Glück Conviction Score™ ⓘ
Score-Verlauf (90 Tage)
Kursverlauf (12 Monate)
Technische Indikatoren
Technical-Score basiert auf 12 Indikatoren (Trend, Momentum, Volatilität, Position) mit fixen Gewichten — wird aktuell nur informativ angezeigt und fließt nicht in den Glück Conviction Score ein. Integration nach Backtest-Kalibrierung (P5).
| Indikator | Signal | Gewicht | Wert | Detail | Beitrag |
|---|---|---|---|---|---|
| Kurs vs SMA50 | Bullisch | 10 % | 93.94 | +0.1 % vs SMA50 | |
| Kurs vs SMA200 | Bullisch | 15 % | 92.49 | +1.6 % vs SMA200 | |
| SMA-Cross | Bullisch | 10 % | GOLDEN | vor 61 Tagen @ 98.27 | |
| EMA20 vs EMA50 | Bärisch | 5 % | 92.86 | EMA50: 93.42 | |
| MACD-Histogramm | Bullisch | 10 % | 0.297 | Bullisch | |
| RSI(14) | Neutral | 10 % | 53.9 | Neutral (30–70) | |
| Stoch %K(14) | Bärisch | 5 % | 82.5 | Überkauft | |
| ADX(14)+DI | Neutral | 10 % | 16.0 | +DI: 23.1 / −DI: 19.8 | |
| Z-Score(60) | Neutral | 5 % | -0.09 | In Range | |
| 52W-Position | Neutral | 5 % | 63.4 % | Hoch 99.72 / Tief 84.08 | |
| Bollinger(20,2σ) | Neutral | 5 % | 71.2 % | Upper 95.69 / Mid 92.75 / Lower 89.80 | |
| LinReg-Slope(60) | Bärisch | 10 % | -0.0691 | R²=0.39 / annualisiert -18.5 % |
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-06-01 | Kim Matthew M. | Officer, Comptroller | Open Market Sale | -100 | 91,16 | -9.116,00 | -1,2% | |
| 2026-05-01 | Kim Matthew M. | Officer, Comptroller | Open Market Sale | -100 | 96,57 | -9.657,00 | -1,3% | |
| 2026-03-30 | Greene Kimberly S, | Officer, Chairman, President & CEO, GPC | Open Market Sale | -25.000 | 96,67 | -2.416.750,00 | -318,0% | |
| 2026-03-19 | Cummiskey Christopher | Officer, EVP | Open Market Sale | -6.669 | 96,55 | -643.891,95 | -84,7% | |
| 2026-03-18 | Connally Stan W | Officer, EVP & COO | Open Market Sale | -12.500 | 97,13 | -1.214.125,00 | -159,8% | |
| 2026-02-24 | Kim Matthew M. | Officer, Comptroller | Open Market Sale | -5.123 | 95,15 | -487.453,45 | -64,1% | |
| 2025-09-30 | Anderson Bryan D | Officer, EVP | Open Market Sale | -6.206 | 93,83 | -582.308,98 | -76,6% | |
| 2025-08-11 | Spainhour Sterling A Jr. | Officer, EVP & CLO | Open Market Sale | -2.380 | 95,02 | -226.147,60 | -29,8% | |
| 2025-07-21 | Greene Kimberly S, | Officer, Chairman, President & CEO, GPC | Open Market Sale | -13.158 | 95,00 | -1.250.010,00 | -164,5% |
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 108.057.413 | 0 | 108.057.413 | 9.422.606.414 | Neu | +100,0% | |
| BlackRock, Inc. | 120.707.670 | 113.576.758 | 7.130.912 | 8.894.431.341 | Aufgestockt | +6,3% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 71.539.145 | 0 | 71.539.145 | 6.904.958.276 | Neu | +100,0% | |
| STATE STREET CORP | 81.356.088 | 79.605.694 | 1.750.394 | 6.126.091.280 | Aufgestockt | +2,2% | |
| Capital World Investors | 67.882.445 | 52.250.648 | 15.631.797 | 6.026.700.743 | Aufgestockt | +29,9% | |
| JPMORGAN CHASE & CO | 107.854.666 | 0 | 107.854.666 | 5.438.021.169 | Neu | +100,0% | |
| Belvedere Trading LLC | 41.440.117 | 0 | 41.440.117 | 2.937.214.967 | Neu | +100,0% | |
| GEODE CAPITAL MANAGEMENT, LLC | 28.355.049 | 27.259.125 | 1.095.924 | 2.751.206.618 | Aufgestockt | +4,0% | |
