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
Allspring Index Fund ALLSPRING FUNDS TRUST 26,3822.5M $0.16 %0.00 %as of Jun 30, 2026 ↗
Victory Growth & Income Fund Victory Portfolios III 26,2812.5M $0.11 %0.00 %as of Jul 31, 2026 ↗
AST Aggressive Asset Allocation Portfolio Advanced Series Trust 26,2132.5M $0.02 %0.00 %as of Jun 30, 2026 ↗
Nationwide BNY Mellon Dynamic U.S. Core Fund Nationwide Mutual Funds 25,9222.5M $0.15 %0.00 %as of Jul 31, 2026 ↗
Eventide High Dividend ETF Strategy Shares 25,7542.4M $0.97 %0.00 %as of Jul 31, 2026 ↗
PSF PGIM 50/50 Balanced Portfolio Prudential Series Fund 25,3002.4M $0.08 %0.00 %as of Jun 30, 2026 ↗
AAMA EQUITY FUND Asset Management Fund 25,0002.4M $0.60 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP UTILITIES ProFunds 24,9142.4M $7.38 %0.00 %as of Jun 30, 2026 ↗
WisdomTree U.S. LargeCap Fund WisdomTree Trust 24,9092.4M $0.15 %0.00 %as of Jun 30, 2026 ↗
Fidelity Dividend ETF for Rising Rates Fidelity Covington Trust 24,6412.3M $0.32 %0.00 %as of Jul 31, 2026 ↗
Invesco Bloomberg Analyst Rating Improvers ETF Invesco Exchange-Traded Fund Trust 24,2282.3M $1.94 %0.00 %as of Jul 31, 2026 ↗
Liberty One Defensive Dividend Growth ETF Two Roads Shared Trust 24,1942.3M $3.76 %0.00 %as of Jul 31, 2026 ↗
Direxion Daily Utilities Bull 3X Shares Direxion Shares ETF Trust 23,9182.3M $5.97 %0.00 %as of Jul 31, 2026 ↗
Value Equity Index Fund GuideStone Funds 23,4762.2M $0.38 %0.00 %as of Jun 30, 2026 ↗
BNY Mellon Institutional S&P 500 Stock Index Fund BNY Mellon Investment Funds IV, Inc. 23,1692.2M $0.16 %0.00 %as of Jul 31, 2026 ↗
Transamerica Janus Balanced VP TRANSAMERICA SERIES TRUST 23,1412.2M $0.28 %0.00 %as of Jun 30, 2026 ↗
Global X S&P 500 Catholic Values ETF GLOBAL X FUNDS 22,9212.2M $0.17 %0.00 %as of Jul 31, 2026 ↗
SIIT U.S. MANAGED VOLATILITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST 22,4712.1M $0.54 %0.00 %as of May 31, 2026 ↗
Parametric Equity Premium Income ETF Morgan Stanley ETF Trust 22,4112.1M $0.54 %0.00 %as of Jun 30, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 22,0382.1M $0.15 %0.00 %as of Jun 30, 2026 ↗
iShares Morningstar U.S. Equity ETF iShares Trust 21,9362.1M $0.16 %0.00 %as of Jul 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 21,7662.1M $0.11 %0.00 %as of Jun 30, 2026 ↗
VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC 21,4012M $0.19 %0.00 %as of Jun 30, 2026 ↗
T. Rowe Price Capital Appreciation Premium Income ETF T. Rowe Price Exchange-Traded Funds, Inc. 21,0552M $0.73 %0.00 %as of Jun 30, 2026 ↗
Timothy Plan US Large/Mid Cap Core ETF Timothy Plan 20,9932M $0.66 %0.00 %as of Jun 30, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 20,9442M $0.30 %0.00 %as of Jun 30, 2026 ↗
AVIP S&P 500 Index Portfolio AuguStar Variable Insurance Products Fund Inc 20,8252M $0.17 %0.00 %as of Jun 30, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 20,5622M $0.15 %0.00 %as of Jun 30, 2026 ↗
iShares Flexible Equity Active ETF BlackRock ETF Trust 20,1901.9M $0.12 %0.00 %as of Jul 31, 2026 ↗
John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust 19,9821.9M $0.16 %0.00 %as of Jun 30, 2026 ↗
MFS Investors Trust Series MFS VARIABLE INSURANCE TRUST 19,8641.9M $0.77 %0.00 %as of Jun 30, 2026 ↗
JPMorgan Equity Premium Yield ETF J.P. Morgan Exchange-Traded Fund Trust 19,8471.9M $0.74 %0.00 %as of Jun 30, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 19,8201.9M $0.01 %0.00 %as of Jun 30, 2026 ↗
