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
State Farm Growth Fund Advisers Investment Trust 156,80015.1M $0.17 %0.01 %as of Mar 31, 2026 ↗
ETC 6 Meridian Hedged Equity-Index Option Strategy ETF EXCHANGE TRADED CONCEPTS TRUST 156,05915.2M $2.74 %0.01 %as of Feb 28, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 155,26215M $0.13 %0.01 %as of Apr 30, 2026 ↗
EQUITY INDEX FUND GuideStone Funds 153,24414.8M $0.25 %0.01 %as of Mar 31, 2026 ↗
iShares Global Utilities ETF iShares Trust 152,93114.8M $4.63 %0.01 %as of Mar 31, 2026 ↗
AST Aggressive Asset Allocation Portfolio Advanced Series Trust 152,13114.7M $0.14 %0.01 %as of Mar 31, 2026 ↗
Fidelity Flex 500 Index Fund Fidelity Concord Street Trust 150,63614.7M $0.18 %0.01 %as of Feb 28, 2026 ↗
VOYA CORPORATE LEADERS(R) 100 FUND Voya Equity Trust 150,01014.6M $1.10 %0.01 %as of Feb 28, 2026 ↗
T. Rowe Price Balanced Fund, Inc. T. Rowe Price Balanced Fund, Inc. 149,83514.5M $0.29 %0.01 %as of Mar 31, 2026 ↗
American Beacon Large Cap Value Fund AMERICAN BEACON FUNDS 149,71414.5M $0.48 %0.01 %as of Apr 30, 2026 ↗
Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II 146,27414.2M $0.17 %0.01 %as of Feb 28, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 143,56814M $0.10 %0.01 %as of Feb 28, 2026 ↗
Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 140,40213.6M $0.19 %0.01 %as of Mar 31, 2026 ↗
JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust 138,99613.4M $0.17 %0.01 %as of Apr 30, 2026 ↗
Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC 138,74613.4M $0.07 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Hedged Equity Fund T. Rowe Price Equity Funds, Inc. 138,49413.4M $0.35 %0.01 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF SPDR SERIES TRUST 137,35713.3M $0.90 %0.01 %as of Mar 31, 2026 ↗
Fidelity Enhanced Large Cap Core ETF Fidelity Covington Trust 136,35013.2M $0.21 %0.01 %as of Mar 31, 2026 ↗
ETC 6 Meridian Mega Cap Equity ETF EXCHANGE TRADED CONCEPTS TRUST 134,89513.1M $2.83 %0.01 %as of Feb 28, 2026 ↗
Optimum Large Cap Value Fund Optimum Fund Trust 134,19913M $0.74 %0.01 %as of Mar 31, 2026 ↗
EQ/500 Managed Volatility Portfolio EQ Advisors Trust 133,45412.9M $0.17 %0.01 %as of Mar 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 131,42012.7M $0.10 %0.01 %as of Mar 31, 2026 ↗
Equity Income Fund John Hancock Funds II 128,51212.5M $2.12 %0.01 %as of Feb 28, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 128,45012.4M $0.17 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 123,77712.1M $0.11 %0.01 %as of Feb 28, 2026 ↗
Stock Index Fund VALIC Co I 123,46312M $0.18 %0.01 %as of Feb 28, 2026 ↗
Transamerica JPMorgan Enhanced Index VP TRANSAMERICA SERIES TRUST 123,08711.9M $0.47 %0.01 %as of Mar 31, 2026 ↗
Equity Index Portfolio PACIFIC SELECT FUND 122,76611.8M $0.19 %0.01 %as of Mar 31, 2026 ↗
Columbia Dividend Opportunity Fund Columbia Funds Series Trust II 121,90011.9M $0.50 %0.01 %as of Feb 28, 2026 ↗
JPMorgan Hedged Equity 3 Fund JPMorgan Trust IV 121,18611.7M $0.45 %0.01 %as of Mar 31, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 120,18111.6M $0.33 %0.01 %as of Mar 31, 2026 ↗
VictoryShares US EQ Income Enhanced Volatility Wtd ETF Victory Portfolios II 117,88711.4M $1.58 %0.01 %as of Mar 31, 2026 ↗
Franklin Income Focus ETF Franklin Templeton ETF Trust 117,79311.4M $0.84 %0.01 %as of Mar 31, 2026 ↗
Federated Hermes U.S. Strategic Dividend ETF Federated Hermes ETF Trust 115,16511.1M $1.49 %0.01 %as of Apr 30, 2026 ↗
