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
PSF PGIM 50/50 Balanced Portfolio Prudential Series Fund 26,2002.5M $0.09 %0.00 %as of Mar 31, 2026 ↗
AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust 26,0592.5M $0.12 %0.00 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 25,6052.5M $0.21 %0.00 %as of Feb 28, 2026 ↗
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF Pacer Funds Trust 25,1282.4M $0.16 %0.00 %as of Apr 30, 2026 ↗
WisdomTree U.S. LargeCap Fund WisdomTree Trust 25,0702.4M $0.18 %0.00 %as of Mar 31, 2026 ↗
AAMA EQUITY FUND Asset Management Fund 25,0002.4M $0.65 %0.00 %as of Mar 31, 2026 ↗
Transamerica Janus Balanced VP TRANSAMERICA SERIES TRUST 24,6902.4M $0.31 %0.00 %as of Mar 31, 2026 ↗
Victory Growth & Income Fund Victory Portfolios III 24,4052.4M $0.11 %0.00 %as of Apr 30, 2026 ↗
Fidelity Dividend ETF for Rising Rates Fidelity Covington Trust 24,3782.4M $0.34 %0.00 %as of Apr 30, 2026 ↗
BNY Mellon Institutional S&P 500 Stock Index Fund BNY Mellon Investment Funds IV, Inc. 24,1512.3M $0.17 %0.00 %as of Apr 30, 2026 ↗
PGIM Jennison Global Infrastructure Fund Prudential World Fund, Inc. 23,8642.3M $3.16 %0.00 %as of Apr 30, 2026 ↗
Value Equity Index Fund GuideStone Funds 23,4762.3M $0.43 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Global Allocation Fund T. ROWE PRICE GLOBAL ALLOCATION FUND, INC. 22,7442.2M $0.26 %0.00 %as of Apr 30, 2026 ↗
Eventide High Dividend ETF Strategy Shares 22,6182.2M $0.99 %0.00 %as of Apr 30, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 22,3262.2M $0.17 %0.00 %as of Mar 31, 2026 ↗
Timothy Plan US Large/Mid Cap Core ETF Timothy Plan 22,2882.2M $0.65 %0.00 %as of Mar 31, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 22,2542.1M $0.35 %0.00 %as of Mar 31, 2026 ↗
UTILITIES ULTRASECTOR PROFUND ProFunds 22,1802.1M $5.62 %0.00 %as of Apr 30, 2026 ↗
Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO 22,1252.1M $0.02 %0.00 %as of Apr 30, 2026 ↗
Invesco Dorsey Wright Utilities Momentum ETF Invesco Exchange-Traded Fund Trust 22,0852.1M $2.73 %0.00 %as of Apr 30, 2026 ↗
Fidelity Hedged Equity ETF Fidelity Greenwood Street Trust 22,0382.1M $0.26 %0.00 %as of Apr 30, 2026 ↗
Hedged Equity Portfolio PACIFIC SELECT FUND 22,0142.1M $0.46 %0.00 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 21,7662.1M $0.13 %0.00 %as of Mar 31, 2026 ↗
VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC 21,7472.1M $0.22 %0.00 %as of Mar 31, 2026 ↗
Global X S&P 500 Catholic Values ETF GLOBAL X FUNDS 21,6972.1M $0.17 %0.00 %as of Apr 30, 2026 ↗
AVIP S&P 500 Index Portfolio AuguStar Variable Insurance Products Fund Inc 21,4542.1M $0.19 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar U.S. Equity ETF iShares Trust 21,3712.1M $0.17 %0.00 %as of Apr 30, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 21,1622M $0.17 %0.00 %as of Mar 31, 2026 ↗
Parametric Equity Premium Income ETF Morgan Stanley ETF Trust 20,9162M $0.58 %0.00 %as of Mar 31, 2026 ↗
MFS Investors Trust Series MFS VARIABLE INSURANCE TRUST 20,5722M $0.86 %0.00 %as of Mar 31, 2026 ↗
First Trust Long/Short Equity ETF First Trust Exchange-Traded Fund III 20,5702M $0.09 %0.00 %as of Apr 30, 2026 ↗
VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II 20,4772M $0.38 %0.00 %as of Mar 31, 2026 ↗
Direxion Daily Utilities Bull 3X Shares Direxion Shares ETF Trust 20,4352M $4.54 %0.00 %as of Apr 30, 2026 ↗