| FMR LLC | 32.423.793 | 32.542.290 | -118.497 | 2.241.704.689 | Reduziert | -0,4% | |
| FRANKLIN RESOURCES INC | 31.293.128 | 28.829.461 | 2.463.667 | 1.977.925.487 | Aufgestockt | +8,5% | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 15.595.800 | 16.500.985 | -905.185 | 1.504.329.753 | Reduziert | -5,5% | |
| MORGAN STANLEY | 16.820.066 | 16.596.239 | 223.827 | 1.253.414.578 | Aufgestockt | +1,3% | |
| NORGES BANK | 12.745.981 | 0 | 12.745.981 | 1.111.449.543 | Neu | +100,0% | |
| AMERIPRISE FINANCIAL INC | 10.635.822 | 10.550.458 | 85.364 | 970.927.137 | Aufgestockt | +0,8% | |
| NORTHERN TRUST CORP | 9.827.426 | 9.823.850 | 3.576 | 948.543.157 | Aufgestockt | 0,0% | |
| ROYAL BANK OF CANADA | 23.801.175 | 28.776.112 | -4.974.937 | 861.572.000 | Reduziert | -17,3% | |
| BANK OF AMERICA CORP /DE/ | 21.043.562 | 22.473.825 | -1.430.263 | 824.719.292 | Reduziert | -6,4% | |
| Legal & General Group Plc | 7.848.282 | 8.424.835 | -576.553 | 757.516.183 | Reduziert | -6,8% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 7.111.271 | 6.889.152 | 222.119 | 686.379.897 | Aufgestockt | +3,2% | |
| GOLDMAN SACHS GROUP INC | 13.181.096 | 13.691.630 | -510.534 | 603.509.822 | Reduziert | -3,7% | |
| Invesco Ltd. | 15.587.999 | 15.404.827 | 183.172 | 548.205.557 | Aufgestockt | +1,2% | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 5.173.525 | 5.119.605 | 53.920 | 499.348.634 | Aufgestockt | +1,1% | |
| BARCLAYS PLC | 6.492.491 | 12.009.751 | -5.517.260 | 442.707.355 | Reduziert | -45,9% | |
| WELLINGTON MANAGEMENT GROUP LLP | 6.830.730 | 12.716.098 | -5.885.368 | 438.459.128 | Reduziert | -46,3% | |
| WELLS FARGO & COMPANY/MN | 7.186.837 | 5.853.506 | 1.333.331 | 433.072.435 | Aufgestockt | +22,8% | |
| UBS Group AG | 7.558.260 | 4.802.672 | 2.755.588 | 421.966.269 | Aufgestockt | +57,4% | |
| Pictet Asset Management Holding SA | 4.236.493 | 4.265.347 | -28.854 | 408.906.976 | Reduziert | -0,7% | |
| Nuveen, LLC | 4.537.454 | 4.996.877 | -459.423 | 408.767.696 | Reduziert | -9,2% | |
| Mawer Investment Management Ltd. | 3.421.757 | 1.767.773 | 1.653.984 | 330.267.986 | Aufgestockt | +93,6% | |
| Amundi | 3.574.416 | 2.006.778 | 1.567.638 | 321.150.330 | Aufgestockt | +78,1% | |
| Swiss National Bank | 3.231.400 | 3.014.500 | 216.900 | 311.894.728 | Aufgestockt | +7,2% | |
| RAYMOND JAMES FINANCIAL INC | 3.152.402 | 3.095.082 | 57.320 | 304.272.356 | Aufgestockt | +1,9% | |
| LPL Financial LLC | 3.070.673 | 3.024.030 | 46.643 | 296.381.322 | Aufgestockt | +1,5% | |
| VOYA INVESTMENT MANAGEMENT LLC | 13.151.218 | 9.322.457 | 3.828.761 | 287.259.921 | Aufgestockt | +41,1% | |
| National Pension Service | 2.878.867 | 2.900.350 | -21.483 | 277.868.243 | Reduziert | -0,7% | |
| CITIGROUP INC | 8.709.900 | 12.414.624 | -3.704.724 | 263.488.207 | Reduziert | -29,8% | |
| DIMENSIONAL FUND ADVISORS LP | 2.655.044 | 2.572.103 | 82.941 | 256.276.602 | Aufgestockt | +3,2% | |
| Capital Research Global Investors | 2.614.540 | 825.154 | 1.789.386 | 252.355.401 | Aufgestockt | +216,9% | |
| Mitsubishi UFJ Asset Management Co., Ltd. | 2.500.709 | 2.334.017 | 166.692 | 241.368.433 | Aufgestockt | +7,1% | |
| ENVESTNET ASSET MANAGEMENT INC | 2.445.718 | 2.270.859 | 174.859 | 236.060.709 | Aufgestockt | +7,7% | |
