Funds holding Southern Co/The
792 funds declare a position · 240 ETFs and 552 other funds · 35.7B $· 30.6M SEK· 10.5M € · US8425871071
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 501 | Steward Covered Call Income Fund Steward Funds Inc | 12,200 | 1.2M $ | 0.97 % | as of Apr 30, 2026 · Original filing |
| 502 | SPIRIT OF AMERICA UTILITIES FUND Spirit of America Investment Fund, Inc. | 12,100 | 1.2M $ | 2.00 % | as of Mar 31, 2026 · Original filing |
| 503 | Destinations Equity Income Fund Brinker Capital Destinations Trust | 12,050 | 1.2M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| 504 | Calamos Select Fund CALAMOS INVESTMENT TRUST/IL | 11,730 | 1.1M $ | 1.84 % | as of Apr 30, 2026 · Original filing |
| 505 | JNL/Mellon World Index Fund JNL Series Trust | 11,589 | 1.1M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 506 | American Conservative Values ETF ETF Opportunities Trust | 11,086 | 1.1M $ | 0.74 % | as of Apr 30, 2026 · Original filing |
| 507 | Invesco S&P 500 Equal Weight Income Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust | 11,085 | 1.1M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 508 | Global Infrastructure Fund RUSSELL INVESTMENT CO | 11,051 | 1.1M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 509 | AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I | 11,041 | 1.1M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 510 | JNL S&P 500 Index Fund JNL Series Trust | 10,677 | 1M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 511 | Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 10,674 | 1M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 512 | Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust | 10,657 | 1M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 513 | BlackRock Dynamic High Income Portfolio BlackRock Funds II | 10,630 | 1M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 514 | WisdomTree Efficient Gold Plus Equity Strategy Fund WisdomTree Trust | 10,560 | 1M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 515 | Liberty One Spectrum ETF Two Roads Shared Trust | 10,453 | 1M $ | 1.80 % | as of Apr 30, 2026 · Original filing |
| 516 | SIMT Dynamic Asset Allocation Fund SEI INSTITUTIONAL MANAGED TRUST | 10,420 | 1M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 517 | Goldman Sachs ActiveBeta World Equity ETF Goldman Sachs ETF Trust | 10,385 | 1M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 518 | First Trust Bloomberg Nuclear Power ETF First Trust Exchange-Traded Fund II | 10,331 | 997.1K $ | 4.79 % | as of Mar 31, 2026 · Original filing |
| 519 | Wilmington Large-Cap Strategy Fund Wilmington Funds | 10,050 | 971.8K $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 520 | Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust | 9,941 | 968.1K $ | 0.13 % | as of Feb 27, 2026 · Original filing |
| 521 | AZL Fidelity Institutional Asset Management Multi-Strategy Fund Allianz Variable Insurance Products Trust | 9,941 | 959.5K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 522 | State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS | 9,882 | 953.8K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 523 | CVT S&P 500 Index Portfolio Calvert Variable Trust, Inc. | 9,855 | 951.2K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 524 | EQ/Fidelity Institutional AM Large Cap Portfolio EQ Advisors Trust | 9,810 | 946.9K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 525 | Invesco V.I. Equally-Weighted S&P 500 Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 9,690 | 935.3K $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 526 | EQ/AB Dynamic Moderate Growth Portfolio EQ Advisors Trust | 9,676 | 933.9K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 527 | State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF SPDR INDEX SHARES FUNDS | 9,675 | 933.8K $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| 528 | Xtrackers S&P 100 Ex Top 20 ETF DBX ETF Trust | 9,415 | 916.8K $ | 0.79 % | as of Feb 27, 2026 · Original filing |
| 529 | Avantis U.S. Large Cap Equity ETF American Century ETF Trust | 9,317 | 907.3K $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 530 | JPMorgan Equity Premium Yield ETF J.P. Morgan Exchange-Traded Fund Trust | 9,244 | 892.2K $ | 0.85 % | as of Mar 31, 2026 · Original filing |
| 531 | Fidelity Large Cap Stock K6 Fund Fidelity Concord Street Trust | 9,125 | 882.4K $ | 0.51 % | as of Apr 30, 2026 · Original filing |
| 532 | Core Alternative ETF Listed Funds Trust | 9,068 | 876.9K $ | 3.18 % | as of Apr 30, 2026 · Original filing |
| 533 | Fidelity Balanced K6 Fund Fidelity Puritan Trust | 8,951 | 871.6K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 534 | Liberty One Tactical Income ETF Two Roads Shared Trust | 8,910 | 861.6K $ | 2.01 % | as of Apr 30, 2026 · Original filing |