Liberty One Defensive Dividend Growth ETF Two Roads Shared Trust 20,1982M $3.90 %0.00 %as of Apr 30, 2026 ↗
T. Rowe Price Capital Appreciation Premium Income ETF T. Rowe Price Exchange-Traded Funds, Inc. 20,1321.9M $0.72 %0.00 %as of Mar 31, 2026 ↗
SIMT S&P 500 Index Fund SEI INSTITUTIONAL MANAGED TRUST 20,0011.9M $0.19 %0.00 %as of Mar 31, 2026 ↗
John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust 19,7541.9M $0.19 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. Efficient Core Fund WisdomTree Trust 19,6751.9M $0.16 %0.00 %as of Mar 31, 2026 ↗
Fidelity Global Equity Income Fund Fidelity Investment Trust 19,6681.9M $0.41 %0.00 %as of Apr 30, 2026 ↗
ProShares S&P 500 High Income ETF ProShares Trust 19,6271.9M $0.16 %0.00 %as of Feb 28, 2026 ↗
SIMT Tax-Managed Managed Volatility Fund SEI INSTITUTIONAL MANAGED TRUST 19,3051.9M $0.33 %0.00 %as of Mar 31, 2026 ↗
Clearwater Core Equity Fund Clearwater Investment Trust 18,6351.8M $0.13 %0.00 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 18,4501.8M $0.23 %0.00 %as of Feb 28, 2026 ↗
Nuveen Flexible Income Fund Nuveen Investment Trust V 18,4001.8M $0.21 %0.00 %as of Feb 28, 2026 ↗
TCW Transform 500 ETF TCW ETF Trust 18,2941.8M $0.17 %0.00 %as of Apr 30, 2026 ↗
Tema S&P 500 Historical Weight ETF Strategy Tema ETF Trust 18,2201.8M $0.22 %0.00 %as of Feb 28, 2026 ↗
Horizon Defined Risk Fund Horizon Funds 18,1171.8M $0.18 %0.00 %as of Feb 28, 2026 ↗
Zacks Dividend Fund Zacks Trust 18,0671.8M $1.29 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs Strategic Factor Allocation Fund GOLDMAN SACHS TRUST 17,9941.8M $0.07 %0.00 %as of Feb 28, 2026 ↗
JNL/T. Rowe Price Balanced Fund JNL Series Trust 17,9171.7M $0.30 %0.00 %as of Mar 31, 2026 ↗
Destinations Large Cap Equity Fund Brinker Capital Destinations Trust 17,7771.7M $0.05 %0.00 %as of Feb 28, 2026 ↗
EQ/Large Cap Core Managed Volatility Portfolio EQ Advisors Trust 17,7431.7M $0.10 %0.00 %as of Mar 31, 2026 ↗
MassMutual Diversified Value Fund MASSMUTUAL SELECT FUNDS 17,6001.7M $0.39 %0.00 %as of Mar 31, 2026 ↗
Guardian Global Utilities VIP Fund Guardian Variable Products Trust 17,5631.7M $3.87 %0.00 %as of Mar 31, 2026 ↗
Venerable US Large Cap Core Equity Fund Venerable Variable Insurance Trust 17,4901.7M $0.28 %0.00 %as of Mar 31, 2026 ↗
Penn Series Index 500 Fund Penn Series Funds Inc 17,4721.7M $0.19 %0.00 %as of Mar 31, 2026 ↗
SIIT U.S. MANAGED VOLATILITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST 17,3641.7M $0.56 %0.00 %as of Feb 28, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 17,3131.7M $0.16 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Global Active Allocation Portfolio Brighthouse Funds Trust I 17,0501.6M $0.12 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Diversified Return U.S. Equity ETF J.P. Morgan Exchange-Traded Fund Trust 16,9901.6M $0.37 %0.00 %as of Apr 30, 2026 ↗
Applied Finance Valuation Large Cap ETF ETF Opportunities Trust 16,7881.6M $0.37 %0.00 %as of Mar 31, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 16,7751.6M $0.24 %0.00 %as of Mar 31, 2026 ↗
Large Cap Blend Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 16,4881.6M $1.01 %0.00 %as of Mar 31, 2026 ↗
FlexShares US Quality Low Volatility Index Fund FlexShares Trust 16,4711.6M $0.94 %0.00 %as of Apr 30, 2026 ↗
EIP Growth and Income Fund EIP Investment Trust 16,4501.6M $1.71 %0.00 %as of Apr 30, 2026 ↗
