Funds holding Southern Co/The
792 funds declare a position · 240 ETFs and 552 other funds · 35.7B $· 30.6M SEK· 10.5M € · US8425871071
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 101 | T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. | 480,048 | 46.3M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 102 | T. Rowe Price Large Cap Value Portfolio Brighthouse Funds Trust I | 450,391 | 43.5M $ | 1.79 % | as of Mar 31, 2026 · Original filing |
| 103 | Franklin Income VIP Fund Franklin Templeton Variable Insurance Products Trust | 450,000 | 43.4M $ | 1.32 % | as of Mar 31, 2026 · Original filing |
| 104 | Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 448,178 | 43.3M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| 105 | FlexShares STOXX Global Broad Infrastructure Index Fund FlexShares Trust | 444,512 | 43M $ | 1.40 % | as of Apr 30, 2026 · Original filing |
| 106 | VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 430,670 | 41.6M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 107 | Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 424,369 | 41M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| 108 | iShares MSCI Global Min Vol Factor ETF iShares, Inc. | 406,033 | 39.5M $ | 1.11 % | as of Feb 28, 2026 · Original filing |
| 109 | MFS Value Portfolio Brighthouse Funds Trust II | 404,723 | 39.1M $ | 1.55 % | as of Mar 31, 2026 · Original filing |
| 110 | State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 400,659 | 38.7M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 111 | Nuveen Dividend Value Fund Nuveen Investment Funds, Inc. | 389,645 | 37.7M $ | 1.08 % | as of Apr 30, 2026 · Original filing |
| 112 | Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 383,585 | 37.1M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| 113 | The Gabelli Utilities Fund Gabelli Utilities Fund | 377,850 | 36.5M $ | 2.06 % | as of Mar 31, 2026 · Original filing |
| 114 | CTIVP - T. Rowe Price Large Cap Value Fund Columbia Funds Variable Series Trust II | 366,652 | 35.4M $ | 1.80 % | as of Mar 31, 2026 · Original filing |
| 115 | Fidelity Advisor Capital Development Fund Fidelity Destiny Portfolios | 364,000 | 35.1M $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| 116 | First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund | 361,651 | 34.9M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| 117 | Growth Fund AMERICAN FUNDS INSURANCE SERIES | 357,034 | 34.5M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 118 | Schwab 1000 Index Fund SCHWAB INVESTMENTS | 351,327 | 34M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 119 | iShares MSCI ACWI ETF iShares Trust | 347,848 | 33.6M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 120 | VIP Index 500 Portfolio Variable Insurance Products Fund II | 347,508 | 33.5M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 121 | LVIP MFS Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 342,492 | 33.1M $ | 1.54 % | as of Mar 31, 2026 · Original filing |
| 122 | JPMorgan U.S. Large Cap Core Plus Fund JPMorgan Trust I | 335,112 | 32.3M $ | 1.00 % | as of Mar 31, 2026 · Original filing |
| 123 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 330,888 | 32M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 124 | VIP Growth and Income Portfolio Variable Insurance Products Fund III | 328,400 | 31.7M $ | 1.20 % | as of Mar 31, 2026 · Original filing |
| 125 | Stock Index Fund Northern Funds | 322,717 | 31.1M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 126 | JNL/Mellon S&P 500 Index Fund JNL Series Trust | 315,420 | 30.4M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 127 | MFS Value Series MFS VARIABLE INSURANCE TRUST | 315,214 | 30.4M $ | 1.55 % | as of Mar 31, 2026 · Original filing |
| 128 | Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 305,657 | 29.6M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 129 | iShares Russell 3000 ETF iShares Trust | 298,466 | 28.8M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 130 | Fidelity Mega Cap Stock Fund Fidelity Hastings Street Trust | 297,700 | 28.7M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| 131 | WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust | 295,513 | 28.5M $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| 132 | Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 281,965 | 27.3M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| 133 | Janus Henderson Balanced Portfolio JANUS ASPEN SERIES | 279,498 | 27M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 134 | Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 278,816 | 27M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 135 | Sterling Capital Equity Income Fund Sterling Capital Funds | 275,658 | 26.6M $ | 4.23 % | as of Mar 31, 2026 · Original filing |
| 136 | Touchstone Funds Group Trust-Touchstone Dividend Equity Fund Touchstone Funds Group Trust | 274,300 | 26.5M $ | 1.15 % | as of Mar 31, 2026 · Original filing |
| 137 | State Street(R) SPDR(R) S&P(R) Global Infrastructure ETF SPDR INDEX SHARES FUNDS | 270,741 | 26.1M $ | 2.92 % | as of Mar 31, 2026 · Original filing |
