0 |
| Ernerst J Moniz | Директор | 01 квітня 2024 р. A | 3 500 | 0 | 0 | $0 |
| WOOD E JENNER III | Директор | 01 квітня 2024 р. A | 5 000 | 0 | 0 | $0 |
| Colette D Honorable | Директор | 03 липня 2023 р. A | — | 0 | 0 | $0 |
| Thomas A Fanning | Директор | 09 червня 2023 р. S | 844 239 | 0 | 0 | $0 |
| Juanita P Baranco | Директор | 01 квітня 2022 р. A | — | 0 | 0 | $0 |
| Steven R. Specker | Директор | 01 квітня 2021 р. A | — | 0 | 0 | $0 |
| Jon A Boscia | Директор | 01 квітня 2021 р. A | 55 000 | 0 | 0 | $0 |
Інсайдери згідно з формами SEC 3/4/5; чистий результат = лише відкритий ринок купівлі/продажу
Присутність в ETF Належить 211 ETF
Вага відображає лише прямі акціонерні володіння (N-PORT); фонди з кредитним плечем або похідними інструментами можуть мати додаткову експозицію за свопами, яка не відображається.
| Фонд | Вага | Одиниці | Станом на | Джерело |
|---|---|---|---|---|
| VPU · VANGUARD WORLD FUND | 6,87% | 7 717 457 SH | 08 серпня 2026 р. | Щоденно |
| FUTY · FIDELITY COVINGTON TRUST | 6,64% | 1 687 042 NS | 30 квітня 2026 р. | N-PORT |
| IDU · iShares Trust | 6,59% | 962 684 SH | 08 серпня 2026 р. | Щоденно |
| UPW · ProShares Trust | 5,47% | 11 450 NS | 31 травня 2026 р. | N-PORT |
| JXI · iShares Trust | 4,72% | 155 217 SH | 08 серпня 2026 р. | Щоденно |
| UTSL · Direxion Shares ETF Trust | 4,54% | 20 435 NS | 30 квітня 2026 р. | N-PORT |
| POWR · iShares, Inc. | 4,06% | 198 813 SH | 08 серпня 2026 р. | Щоденно |
| ZAP · Global X Funds | 3,53% | 166 558 NS | 30 квітня 2026 р. | N-PORT |
| RSPU · Invesco Exchange-Traded Fund Trust | 3,20% | 183 947 SH | 08 серпня 2026 р. | Щоденно |
| CCOR · Listed Funds Trust | 3,18% | 9 068 NS | 30 квітня 2026 р. | N-PORT |
| FPWR · First Trust Exchange-Traded Fund IV | 3,17% | 8 794 NS | 30 квітня 2026 р. | N-PORT |
| PUI · Invesco Exchange-Traded Fund Trust | 3,07% | 18 080 SH | 08 серпня 2026 р. | Щоденно |
| IFRA · iShares Trust | 2,93% | 1 448 461 SH | 08 серпня 2026 р. | Щоденно |
| TIME · Tidal Trust II | 2,88% | 4 480 NS | 31 травня 2026 р. | N-PORT |
| IGF · iShares Trust | 2,78% | 3 201 585 SH | 08 серпня 2026 р. | Щоденно |
| EMLP · First Trust Exchange-Traded Fund IV | 2,67% | 1 125 424 NS | 30 квітня 2026 р. | N-PORT |
| SIXH · EXCHANGE TRADED CONCEPTS TRUST | 2,49% | 146 865 NS | 31 травня 2026 р. | N-PORT |
| SIXA · EXCHANGE TRADED CONCEPTS TRUST | 2,49% | 131 600 NS | 31 травня 2026 р. | N-PORT |
| PGX · Invesco Exchange-Traded Fund Trust … | 2,31% | 4 417 158 | 08 серпня 2026 р. | Щоденно |
| PFF · iShares Trust | 2,06% | 10 047 390 SH | 08 серпня 2026 р. | Щоденно |
