Titelia

Fund shareholders of Southern Co/The

ISIN US8425871071 · United States · LEI 549300FC3G3YU2FBZD92

Fund shareholders
798
Of which ETFs
249 549 other funds
Value held
≈ 36.2B $ 36.2B $ · 10.5M € · 30.6M SEK
Share of capital
33.2 % of 1.2B shares on Jun 30, 2026

798 funds hold this company. This table lists the 797 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. The “Fund reports” tab lists it, with its weight.

FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 35,818,3733.4B $0.15 %3.11 %as of Jun 30, 2026 ↗
VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS 29,223,0292.8B $0.17 %2.54 %as of Jun 30, 2026 ↗
Income Fund of America Income Fund of America 20,394,4811.9B $1.30 %1.77 %as of Jul 31, 2026 ↗
State Street(R) Utilities Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 18,343,5291.8B $7.60 %1.59 %as of Jun 30, 2026 ↗
iShares Core S&P 500 ETF iShares Trust 15,506,0471.5B $0.17 %1.35 %as of Jun 30, 2026 ↗
Fidelity 500 Index Fund Fidelity Concord Street Trust 14,090,8381.3B $0.16 %1.22 %as of May 31, 2026 ↗
Washington Mutual Investors Fund Washington Mutual Investors Fund 12,688,5291.2B $0.55 %1.10 %as of Jul 31, 2026 ↗
American Balanced Fund American Balanced Fund 12,222,7971.2B $0.41 %1.06 %as of Jun 30, 2026 ↗
VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS 10,739,8391B $0.40 %0.93 %as of Jun 30, 2026 ↗
Franklin Income Fund Franklin Custodian Funds 9,000,000861.4M $1.09 %0.78 %as of Jun 30, 2026 ↗
MFS Value Fund MFS SERIES TRUST I 7,803,904718.3M $1.41 %0.68 %as of May 31, 2026 ↗
VANGUARD UTILITIES INDEX FUND VANGUARD WORLD FUND 7,664,343705.5M $6.67 %0.67 %as of May 31, 2026 ↗
VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 6,119,593585.7M $0.17 %0.53 %as of Jun 30, 2026 ↗
T. Rowe Price Value Fund, Inc. T. ROWE PRICE VALUE FUND, INC. 5,472,270523.8M $1.54 %0.48 %as of Jun 30, 2026 ↗
Capital World Growth & Income Fund Capital World Growth & Income Fund 5,401,902497.2M $0.31 %0.47 %as of May 31, 2026 ↗
Columbia Dividend Income Fund COLUMBIA FUNDS SERIES TRUST I 5,387,833496M $1.05 %0.47 %as of May 31, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 4,544,174429.6M $0.43 %0.40 %as of Jul 31, 2026 ↗
Franklin Utilities Fund Franklin Custodian Funds 4,000,000382.8M $5.01 %0.35 %as of Jun 30, 2026 ↗
JPMorgan Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust 3,830,470366.6M $0.82 %0.33 %as of Jun 30, 2026 ↗
iShares MSCI USA Min Vol Factor ETF iShares Trust 3,600,891340.4M $1.44 %0.31 %as of Jul 31, 2026 ↗
T. Rowe Price Equity Income Fund T. ROWE PRICE EQUITY INCOME FUND, INC. 3,564,000341.1M $1.93 %0.31 %as of Jun 30, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 3,455,830326.7M $0.76 %0.30 %as of Jul 31, 2026 ↗
iShares Global Infrastructure ETF iShares Trust 3,182,283304.6M $2.83 %0.28 %as of Jun 30, 2026 ↗
American Funds Fundamental Investors American Funds Fundamental Investors 3,100,000296.7M $0.16 %0.27 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST 2,966,734283.9M $1.33 %0.26 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST 2,689,063257.4M $0.17 %0.23 %as of Jun 30, 2026 ↗
JPMorgan U.S. Equity Fund JPMorgan Trust I 2,647,273253.4M $0.76 %0.23 %as of Jun 30, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 2,520,510241.2M $0.30 %0.22 %as of Jun 30, 2026 ↗
Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST 2,518,302238.1M $0.16 %0.22 %as of Jul 31, 2026 ↗
iShares Core High Dividend ETF iShares Trust 2,508,684237.2M $1.59 %0.22 %as of Jul 31, 2026 ↗