Fidelity Global Equity Income Fund Fidelity Investment Trust 19,6781.9M $0.39 %0.00 %as of Jul 31, 2026 ↗
WisdomTree U.S. Efficient Core Fund WisdomTree Trust 19,6721.9M $0.14 %0.00 %as of Jun 30, 2026 ↗
VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II 19,6071.9M $0.35 %0.00 %as of Jun 30, 2026 ↗
ActivePassive U.S. Equity ETF Trust for Professional Managers 19,5441.8M $0.07 %0.00 %as of May 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 19,4301.9M $0.11 %0.00 %as of Jun 30, 2026 ↗
BlackRock Global Allocation V.I. Fund BlackRock Variable Series Funds, Inc. 19,3351.9M $0.05 %0.00 %as of Jun 30, 2026 ↗
SIMT Tax-Managed Managed Volatility Fund SEI INSTITUTIONAL MANAGED TRUST 19,3051.8M $0.33 %0.00 %as of Jun 30, 2026 ↗
AAM Transformers ETF ETF Series Solutions 19,1951.8M $0.73 %0.00 %as of Jul 31, 2026 ↗
EIP Growth and Income Fund EIP Investment Trust 19,1501.8M $2.02 %0.00 %as of Jul 31, 2026 ↗
TCW Transform 500 ETF TCW ETF Trust 19,0741.8M $0.16 %0.00 %as of Jul 31, 2026 ↗
Hedged Equity Portfolio PACIFIC SELECT FUND 18,8991.8M $0.40 %0.00 %as of Jun 30, 2026 ↗
T. Rowe Price Global Allocation Fund T. ROWE PRICE GLOBAL ALLOCATION FUND, INC. 18,8311.8M $0.21 %0.00 %as of Jul 31, 2026 ↗
ProShares S&P 500 High Income ETF ProShares Trust 18,7081.7M $0.13 %0.00 %as of May 31, 2026 ↗
SIMT S&P 500 Index Fund SEI INSTITUTIONAL MANAGED TRUST 18,6511.8M $0.16 %0.00 %as of Jun 30, 2026 ↗
Clearwater Core Equity Fund Clearwater Investment Trust 18,6351.8M $0.11 %0.00 %as of Jun 30, 2026 ↗
Horizon Defined Risk Fund Horizon Funds 18,5351.7M $0.16 %0.00 %as of May 31, 2026 ↗
PGIM Jennison Global Infrastructure Fund Prudential World Fund, Inc. 18,5281.8M $3.10 %0.00 %as of Jul 31, 2026 ↗
Tema S&P 500 Historical Weight ETF Strategy Tema ETF Trust 18,5061.7M $0.19 %0.00 %as of May 31, 2026 ↗
Federated Hermes MDT Market Neutral Fund Federated Hermes Adviser Series 18,3881.8M $0.07 %0.00 %as of Jun 30, 2026 ↗
MFS Blended Research Value Equity Fund MFS SERIES TRUST X 18,2731.7M $0.51 %0.00 %as of May 31, 2026 ↗
Invesco Dorsey Wright Utilities Momentum ETF Invesco Exchange-Traded Fund Trust 18,0801.7M $3.13 %0.00 %as of Jul 31, 2026 ↗
Eventide US Market ETF Strategy Shares 18,0761.7M $0.94 %0.00 %as of Jul 31, 2026 ↗
Zacks Dividend Fund Zacks Trust 18,0671.7M $1.21 %0.00 %as of May 31, 2026 ↗
JPMorgan NASDAQ Equity Premium Yield ETF J.P. Morgan Exchange-Traded Fund Trust 17,8781.7M $0.45 %0.00 %as of Jun 30, 2026 ↗
Destinations Large Cap Equity Fund Brinker Capital Destinations Trust 17,8771.6M $0.05 %0.00 %as of May 31, 2026 ↗
Venerable US Large Cap Core Equity Fund Venerable Variable Insurance Trust 17,4901.7M $0.27 %0.00 %as of Jun 30, 2026 ↗
Penn Series Index 500 Fund Penn Series Funds Inc 17,4721.7M $0.17 %0.00 %as of Jun 30, 2026 ↗
JPMorgan Diversified Return U.S. Equity ETF J.P. Morgan Exchange-Traded Fund Trust 17,3041.6M $0.36 %0.00 %as of Jul 31, 2026 ↗
Xtrackers S&P 100 Ex Top 20 ETF DBX ETF Trust 17,2751.6M $0.69 %0.00 %as of May 29, 2026 ↗
JPMorgan U.S. Research Enhanced Large Cap ETF J.P. Morgan Exchange-Traded Fund Trust 17,2121.6M $0.39 %0.00 %as of Jun 30, 2026 ↗
ALPS Electrification Infrastructure ETF ALPS ETF TRUST 16,9801.6M $0.77 %0.00 %as of May 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 16,9211.6M $0.13 %0.00 %as of Jun 30, 2026 ↗
Janus Henderson Adaptive Risk Managed U.S. Equity Fund Janus Investment Fund 16,9151.6M $0.26 %0.00 %as of Jun 30, 2026 ↗
