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
State Farm Growth Fund Advisers Investment Trust 156,80015M $0.15 %0.01 %as of Jun 30, 2026 ↗
Nationwide Fund Nationwide Mutual Funds 156,41214.8M $0.98 %0.01 %as of Jul 31, 2026 ↗
JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust 155,52814.7M $0.17 %0.01 %as of Jul 31, 2026 ↗
T. Rowe Price Balanced Fund, Inc. T. Rowe Price Balanced Fund, Inc. 153,62014.7M $0.28 %0.01 %as of Jun 30, 2026 ↗
EQUITY INDEX FUND GuideStone Funds 153,24414.7M $0.22 %0.01 %as of Jun 30, 2026 ↗
Fidelity Flex 500 Index Fund Fidelity Concord Street Trust 152,11414M $0.15 %0.01 %as of May 31, 2026 ↗
Vaughan Nelson Select Fund Natixis Funds Trust II 149,84513.8M $2.38 %0.01 %as of May 31, 2026 ↗
State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF SPDR SERIES TRUST 149,15214.3M $1.25 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Hedged Equity Fund T. Rowe Price Equity Funds, Inc. 147,45714.1M $0.35 %0.01 %as of Jun 30, 2026 ↗
First Trust Utilities AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 147,23013.9M $1.67 %0.01 %as of Jul 31, 2026 ↗
ETC 6 Meridian Hedged Equity-Index Option Strategy ETF EXCHANGE TRADED CONCEPTS TRUST 146,86513.5M $2.49 %0.01 %as of May 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 145,63113.4M $0.10 %0.01 %as of May 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 143,16413.2M $0.08 %0.01 %as of May 31, 2026 ↗
Utilities Fund American Century Quantitative Equity Funds, Inc. 142,99913.7M $4.57 %0.01 %as of Jun 30, 2026 ↗
Franklin U.S. Low Volatility High Dividend Index ETF Legg Mason ETF Investment Trust 142,08313.6M $2.24 %0.01 %as of Jun 30, 2026 ↗
Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 139,66912.9M $0.18 %0.01 %as of May 31, 2026 ↗
Franklin Income Focus ETF Franklin Templeton ETF Trust 139,33113.3M $0.83 %0.01 %as of Jun 30, 2026 ↗
Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 138,59713.3M $0.16 %0.01 %as of Jun 30, 2026 ↗
VIP Utilities Portfolio Variable Insurance Products Fund IV 137,58813.2M $3.71 %0.01 %as of Jun 30, 2026 ↗
Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II 136,46412.6M $0.14 %0.01 %as of May 31, 2026 ↗
ETC 6 Meridian Mega Cap Equity ETF EXCHANGE TRADED CONCEPTS TRUST 131,60012.1M $2.49 %0.01 %as of May 31, 2026 ↗
American Beacon Large Cap Value Fund AMERICAN BEACON FUNDS 131,08912.4M $0.42 %0.01 %as of Jul 31, 2026 ↗
T. Rowe Price Value ETF T. Rowe Price Exchange-Traded Funds, Inc. 129,40612.4M $1.31 %0.01 %as of Jun 30, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 128,45012.3M $0.15 %0.01 %as of Jun 30, 2026 ↗
EQ/500 Managed Volatility Portfolio EQ Advisors Trust 127,93112.2M $0.15 %0.01 %as of Jun 30, 2026 ↗
Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust 127,54212.2M $0.38 %0.01 %as of Jun 30, 2026 ↗
VOYA CORPORATE LEADERS(R) 100 FUND Voya Equity Trust 126,61611.7M $0.85 %0.01 %as of May 31, 2026 ↗
Fidelity Telecom and Utilities Fund Fidelity Select Portfolios 126,60012M $0.91 %0.01 %as of Jul 31, 2026 ↗
Federated Hermes U.S. Strategic Dividend ETF Federated Hermes ETF Trust 125,90411.9M $1.35 %0.01 %as of Jul 31, 2026 ↗
Equity Income Fund John Hancock Funds II 125,76011.6M $1.94 %0.01 %as of May 31, 2026 ↗
Optimum Large Cap Value Fund Optimum Fund Trust 122,89411.8M $0.63 %0.01 %as of Jun 30, 2026 ↗
Columbia Dividend Opportunity Fund Columbia Funds Series Trust II 121,90011.2M $0.46 %0.01 %as of May 31, 2026 ↗
Stock Index Fund VALIC Co I 121,18611.2M $0.16 %0.01 %as of May 31, 2026 ↗