Disciplined Value Fund John Hancock Funds III 2,406,176230.3M $1.18 %0.21 %as of Jun 30, 2026 ↗
VANGUARD ENERGY OPPORTUNITIES FUND VANGUARD SPECIALIZED FUNDS 2,316,559219M $3.00 %0.20 %as of Jul 31, 2026 ↗
Asset Allocation Fund AMERICAN FUNDS INSURANCE SERIES 2,250,990215.4M $0.76 %0.20 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 2,081,883191.6M $0.14 %0.18 %as of May 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 1,999,190184M $0.19 %0.17 %as of May 31, 2026 ↗
Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust 1,981,700187.3M $0.19 %0.17 %as of Jul 31, 2026 ↗
iShares S&P 500 Value ETF iShares Trust 1,853,258177.4M $0.37 %0.16 %as of Jun 30, 2026 ↗
Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust 1,852,985175.2M $0.74 %0.16 %as of Jul 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 1,824,581168M $0.07 %0.16 %as of May 31, 2026 ↗
PGIM Jennison Utility Fund Prudential Sector Funds, Inc. 1,805,714166.2M $5.00 %0.16 %as of May 29, 2026 ↗
First Trust Morningstar Dividend Leaders Index Fund First Trust Exchange-Traded Fund 1,764,772168.9M $2.32 %0.15 %as of Jun 30, 2026 ↗
Fidelity MSCI Utilities Index ETF FIDELITY COVINGTON TRUST 1,706,465161.3M $6.95 %0.15 %as of Jul 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 1,680,132154.7M $0.14 %0.15 %as of May 31, 2026 ↗
T. Rowe Price Global Stock Fund T. ROWE PRICE INTERNATIONAL FUNDS, INC. 1,664,700157.4M $1.89 %0.14 %as of Jul 31, 2026 ↗
T. Rowe Price U.S. Large-Cap Core Fund, Inc. T. ROWE PRICE U.S. LARGE-CAP CORE FUND, INC. 1,650,580158M $0.88 %0.14 %as of Jun 30, 2026 ↗
Growth Fund of America Growth Fund of America 1,642,966151.2M $0.04 %0.14 %as of May 31, 2026 ↗
Fidelity Growth and Income Portfolio Fidelity Securities Fund 1,566,266148.1M $0.99 %0.14 %as of Jul 31, 2026 ↗
Fidelity Series Large Cap Stock Fund Fidelity Hastings Street Trust 1,546,500148M $0.51 %0.13 %as of Jun 30, 2026 ↗
Select Utilities Portfolio Fidelity Select Portfolios 1,522,579140.2M $3.59 %0.13 %as of May 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 1,444,181138.2M $0.15 %0.13 %as of Jun 30, 2026 ↗
iShares U.S. Infrastructure ETF iShares Trust 1,408,173134.8M $2.92 %0.12 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST 1,371,377131.3M $0.37 %0.12 %as of Jun 30, 2026 ↗
VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS 1,317,771126.1M $0.17 %0.11 %as of Jun 30, 2026 ↗
Fidelity High Dividend ETF Fidelity Covington Trust 1,217,022115.1M $1.13 %0.11 %as of Jul 31, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 1,169,157107.6M $0.15 %0.10 %as of May 31, 2026 ↗
First Trust North American Energy Infrastructure Fund First Trust Exchange-Traded Fund IV 1,160,043109.7M $2.66 %0.10 %as of Jul 31, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 1,114,247106.6M $0.37 %0.10 %as of Jun 30, 2026 ↗
JPMorgan Nasdaq Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust 1,103,709105.6M $0.26 %0.10 %as of Jun 30, 2026 ↗
MFS Utilities Fund MFS Series Trust VI 1,057,301100M $3.83 %0.09 %as of Jul 31, 2026 ↗
T. Rowe Price Dividend Growth Fund, Inc. T. ROWE PRICE DIVIDEND GROWTH FUND, INC. 1,022,64097.9M $0.41 %0.09 %as of Jun 30, 2026 ↗
S&P 500 Index Master Portfolio Master Investment Portfolio 1,018,06297.4M $0.16 %0.09 %as of Jun 30, 2026 ↗
iShares U.S. Utilities ETF iShares Trust 1,017,46696.2M $6.59 %0.09 %as of Jul 31, 2026 ↗