| Sumitomo Mitsui Trust Group, Inc. | 2.439.489 | 2.587.127 | -147.638 | 235.459.478 | Reduziert | -5,7% | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3.339.228 | 3.411.095 | -71.867 | 234.925.451 | Reduziert | -2,1% | |
| Soroban Capital Partners LP | 2.375.511 | 6.093.608 | -3.718.097 | 229.284.322 | Reduziert | -61,0% | |
| MARSHALL WACE, LLP | 2.334.178 | 771.922 | 1.562.256 | 225.294.861 | Aufgestockt | +202,4% | |
| Ensign Peak Advisors, Inc | 2.256.022 | 2.587.960 | -331.938 | 217.751.243 | Reduziert | -12,8% | |
| DEUTSCHE BANK AG\ | 2.582.270 | 3.714.048 | -1.131.778 | 204.875.421 | Reduziert | -30,5% | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 2.098.404 | 2.869.491 | -771.087 | 202.537.954 | Reduziert | -26,9% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.028.265 | 2.263.519 | -235.254 | 195.592.260 | Reduziert | -10,4% | |
| CITADEL ADVISORS LLC | 1.996.897 | 1.491.260 | 505.637 | 192.740.499 | Aufgestockt | +33,9% | |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 1.955.065 | 2.069.696 | -114.631 | 188.702.874 | Reduziert | -5,5% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) |
|---|---|---|---|---|---|
| BlackRock, Inc. | 120.707.670 | 113.576.758 | +6,3% | 8.894.431.341 | 12,61 |
| VANGUARD CAPITAL MANAGEMENT LLC | 71.539.145 | 0 | +100,0% | 6.904.958.276 | 9,79 |
| STATE STREET CORP | 81.356.088 | 79.605.694 | +2,2% | 6.126.091.280 | 8,68 |
| Capital World Investors | 67.882.445 | 52.250.648 | +29,9% | 6.026.700.743 | 8,54 |
| JPMORGAN CHASE & CO | 83.227.247 | 107.854.666 | -22,8% | 4.250.092.630 | 6,02 |
| GEODE CAPITAL MANAGEMENT, LLC | 28.355.049 | 27.259.125 | +4,0% | 2.751.206.618 | 3,90 |
| FMR LLC | 32.423.793 | 32.542.290 | -0,4% | 2.241.704.689 | 3,18 |
| FRANKLIN RESOURCES INC | 31.293.128 | 28.829.461 | +8,5% | 1.977.925.487 | 2,80 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 15.595.800 | 16.500.985 | -5,5% | 1.504.329.753 | 2,13 |
| MORGAN STANLEY | 16.820.066 | 16.596.239 | +1,3% | 1.253.414.578 | 1,78 |
| AMERIPRISE FINANCIAL INC | 10.635.822 | 10.550.458 | +0,8% | 970.927.137 | 1,38 |
| NORTHERN TRUST CORP | 9.827.426 | 9.823.850 | 0,0% | 948.543.157 | 1,34 |
| ROYAL BANK OF CANADA | 23.801.175 | 28.776.112 | -17,3% | 861.572.000 | 1,22 |
| BANK OF AMERICA CORP /DE/ | 21.043.562 | 22.473.825 | -6,4% | 824.719.292 | 1,17 |
| Legal & General Group Plc | 7.848.282 | 8.424.835 | -6,8% | 757.516.183 | 1,07 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 7.111.271 | 6.889.152 | +3,2% | 686.379.897 | 0,97 |
| GOLDMAN SACHS GROUP INC | 13.181.096 | 13.691.630 | -3,7% | 603.509.822 | 0,86 |
| Invesco Ltd. | 15.587.999 | 15.404.827 | +1,2% | 548.205.557 | 0,78 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 5.173.525 | 5.119.605 | +1,1% | 499.348.634 | 0,71 |
| BARCLAYS PLC | 6.492.491 | 12.009.751 | -45,9% | 442.707.355 | 0,63 |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 2.314 | 1.597,0 | 81.524 |
| 31.12.2025 | ✓ | 2.233 | 1.558,8 | 72.992 |
| 30.09.2025 | ✓ | 2.244 | 3.182,3 | 84.157 |
| 30.06.2025 | ✓ | 2.195 | 2.961,6 | 79.674 |
| 31.03.2025 | ✓ | 2.191 | 2.871,6 | 76.283 |