AGF U.S. Market Neutral Anti-Beta Fund AGF Investments Trust 16,3801.6M $0.39 %0.00 %as of Mar 31, 2026 ↗
Calamos Hedged Equity Fund CALAMOS INVESTMENT TRUST/IL 16,3301.6M $0.19 %0.00 %as of Apr 30, 2026 ↗
Income Equity Fund Northern Funds 16,1691.6M $0.55 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II 16,1201.6M $0.08 %0.00 %as of Apr 30, 2026 ↗
Eventide US Market ETF Strategy Shares 16,0961.6M $1.01 %0.00 %as of Apr 30, 2026 ↗
PGIM Quant Solutions Large-Cap Index Fund Prudential Investment Portfolios 8 15,9151.5M $0.19 %0.00 %as of Mar 31, 2026 ↗
VictoryShares US 500 Enhanced Volatility Wtd ETF Victory Portfolios II 15,7171.5M $0.38 %0.00 %as of Mar 31, 2026 ↗
JNL/JPMorgan Global Allocation Fund JNL Series Trust 15,6011.5M $0.18 %0.00 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 15,4761.5M $0.12 %0.00 %as of Mar 31, 2026 ↗
VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC 15,4131.5M $0.51 %0.00 %as of Mar 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 15,3061.5M $0.17 %0.00 %as of Mar 31, 2026 ↗
LargeCap Value Fund III Principal Funds, Inc 15,2951.5M $0.07 %0.00 %as of Apr 30, 2026 ↗
Diversified Real Assets Fund John Hancock Investment Trust 15,2491.5M $0.17 %0.00 %as of Mar 31, 2026 ↗
DWS Equity 500 Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 15,2161.5M $0.19 %0.00 %as of Mar 31, 2026 ↗
ALPS Electrification Infrastructure ETF ALPS ETF TRUST 15,2061.5M $1.01 %0.00 %as of Feb 28, 2026 ↗
Centre Global Infrastructure Fund Horizon Funds 15,1471.5M $1.66 %0.00 %as of Feb 28, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 14,4631.4M $0.04 %0.00 %as of Mar 31, 2026 ↗
Franklin S&P 500 Index Fund Legg Mason Partners Investment Trust 14,3421.4M $0.19 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 14,2931.4M $0.22 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 14,1431.4M $0.33 %0.00 %as of Feb 28, 2026 ↗
AST Multi-Asset Diversified Plus Portfolio Advanced Series Trust 14,0281.4M $0.06 %0.00 %as of Mar 31, 2026 ↗
NAA LARGE CORE SERIES New Age Alpha Variable Funds Trust 13,7291.3M $0.55 %0.00 %as of Mar 31, 2026 ↗
AST Preservation Asset Allocation Portfolio Advanced Series Trust 13,6811.3M $0.05 %0.00 %as of Mar 31, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS 13,5511.3M $0.22 %0.00 %as of Mar 31, 2026 ↗
Allspring Index Asset Allocation Fund ALLSPRING FUNDS TRUST 13,5301.3M $0.11 %0.00 %as of Mar 31, 2026 ↗
NAA LARGE CORE FUND New Age Alpha Funds Trust 13,5141.3M $0.55 %0.00 %as of Mar 31, 2026 ↗
EQ/Wellington Energy Portfolio EQ Advisors Trust 13,5051.3M $0.68 %0.00 %as of Mar 31, 2026 ↗
Capital Income Builder AMERICAN FUNDS INSURANCE SERIES 13,4851.3M $0.08 %0.00 %as of Mar 31, 2026 ↗
PSF Global Portfolio Prudential Series Fund 13,4701.3M $0.13 %0.00 %as of Mar 31, 2026 ↗
Pacer Lunt Large Cap Alternator ETF Pacer Funds Trust 13,3961.3M $1.35 %0.00 %as of Apr 30, 2026 ↗
BlackRock Global Allocation V.I. Fund BlackRock Variable Series Funds, Inc. 13,2531.3M $0.03 %0.00 %as of Mar 31, 2026 ↗
Hartford Multifactor US Equity ETF Lattice Strategies Trust 13,0301.3M $0.21 %0.00 %as of Apr 30, 2026 ↗
Franklin U.S. Core Equity (IU) Fund Franklin Fund Allocator Series 12,7601.2M $0.10 %0.00 %as of Apr 30, 2026 ↗
Utilities Fund Rydex Series Funds 12,7101.2M $4.13 %0.00 %as of Mar 31, 2026 ↗
MML Equity Index Fund MML SERIES INVESTMENT FUND 12,4901.2M $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