T. Rowe Price U.S. Equity Research ETF T. Rowe Price Exchange-Traded Funds, Inc. 118,63511.4M $0.28 %0.01 %as of Jun 30, 2026 ↗
Goldman Sachs U.S. Equity Dividend and Premium Fund GOLDMAN SACHS TRUST 118,08011.3M $0.29 %0.01 %as of Jun 30, 2026 ↗
NVIT J.P. Morgan U.S. Equity Fund Nationwide Variable Insurance Trust 115,00711M $0.76 %0.01 %as of Jun 30, 2026 ↗
JPMorgan Hedged Equity 3 Fund JPMorgan Trust IV 114,68211M $0.35 %0.01 %as of Jun 30, 2026 ↗
Equity Index Portfolio PACIFIC SELECT FUND 114,33010.9M $0.16 %0.01 %as of Jun 30, 2026 ↗
VictoryShares US EQ Income Enhanced Volatility Wtd ETF Victory Portfolios II 112,80910.8M $1.50 %0.01 %as of Jun 30, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 112,08310.7M $0.29 %0.01 %as of Jun 30, 2026 ↗
NYLIM VP S&P 500 Index Portfolio NYLIM VP FUNDS TRUST 111,84610.7M $0.17 %0.01 %as of Jun 30, 2026 ↗
Transamerica JPMorgan Enhanced Index VP TRANSAMERICA SERIES TRUST 111,44410.7M $0.40 %0.01 %as of Jun 30, 2026 ↗
NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust 110,28410.6M $0.16 %0.01 %as of Jun 30, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 104,08810M $0.08 %0.01 %as of Jun 30, 2026 ↗
MOA EQUITY INDEX FUND MoA Funds Corp 102,9179.9M $0.17 %0.01 %as of Jun 30, 2026 ↗
MFS Active Value ETF MFS Active Exchange Traded Funds Trust 102,8779.5M $2.00 %0.01 %as of May 31, 2026 ↗
Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust 99,9429.6M $0.20 %0.01 %as of Jun 30, 2026 ↗
BlackRock Systematic Multi-Strategy Fund BlackRock Funds IV 99,8709.6M $0.12 %0.01 %as of Jun 30, 2026 ↗
EQ/MFS Utilities Series Portfolio EQ Advisors Trust 99,1169.5M $3.87 %0.01 %as of Jun 30, 2026 ↗
iShares MSCI World ETF iShares, Inc. 97,3559M $0.11 %0.01 %as of May 31, 2026 ↗
Victory Market Neutral Income Fund Victory Portfolios II 97,2369.3M $0.28 %0.01 %as of Jun 30, 2026 ↗
AST Large-Cap Value Portfolio Advanced Series Trust 96,9719.3M $0.23 %0.01 %as of Jun 30, 2026 ↗
FT Energy Income Partners Strategy ETF First Trust Exchange-Traded Fund IV 96,3829.1M $1.62 %0.01 %as of Jul 31, 2026 ↗
BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust 93,2108.8M $0.16 %0.01 %as of Jul 31, 2026 ↗
ProShares Ultra S&P500 ProShares Trust 93,1918.6M $0.10 %0.01 %as of May 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 92,8878.6M $0.14 %0.01 %as of May 31, 2026 ↗
U.S. Sector Rotation Fund John Hancock Funds II 92,3518.5M $0.16 %0.01 %as of May 31, 2026 ↗
State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST 91,6188.8M $0.57 %0.01 %as of Jun 30, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 89,1578.2M $0.14 %0.01 %as of May 31, 2026 ↗
Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust 88,1368.3M $0.12 %0.01 %as of Jul 31, 2026 ↗
T. Rowe Price Equity Income ETF T. Rowe Price Exchange-Traded Funds, Inc. 86,0358.2M $1.99 %0.01 %as of Jun 30, 2026 ↗
BlackRock Global Allocation Fund, Inc. BlackRock Global Allocation Fund, Inc. 83,1147.9M $0.05 %0.01 %as of Jul 31, 2026 ↗
Transamerica Multi-Asset Income TRANSAMERICA FUNDS 80,0007.6M $0.85 %0.01 %as of Jul 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 79,9187.6M $0.16 %0.01 %as of Jun 30, 2026 ↗
iShares Climate Conscious & Transition MSCI USA ETF iShares Trust 79,4037.3M $0.24 %0.01 %as of May 31, 2026 ↗
Venerable Large Cap Index Fund Venerable Variable Insurance Trust 78,6577.5M $0.16 %0.01 %as of Jun 30, 2026 ↗
BlackRock Multi-Asset Income Portfolio BlackRock Funds II 78,5717.4M $0.07 %0.01 %as of Jul 31, 2026 ↗
