Titelia

Fund shareholders of Southern Co/The

ISIN US8425871071 · United States · LEI 549300FC3G3YU2FBZD92

Fund shareholders
793
Of which ETFs
240 553 other funds
Value held
35.7B $ 10.5M € · 30.6M SEK
Share of capital
32.1 % of 1.2B shares on Jun 30, 2026

793 funds hold this company. This table lists the 792 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. It is not in the table.

FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 34,943,7923.4B $0.17 %3.04 %as of Mar 31, 2026 ↗
VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS 27,982,1412.7B $0.19 %2.43 %as of Mar 31, 2026 ↗
Income Fund of America Income Fund of America 23,491,0782.3B $1.55 %2.04 %as of Apr 30, 2026 ↗
State Street(R) Utilities Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 18,889,9961.8B $7.47 %1.64 %as of Mar 31, 2026 ↗
iShares Core S&P 500 ETF iShares Trust 14,161,4601.4B $0.19 %1.23 %as of Mar 31, 2026 ↗
Fidelity 500 Index Fund Fidelity Concord Street Trust 14,012,9451.4B $0.18 %1.22 %as of Feb 28, 2026 ↗
Washington Mutual Investors Fund Washington Mutual Investors Fund 10,888,4421.1B $0.49 %0.95 %as of Apr 30, 2026 ↗
VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS 10,175,800982.2M $0.44 %0.88 %as of Mar 31, 2026 ↗
American Balanced Fund American Balanced Fund 9,215,791889.5M $0.34 %0.80 %as of Mar 31, 2026 ↗
Franklin Income Fund Franklin Custodian Funds 9,000,000868.7M $1.10 %0.78 %as of Mar 31, 2026 ↗
MFS Value Fund MFS SERIES TRUST I 8,459,789823.8M $1.47 %0.74 %as of Feb 28, 2026 ↗
VANGUARD UTILITIES INDEX FUND VANGUARD WORLD FUND 7,199,764701.1M $6.36 %0.63 %as of Feb 28, 2026 ↗
VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 6,208,710599.3M $0.19 %0.54 %as of Mar 31, 2026 ↗
T. Rowe Price Value Fund, Inc. T. ROWE PRICE VALUE FUND, INC. 5,515,954532.4M $1.67 %0.48 %as of Mar 31, 2026 ↗
Columbia Dividend Income Fund COLUMBIA FUNDS SERIES TRUST I 5,439,666529.7M $1.11 %0.47 %as of Feb 28, 2026 ↗
JPMorgan Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust 4,987,328481.4M $1.09 %0.43 %as of Mar 31, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 4,342,108419.9M $0.44 %0.38 %as of Apr 30, 2026 ↗
Capital World Growth & Income Fund Capital World Growth & Income Fund 4,195,490408.6M $0.27 %0.36 %as of Feb 28, 2026 ↗
Franklin Utilities Fund Franklin Custodian Funds 4,000,000386.1M $4.98 %0.35 %as of Mar 31, 2026 ↗
T. Rowe Price Equity Income Fund T. ROWE PRICE EQUITY INCOME FUND, INC. 3,620,000349.4M $2.16 %0.31 %as of Mar 31, 2026 ↗
iShares MSCI USA Min Vol Factor ETF iShares Trust 3,616,825349.7M $1.53 %0.31 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST 3,348,145323.2M $1.56 %0.29 %as of Mar 31, 2026 ↗
JPMorgan U.S. Equity Fund JPMorgan Trust I 3,331,276321.5M $1.02 %0.29 %as of Mar 31, 2026 ↗
iShares Global Infrastructure ETF iShares Trust 3,039,636293.4M $2.90 %0.26 %as of Mar 31, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 2,951,582285.4M $0.72 %0.26 %as of Apr 30, 2026 ↗
American Funds Fundamental Investors American Funds Fundamental Investors 2,672,000257.9M $0.17 %0.23 %as of Mar 31, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 2,530,480244.2M $0.35 %0.22 %as of Mar 31, 2026 ↗
Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST 2,445,462236.5M $0.17 %0.21 %as of Apr 30, 2026 ↗
VANGUARD ENERGY FUND VANGUARD SPECIALIZED FUNDS 2,345,992226.9M $2.98 %0.20 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST 2,314,283223.4M $0.19 %0.20 %as of Mar 31, 2026 ↗