| 31.12.2024 | ✓ | 2.082 | 2.666,3 | 69.035 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| Belvedere Trading LLC | 41.440.117 | 2.937.214.967 |
| NORGES BANK | 12.745.981 | 1.111.449.543 |
| Portman Square Capital LLP | 2.790.629 | 176.528.589 |
| Pinnacle Financial Partners, Inc. | 1.767.997 | 154.175.434 |
| RENAISSANCE TECHNOLOGIES LLC | 1.513.400 | 131.968.480 |
| CAMDEN ASSET MANAGEMENT L P /CA | 1.674.600 | 83.093.652 |
| ExodusPoint Capital Management, LP | 576.900 | 50.305.680 |
| EP Wealth Advisors, LLC | 390.880 | 34.084.732 |
| TUDOR INVESTMENT CORP ET AL | 300.002 | 25.034.874 |
| Eurizon Capital SGR S.p.A. | 194.925 | 17.019.246 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Capital World Investors | 52.250.648 | 18.701.796 | +55.7 % | 4.147.016.713 |
| Lombard Odier Asset Management (Europe) Ltd | 30.038.000 | 13.081.000 | +77.1 % | 32.109.420 |
| PenderFund Capital Management Ltd. | 30.000.000 | 10.000.000 | +50.0 % | 32.148.750 |
| Brevan Howard Capital Management LP | 10.016.194 | 9.928.212 | +11284.4 % | 12.118.253 |
| ADVENT CAPITAL MANAGEMENT /DE/ | 54.208.989 | 8.679.989 | +19.1 % | 102.747.594 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 36.423.133 | 7.399.883 | +25.5 % | 3.103.758 |
| FRANKLIN RESOURCES INC | 28.829.461 | 6.831.440 | +31.1 % | 1.647.178.055 |
| CITIGROUP INC | 12.414.624 | 6.071.905 | +95.7 % | 182.604.387 |
| TORONTO DOMINION BANK | 3.785.566 | 3.245.673 | +601.2 % | 37.743.946 |
| LORD, ABBETT & CO. LLC | 17.085.000 | 2.700.000 | +18.8 % | 18.250 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Calamos Advisors LLC | 13.289.353 | -135.096.942 | -91.0 % | 153.671.640 |
| LAZARD ASSET MANAGEMENT LLC | 12.481.110 | -82.141.959 | -86.8 % | 927.780 |
| Aequim Alternative Investments LP | 25.382 | -79.474.618 | -100.0 % | 2.213.310 |
| Point72 Asset Management, L.P. | 244.700 | -62.579.600 | -99.6 % | 21.337.840 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3.411.095 | -56.988.931 | -94.4 % | 221.263.098 |
| SUSQUEHANNA ADVISORS GROUP, INC. | 5.450.000 | -49.450.000 | -90.1 % | 58.165 |
| Sculptor Capital LP | 36.000 | -34.964.000 | -99.9 % | 3.139.200 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 47.590.810 | -30.437.810 | -39.0 % | 107.326.730 |
| STATE STREET CORP | 79.605.694 | -23.099.229 | -22.5 % | 5.408.835.127 |
| JPMORGAN CHASE & CO | 107.854.666 | -23.062.102 | -17.6 % | 5.438.021.169 |
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Zweck |
|---|---|---|---|---|---|---|
| 14.05.2026 | Capital World Investors | Passiv (13G) | 5,60 % | 63.022.016 | Neu | |
| 30.04.2026 | Vanguard Capital Management | Passiv (13G) | 7,42 % | 83.145.596 | Neu | |
| 27.03.2026 | The Vanguard Group | Passiv (13G/A) | Ausstieg | 0 | -9,13 pp | |
| 05.03.2026 | JPMORGAN CHASE & CO. | Passiv (13G/A) | 3,70 % | 41.304.187 | -2,50 pp | |
| 24.07.2025 | JPMORGAN CHASE & CO. | Passiv (13G/A) | 6,20 % | 68.426.236 | +1,10 pp | |
| 10.02.2025 | JPMORGAN CHASE & CO. | Passiv (13G) | 5,10 % | 55.894.492 | Neu | |
| 16.02.2024 | T. ROWE PRICE ASSOCIATES, INC. | Passiv (13G/A) | 2,70 % | 29.897.895 | 0,00 pp | |
| 14.02.2024 | T. ROWE PRICE ASSOCIATES, INC. | Passiv (13G) | 2,70 % | 29.897.895 | -2,80 pp | |
