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
ProShares UltraPro S&P500 ProShares Trust 51,0935M $0.11 %0.00 %as of Feb 28, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 50,8154.9M $0.09 %0.00 %as of Mar 31, 2026 ↗
GQG Partners US Quality Value Fund ADVISORS' INNER CIRCLE III 50,5264.9M $1.85 %0.00 %as of Mar 31, 2026 ↗
VOYA U.S. STOCK INDEX PORTFOLIO Voya Investors Trust 50,4784.9M $0.18 %0.00 %as of Mar 31, 2026 ↗
SA JPMorgan Large Cap Core Portfolio SUNAMERICA SERIES TRUST 50,3154.9M $0.92 %0.00 %as of Apr 30, 2026 ↗
Timothy Plan High Dividend Stock ETF Timothy Plan 50,0234.8M $1.42 %0.00 %as of Mar 31, 2026 ↗
Advisors Capital Total Return - Equity Fund NEIMAN FUNDS 49,8004.8M $1.51 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 49,3974.8M $0.16 %0.00 %as of Mar 31, 2026 ↗
SA Franklin BW U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST 49,1004.7M $0.38 %0.00 %as of Apr 30, 2026 ↗
Fidelity Low Volatility Factor ETF Fidelity Covington Trust 49,0714.7M $0.34 %0.00 %as of Apr 30, 2026 ↗
Tax-Managed Real Assets Fund RUSSELL INVESTMENT CO 48,7434.7M $0.32 %0.00 %as of Apr 30, 2026 ↗
The Institutional U.S. Equity Portfolio HC Capital Trust 48,0544.6M $0.16 %0.00 %as of Mar 31, 2026 ↗
Fidelity Quality Factor ETF Fidelity Covington Trust 47,9944.6M $0.34 %0.00 %as of Apr 30, 2026 ↗
SA MFS Massachusetts Investors Trust Portfolio SUNAMERICA SERIES TRUST 47,6234.6M $0.79 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF SPDR SERIES TRUST 47,5264.6M $0.20 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon S&P 500 Index Fund BNY MELLON INDEX FUNDS, INC. 47,5234.6M $0.17 %0.00 %as of Apr 30, 2026 ↗
JPMorgan Income Builder Fund JPMorgan Trust I 47,4934.6M $0.05 %0.00 %as of Apr 30, 2026 ↗
AVIP Intech U.S. Low Volatility Portfolio AuguStar Variable Insurance Products Fund Inc 47,4494.6M $0.88 %0.00 %as of Mar 31, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 47,3034.6M $0.16 %0.00 %as of Apr 30, 2026 ↗
AZL S&P 500 Index Fund Allianz Variable Insurance Products Trust 47,2304.6M $0.19 %0.00 %as of Mar 31, 2026 ↗
Edgar Lomax Value Fund Advisors Series Trust 47,1004.6M $2.83 %0.00 %as of Apr 30, 2026 ↗
First Trust Large Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 46,7614.5M $0.35 %0.00 %as of Apr 30, 2026 ↗
Columbia Variable Portfolio - Large Cap Index Fund Columbia Funds Variable Series Trust II 45,6034.4M $0.19 %0.00 %as of Mar 31, 2026 ↗
LargeCap S&P 500 Index Account Principal Variable Contract Funds, Inc 45,5194.4M $0.19 %0.00 %as of Mar 31, 2026 ↗
JPMorgan U.S. GARP Equity Fund JPMorgan Trust I 45,0814.4M $0.24 %0.00 %as of Mar 31, 2026 ↗
iShares Russell Top 200 ETF iShares Trust 44,7874.3M $0.23 %0.00 %as of Mar 31, 2026 ↗
ATM Large Cap Managed Volatility Portfolio EQ Advisors Trust 44,3694.3M $0.17 %0.00 %as of Mar 31, 2026 ↗
Tortoise Electrification Infrastructure ETF Tortoise Capital Series Trust 43,5514.2M $3.01 %0.00 %as of Feb 28, 2026 ↗
iShares Morningstar Value ETF iShares Trust 42,8494.1M $0.33 %0.00 %as of Apr 30, 2026 ↗
NVIT BNY Mellon Dynamic U.S. Core Fund Nationwide Variable Insurance Trust 42,4774.1M $0.18 %0.00 %as of Mar 31, 2026 ↗
VANGUARD U.S. MINIMUM VOLATILITY ETF VANGUARD WELLINGTON FUND 42,1254.1M $1.05 %0.00 %as of Feb 28, 2026 ↗
Federated Hermes MDT All Cap Core Fund Federated Hermes MDT Series 41,9764.1M $0.12 %0.00 %as of Apr 30, 2026 ↗