Asset Allocation Fund AMERICAN FUNDS INSURANCE SERIES 2,198,884212.2M $0.81 %0.19 %as of Mar 31, 2026 ↗
iShares Core High Dividend ETF iShares Trust 2,175,822210.4M $1.55 %0.19 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 2,059,211200.5M $0.16 %0.18 %as of Feb 28, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 1,908,114185.8M $0.08 %0.17 %as of Feb 28, 2026 ↗
iShares S&P 500 Value ETF iShares Trust 1,899,889183.4M $0.39 %0.17 %as of Mar 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 1,899,803185M $0.20 %0.17 %as of Feb 28, 2026 ↗
PGIM Jennison Utility Fund Prudential Sector Funds, Inc. 1,864,467181.6M $5.06 %0.16 %as of Feb 27, 2026 ↗
Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust 1,789,415173M $0.84 %0.16 %as of Apr 30, 2026 ↗
Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust 1,752,371169.5M $0.19 %0.15 %as of Apr 30, 2026 ↗
T. Rowe Price U.S. Large-Cap Core Fund, Inc. T. ROWE PRICE U.S. LARGE-CAP CORE FUND, INC. 1,694,862163.6M $0.99 %0.15 %as of Mar 31, 2026 ↗
Fidelity MSCI Utilities Index ETF FIDELITY COVINGTON TRUST 1,687,042163.1M $6.64 %0.15 %as of Apr 30, 2026 ↗
Growth Fund of America Growth Fund of America 1,642,966160M $0.05 %0.14 %as of Feb 28, 2026 ↗
Fidelity Growth and Income Portfolio Fidelity Securities Fund 1,635,566158.2M $1.07 %0.14 %as of Apr 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 1,630,858158.8M $0.16 %0.14 %as of Feb 28, 2026 ↗
Fidelity Series Large Cap Stock Fund Fidelity Hastings Street Trust 1,576,500152.2M $0.61 %0.14 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 1,385,867133.8M $0.17 %0.12 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST 1,296,482125.1M $0.39 %0.11 %as of Mar 31, 2026 ↗
VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS 1,291,561124.7M $0.19 %0.11 %as of Mar 31, 2026 ↗
JPMorgan Nasdaq Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust 1,159,837111.9M $0.33 %0.10 %as of Mar 31, 2026 ↗
Select Utilities Portfolio Fidelity Select Portfolios 1,158,179112.8M $2.76 %0.10 %as of Feb 28, 2026 ↗
Fidelity High Dividend ETF Fidelity Covington Trust 1,152,147111.4M $1.21 %0.10 %as of Apr 30, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 1,133,806110.4M $0.17 %0.10 %as of Feb 28, 2026 ↗
First Trust North American Energy Infrastructure Fund First Trust Exchange-Traded Fund IV 1,125,424108.8M $2.67 %0.10 %as of Apr 30, 2026 ↗
iShares U.S. Infrastructure ETF iShares Trust 1,119,399108M $2.92 %0.10 %as of Mar 31, 2026 ↗
Invesco S&P 500 Low Volatility ETF Invesco Exchange-Traded Fund Trust II 1,113,786108.5M $1.31 %0.10 %as of Feb 28, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 1,088,569105.1M $0.40 %0.09 %as of Mar 31, 2026 ↗
MFS Utilities Fund MFS Series Trust VI 1,074,008103.9M $3.69 %0.09 %as of Apr 30, 2026 ↗
iShares U.S. Utilities ETF iShares Trust 1,068,209103.3M $6.38 %0.09 %as of Apr 30, 2026 ↗
T. Rowe Price Dividend Growth Fund, Inc. T. ROWE PRICE DIVIDEND GROWTH FUND, INC. 1,028,73599.3M $0.44 %0.09 %as of Mar 31, 2026 ↗
S&P 500 Index Master Portfolio Master Investment Portfolio 1,005,98997.1M $0.19 %0.09 %as of Mar 31, 2026 ↗
Capital Income Builder Capital Income Builder 997,62696.5M $0.08 %0.09 %as of Apr 30, 2026 ↗
JPMorgan Hedged Equity Fund JPMorgan Trust I 947,87291.5M $0.46 %0.08 %as of Mar 31, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 927,40689.5M $0.37 %0.08 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 919,86989M $0.15 %0.08 %as of Apr 30, 2026 ↗