| 13.02.2024 | The Vanguard Group | Passiv (13G/A) | 9,13 % | 99.606.095 | +0,14 pp | |
| 29.01.2024 | : STATE STREET CORPORATION | Passiv (13G/A) | 5,84 % | 0 | -0,15 pp | |
| 26.01.2024 | . BlackRock, Inc. | Passiv (13G/A) | 7,10 % | 77.730.437 | -0,30 pp | |
| 14.02.2023 | T. ROWE PRICE ASSOCIATES, INC. | Passiv (13G) | 5,50 % | 60.188.724 | Neu | |
| 10.02.2023 | : STATE STREET CORPORATION | Passiv (13G/A) | 5,99 % | 0 | +1,04 pp | |
| 09.02.2023 | The Vanguard Group | Passiv (13G/A) | 8,99 % | 97.914.225 | +0,43 pp | |
| 31.01.2023 | . BlackRock, Inc. | Passiv (13G/A) | 7,40 % | 80.958.615 | +0,20 pp | |
| 09.02.2022 | The Vanguard Group | Passiv (13G/A) | 8,56 % | 90.764.249 | +0,10 pp | |
| 08.02.2022 | . BlackRock, Inc. | Passiv (13G/A) | 7,20 % | 76.012.798 | +0,20 pp |
US Congress Trades (STOCK Act)
| Datum | Mitglied | Partei | Kammer | Typ | Betrag-Bereich |
|---|---|---|---|---|---|
| 02.12.2025 | Jared Moskowitz | – | House | Kauf | $1,001 – $15,000 |
| 23.09.2025 | Valerie Hoyle | – | House | Verkauf | $1,001 – $15,000 |
| 28.08.2025 | Marjorie Taylor Greene | – | House | Kauf | $1,001 – $15,000 |
| 07.04.2025 | Jared Moskowitz | – | House | Kauf | $1,001 – $15,000 |
| 03.04.2025 | Marjorie Taylor Greene | – | House | Kauf | $1,001 – $15,000 |
| 07.11.2024 | Marjorie Taylor Mrs Greene | – | House | Kauf | $1,001 – $15,000 |
| 29.10.2024 | Valerie Hoyle | – | House | Kauf | $1,001 – $15,000 |
| 04.09.2024 | John James | – | House | Verkauf | $1,001 – $15,000 |
| 05.07.2024 | Jared Moskowitz | – | House | Kauf | $1,001 – $15,000 |
| 05.07.2024 | Jared Moskowitz | – | House | Kauf | $1,001 – $15,000 |
| 05.07.2024 | Jared Moskowitz | – | House | Kauf | $1,001 – $15,000 |
Quelle: House eFD & Senate eFD (STOCK Act PTR). Betragsangaben sind Bereichsangaben — keine Exaktwerte. Tiefenanalyse für diese Aktie → · Alle Kongress-Bestände →
Stammdaten
The Southern Company engagiert sich durch ihre Tochtergesellschaften in der Erzeugung, Übertragung und Verteilung von Strom. Sie operiert über die Geschäftsbereiche Gas Distribution Operations, Gas Pipeline Investments, Wholesale Gas Services und Gas Marketing Services. Das Unternehmen entwickelt, konstruiert, erwirbt, besitzt und verwaltet auch Stromerzeugungsanlagen einschließlich erneuerbarer Energieprojekte und verkauft Strom auf dem Großhandelsmarkt sowie verteilt Erdgas in Illinois, Georgia, Virginia und Tennessee und bietet Gasmarketingdienste, Großhandels-Gasdienste und Gas-Pipeline-Investitionsoperationen. Darüber hinaus besitzt und/oder operiert es 30 Wasserkraftwerke, 24 Kohle-/Gaskraftwerke, drei Kernkraftwerke, 13 Gas- und Dampfturbinen-/Kraft-Wärme-Kopplungsanlagen, 45 Solaranlagen, 15 Windkraftanlagen, eine Brennstoffzellenenanlage und vier Batteriespeicheranlagen sowie konstruiert, operiert und wartet 76.289 Meilen Erdgaspipelines und 14 Speicheranlagen mit einer Gesamtkapazität von 157 Bcf um Erdgas an Wohn-, Gewerbe- und Industriekunden zu liefern. Das Unternehmen bedient ungefähr 8,7 Millionen Strom- und Gaskunden. Darüber hinaus bietet das Unternehmen digitale drahtlose Kommunikations- und Glasfaser-Dienste an. The Southern Company wurde 1945 gegründet und hat seinen Sitz in Atlanta, Georgia.