| MFSV · MFS Active Exchange Traded Funds Tr… | 2,00% | 102 877 NS | 31 травня 2026 р. | N-PORT |
| ESLV · Strategy Shares | 1,99% | 2 415 NS | 30 квітня 2026 р. | N-PORT |
| EIPI · First Trust Exchange-Traded Fund VI… | 1,96% | 223 851 NS | 31 травня 2026 р. | N-PORT |
| UPGD · Invesco Exchange-Traded Fund Trust | 1,85% | 24 228 SH | 08 серпня 2026 р. | Щоденно |
| EIPX · First Trust Exchange-Traded Fund IV | 1,73% | 94 998 NS | 30 квітня 2026 р. | N-PORT |
| VRP · Invesco Exchange-Traded Fund Trust … | 1,64% | 48 354 000 | 08 серпня 2026 р. | Щоденно |
| HDV · iShares Trust | 1,56% | 2 488 840 SH | 08 серпня 2026 р. | Щоденно |
| FDV · Federated Hermes ETF Trust | 1,49% | 115 165 NS | 30 квітня 2026 р. | N-PORT |
| NFRA · FlexShares Trust | 1,40% | 444 512 NS | 30 квітня 2026 р. | N-PORT |
| USMV · iShares Trust | 1,40% | 3 649 964 SH | 08 серпня 2026 р. | Щоденно |
| ALTL · Pacer Funds Trust | 1,35% | 13 396 NS | 30 квітня 2026 р. | N-PORT |
| VCLN · Virtus ETF Trust II | 1,21% | 801 NS | 30 квітня 2026 р. | N-PORT |
| FDVV · FIDELITY COVINGTON TRUST | 1,21% | 1 152 147 NS | 30 квітня 2026 р. | N-PORT |
| ACIO · ETF Series Solutions | 1,12% | 264 462 NS | 30 квітня 2026 р. | N-PORT |
| SPLV · Invesco Exchange-Traded Fund Trust … | 1,11% | 859 518 SH | 08 серпня 2026 р. | Щоденно |
| ADME · ETF Series Solutions | 1,10% | 30 097 NS | 30 квітня 2026 р. | N-PORT |
| ACWV · iShares, Inc. | 1,05% | 379 364 SH | 08 серпня 2026 р. | Щоденно |
| ESUM · Strategy Shares | 1,01% | 16 096 NS | 30 квітня 2026 р. | N-PORT |
| PAYR · Federated Hermes ETF Trust | 1,00% | 3 766 NS | 30 квітня 2026 р. | N-PORT |
| ELCV · Strategy Shares | 0,99% | 22 618 NS | 30 квітня 2026 р. | N-PORT |
| VFMV · VANGUARD WELLINGTON FUND | 0,97% | 42 194 SH | 08 серпня 2026 р. | Щоденно |
| QLV · FlexShares Trust | 0,94% | 16 471 NS | 30 квітня 2026 р. | N-PORT |
| ICAP · Series Portfolios Trust | 0,94% | 11 061 NS | 31 травня 2026 р. | N-PORT |
| EQWL · Invesco Exchange-Traded Fund Trust | 0,93% | 278 569 SH | 08 серпня 2026 р. | Щоденно |
| ZECP · Zacks Trust | 0,92% | 34 252 NS | 31 травня 2026 р. | N-PORT |
| IQRA · New York Life Investments Active ET… | 0,84% | 603 NS | 30 квітня 2026 р. | N-PORT |
| FXU · First Trust Exchange-Traded AlphaDE… | 0,83% | 77 227 NS | 30 квітня 2026 р. | N-PORT |
| JOYT · J.P. Morgan Exchange-Traded Fund Tr… | 0,81% | 7 205 NS | 30 квітня 2026 р. | N-PORT |
| FFLC · FIDELITY COVINGTON TRUST | 0,75% | 87 533 NS | 30 квітня 2026 р. | N-PORT |
| DGRO · iShares Trust | 0,74% | 3 466 581 SH | 08 серпня 2026 р. | Щоденно |