MOA EQUITY INDEX FUND MoA Funds Corp 113,65811M $0.19 %0.01 %as of Mar 31, 2026 ↗
NYLIM VP S&P 500 Index Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 109,09810.5M $0.19 %0.01 %as of Mar 31, 2026 ↗
NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust 106,43410.3M $0.19 %0.01 %as of Mar 31, 2026 ↗
VIP Utilities Portfolio Variable Insurance Products Fund IV 104,58810.1M $2.80 %0.01 %as of Mar 31, 2026 ↗
MML Equity Income Fund MML SERIES INVESTMENT FUND 100,4809.7M $2.18 %0.01 %as of Mar 31, 2026 ↗
EQ/MFS Utilities Series Portfolio EQ Advisors Trust 98,5119.5M $3.85 %0.01 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 98,4229.5M $0.08 %0.01 %as of Mar 31, 2026 ↗
AST Large-Cap Value Portfolio Advanced Series Trust 97,8459.4M $0.25 %0.01 %as of Mar 31, 2026 ↗
Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust 96,1569.3M $0.35 %0.01 %as of Mar 31, 2026 ↗
FT Energy Income Partners Strategy ETF First Trust Exchange-Traded Fund IV 94,9989.2M $1.73 %0.01 %as of Apr 30, 2026 ↗
BlackRock Systematic Multi-Strategy Fund BlackRock Funds IV 94,8119.2M $0.11 %0.01 %as of Mar 31, 2026 ↗
BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust 93,1129M $0.17 %0.01 %as of Apr 30, 2026 ↗
Victory Market Neutral Income Fund Victory Portfolios II 91,0138.8M $0.30 %0.01 %as of Mar 31, 2026 ↗
U.S. Sector Rotation Fund John Hancock Funds II 90,3288.8M $0.17 %0.01 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST 89,3988.6M $0.59 %0.01 %as of Mar 31, 2026 ↗
BlackRock Global Allocation Fund, Inc. BlackRock Global Allocation Fund, Inc. 89,2968.6M $0.05 %0.01 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 89,2438.7M $0.16 %0.01 %as of Feb 28, 2026 ↗
iShares MSCI World ETF iShares, Inc. 89,1268.7M $0.13 %0.01 %as of Feb 28, 2026 ↗
T. Rowe Price Value ETF T. Rowe Price Exchange-Traded Funds, Inc. 88,5858.6M $1.40 %0.01 %as of Mar 31, 2026 ↗
ProShares Ultra S&P500 ProShares Trust 87,7718.5M $0.13 %0.01 %as of Feb 28, 2026 ↗
Fidelity Fundamental Large Cap Core ETF Fidelity Covington Trust 87,5338.5M $0.75 %0.01 %as of Apr 30, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 84,7738.3M $0.17 %0.01 %as of Feb 28, 2026 ↗
T. Rowe Price Equity Income ETF T. Rowe Price Exchange-Traded Funds, Inc. 83,7778.1M $2.20 %0.01 %as of Mar 31, 2026 ↗
Venerable Large Cap Index Fund Venerable Variable Insurance Trust 82,7208M $0.19 %0.01 %as of Mar 31, 2026 ↗
SIIT S&P 500 INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 80,4537.8M $0.18 %0.01 %as of Feb 28, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 80,1117.7M $0.17 %0.01 %as of Mar 31, 2026 ↗
Transamerica Multi-Asset Income TRANSAMERICA FUNDS 80,0007.7M $0.88 %0.01 %as of Apr 30, 2026 ↗
Xtrackers MSCI USA Climate Action Equity ETF DBX ETF Trust 79,9507.8M $0.28 %0.01 %as of Feb 27, 2026 ↗
Invesco S&P 500 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 78,1657.6M $0.18 %0.01 %as of Feb 28, 2026 ↗
AST Large-Cap Equity Portfolio Advanced Series Trust 78,0357.5M $0.43 %0.01 %as of Mar 31, 2026 ↗
Voya VACS Index Series S Portfolio Voya Investors Trust 77,5837.5M $0.19 %0.01 %as of Mar 31, 2026 ↗
First Trust Utilities AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 77,2277.5M $0.83 %0.01 %as of Apr 30, 2026 ↗
Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust 74,4897.2M $0.12 %0.01 %as of Apr 30, 2026 ↗
Capital World Growth & Income Fund AMERICAN FUNDS INSURANCE SERIES 72,3247M $0.35 %0.01 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 71,9627M $0.15 %0.01 %as of Apr 30, 2026 ↗