Invesco S&P 500 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 78,5547.2M $0.15 %0.01 %as of May 31, 2026 ↗
SIIT S&P 500 INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 76,3537M $0.15 %0.01 %as of May 31, 2026 ↗
Voya VACS Index Series S Portfolio Voya Investors Trust 75,9827.3M $0.16 %0.01 %as of Jun 30, 2026 ↗
Capital World Growth & Income Fund AMERICAN FUNDS INSURANCE SERIES 75,1497.2M $0.33 %0.01 %as of Jun 30, 2026 ↗
Fidelity Fundamental Large Cap Core ETF Fidelity Covington Trust 74,6067.1M $0.59 %0.01 %as of Jul 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 73,0436.9M $0.15 %0.01 %as of Jul 31, 2026 ↗
Diversified Real Asset Fund Principal Funds, Inc 71,8126.6M $0.25 %0.01 %as of May 31, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 68,8546.6M $0.41 %0.01 %as of Jun 30, 2026 ↗
MML VIP T. Rowe Price Equity Income Fund MML SERIES INVESTMENT FUND 66,3586.4M $1.94 %0.01 %as of Jun 30, 2026 ↗
EQ/Large Cap Core Managed Volatility Portfolio EQ Advisors Trust 65,8806.3M $0.33 %0.01 %as of Jun 30, 2026 ↗
Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS 64,1206.1M $0.17 %0.01 %as of Jun 30, 2026 ↗
Federated Hermes Muni and Stock Advantage Fund Federated Hermes Income Securities Trust 63,2696M $0.41 %0.01 %as of Jul 31, 2026 ↗
Virtus Duff & Phelps Global Infrastructure Fund Virtus Opportunities Trust 63,1136M $3.43 %0.01 %as of Jun 30, 2026 ↗
Federated Hermes MDT Large Cap Value Fund Federated Hermes Adviser Series 62,2175.9M $0.21 %0.01 %as of Jul 31, 2026 ↗
VictoryShares US Large Cap High Div Volatility Wtd ETF Victory Portfolios II 61,4665.9M $1.50 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 60,4135.6M $0.26 %0.01 %as of May 31, 2026 ↗
NYLIM VP Janus Henderson Balanced Portfolio NYLIM VP FUNDS TRUST 59,6505.7M $0.28 %0.01 %as of Jun 30, 2026 ↗
Bridge Builder Tax Managed Large Cap Fund Bridge Builder Trust 58,8765.6M $0.07 %0.01 %as of Jun 30, 2026 ↗
Virtus KAR Equity Income Fund Virtus Equity Trust 57,6275.5M $3.14 %0.01 %as of Jun 30, 2026 ↗
SA Large Cap Index Portfolio SUNAMERICA SERIES TRUST 57,3055.4M $0.17 %0.00 %as of Jul 31, 2026 ↗
Global X S&P 500 Covered Call ETF GLOBAL X FUNDS 56,6655.4M $0.17 %0.00 %as of Jul 31, 2026 ↗
BlackRock S&P 500 Index V.I. Fund BlackRock Variable Series Funds, Inc. 56,6545.4M $0.16 %0.00 %as of Jun 30, 2026 ↗
T. Rowe Price Dividend Growth ETF T. Rowe Price Exchange-Traded Funds, Inc. 56,6245.4M $0.39 %0.00 %as of Jun 30, 2026 ↗
NVIT J.P. Morgan Equity and Options Total Return Fund Nationwide Variable Insurance Trust 55,9125.4M $0.76 %0.00 %as of Jun 30, 2026 ↗
Pacer Trendpilot US Large Cap ETF Pacer Funds Trust 55,7135.3M $0.16 %0.00 %as of Jul 31, 2026 ↗
BNY Mellon Stock Index Fund, Inc. BNY MELLON STOCK INDEX FUND, INC. 55,4585.3M $0.17 %0.00 %as of Jun 30, 2026 ↗
Timothy Plan High Dividend Stock ETF Timothy Plan 55,3265.3M $1.51 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs MarketBeta U.S. Equity ETF Goldman Sachs ETF Trust 54,6405M $0.16 %0.00 %as of May 31, 2026 ↗
Morningstar U.S. Equity Fund Morningstar Funds Trust 52,9625M $0.26 %0.00 %as of Jul 31, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT CO 51,7494.9M $0.16 %0.00 %as of Jul 31, 2026 ↗
Columbia Large Cap Index Fund COLUMBIA FUNDS SERIES TRUST 51,6214.8M $0.15 %0.00 %as of May 31, 2026 ↗
VOYA U.S. STOCK INDEX PORTFOLIO Voya Investors Trust 51,0194.9M $0.16 %0.00 %as of Jun 30, 2026 ↗
GQG Partners US Quality Value Fund ADVISORS' INNER CIRCLE III 50,5264.8M $1.91 %0.00 %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