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
T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. 480,04846.3M $0.30 %0.04 %as of Mar 31, 2026 ↗
T. Rowe Price Large Cap Value Portfolio Brighthouse Funds Trust I 450,39143.5M $1.79 %0.04 %as of Mar 31, 2026 ↗
Franklin Income VIP Fund Franklin Templeton Variable Insurance Products Trust 450,00043.4M $1.32 %0.04 %as of Mar 31, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 448,17843.3M $0.32 %0.04 %as of Apr 30, 2026 ↗
FlexShares STOXX Global Broad Infrastructure Index Fund FlexShares Trust 444,51243M $1.40 %0.04 %as of Apr 30, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 430,67041.6M $0.16 %0.04 %as of Mar 31, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 424,36941M $0.32 %0.04 %as of Apr 30, 2026 ↗
iShares MSCI Global Min Vol Factor ETF iShares, Inc. 406,03339.5M $1.11 %0.04 %as of Feb 28, 2026 ↗
MFS Value Portfolio Brighthouse Funds Trust II 404,72339.1M $1.55 %0.04 %as of Mar 31, 2026 ↗
State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST 400,65938.7M $0.18 %0.03 %as of Mar 31, 2026 ↗
Nuveen Dividend Value Fund Nuveen Investment Funds, Inc. 389,64537.7M $1.08 %0.03 %as of Apr 30, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 383,58537.1M $0.33 %0.03 %as of Apr 30, 2026 ↗
The Gabelli Utilities Fund Gabelli Utilities Fund 377,85036.5M $2.06 %0.03 %as of Mar 31, 2026 ↗
CTIVP - T. Rowe Price Large Cap Value Fund Columbia Funds Variable Series Trust II 366,65235.4M $1.80 %0.03 %as of Mar 31, 2026 ↗
Fidelity Advisor Capital Development Fund Fidelity Destiny Portfolios 364,00035.1M $0.62 %0.03 %as of Mar 31, 2026 ↗
First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund 361,65134.9M $0.43 %0.03 %as of Mar 31, 2026 ↗
Growth Fund AMERICAN FUNDS INSURANCE SERIES 357,03434.5M $0.07 %0.03 %as of Mar 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 351,32734M $0.16 %0.03 %as of Apr 30, 2026 ↗
iShares MSCI ACWI ETF iShares Trust 347,84833.6M $0.11 %0.03 %as of Apr 30, 2026 ↗
VIP Index 500 Portfolio Variable Insurance Products Fund II 347,50833.5M $0.19 %0.03 %as of Mar 31, 2026 ↗
LVIP MFS Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 342,49233.1M $1.54 %0.03 %as of Mar 31, 2026 ↗
JPMorgan U.S. Large Cap Core Plus Fund JPMorgan Trust I 335,11232.3M $1.00 %0.03 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 330,88832M $0.16 %0.03 %as of Apr 30, 2026 ↗
VIP Growth and Income Portfolio Variable Insurance Products Fund III 328,40031.7M $1.20 %0.03 %as of Mar 31, 2026 ↗
Stock Index Fund Northern Funds 322,71731.1M $0.19 %0.03 %as of Mar 31, 2026 ↗
JNL/Mellon S&P 500 Index Fund JNL Series Trust 315,42030.4M $0.19 %0.03 %as of Mar 31, 2026 ↗
MFS Value Series MFS VARIABLE INSURANCE TRUST 315,21430.4M $1.55 %0.03 %as of Mar 31, 2026 ↗
Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust 305,65729.6M $0.17 %0.03 %as of Apr 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 298,46628.8M $0.17 %0.03 %as of Mar 31, 2026 ↗
Fidelity Mega Cap Stock Fund Fidelity Hastings Street Trust 297,70028.7M $0.48 %0.03 %as of Mar 31, 2026 ↗
WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust 295,51328.5M $0.51 %0.03 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 281,96527.3M $0.22 %0.02 %as of Apr 30, 2026 ↗
Janus Henderson Balanced Portfolio JANUS ASPEN SERIES 279,49827M $0.31 %0.02 %as of Mar 31, 2026 ↗
Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust 278,81627M $0.17 %0.02 %as of Apr 30, 2026 ↗
