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
JPMorgan U.S. Research Enhanced Equity Fund JPMorgan Trust I 478,40745.8M $0.39 %0.04 %as of Jun 30, 2026 ↗
FlexShares STOXX Global Broad Infrastructure Index Fund FlexShares Trust 466,02644.1M $1.47 %0.04 %as of Jul 31, 2026 ↗
Infrastructure Fund John Hancock Investment Trust 462,87643.8M $3.19 %0.04 %as of Jul 31, 2026 ↗
Franklin Income VIP Fund Franklin Templeton Variable Insurance Products Trust 450,00043.1M $1.31 %0.04 %as of Jun 30, 2026 ↗
VIP Equity-Income Portfolio Variable Insurance Products Fund 449,05243M $0.60 %0.04 %as of Jun 30, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 445,90742.2M $0.29 %0.04 %as of Jul 31, 2026 ↗
T. Rowe Price Large Cap Value Portfolio Brighthouse Funds Trust I 437,81941.9M $1.61 %0.04 %as of Jun 30, 2026 ↗
JPMorgan Equity Premium Income Fund JPMorgan Trust IV 435,10541.6M $0.82 %0.04 %as of Jun 30, 2026 ↗
T. Rowe Price Large-Cap Value Fund T. Rowe Price Equity Funds, Inc. 434,89741.6M $1.59 %0.04 %as of Jun 30, 2026 ↗
State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST 413,75939.6M $0.16 %0.04 %as of Jun 30, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 411,29438.9M $0.29 %0.04 %as of Jul 31, 2026 ↗
iShares MSCI Global Min Vol Factor ETF iShares, Inc. 385,94835.5M $1.08 %0.03 %as of May 31, 2026 ↗
The Gabelli Utilities Fund Gabelli Utilities Fund 382,35036.6M $2.08 %0.03 %as of Jun 30, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 380,97736M $0.29 %0.03 %as of Jul 31, 2026 ↗
Nuveen Dividend Value Fund Nuveen Investment Funds, Inc. 370,66535M $1.01 %0.03 %as of Jul 31, 2026 ↗
MFS Value Portfolio Brighthouse Funds Trust II 363,48134.8M $1.34 %0.03 %as of Jun 30, 2026 ↗
iShares MSCI ACWI ETF iShares Trust 359,36634M $0.10 %0.03 %as of Jul 31, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 359,06234.4M $0.12 %0.03 %as of Jun 30, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 358,99233.9M $0.15 %0.03 %as of Jul 31, 2026 ↗
CTIVP - T. Rowe Price Large Cap Value Fund Columbia Funds Variable Series Trust II 358,30334.3M $1.62 %0.03 %as of Jun 30, 2026 ↗
Fidelity Advisor Capital Development Fund Fidelity Destiny Portfolios 357,20034.2M $0.54 %0.03 %as of Jun 30, 2026 ↗
Growth Fund AMERICAN FUNDS INSURANCE SERIES 357,03434.2M $0.06 %0.03 %as of Jun 30, 2026 ↗
VIP Index 500 Portfolio Variable Insurance Products Fund II 355,84234.1M $0.17 %0.03 %as of Jun 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 340,70532.2M $0.15 %0.03 %as of Jul 31, 2026 ↗
First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund 335,46932.1M $0.40 %0.03 %as of Jun 30, 2026 ↗
Stock Index Fund Northern Funds 334,93232.1M $0.17 %0.03 %as of Jun 30, 2026 ↗
Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust 329,61131.2M $0.17 %0.03 %as of Jul 31, 2026 ↗
NYLIM VP Fidelity Institutional AM Utilities Portfolio NYLIM VP FUNDS TRUST 328,84231.5M $3.67 %0.03 %as of Jun 30, 2026 ↗
VIP Growth and Income Portfolio Variable Insurance Products Fund III 325,40031.1M $1.09 %0.03 %as of Jun 30, 2026 ↗
Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust 322,10930.5M $0.16 %0.03 %as of Jul 31, 2026 ↗
JNL/Mellon S&P 500 Index Fund JNL Series Trust 320,04130.6M $0.17 %0.03 %as of Jun 30, 2026 ↗
JPMorgan U.S. Large Cap Core Plus Fund JPMorgan Trust I 319,93730.6M $0.83 %0.03 %as of Jun 30, 2026 ↗