THRIVENT LARGE CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 41,6804M $0.19 %0.00 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 41,4984M $0.11 %0.00 %as of Feb 28, 2026 ↗
U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 41,2334M $0.16 %0.00 %as of Apr 30, 2026 ↗
T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 40,7914M $0.19 %0.00 %as of Feb 28, 2026 ↗
MM S&P 500 Index Fund MASSMUTUAL SELECT FUNDS 40,2633.9M $0.19 %0.00 %as of Mar 31, 2026 ↗
Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust 40,2003.9M $0.07 %0.00 %as of Apr 30, 2026 ↗
First Trust BuyWrite Income ETF First Trust Exchange-Traded Fund VI 39,6943.8M $0.19 %0.00 %as of Mar 31, 2026 ↗
Transamerica Multi-Managed Balanced TRANSAMERICA FUNDS 39,6393.8M $0.25 %0.00 %as of Apr 30, 2026 ↗
iShares U.S. Equity Factor ETF iShares Trust 38,8693.8M $0.12 %0.00 %as of Apr 30, 2026 ↗
Large Capital Growth Fund VALIC Co I 38,8663.8M $0.48 %0.00 %as of Feb 28, 2026 ↗
JNL/JPMorgan Hedged Equity Fund JNL Series Trust 38,6873.7M $0.46 %0.00 %as of Mar 31, 2026 ↗
NYLIM VP MFS Investors Trust Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 38,5663.7M $0.86 %0.00 %as of Mar 31, 2026 ↗
First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 38,1843.7M $0.25 %0.00 %as of Apr 30, 2026 ↗
LVIP JPMorgan U.S. Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 38,1833.7M $1.02 %0.00 %as of Mar 31, 2026 ↗
Fidelity Value Factor ETF Fidelity Covington Trust 37,8693.7M $0.30 %0.00 %as of Apr 30, 2026 ↗
SA T. Rowe Price VCP Balanced Portfolio SUNAMERICA SERIES TRUST 37,1843.6M $0.26 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 37,1513.6M $0.17 %0.00 %as of Feb 28, 2026 ↗
MML Equity Fund MML Series Investment Fund II 36,8003.6M $0.39 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Global Allocation Fund JPMorgan Trust I 36,2393.5M $0.13 %0.00 %as of Apr 30, 2026 ↗
Fidelity Equity-Income K6 Fund Fidelity Devonshire Trust 36,0523.5M $0.77 %0.00 %as of Apr 30, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 35,8913.5M $0.32 %0.00 %as of Apr 30, 2026 ↗
NYLI S&P 500 Index Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 35,8443.5M $0.17 %0.00 %as of Apr 30, 2026 ↗
Transamerica Multi-Managed Balanced VP TRANSAMERICA SERIES TRUST 35,7653.5M $0.28 %0.00 %as of Mar 31, 2026 ↗
Deutsche DWS Equity 500 Index Portfolio DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO 35,4843.4M $0.19 %0.00 %as of Mar 31, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 35,1663.4M $0.35 %0.00 %as of Mar 31, 2026 ↗
Eventide Large Cap Focus Fund MUTUAL FUND SERIES TRUST 35,1233.4M $2.01 %0.00 %as of Mar 31, 2026 ↗
SFT T. Rowe Price Value Fund Securian Funds Trust 35,0683.4M $1.67 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 34,9583.4M $0.21 %0.00 %as of Feb 28, 2026 ↗
PRAXIS VALUE INDEX FUND Praxis Mutual Funds 34,8013.4M $0.62 %0.00 %as of Mar 31, 2026 ↗
VIP Balanced Portfolio Variable Insurance Products Fund III 34,3463.3M $0.04 %0.00 %as of Mar 31, 2026 ↗
Boston Partners Long/Short Research Fund RBB Fund, Inc. 34,2773.3M $0.55 %0.00 %as of Feb 28, 2026 ↗
JPMorgan Research Market Neutral Fund JPMorgan Trust I 34,1643.3M $0.99 %0.00 %as of Apr 30, 2026 ↗
VictoryShares WestEnd US Sector ETF Victory Portfolios II 33,8743.3M $0.41 %0.00 %as of Mar 31, 2026 ↗
State Farm Balanced Fund Advisers Investment Trust 33,5003.2M $0.12 %0.00 %as of Mar 31, 2026 ↗
MFG Core Infrastructure Fund MFG Funds, Inc. 33,3433.2M $2.09 %0.00 %as of Mar 31, 2026 ↗