Sterling Capital Equity Income Fund Sterling Capital Funds 275,65826.6M $4.23 %0.02 %as of Mar 31, 2026 ↗
Touchstone Funds Group Trust-Touchstone Dividend Equity Fund Touchstone Funds Group Trust 274,30026.5M $1.15 %0.02 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Global Infrastructure ETF SPDR INDEX SHARES FUNDS 270,74126.1M $2.92 %0.02 %as of Mar 31, 2026 ↗
Victory 500 Index Fund Victory Portfolios III 266,62925.8M $0.17 %0.02 %as of Apr 30, 2026 ↗
Aptus Collared Investment Opportunity ETF ETF Series Solutions 264,46225.6M $1.12 %0.02 %as of Apr 30, 2026 ↗
NYLIM VP Fidelity Institutional AM Utilities Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 264,04225.5M $2.91 %0.02 %as of Mar 31, 2026 ↗
Infrastructure Fund John Hancock Investment Trust 255,81924.7M $2.01 %0.02 %as of Apr 30, 2026 ↗
Fidelity Balanced Fund Fidelity Puritan Trust 253,49524.7M $0.04 %0.02 %as of Feb 28, 2026 ↗
Hennessy Gas Utility Fund Hennessy Funds Trust 253,10024.5M $4.53 %0.02 %as of Apr 30, 2026 ↗
VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 252,36624.6M $0.38 %0.02 %as of Feb 28, 2026 ↗
U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC 250,80624.3M $0.17 %0.02 %as of Apr 30, 2026 ↗
JPMorgan Hedged Equity 2 Fund JPMorgan Trust IV 249,06624M $0.44 %0.02 %as of Mar 31, 2026 ↗
Invesco S&P 100 Equal Weight ETF Invesco Exchange-Traded Fund Trust 248,07024M $0.97 %0.02 %as of Apr 30, 2026 ↗
EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 246,49323.8M $0.19 %0.02 %as of Mar 31, 2026 ↗
JPMorgan Equity Index Fund JPMorgan Trust II 243,29823.5M $0.19 %0.02 %as of Mar 31, 2026 ↗
Nuveen S&P 500 Index Fund TIAA-CREF Funds 239,02023.1M $0.17 %0.02 %as of Apr 30, 2026 ↗
College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund 237,97223M $0.07 %0.02 %as of Mar 31, 2026 ↗
Allspring Utility and Telecommunications Fund ALLSPRING FUNDS TRUST 237,07622.9M $6.43 %0.02 %as of Mar 31, 2026 ↗
VANGUARD MEGA CAP INDEX FUND VANGUARD WORLD FUND 237,06923.1M $0.22 %0.02 %as of Feb 28, 2026 ↗
LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 235,12622.7M $0.19 %0.02 %as of Mar 31, 2026 ↗
LargeCap S&P 500 Index Fund Principal Funds, Inc 231,85522.4M $0.17 %0.02 %as of Apr 30, 2026 ↗
AST Balanced Asset Allocation Portfolio Advanced Series Trust 229,52822.2M $0.10 %0.02 %as of Mar 31, 2026 ↗
EQ/Equity 500 Index Portfolio EQ Advisors Trust 228,07622M $0.19 %0.02 %as of Mar 31, 2026 ↗
Empower Large Cap Value Fund EMPOWER FUNDS, INC. 227,02921.9M $1.06 %0.02 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 226,15721.9M $0.06 %0.02 %as of Apr 30, 2026 ↗
500 Index Trust John Hancock Variable Insurance Trust 225,93321.8M $0.19 %0.02 %as of Mar 31, 2026 ↗
FT Energy Income Partners Enhanced Income ETF First Trust Exchange-Traded Fund VIII 223,77921.8M $2.07 %0.02 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 215,94420.8M $0.18 %0.02 %as of Mar 31, 2026 ↗
T. Rowe Price Real Assets Fund, Inc. T. ROWE PRICE REAL ASSETS FUND, INC. 214,99520.8M $0.20 %0.02 %as of Mar 31, 2026 ↗
Variable Portfolio - Partners Core Equity Fund Columbia Funds Variable Series Trust II 212,68320.5M $1.00 %0.02 %as of Mar 31, 2026 ↗
JNL/Franklin Templeton Income Fund JNL Series Trust 210,00020.3M $1.43 %0.02 %as of Mar 31, 2026 ↗
Large-Cap Core Portfolio PACIFIC SELECT FUND 209,67120.2M $1.02 %0.02 %as of Mar 31, 2026 ↗
T. Rowe Price New Era Fund T. ROWE PRICE NEW ERA FUND, INC. 207,34320M $0.63 %0.02 %as of Mar 31, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 202,79819.6M $0.21 %0.02 %as of Apr 30, 2026 ↗