Fidelity Equity-Income Fund Fidelity Devonshire Trust 901,25087.2M $0.76 %0.08 %as of Apr 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 877,33584.8M $0.09 %0.08 %as of Apr 30, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 873,03484.3M $0.07 %0.08 %as of Mar 31, 2026 ↗
Janus Henderson Balanced Fund JANUS INVESTMENT FUND 850,38682.1M $0.31 %0.07 %as of Mar 31, 2026 ↗
Federated Hermes Strategic Value Dividend Fund Federated Hermes Equity Funds 849,32782.1M $0.86 %0.07 %as of Apr 30, 2026 ↗
JPMorgan Large Cap Value Fund JPMorgan Trust II 836,22780.7M $1.63 %0.07 %as of Mar 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 786,19575.9M $0.18 %0.07 %as of Mar 31, 2026 ↗
JNL/T. Rowe Price Value Fund JNL Series Trust 704,90068M $1.66 %0.06 %as of Mar 31, 2026 ↗
T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. 689,34566.5M $0.19 %0.06 %as of Mar 31, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 661,98263.9M $0.18 %0.06 %as of Mar 31, 2026 ↗
VANGUARD MEGA CAP VALUE INDEX FUND VANGUARD WORLD FUND 657,90464.1M $0.53 %0.06 %as of Feb 28, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 649,97862.9M $0.15 %0.06 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 641,06362.4M $0.34 %0.06 %as of Feb 28, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 639,26262.3M $0.16 %0.06 %as of Feb 28, 2026 ↗
JPMorgan Equity Premium Income Fund JPMorgan Trust IV 634,20161.2M $1.12 %0.06 %as of Mar 31, 2026 ↗
Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES 621,12460M $0.53 %0.05 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 619,65459.8M $0.10 %0.05 %as of Mar 31, 2026 ↗
NYLI CBRE Global Infrastructure Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 605,38158.5M $3.42 %0.05 %as of Apr 30, 2026 ↗
JNL/Mellon Utilities Sector Fund JNL Series Trust 596,30557.6M $6.71 %0.05 %as of Mar 31, 2026 ↗
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST 584,29956.4M $0.20 %0.05 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 580,25756.5M $0.36 %0.05 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 578,45456.3M $0.23 %0.05 %as of Feb 28, 2026 ↗
VIP Equity-Income Portfolio Variable Insurance Products Fund 574,70055.5M $0.81 %0.05 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 571,12655.2M $0.15 %0.05 %as of Apr 30, 2026 ↗
Massachusetts Investors Trust MASSACHUSETTS INVESTORS TRUST 561,76454.2M $0.86 %0.05 %as of Mar 31, 2026 ↗
Fidelity Large Cap Stock Fund Fidelity Concord Street Trust 558,98354.1M $0.53 %0.05 %as of Apr 30, 2026 ↗
Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST 539,41452.1M $0.17 %0.05 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 530,76751.2M $0.17 %0.05 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 522,35050.5M $0.13 %0.05 %as of Apr 30, 2026 ↗
JPMorgan Active Value ETF J.P. Morgan Exchange-Traded Fund Trust 501,99348.5M $0.81 %0.04 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund 501,37748.4M $0.19 %0.04 %as of Mar 31, 2026 ↗
Franklin Managed Income Fund Franklin Investors Securities Trust 500,00048.4M $1.39 %0.04 %as of Apr 30, 2026 ↗
MFS Utilities Series MFS VARIABLE INSURANCE TRUST 491,64447.5M $3.80 %0.04 %as of Mar 31, 2026 ↗
JPMorgan U.S. Research Enhanced Equity Fund JPMorgan Trust I 488,82747.2M $0.46 %0.04 %as of Mar 31, 2026 ↗
T. Rowe Price Large-Cap Value Fund T. Rowe Price Equity Funds, Inc. 486,32846.9M $1.77 %0.04 %as of Mar 31, 2026 ↗
iShares S&P 100 ETF iShares Trust 486,23546.9M $0.26 %0.04 %as of Mar 31, 2026 ↗