NYLIM VP CBRE Global Infrastructure Portfolio NYLIM VP FUNDS TRUST 16,8801.6M $3.35 %0.00 %as of Jun 30, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 16,7751.6M $0.22 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs Strategic Factor Allocation Fund GOLDMAN SACHS TRUST 16,6821.5M $0.06 %0.00 %as of May 31, 2026 ↗
Defensive Market Strategies Fund GuideStone Funds 16,5751.6M $0.12 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 16,3541.6M $0.22 %0.00 %as of Jun 30, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 16,3361.5M $0.19 %0.00 %as of May 31, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 16,2811.5M $0.03 %0.00 %as of May 31, 2026 ↗
JNL/BlackRock Global Allocation Fund JNL Series Trust 16,2521.6M $0.05 %0.00 %as of Jun 30, 2026 ↗
Guardian Global Utilities VIP Fund Guardian Variable Products Trust 15,9921.5M $3.94 %0.00 %as of Jun 30, 2026 ↗
Income Equity Fund Northern Funds 15,8121.5M $0.48 %0.00 %as of Jun 30, 2026 ↗
Invesco S&P 500 Equal Weight Income Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust 15,5541.5M $0.14 %0.00 %as of Jul 31, 2026 ↗
DWS Equity 500 Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 15,5501.5M $0.17 %0.00 %as of Jun 30, 2026 ↗
Calamos Hedged Equity Fund CALAMOS INVESTMENT TRUST/IL 15,5501.5M $0.17 %0.00 %as of Jul 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 15,5361.5M $0.15 %0.00 %as of Jun 30, 2026 ↗
PGIM Quant Solutions Large-Cap Index Fund Prudential Investment Portfolios 8 15,5151.5M $0.16 %0.00 %as of Jun 30, 2026 ↗
Nuveen Global Infrastructure Fund Nuveen Investment Funds, Inc. 15,2011.5M $0.25 %0.00 %as of Jun 30, 2026 ↗
VictoryShares US 500 Enhanced Volatility Wtd ETF Victory Portfolios II 15,1591.5M $0.35 %0.00 %as of Jun 30, 2026 ↗
FlexShares US Quality Low Volatility Index Fund FlexShares Trust 15,0361.4M $0.87 %0.00 %as of Jul 31, 2026 ↗
Steward Covered Call Income Fund Steward Funds Inc 15,0001.4M $1.14 %0.00 %as of Jul 31, 2026 ↗
Franklin S&P 500 Index Fund Legg Mason Partners Investment Trust 14,9211.4M $0.17 %0.00 %as of Jun 30, 2026 ↗
Hartford Multifactor US Equity ETF Lattice Strategies Trust 14,8851.4M $0.20 %0.00 %as of Jul 31, 2026 ↗
Centre Global Infrastructure Fund Horizon Funds 14,8101.4M $1.62 %0.00 %as of May 31, 2026 ↗
Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II 14,5451.4M $0.07 %0.00 %as of Jul 31, 2026 ↗
iShares Infrastructure Active ETF BlackRock ETF Trust 14,2831.4M $1.23 %0.00 %as of Jul 31, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 14,2621.4M $0.03 %0.00 %as of Jun 30, 2026 ↗
VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC 14,0541.3M $0.42 %0.00 %as of Jun 30, 2026 ↗
Capital Income Builder AMERICAN FUNDS INSURANCE SERIES 14,0491.3M $0.08 %0.00 %as of Jun 30, 2026 ↗
Six Circles Managed Equity Portfolio International Unconstrained Fund SIX CIRCLES TRUST 13,9631.3M $0.01 %0.00 %as of Jun 30, 2026 ↗
MML VIP JPMorgan U.S. Research Enhanced Equity Fund MML SERIES INVESTMENT FUND 13,9311.3M $0.40 %0.00 %as of Jun 30, 2026 ↗
JPMorgan Global Allocation Fund JPMorgan Trust I 13,8781.3M $0.06 %0.00 %as of Jul 31, 2026 ↗
Large Cap Blend Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 13,8691.3M $0.76 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs JUST U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 13,7041.3M $0.22 %0.00 %as of May 31, 2026 ↗
Horizon Managed Risk ETF Horizon Funds 13,5561.2M $0.31 %0.00 %as of May 31, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS 13,5511.3M $0.20 %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