LVIP MFS Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 316,83830.3M $1.33 %0.03 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 311,22329.4M $0.22 %0.03 %as of Jul 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 302,76029M $0.15 %0.03 %as of Jun 30, 2026 ↗
WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust 298,08728.5M $0.46 %0.03 %as of Jun 30, 2026 ↗
Fidelity Mega Cap Stock Fund Fidelity Hastings Street Trust 290,30027.8M $0.40 %0.03 %as of Jun 30, 2026 ↗
MFS Value Series MFS VARIABLE INSURANCE TRUST 287,96927.6M $1.34 %0.03 %as of Jun 30, 2026 ↗
T. Rowe Price Real Assets Fund, Inc. T. ROWE PRICE REAL ASSETS FUND, INC. 287,69527.5M $0.27 %0.03 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Global Infrastructure ETF SPDR INDEX SHARES FUNDS 284,91827.3M $2.83 %0.02 %as of Jun 30, 2026 ↗
Fidelity Balanced Fund Fidelity Puritan Trust 281,49525.9M $0.04 %0.02 %as of May 31, 2026 ↗
Invesco S&P 100 Equal Weight ETF Invesco Exchange-Traded Fund Trust 278,01626.3M $0.98 %0.02 %as of Jul 31, 2026 ↗
Touchstone Funds Group Trust-Touchstone Dividend Equity Fund Touchstone Funds Group Trust 274,30026.3M $1.07 %0.02 %as of Jun 30, 2026 ↗
Janus Henderson VIT Balanced Portfolio Janus Aspen Series 264,87825.4M $0.28 %0.02 %as of Jun 30, 2026 ↗
Victory 500 Index Fund Victory Portfolios III 263,91625M $0.16 %0.02 %as of Jul 31, 2026 ↗
Hennessy Gas Utility Fund Hennessy Funds Trust 259,30024.5M $4.78 %0.02 %as of Jul 31, 2026 ↗
T. Rowe Price New Era Fund T. ROWE PRICE NEW ERA FUND, INC. 256,04324.5M $0.86 %0.02 %as of Jun 30, 2026 ↗
VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 253,04623.3M $0.35 %0.02 %as of May 31, 2026 ↗
EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 252,62224.2M $0.17 %0.02 %as of Jun 30, 2026 ↗
U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC 250,35223.7M $0.17 %0.02 %as of Jul 31, 2026 ↗
College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund 244,91323.4M $0.06 %0.02 %as of Jun 30, 2026 ↗
Sterling Capital Equity Income Fund Sterling Capital Funds 242,52423.2M $4.01 %0.02 %as of Jun 30, 2026 ↗
JPMorgan Equity Index Fund JPMorgan Trust II 239,53022.9M $0.17 %0.02 %as of Jun 30, 2026 ↗
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 239,40622.9M $0.12 %0.02 %as of Jun 30, 2026 ↗
Allspring Utility and Telecommunications Fund ALLSPRING FUNDS TRUST 237,07622.7M $6.41 %0.02 %as of Jun 30, 2026 ↗
JPMorgan Hedged Equity 2 Fund JPMorgan Trust IV 236,16922.6M $0.41 %0.02 %as of Jun 30, 2026 ↗
Nuveen S&P 500 Index Fund TIAA-CREF Funds 234,81422.2M $0.16 %0.02 %as of Jul 31, 2026 ↗
LargeCap S&P 500 Index Fund Principal Funds, Inc 232,34022M $0.16 %0.02 %as of Jul 31, 2026 ↗
EQ/Equity 500 Index Portfolio EQ Advisors Trust 230,66922.1M $0.17 %0.02 %as of Jun 30, 2026 ↗
500 Index Trust John Hancock Variable Insurance Trust 230,12522M $0.17 %0.02 %as of Jun 30, 2026 ↗
LVIP State Street S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 229,32621.9M $0.16 %0.02 %as of Jun 30, 2026 ↗
Empower Large Cap Value Fund EMPOWER FUNDS, INC. 227,56921.8M $0.97 %0.02 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 226,15721.4M $0.06 %0.02 %as of Jul 31, 2026 ↗
Aptus Collared Investment Opportunity ETF ETF Series Solutions 225,09521.3M $0.90 %0.02 %as of Jul 31, 2026 ↗
FT Energy Income Partners Enhanced Income ETF First Trust Exchange-Traded Fund VIII 223,85120.6M $1.96 %0.02 %as of May 31, 2026 ↗
NYLIM CBRE Global Infrastructure Fund NYLIM FUNDS TRUST 222,75621.1M $1.23 %0.02 %as of Jul 31, 2026 ↗