EQ/JPMorgan Value Opportunities Portfolio EQ Advisors Trust 202,53919.5M $1.60 %0.02 %as of Mar 31, 2026 ↗
Multi-Manager Value Strategies Fund Columbia Funds Series Trust II 202,16119.7M $0.35 %0.02 %as of Feb 28, 2026 ↗
NVIT J.P. Morgan U.S. Equity Fund Nationwide Variable Insurance Trust 198,72419.2M $1.02 %0.02 %as of Mar 31, 2026 ↗
VANGUARD GLOBAL MINIMUM VOLATILITY FUND VANGUARD WHITEHALL FUNDS 198,03219.1M $0.96 %0.02 %as of Apr 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 196,59319M $0.04 %0.02 %as of Apr 30, 2026 ↗
Eaton Vance Dividend Builder Fund Eaton Vance Special Investment Trust 195,40018.9M $2.18 %0.02 %as of Mar 31, 2026 ↗
JPMorgan Global Select Equity ETF J.P. Morgan Exchange-Traded Fund Trust 194,84818.8M $0.27 %0.02 %as of Apr 30, 2026 ↗
Invesco S&P 500 Equal Weight Utilities ETF Invesco Exchange-Traded Fund Trust 193,62918.7M $3.19 %0.02 %as of Apr 30, 2026 ↗
Catholic Responsible Investments Equity Index Fund Catholic Responsible Investments Funds 192,14318.6M $0.39 %0.02 %as of Apr 30, 2026 ↗
Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL 191,09318.5M $0.10 %0.02 %as of Apr 30, 2026 ↗
Equity Income Trust John Hancock Variable Insurance Trust 190,34118.4M $2.14 %0.02 %as of Mar 31, 2026 ↗
Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II 187,37318.2M $0.18 %0.02 %as of Feb 28, 2026 ↗
PSF Stock Index Portfolio Prudential Series Fund 187,30018.1M $0.18 %0.02 %as of Mar 31, 2026 ↗
T. Rowe Price Equity Income Portfolio T. ROWE PRICE EQUITY SERIES, INC. 186,99518M $2.19 %0.02 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 184,57818M $0.17 %0.02 %as of Feb 28, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 183,98917.8M $1.24 %0.02 %as of Mar 31, 2026 ↗
iShares Disciplined Volatility Equity Active ETF BlackRock ETF Trust 183,15017.7M $1.06 %0.02 %as of Apr 30, 2026 ↗
iShares Russell Top 200 Value ETF iShares Trust 182,45517.6M $0.52 %0.02 %as of Mar 31, 2026 ↗
Empower S&P 500 Index Fund EMPOWER FUNDS, INC. 178,92717.3M $0.19 %0.02 %as of Mar 31, 2026 ↗
JPMorgan Hedged Equity Laddered Overlay ETF J.P. Morgan Exchange-Traded Fund Trust 177,31417.1M $0.43 %0.02 %as of Apr 30, 2026 ↗
Fidelity Strategic Dividend and Income Fund Fidelity Salem Street Trust 171,40016.7M $0.29 %0.01 %as of Feb 28, 2026 ↗
Equity Income Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 169,29616.3M $2.16 %0.01 %as of Mar 31, 2026 ↗
MetLife Stock Index Portfolio Brighthouse Funds Trust II 167,80816.2M $0.19 %0.01 %as of Mar 31, 2026 ↗
Global X U.S. Electrification ETF GLOBAL X FUNDS 166,55816.1M $3.53 %0.01 %as of Apr 30, 2026 ↗
BlackRock Multi-Asset Income Portfolio BlackRock Funds II 164,40315.9M $0.15 %0.01 %as of Apr 30, 2026 ↗
PSF PGIM Flexible Managed Portfolio Prudential Series Fund 164,40015.9M $0.31 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 163,47815.9M $0.37 %0.01 %as of Feb 28, 2026 ↗
Nationwide Fund Nationwide Mutual Funds 162,56215.7M $1.02 %0.01 %as of Apr 30, 2026 ↗
NEOS S&P 500(R) High Income ETF NEOS ETF Trust 158,87915.3M $0.19 %0.01 %as of Mar 31, 2026 ↗
Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 158,55315.4M $0.22 %0.01 %as of Feb 28, 2026 ↗
Franklin U.S. Low Volatility High Dividend Index ETF Legg Mason ETF Investment Trust 157,41315.2M $2.50 %0.01 %as of Mar 31, 2026 ↗
Utilities Fund American Century Quantitative Equity Funds, Inc. 157,19515.2M $4.84 %0.01 %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