Unternehmen & Branche
| Name | SOUTHERN CO |
|---|---|
| Ticker | SO |
| CIK | 0000092122 |
| Boerse | NYSE |
| Sektor | Utilities |
| Industrie | Regulated Electric |
| SIC | 4911 · Electric Services |
Wertpapier & Kennzahlen
| CUSIP | 842587107 |
|---|---|
| ISIN | US8425871071 |
| Typ | Common Stock |
| Marktkapitalisierung | 104,89 Mrd. USD |
| KGV (P/E) | 24,13 |
| Beta | 0,36 |
| Dividendenrendite | 0,03 % |
Bewertung
| KBV (P/B) | 2,91 vs. 2,63 (2021) ▲ |
|---|---|
| KUV (P/S) | 3,55 vs. 3,17 (2021) ▲ |
| EV/EBITDA | 8,0 vs. 9,8 (2021) ▼ |
| FCF-Rendite | -2,8 % vs. -1,9 % (2021) ▼ |
| Ausschüttungsquote | 69,5 % |
Qualität & Bilanz
| Operative Marge | 24,7 % vs. 16,0 % (2021) ▲ |
|---|---|
| Nettomarge | 14,7 % |
| ROIC | 11,1 % |
| Nettoverschuldung/EBITDA | 0,1 vs. 0,2 (2021) ▼ |
| Zinsdeckungsgrad | 2,2 vs. 2,0 (2021) ▲ |
Basis: SEC-XBRL-Jahresabschluss bis 31.12.2025, Multiples mit aktueller Marktkapitalisierung (trailing), Vergleich: GJ bis 2021. Kennzahlen erklärt →
Kennzahlen-Historie (5 Jahre) – Tabelle & Verlauf
| Kennzahl | 2021 | 2022 | 2023 | 2024 | 2025 | Verlauf |
|---|---|---|---|---|---|---|
| Bewertung | ||||||
| KBV (P/B) | 2,63 | 2,54 | 2,45 | 2,73 | 2,69 | |
| KUV (P/S) | 3,17 | 2,64 | 3,05 | 3,39 | 3,27 | |
| EV/EBITDA | 9,8 | 8,5 | 7,4 | 7,5 | 7,4 | |
| FCF-Rendite | -1,9 % | -2,1 % | -2,0 % | 0,9 % | -3,0 % | |
| Ausschüttungsquote | – | – | 76,3 % | 67,1 % | 69,5 % | |
| Qualität & Bilanz | ||||||
| Operative Marge | 16,0 % | 18,3 % | 23,1 % | 26,4 % | 24,7 % | |
| Nettomarge | – | – | 15,7 % | 16,5 % | 14,7 % | |
| ROIC | – | – | 11,2 % | 12,1 % | 11,1 % | |
| Nettoverschuldung/EBITDA | 0,2 | 0,3 | 0,3 | 0,2 | 0,1 | |
| Zinsdeckungsgrad | 2,0 | 2,7 | 2,4 | 2,6 | 2,2 | |
Basis: SEC-XBRL-Jahresabschlüsse, Multiples je Geschäftsjahr mit Marktkapitalisierung zum Bilanzstichtag (point-in-time).