Nationwide S&P 500 Index Fund Nationwide Mutual Funds 33,0303.2M $0.17 %0.00 %as of Apr 30, 2026 ↗
Dividend Growth Portfolio PACIFIC SELECT FUND 32,7003.2M $0.44 %0.00 %as of Mar 31, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 32,4533.2M $0.16 %0.00 %as of Feb 28, 2026 ↗
Invesco S&P 500 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 32,4413.2M $0.21 %0.00 %as of Feb 28, 2026 ↗
Becker Equity Fund Professionally Managed Portfolios 32,2953.1M $3.02 %0.00 %as of Apr 30, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 32,2163.1M $0.34 %0.00 %as of Mar 31, 2026 ↗
Franklin Income Equity Focus ETF Franklin Templeton ETF Trust 32,1903.1M $2.75 %0.00 %as of Mar 31, 2026 ↗
The U.S. Equity Portfolio HC Capital Trust 32,1593.1M $0.17 %0.00 %as of Mar 31, 2026 ↗
Zacks Earnings Consistent Portfolio ETF Zacks Trust 31,9443.1M $1.01 %0.00 %as of Feb 28, 2026 ↗
PGIM Quant Solutions Large-Cap Core Fund Prudential Investment Portfolios 9 31,4003M $0.30 %0.00 %as of Apr 30, 2026 ↗
Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 31,2213M $0.40 %0.00 %as of Apr 30, 2026 ↗
Lysa Global Equity Broad Lysa Fonder AB 30,75828.3M SEK0.14 %0.00 %as of Mar 31, 2026 ↗
iShares MSCI USA Equal Weighted ETF iShares, Inc. 30,4783M $0.19 %0.00 %as of Feb 28, 2026 ↗
Franklin U.S. Equity Index ETF Franklin Templeton ETF Trust 30,1842.9M $0.19 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 30,1202.9M $0.10 %0.00 %as of Apr 30, 2026 ↗
Aptus Drawdown Managed Equity ETF ETF Series Solutions 30,0972.9M $1.10 %0.00 %as of Apr 30, 2026 ↗
iShares Core Dividend ETF iShares Trust 30,0672.9M $0.22 %0.00 %as of Apr 30, 2026 ↗
State Street S&P 500 Index Fund SSGA FUNDS 30,0522.9M $0.18 %0.00 %as of Feb 28, 2026 ↗
SFT Index 500 Fund Securian Funds Trust 29,8412.9M $0.19 %0.00 %as of Mar 31, 2026 ↗
VIP Stock Selector Portfolio Variable Insurance Products Fund 29,6462.9M $0.06 %0.00 %as of Mar 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 28,6442.8M $0.14 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 28,3752.7M $0.05 %0.00 %as of Mar 31, 2026 ↗
FlexShares US Quality Large Cap Index Fund FlexShares Trust 28,1402.7M $0.30 %0.00 %as of Apr 30, 2026 ↗
SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST 27,4702.7M $0.33 %0.00 %as of Apr 30, 2026 ↗
SIIT DYNAMIC ASSET ALLOCATION FUND SEI INSTITUTIONAL INVESTMENTS TRUST 27,4622.7M $0.14 %0.00 %as of Feb 28, 2026 ↗
Virtus KAR Equity Income Series Virtus Variable Insurance Trust 27,1482.6M $3.49 %0.00 %as of Mar 31, 2026 ↗
Transamerica S&P 500 Index VP TRANSAMERICA SERIES TRUST 27,1312.6M $0.19 %0.00 %as of Mar 31, 2026 ↗
SA Large Cap Value Index Portfolio SUNAMERICA SERIES TRUST 26,9082.6M $0.37 %0.00 %as of Apr 30, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 26,8962.6M $0.16 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP UTILITIES ProFunds 26,8742.6M $7.33 %0.00 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 26,5402.6M $0.06 %0.00 %as of Feb 28, 2026 ↗
Nationwide BNY Mellon Dynamic U.S. Core Fund Nationwide Mutual Funds 26,3122.5M $0.16 %0.00 %as of Apr 30, 2026 ↗
Allspring Index Fund ALLSPRING FUNDS TRUST 26,3102.5M $0.19 %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
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Titelia. "Fund shareholders of Southern Co/The". https://titelia.com/en/stocks/southern-co-the-US8425871071