Capital Income Builder Capital Income Builder 997,62694.3M $0.07 %0.09 %as of Jul 31, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 968,79792.7M $0.35 %0.08 %as of Jun 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 935,88388.5M $0.09 %0.08 %as of Jul 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 933,66188.3M $0.15 %0.08 %as of Jul 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 884,81784.7M $0.06 %0.08 %as of Jun 30, 2026 ↗
Invesco S&P 500 Low Volatility ETF Invesco Exchange-Traded Fund Trust II 869,23780M $1.16 %0.08 %as of May 31, 2026 ↗
Federated Hermes Strategic Value Dividend Fund Federated Hermes Equity Funds 849,32780.3M $0.81 %0.07 %as of Jul 31, 2026 ↗
Janus Henderson Balanced Fund Janus Investment Fund 813,62477.9M $0.28 %0.07 %as of Jun 30, 2026 ↗
JPMorgan Large Cap Value Fund JPMorgan Trust II 809,53277.5M $1.50 %0.07 %as of Jun 30, 2026 ↗
iShares Russell 1000 ETF iShares Trust 784,97075.1M $0.16 %0.07 %as of Jun 30, 2026 ↗
JPMorgan Hedged Equity Fund JPMorgan Trust I 762,84173M $0.39 %0.07 %as of Jun 30, 2026 ↗
Fidelity Equity-Income Fund Fidelity Devonshire Trust 719,22768M $0.57 %0.06 %as of Jul 31, 2026 ↗
Capital Group Core Balanced ETF Capital Group Core Balanced ETF 709,91767.9M $0.97 %0.06 %as of Jun 30, 2026 ↗
JNL/T. Rowe Price Value Fund JNL Series Trust 704,90067.5M $1.54 %0.06 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 702,43564.7M $0.30 %0.06 %as of May 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 684,93064.8M $0.15 %0.06 %as of Jul 31, 2026 ↗
T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. 683,17065.4M $0.16 %0.06 %as of Jun 30, 2026 ↗
VANGUARD MEGA CAP VALUE INDEX FUND VANGUARD WORLD FUND 669,94861.7M $0.49 %0.06 %as of May 31, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 657,80163M $0.15 %0.06 %as of Jun 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 652,62660.1M $0.14 %0.06 %as of May 31, 2026 ↗
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST 619,42559.3M $0.17 %0.05 %as of Jun 30, 2026 ↗
Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES 614,64358.8M $0.48 %0.05 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 612,77157.9M $0.15 %0.05 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 610,44058.4M $0.09 %0.05 %as of Jun 30, 2026 ↗
T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. 577,42755.3M $0.30 %0.05 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 571,64652.6M $0.21 %0.05 %as of May 31, 2026 ↗
Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST 555,07353.1M $0.15 %0.05 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 554,62851.1M $0.33 %0.05 %as of May 31, 2026 ↗
JNL/Mellon Utilities Sector Fund JNL Series Trust 549,69452.6M $7.02 %0.05 %as of Jun 30, 2026 ↗
Massachusetts Investors Trust MASSACHUSETTS INVESTORS TRUST 543,22452M $0.76 %0.05 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 540,03851.7M $0.15 %0.05 %as of Jun 30, 2026 ↗
Fidelity Large Cap Stock Fund Fidelity Concord Street Trust 526,18349.7M $0.47 %0.05 %as of Jul 31, 2026 ↗
JPMorgan Active Value ETF J.P. Morgan Exchange-Traded Fund Trust 523,46550.1M $0.75 %0.05 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 522,35049.4M $0.12 %0.05 %as of Jul 31, 2026 ↗
Franklin Managed Income Fund Franklin Investors Securities Trust 500,00047.3M $1.38 %0.04 %as of Jul 31, 2026 ↗
MFS Utilities Series MFS VARIABLE INSURANCE TRUST 488,89046.8M $3.81 %0.04 %as of Jun 30, 2026 ↗
iShares S&P 100 ETF iShares Trust 487,16546.6M $0.23 %0.04 %as of Jun 30, 2026 ↗
College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund 482,56746.2M $0.16 %0.04 %as of Jun 30, 2026 ↗