Externe Quelle:
SEC EDGAR »
Externe Links: Yahoo Finance » · OnVista »
Finanzkennzahlen (SEC XBRL) ⓘ
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2026-03-31 | 10-Q | 8.397.000.000 | 1.356.000.000 | 1,20 | 157.031.000.000 | |
| 2025-12-31 | 10-K | 29.553.000.000 | 4.341.000.000 | 3,92 | 155.720.000.000 | 36.016.000.000 |
| 2025-09-30 | 10-Q | 7.823.000.000 | 1.711.000.000 | 1,54 | 153.248.000.000 | -4.000.000 |
| 2025-06-30 | 10-Q | 6.973.000.000 | 880.000.000 | 0,79 | 148.853.000.000 | 16.000.000 |
| 2025-03-31 | 10-Q | 7.775.000.000 | 1.334.000.000 | 1,21 | 148.109.000.000 | 8.184.000.000 |
| 2024-12-31 | 10-K | 26.724.000.000 | 4.401.000.000 | 3,99 | 145.180.000.000 | 33.208.000.000 |
| 2024-09-30 | 10-Q | 7.274.000.000 | 1.535.000.000 | 1,39 | 143.956.000.000 | -6.000.000 |
| 2024-06-30 | 10-Q | 6.463.000.000 | 1.203.000.000 | 1,09 | 141.937.000.000 | -2.739.000.000 |
| 2024-03-31 | 10-Q | 6.646.000.000 | 409.000.000 | 1,03 | 140.120.000.000 | 10.838.000.000 |
| 2023-12-31 | 10-K | 25.253.000.000 | 3.976.000.000 | 3,62 | 139.331.000.000 | 31.444.000.000 |
| 2023-09-30 | 10-Q | 6.980.000.000 | 1,29 | 138.321.000.000 | ||
| 2023-06-30 | 10-Q | 5.748.000.000 | 0,76 | 137.116.000.000 | ||
| 2023-03-31 | 10-Q | 6.480.000.000 | 0,79 | 134.756.000.000 | ||
| 2022-12-31 | 10-K | 29.279.000.000 | 3,26 | 134.891.000.000 | 30.408.000.000 | |
| 2022-09-30 | 10-Q | 8.378.000.000 | 1.472.000.000 | 1,35 | 134.005.000.000 | |
| 2022-06-30 | 10-Q | 7.206.000.000 | 1.107.000.000 | 1,03 | 130.769.000.000 | |
| 2022-03-31 | 10-Q | 6.648.000.000 | 0,97 | 128.639.000.000 | ||
| 2021-12-31 | 10-K | 23.113.000.000 | 2,24 | 127.534.000.000 | 27.874.000.000 | |
| 2021-09-30 | 10-Q | 6.238.000.000 | 1.101.000.000 | 1,03 | 127.861.000.000 | |
| 2021-06-30 | 10-Q | 5.198.000.000 | 372.000.000 | 0,35 | 125.907.000.000 |
Umsatz nach Segmenten & Regionen ⓘ
Geschäftssegmente
| Segment | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| Retail | 19,3 Mrd. | 17,8 Mrd. | 16,3 Mrd. | 18,2 Mrd. | 14,9 Mrd. | 65,4 % | +8,7% | |
| Natural Gas | 5,0 Mrd. | 4,5 Mrd. | 4,7 Mrd. | 6,0 Mrd. | – | 17,1 % | +13,2% | |
| Wholesale Electric | 2,9 Mrd. | 2,4 Mrd. | 2,5 Mrd. | 3,6 Mrd. | – | 10,0 % | +21,0% | |
| Product And Service Other | 1,3 Mrd. | 1,2 Mrd. | 949,0 Mio. | 732,0 Mio. | 708,0 Mio. | 4,3 % | +11,6% | |
| Other Electric Revenue | 953,0 Mio. | 896,0 Mio. | 792,0 Mio. | 747,0 Mio. | 718,0 Mio. | 3,2 % | +6,4% | |
| Electric Utilities | – | – | – | – | 18,3 Mrd. | – | – | |
| Natural Gas Us Regulated | – | – | – | – | 4,4 Mrd. | – | – | |
| Wholesale Non Affiliates | – | – | – | – | 2,5 Mrd. | – | – |
Quartalsergebnisse (Earnings) ⓘ
| Quartal | Stichtag | Verkündet | Umsatz | EPS |
|---|---|---|---|---|
| Q1 2026 | 31.03.2026 | 30.04.2026 | 8,4 Mrd. USD | 1,20 |
| Q3 2025 | 30.09.2025 | 30.10.2025 | 7,8 Mrd. USD | 1,54 |
| Q2 2025 | 30.06.2025 | 30.10.2025 | 7,0 Mrd. USD | 0,79 |
| Q1 2025 | 31.03.2025 | 30.04.2026 | 7,8 Mrd. USD | 1,21 |
| Q3 2024 | 30.09.2024 | 30.10.2025 | 7,3 Mrd. USD | 1,39 |
| Q2 2024 | 30.06.2024 | 30.10.2025 | 6,5 Mrd. USD | 1,09 |
| Q1 2024 | 31.03.2024 | 30.10.2025 | 6,6 Mrd. USD | 1,03 |
| Q3 2023 | 30.09.2023 | 31.10.2024 | 7,0 Mrd. USD | 1,29 |
| Q2 2023 | 30.06.2023 | 31.10.2024 | 5,7 Mrd. USD | 0,76 |
Kritische 8-K Meldungen ⓘ
| Datum | Meldung | Schwere | Filing | Auszug |
|---|---|---|---|---|