| 138 | Victory 500 Index Fund Victory Portfolios III | 266,629 | 25.8M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 139 | Aptus Collared Investment Opportunity ETF ETF Series Solutions | 264,462 | 25.6M $ | 1.12 % | as of Apr 30, 2026 · Original filing |
| 140 | NYLIM VP Fidelity Institutional AM Utilities Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 264,042 | 25.5M $ | 2.91 % | as of Mar 31, 2026 · Original filing |
| 141 | Infrastructure Fund John Hancock Investment Trust | 255,819 | 24.7M $ | 2.01 % | as of Apr 30, 2026 · Original filing |
| 142 | Fidelity Balanced Fund Fidelity Puritan Trust | 253,495 | 24.7M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 143 | Hennessy Gas Utility Fund Hennessy Funds Trust | 253,100 | 24.5M $ | 4.53 % | as of Apr 30, 2026 · Original filing |
| 144 | VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 252,366 | 24.6M $ | 0.38 % | as of Feb 28, 2026 · Original filing |
| 145 | U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 250,806 | 24.3M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 146 | JPMorgan Hedged Equity 2 Fund JPMorgan Trust IV | 249,066 | 24M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| 147 | Invesco S&P 100 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 248,070 | 24M $ | 0.97 % | as of Apr 30, 2026 · Original filing |
| 148 | EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 246,493 | 23.8M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 149 | JPMorgan Equity Index Fund JPMorgan Trust II | 243,298 | 23.5M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 150 | Nuveen S&P 500 Index Fund TIAA-CREF Funds | 239,020 | 23.1M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 151 | College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund | 237,972 | 23M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 152 | Allspring Utility and Telecommunications Fund ALLSPRING FUNDS TRUST | 237,076 | 22.9M $ | 6.43 % | as of Mar 31, 2026 · Original filing |
| 153 | VANGUARD MEGA CAP INDEX FUND VANGUARD WORLD FUND | 237,069 | 23.1M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| 154 | LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 235,126 | 22.7M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 155 | LargeCap S&P 500 Index Fund Principal Funds, Inc | 231,855 | 22.4M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 156 | AST Balanced Asset Allocation Portfolio Advanced Series Trust | 229,528 | 22.2M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 157 | EQ/Equity 500 Index Portfolio EQ Advisors Trust | 228,076 | 22M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 158 | Empower Large Cap Value Fund EMPOWER FUNDS, INC. | 227,029 | 21.9M $ | 1.06 % | as of Mar 31, 2026 · Original filing |
| 159 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 226,157 | 21.9M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 160 | 500 Index Trust John Hancock Variable Insurance Trust | 225,933 | 21.8M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 161 | FT Energy Income Partners Enhanced Income ETF First Trust Exchange-Traded Fund VIII | 223,779 | 21.8M $ | 2.07 % | as of Feb 28, 2026 · Original filing |
| 162 | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 215,944 | 20.8M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 163 | T. Rowe Price Real Assets Fund, Inc. T. ROWE PRICE REAL ASSETS FUND, INC. | 214,995 | 20.8M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 164 | Variable Portfolio - Partners Core Equity Fund Columbia Funds Variable Series Trust II | 212,683 | 20.5M $ | 1.00 % | as of Mar 31, 2026 · Original filing |
| 165 | JNL/Franklin Templeton Income Fund JNL Series Trust | 210,000 | 20.3M $ | 1.43 % | as of Mar 31, 2026 · Original filing |
| 166 | Large-Cap Core Portfolio PACIFIC SELECT FUND | 209,671 | 20.2M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| 167 | T. Rowe Price New Era Fund T. ROWE PRICE NEW ERA FUND, INC. | 207,343 | 20M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| 168 | Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 202,798 | 19.6M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| 169 | EQ/JPMorgan Value Opportunities Portfolio EQ Advisors Trust | 202,539 | 19.5M $ | 1.60 % | as of Mar 31, 2026 · Original filing |
| 170 | Multi-Manager Value Strategies Fund Columbia Funds Series Trust II | 202,161 | 19.7M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| 171 | NVIT J.P. Morgan U.S. Equity Fund Nationwide Variable Insurance Trust | 198,724 | 19.2M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| 172 | VANGUARD GLOBAL MINIMUM VOLATILITY FUND VANGUARD WHITEHALL FUNDS | 198,032 | 19.1M $ | 0.96 % | as of Apr 30, 2026 · Original filing |
| 173 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 196,593 | 19M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 174 | Eaton Vance Dividend Builder Fund Eaton Vance Special Investment Trust | 195,400 | 18.9M $ | 2.18 % | as of Mar 31, 2026 · Original filing |
| 175 | JPMorgan Global Select Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 194,848 | 18.8M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| 176 | Invesco S&P 500 Equal Weight Utilities ETF Invesco Exchange-Traded Fund Trust | 193,629 | 18.7M $ | 3.19 % | as of Apr 30, 2026 · Original filing |