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Funds that publish their own holdings

FundWeight in fund
Pictet - USA Index Pictet Asset Management (Europe) S.A. 0.19 %as of Sep 30, 2025 ↗

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
State Street(R) Utilities Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 7.60 %as of Jun 30, 2026 ↗
PROFUND VP UTILITIES ProFunds 7.38 %as of Jun 30, 2026 ↗
JNL/Mellon Utilities Sector Fund JNL Series Trust 7.02 %as of Jun 30, 2026 ↗
Fidelity MSCI Utilities Index ETF FIDELITY COVINGTON TRUST 6.95 %as of Jul 31, 2026 ↗
VANGUARD UTILITIES INDEX FUND VANGUARD WORLD FUND 6.67 %as of May 31, 2026 ↗
iShares U.S. Utilities ETF iShares Trust 6.59 %as of Jul 31, 2026 ↗
UTILITIES ULTRASECTOR PROFUND ProFunds 6.51 %as of Jul 31, 2026 ↗
Allspring Utility and Telecommunications Fund ALLSPRING FUNDS TRUST 6.41 %as of Jun 30, 2026 ↗
Direxion Daily Utilities Bull 3X Shares Direxion Shares ETF Trust 5.97 %as of Jul 31, 2026 ↗
ProShares Ultra Utilities ProShares Trust 5.47 %as of May 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3775+5381,341,525+3.3 %
2026Q2770+36369,013,009+0.7 %
2026Q1734-30366,364,964+2.0 %
2025Q4764-7359,308,886+3.1 %
2025Q37710348,574,561+4.2 %
2025Q2771+37334,565,022+0.9 %
2025Q1734-21331,605,527-2.3 %
2024Q4755+25339,306,253-0.3 %
2024Q3730+10340,176,905-0.1 %
2024Q2720+27340,462,353+5.1 %
2024Q1693+15323,868,067-2.9 %
2023Q4678333,628,287

Institutional managers

2,328 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.90,368,7038.7B $as of Mar 31, 2026
STATE STREET CORP62,980,0886.1B $as of Mar 31, 2026
Capital World Investors56,239,8735.4B $as of Mar 31, 2026
JPMORGAN CHASE & CO43,337,7504.2B $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/36,425,5263.5M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC28,355,0492.8B $as of Mar 31, 2026
FMR LLC22,887,9342.2B $as of Mar 31, 2026
FRANKLIN RESOURCES INC16,809,3091.6B $as of Mar 31, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/15,595,8001.5B $as of Mar 31, 2026
MORGAN STANLEY12,915,0661.2B $as of Mar 31, 2026
NORTHERN TRUST CORP9,827,426948.5M $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC9,435,986910.5M $as of Mar 31, 2026
ROYAL BANK OF CANADA8,753,175844.9M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/8,380,592808.9M $as of Mar 31, 2026
Legal & General Group Plc7,848,282757.5M $as of Mar 31, 2026
Bank of New York Mellon Corp7,278,616702.5M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC7,111,271686.4M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC5,841,923563.9M $as of Mar 31, 2026
Invesco Ltd.5,537,999534.5M $as of Mar 31, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC5,173,525499.3M $as of Mar 31, 2026
BARCLAYS PLC4,564,491440.6M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP4,515,730435.9M $as of Mar 31, 2026
WELLS FARGO & COMPANY/MN4,254,837410.7M $as of Mar 31, 2026
Pictet Asset Management Holding SA4,236,493408.9M $as of Mar 31, 2026
UBS Group AG4,076,352393.4M $as of Mar 31, 2026

Funds holding the debt of Southern Co/The

553 funds declare 1,104 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
Dodge & Cox Income Fund5513.2M $as of Jun 30, 2026
Franklin Income Fund4275.3M $as of Jun 30, 2026
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND6212.5M $as of May 31, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND13209.7M $as of Jun 30, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND12208.3M $as of Jun 30, 2026
T. Rowe Price Capital Appreciation Fund1166.9M $as of Jun 30, 2026
Bridge Builder Core Plus Bond Fund6102.3M $as of Jun 30, 2026
VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND496.8M $as of Jul 31, 2026
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND493.3M $as of Jul 31, 2026
JPMorgan Ultra-Short Income ETF180.4M $as of May 31, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND574M $as of May 31, 2026
TCW METWEST TOTAL RETURN BOND FUND269.6M $as of Jun 30, 2026
Calamos Market Neutral Income Fund166.5M $as of Jul 31, 2026
VANGUARD WELLINGTON FUND163.9M $as of May 31, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND662.1M $as of Jun 30, 2026
iShares Convertible Bond ETF254.6M $as of Jul 31, 2026
Guggenheim Total Return Bond Fund247.4M $as of Jun 30, 2026
iShares Core U.S. Aggregate Bond ETF1346.1M $as of May 31, 2026
Dodge & Cox Balanced Fund344.3M $as of Jun 30, 2026
Strategic Advisers Fidelity Core Income Fund744M $as of May 31, 2026
Invesco Variable Rate Preferred ETF343.2M $as of May 31, 2026
Bond Fund241.6M $as of May 31, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF639.8M $as of May 31, 2026
iShares iBoxx $ Investment Grade Corporate Bond ETF539.2M $as of May 31, 2026
State Street(R) SPDR(R) Bloomberg Convertible Securities ETF238.1M $as of Jun 30, 2026
Cite this page

Titelia. "Fund shareholders of Southern Co/The". https://titelia.com/en/stocks/southern-co-the-US8425871071