| 17.02.2026 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment… |
| 23.07.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment… |
| 18.07.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment… |
| 11.07.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment… |
| 27.05.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment… |
| 12.02.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment… |
| 11.02.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment… |
| 10.12.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment… |
| 13.05.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment… |
| 06.02.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment… |
| 12.12.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment… |
| 17.10.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment… |
| 18.07.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment… |
| 18.07.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment… |
| 26.05.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment… |
| 14.02.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment… |
| 07.02.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment… |
| 05.01.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment… |
| 21.11.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 17.08.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
Fail-to-Deliver (6 Monate) ⓘ
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-05-14 | 575 | 93,14 | 53.556 |
| 2026-05-11 | 16 | 91,80 | 1.469 |
| 2026-05-05 | 246.546 | 95,99 | 23.665.951 |
| 2026-05-04 | 4.582 | 96,71 | 443.125 |
| 2026-04-27 | 303 | 93,49 | 28.327 |
| 2026-04-20 | 150 | 94,51 | 14.177 |
| 2026-04-16 | 803 | 94,64 | 75.996 |
| 2026-04-15 | 9 | 95,96 | 864 |
| 2026-04-08 | 1.249 | 96,82 | 120.928 |
| 2026-04-06 | 151.967 | 97,45 | 14.809.184 |
| 2026-04-01 | 2.324 | 96,52 | 224.312 |
| 2026-03-31 | 4 | 96,93 | 388 |
| 2026-03-30 | 5.000 | 95,55 | 477.750 |
| 2026-03-26 | 2 | 94,61 | 189 |
| 2026-03-25 | 110 | 93,98 | 10.338 |
| 2026-03-24 | 57 | 93,75 | 5.344 |
| 2026-03-23 | 2.902 | 93,39 | 271.018 |
| 2026-03-18 | 1.670 | 98,27 | 164.111 |
| 2026-03-17 | 4.797 | 99,11 | 475.431 |
| 2026-03-13 | 96.539 | 97,84 | 9.445.376 |
| 2026-03-09 | 196 | 97,48 | 19.106 |
| 2026-03-05 | 251 | 97,63 | 24.505 |
| 2026-02-26 | 199 | 95,92 | 19.088 |
| 2026-02-25 | 616 | 95,81 | 59.019 |
| 2026-02-23 | 113 | 94,30 | 10.656 |
| 2026-02-20 | 5 | 95,05 | 475 |
| 2026-02-18 | 88 | 92,00 | 8.096 |
| 2026-02-17 | 35.484 | 94,95 | 3.369.206 |
| 2026-02-13 | 1.688 | 92,56 | 156.241 |
| 2026-02-12 | 134 | 90,86 | 12.175 |
| 2026-02-11 | 221 | 90,72 | 20.049 |
| 2026-02-06 | 12.259 | 91,08 | 1.116.550 |
| 2026-02-05 | 41 | 90,29 | 3.702 |
| 2026-02-02 | 1.990 | 89,31 | 177.727 |
| 2026-01-30 | 430 | 89,14 | 38.330 |
| 2026-01-28 | 14.422 | 88,84 | 1.281.250 |
| 2026-01-27 | 2.010 | 88,16 | 177.202 |
| 2026-01-22 | 23.526 | 89,15 | 2.097.343 |
| 2026-01-16 | 68 | 88,78 | 6.037 |
| 2026-01-14 | 799 | 87,55 | 69.952 |
| 2026-01-13 | 7.142 | 86,74 | 619.497 |
| 2026-01-12 | 1.581 | 87,01 | 137.563 |
| 2026-01-08 | 435 | 86,27 | 37.527 |
| 2026-01-02 | 11.663 | 87,20 | 1.017.014 |
| 2025-12-30 | 44.652 | 87,54 | 3.908.836 |
| 2025-12-29 | 50 | 87,17 | 4.359 |
| 2025-12-22 | 17.765 | 85,28 | 1.514.999 |
| 2025-12-18 | 2 | 87,03 | 174 |
| 2025-12-17 | 700 | 85,71 | 59.997 |
Hinweis
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