| 177 | Catholic Responsible Investments Equity Index Fund Catholic Responsible Investments Funds | 192,143 | 18.6M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| 178 | Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL | 191,093 | 18.5M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 179 | Equity Income Trust John Hancock Variable Insurance Trust | 190,341 | 18.4M $ | 2.14 % | as of Mar 31, 2026 · Original filing |
| 180 | Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 187,373 | 18.2M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| 181 | PSF Stock Index Portfolio Prudential Series Fund | 187,300 | 18.1M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 182 | T. Rowe Price Equity Income Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 186,995 | 18M $ | 2.19 % | as of Mar 31, 2026 · Original filing |
| 183 | VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 184,578 | 18M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| 184 | WisdomTree U.S. High Dividend Fund WisdomTree Trust | 183,989 | 17.8M $ | 1.24 % | as of Mar 31, 2026 · Original filing |
| 185 | iShares Disciplined Volatility Equity Active ETF BlackRock ETF Trust | 183,150 | 17.7M $ | 1.06 % | as of Apr 30, 2026 · Original filing |
| 186 | iShares Russell Top 200 Value ETF iShares Trust | 182,455 | 17.6M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| 187 | Empower S&P 500 Index Fund EMPOWER FUNDS, INC. | 178,927 | 17.3M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 188 | JPMorgan Hedged Equity Laddered Overlay ETF J.P. Morgan Exchange-Traded Fund Trust | 177,314 | 17.1M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| 189 | Fidelity Strategic Dividend and Income Fund Fidelity Salem Street Trust | 171,400 | 16.7M $ | 0.29 % | as of Feb 28, 2026 · Original filing |
| 190 | Equity Income Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 169,296 | 16.3M $ | 2.16 % | as of Mar 31, 2026 · Original filing |
| 191 | MetLife Stock Index Portfolio Brighthouse Funds Trust II | 167,808 | 16.2M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 192 | Global X U.S. Electrification ETF GLOBAL X FUNDS | 166,558 | 16.1M $ | 3.53 % | as of Apr 30, 2026 · Original filing |
| 193 | BlackRock Multi-Asset Income Portfolio BlackRock Funds II | 164,403 | 15.9M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 194 | PSF PGIM Flexible Managed Portfolio Prudential Series Fund | 164,400 | 15.9M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 195 | T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 163,478 | 15.9M $ | 0.37 % | as of Feb 28, 2026 · Original filing |
| 196 | Nationwide Fund Nationwide Mutual Funds | 162,562 | 15.7M $ | 1.02 % | as of Apr 30, 2026 · Original filing |
| 197 | NEOS S&P 500(R) High Income ETF NEOS ETF Trust | 158,879 | 15.3M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 198 | Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 158,553 | 15.4M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| 199 | Franklin U.S. Low Volatility High Dividend Index ETF Legg Mason ETF Investment Trust | 157,413 | 15.2M $ | 2.50 % | as of Mar 31, 2026 · Original filing |
| 200 | Utilities Fund American Century Quantitative Equity Funds, Inc. | 157,195 | 15.2M $ | 4.84 % | as of Mar 31, 2026 · Original filing |
Institutional managers
2328 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 90,368,703 | 8.7B $ | as of Mar 31, 2026 |
| STATE STREET CORP | 62,980,088 | 6.1B $ | as of Mar 31, 2026 |
| Capital World Investors | 56,239,873 | 5.4B $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 43,337,750 | 4.2B $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 28,355,049 | 2.8B $ | as of Mar 31, 2026 |
| FMR LLC | 22,887,934 | 2.2B $ | as of Mar 31, 2026 |
| FRANKLIN RESOURCES INC | 16,809,309 | 1.6B $ | as of Mar 31, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 15,595,800 | 1.5B $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 12,915,066 | 1.2B $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 9,827,426 | 948.5M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 9,435,986 | 910.5M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 8,753,175 | 844.9M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 8,380,592 | 808.9M $ | as of Mar 31, 2026 |
| Legal & General Group Plc | 7,848,282 | 757.5M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 7,278,616 | 702.5M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 7,111,271 | 686.4M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 5,841,923 | 563.9M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 5,537,999 | 534.5M $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 5,173,525 | 499.3M $ | as of Mar 31, 2026 |
| BARCLAYS PLC | 4,564,491 | 440.6M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 4,515,730 | 435.9M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 4,254,837 | 410.7M $ | as of Mar 31, 2026 |
| Pictet Asset Management Holding SA | 4,236,493 | 408.9M $ | as of Mar 31, 2026 |
| UBS Group AG | 4,076,352 | 393.4M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 3,890,571 | 375.5M $ | as of Mar 31, 2026 |