Diversified Real Asset Fund Principal Funds, Inc 69,2766.7M $0.25 %0.01 %as of Feb 28, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 68,6556.6M $0.45 %0.01 %as of Mar 31, 2026 ↗
Federated Hermes Muni and Stock Advantage Fund Federated Hermes Income Securities Trust 65,8876.4M $0.44 %0.01 %as of Apr 30, 2026 ↗
Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust 65,0526.3M $0.19 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price U.S. Equity Research ETF T. Rowe Price Exchange-Traded Funds, Inc. 63,8456.2M $0.29 %0.01 %as of Mar 31, 2026 ↗
Virtus Duff & Phelps Global Infrastructure Fund Virtus Opportunities Trust 63,7376.2M $3.55 %0.01 %as of Mar 31, 2026 ↗
Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS 63,4476.1M $0.19 %0.01 %as of Mar 31, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT CO 62,5586M $0.20 %0.01 %as of Apr 30, 2026 ↗
iShares Climate Conscious & Transition MSCI USA ETF iShares Trust 62,3476.1M $0.28 %0.01 %as of Feb 28, 2026 ↗
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 61,9006M $0.04 %0.01 %as of Mar 31, 2026 ↗
VictoryShares US Large Cap High Div Volatility Wtd ETF Victory Portfolios II 61,4665.9M $1.58 %0.01 %as of Mar 31, 2026 ↗
NYLIM VP Janus Henderson Balanced Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 61,3405.9M $0.31 %0.01 %as of Mar 31, 2026 ↗
NVIT J.P. Morgan Equity and Options Total Return Fund Nationwide Variable Insurance Trust 60,7165.9M $0.87 %0.01 %as of Mar 31, 2026 ↗
MFS Active Value ETF MFS Active Exchange Traded Funds Trust 60,5775.9M $2.08 %0.01 %as of Feb 28, 2026 ↗
T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 60,2055.9M $0.28 %0.01 %as of Feb 28, 2026 ↗
iShares U.S. Power Infrastructure ETF iShares, Inc. 59,7605.8M $4.01 %0.01 %as of Mar 31, 2026 ↗
SA Large Cap Index Portfolio SUNAMERICA SERIES TRUST 59,5325.8M $0.17 %0.01 %as of Apr 30, 2026 ↗
Bridge Builder Tax Managed Large Cap Fund Bridge Builder Trust 58,8765.7M $0.07 %0.01 %as of Mar 31, 2026 ↗
Virtus KAR Equity Income Fund Virtus Equity Trust 58,6395.7M $3.49 %0.01 %as of Mar 31, 2026 ↗
AST Large-Cap Growth Portfolio Advanced Series Trust 57,4365.5M $0.08 %0.00 %as of Mar 31, 2026 ↗
BlackRock S&P 500 Index V.I. Fund BlackRock Variable Series Funds, Inc. 57,3865.5M $0.19 %0.00 %as of Mar 31, 2026 ↗
Morningstar U.S. Equity Fund Morningstar Funds Trust 57,0915.5M $0.30 %0.00 %as of Apr 30, 2026 ↗
Pacer Trendpilot US Large Cap ETF Pacer Funds Trust 57,0365.5M $0.17 %0.00 %as of Apr 30, 2026 ↗
BNY Mellon Stock Index Fund, Inc. BNY MELLON STOCK INDEX FUND, INC. 56,6405.5M $0.23 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta U.S. Equity ETF Goldman Sachs ETF Trust 56,3505.5M $0.19 %0.00 %as of Feb 28, 2026 ↗
Global X S&P 500 Covered Call ETF GLOBAL X FUNDS 56,2335.4M $0.18 %0.00 %as of Apr 30, 2026 ↗
Columbia Large Cap Index Fund COLUMBIA FUNDS SERIES TRUST 55,7015.4M $0.18 %0.00 %as of Feb 28, 2026 ↗
T. Rowe Price Dividend Growth ETF T. Rowe Price Exchange-Traded Funds, Inc. 55,1785.3M $0.44 %0.00 %as of Mar 31, 2026 ↗
Columbia Variable Portfolio - Dividend Opportunity Fund Columbia Funds Variable Series Trust II 52,0005M $0.52 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes MDT Large Cap Value Fund Federated Hermes Adviser Series 51,8045M $0.21 %0.00 %as of Apr 30, 2026 ↗
AST Multi-Asset Diversified Portfolio Advanced Series Trust 51,6895M $0.10 %0.00 %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
Cite this page

Titelia. "Fund shareholders of Southern Co/The". https://titelia.com/en/stocks/southern-co-the-US8425871071