VANGUARD MEGA CAP INDEX FUND VANGUARD WORLD FUND 222,36020.5M $0.19 %0.02 %as of May 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 218,82220.9M $0.15 %0.02 %as of Jun 30, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 212,44620.1M $0.20 %0.02 %as of Jul 31, 2026 ↗
JNL/Franklin Templeton Income Fund JNL Series Trust 210,00020.1M $1.42 %0.02 %as of Jun 30, 2026 ↗
Catholic Responsible Investments Equity Index Fund Catholic Responsible Investments Funds 209,14319.8M $0.44 %0.02 %as of Jul 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 204,62819.3M $0.04 %0.02 %as of Jul 31, 2026 ↗
EQ/JPMorgan Value Opportunities Portfolio EQ Advisors Trust 202,53919.4M $1.46 %0.02 %as of Jun 30, 2026 ↗
Multi-Manager Value Strategies Fund Columbia Funds Series Trust II 202,14618.6M $0.33 %0.02 %as of May 31, 2026 ↗
Global X U.S. Electrification ETF GLOBAL X FUNDS 201,04119M $4.12 %0.02 %as of Jul 31, 2026 ↗
VANGUARD GLOBAL MINIMUM VOLATILITY FUND VANGUARD WHITEHALL FUNDS 198,03218.7M $0.93 %0.02 %as of Jul 31, 2026 ↗
Eaton Vance Dividend Builder Fund Eaton Vance Special Investment Trust 195,40018.7M $2.05 %0.02 %as of Jun 30, 2026 ↗
iShares Disciplined Volatility Equity Active ETF BlackRock ETF Trust 192,11618.2M $1.05 %0.02 %as of Jul 31, 2026 ↗
Variable Portfolio - Partners Core Equity Fund Columbia Funds Variable Series Trust II 191,46018.3M $0.82 %0.02 %as of Jun 30, 2026 ↗
Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II 190,91317.6M $0.15 %0.02 %as of May 31, 2026 ↗
PSF Stock Index Portfolio Prudential Series Fund 190,20018.2M $0.16 %0.02 %as of Jun 30, 2026 ↗
Equity Income Trust John Hancock Variable Insurance Trust 189,58818.1M $1.93 %0.02 %as of Jun 30, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 188,15118M $1.20 %0.02 %as of Jun 30, 2026 ↗
Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL 187,60617.7M $0.10 %0.02 %as of Jul 31, 2026 ↗
JPMorgan Hedged Equity Laddered Overlay ETF J.P. Morgan Exchange-Traded Fund Trust 186,64417.6M $0.38 %0.02 %as of Jul 31, 2026 ↗
T. Rowe Price Equity Income Portfolio T. ROWE PRICE EQUITY SERIES, INC. 183,10117.5M $1.93 %0.02 %as of Jun 30, 2026 ↗
Invesco S&P 500 Equal Weight Utilities ETF Invesco Exchange-Traded Fund Trust 182,87517.3M $3.21 %0.02 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 181,34516.7M $0.15 %0.02 %as of May 31, 2026 ↗
Empower S&P 500 Index Fund EMPOWER FUNDS, INC. 178,92717.1M $0.16 %0.02 %as of Jun 30, 2026 ↗
NEOS S&P 500(R) High Income ETF NEOS ETF Trust 178,31717.1M $0.16 %0.02 %as of Jun 30, 2026 ↗
iShares U.S. Power Infrastructure ETF iShares, Inc. 172,51816.5M $3.94 %0.01 %as of Jun 30, 2026 ↗
Fidelity Strategic Dividend and Income Fund Fidelity Salem Street Trust 171,40015.8M $0.27 %0.01 %as of May 31, 2026 ↗
Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC 169,84616.3M $0.07 %0.01 %as of Jun 30, 2026 ↗
MetLife Stock Index Portfolio Brighthouse Funds Trust II 167,34716M $0.17 %0.01 %as of Jun 30, 2026 ↗
Equity Income Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 167,29316M $1.94 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 165,37515.2M $0.35 %0.01 %as of May 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 163,11515.4M $0.12 %0.01 %as of Jul 31, 2026 ↗
Large-Cap Core Portfolio PACIFIC SELECT FUND 161,72415.5M $0.76 %0.01 %as of Jun 30, 2026 ↗
iShares Global Utilities ETF iShares Trust 158,53115.2M $4.70 %0.01 %as of Jun 30, 2026 ↗
iShares Russell Top 200 Value ETF iShares Trust 157,58415.1M $0.42 %0.01 %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