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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 7.47 %as of Mar 31, 2026 ↗
PROFUND VP UTILITIES ProFunds 7.33 %as of Mar 31, 2026 ↗
JNL/Mellon Utilities Sector Fund JNL Series Trust 6.71 %as of Mar 31, 2026 ↗
Fidelity MSCI Utilities Index ETF FIDELITY COVINGTON TRUST 6.64 %as of Apr 30, 2026 ↗
Allspring Utility and Telecommunications Fund ALLSPRING FUNDS TRUST 6.43 %as of Mar 31, 2026 ↗
iShares U.S. Utilities ETF iShares Trust 6.38 %as of Apr 30, 2026 ↗
VANGUARD UTILITIES INDEX FUND VANGUARD WORLD FUND 6.36 %as of Feb 28, 2026 ↗
UTILITIES ULTRASECTOR PROFUND ProFunds 5.62 %as of Apr 30, 2026 ↗
PGIM Jennison Utility Fund Prudential Sector Funds, Inc. 5.06 %as of Feb 27, 2026 ↗
Franklin Utilities Fund Franklin Custodian Funds 4.98 %as of Mar 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
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

Declared shareholders of Southern Co/The

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Capital Management 7.42 %83,145,596as of Mar 31, 2026 · SCHEDULE 13G
Capital World Investors 5.60 %63,022,016as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Southern Co/The

563 funds declare 1,108 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 Fund5513.7M $as of Mar 31, 2026
Franklin Income Fund4275.9M $as of Mar 31, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND12208.2M $as of Mar 31, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND13207.8M $as of Mar 31, 2026
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND5191.1M $as of Feb 28, 2026
T. Rowe Price Capital Appreciation Fund1135.8M $as of Mar 31, 2026
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND5118M $as of Apr 30, 2026
TCW METWEST TOTAL RETURN BOND FUND2102.7M $as of Mar 31, 2026
Bridge Builder Core Plus Bond Fund6102.1M $as of Mar 31, 2026
VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND489.3M $as of Apr 30, 2026
JPMorgan Ultra-Short Income ETF180.3M $as of Feb 28, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND478.5M $as of Feb 28, 2026
Calamos Market Neutral Income Fund167.2M $as of Apr 30, 2026
VANGUARD WELLINGTON FUND165.5M $as of Feb 28, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND655.8M $as of Mar 31, 2026
iShares iBoxx $ Investment Grade Corporate Bond ETF652.1M $as of Feb 28, 2026
Guggenheim Total Return Bond Fund247.5M $as of Mar 31, 2026
iShares Core U.S. Aggregate Bond ETF1245M $as of Feb 28, 2026
Strategic Advisers Fidelity Core Income Fund744.9M $as of Feb 28, 2026
iShares Convertible Bond ETF244.5M $as of Apr 30, 2026
Dodge & Cox Balanced Fund344.3M $as of Mar 31, 2026
Bond Fund242.6M $as of Feb 28, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF536.3M $as of Feb 28, 2026
State Street(R) SPDR(R) Bloomberg Convertible Securities ETF234.1M $as of Mar 31, 2026
Virtus Income & Growth Fund233.8M $as of Mar 31, 2026
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Titelia. "Fund shareholders of Southern Co/The". https://titelia.com/en/stocks/southern-co-the-US8425871071