| 535 | LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 8,802 | 849.6K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 536 | First Trust EIP Power Solutions ETF First Trust Exchange-Traded Fund IV | 8,794 | 850.4K $ | 3.17 % | as of Apr 30, 2026 · Original filing |
| 537 | AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 8,776 | 847.1K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 538 | SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 8,769 | 853.9K $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 539 | AAM Transformers ETF ETF Series Solutions | 8,653 | 836.7K $ | 0.54 % | as of Apr 30, 2026 · Original filing |
| 540 | iShares Infrastructure Active ETF BlackRock ETF Trust | 8,566 | 828.3K $ | 3.18 % | as of Apr 30, 2026 · Original filing |
| 541 | EQ/Global Equity Managed Volatility Portfolio EQ Advisors Trust | 8,541 | 824.4K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 542 | JNL/BlackRock Global Allocation Fund JNL Series Trust | 8,484 | 818.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 543 | ETC 6 Meridian Low Beta Equity Strategy ETF EXCHANGE TRADED CONCEPTS TRUST | 8,460 | 823.8K $ | 0.41 % | as of Feb 28, 2026 · Original filing |
| 544 | MFS Blended Research Value Equity Fund MFS SERIES TRUST X | 8,458 | 823.6K $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| 545 | NYLIM VP CBRE Global Infrastructure Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 8,425 | 813.2K $ | 1.79 % | as of Mar 31, 2026 · Original filing |
| 546 | EQ/AB Dynamic Growth Portfolio EQ Advisors Trust | 8,372 | 808.1K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 547 | Horizon Defensive Core Fund Horizon Funds | 8,064 | 785.3K $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| 548 | NAA ALLOCATION FUND New Age Alpha Funds Trust | 8,050 | 777K $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| 549 | Sofi Select 500 ETF Tidal Trust I | 8,000 | 779K $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| 550 | M Large Cap Value Fund M FUND INC | 8,000 | 772.2K $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| 551 | Avantis U.S. Equity Fund American Century ETF Trust | 7,997 | 778.7K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 552 | State Street(R) SPDR(R) MSCI USA Gender Diversity ETF SPDR SERIES TRUST | 7,813 | 754.1K $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 553 | ProShares S&P 500 Ex-Technology ETF ProShares Trust | 7,652 | 745.2K $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| 554 | iShares MSCI USA Size Factor ETF iShares Trust | 7,648 | 739.6K $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 555 | SA JPMorgan Diversified Balanced Portfolio SUNAMERICA SERIES TRUST | 7,555 | 730.6K $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 556 | PanAgora Global Diversified Risk Portfolio Brighthouse Funds Trust I | 7,527 | 726.5K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 557 | Fidelity Flex Large Cap Focused Index Fund Fidelity Concord Street Trust | 7,498 | 730.2K $ | 0.38 % | as of Feb 28, 2026 · Original filing |
| 558 | ProShares Ultra Utilities ProShares Trust | 7,440 | 724.5K $ | 4.30 % | as of Feb 28, 2026 · Original filing |
| 559 | EQ/AB Dynamic Aggressive Growth Portfolio EQ Advisors Trust | 7,429 | 717K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 560 | Steward Values Enhanced Large Cap Fund Steward Funds Inc | 7,424 | 717.9K $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 561 | Fidelity SAI Sustainable Sector Fund Fidelity Summer Street Trust | 7,362 | 716.9K $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 562 | JPMorgan Diversified Fund JPMorgan Trust I | 7,298 | 704.4K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 563 | ONEASCENT LARGE CAP CORE ETF Unified Series Trust | 7,217 | 702.8K $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| 564 | JPMorgan Equity and Options Total Return ETF J.P. Morgan Exchange-Traded Fund Trust | 7,205 | 696.7K $ | 0.81 % | as of Apr 30, 2026 · Original filing |
| 565 | Infrastructure Capital Equity Income ETF Series Portfolios Trust | 7,199 | 701K $ | 0.75 % | as of Feb 28, 2026 · Original filing |
| 566 | WisdomTree Global High Dividend Fund WisdomTree Trust | 7,135 | 688.7K $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| 567 | 1290 SmartBeta Equity Fund 1290 Funds | 7,103 | 686.9K $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| 568 | LVIP BlackRock Global Allocation Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 7,019 | 677.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 569 | Global X Adaptive U.S. Factor ETF GLOBAL X FUNDS | 7,014 | 683K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 570 | SIMT Global Managed Volatility Fund SEI INSTITUTIONAL MANAGED TRUST | 6,973 | 673K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 571 | JPMorgan Fundamental Data Science Large Value ETF J.P. Morgan Exchange-Traded Fund Trust | 6,876 | 663.7K $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| 572 | Touchstone ETF Trust-Touchstone Dividend Select ETF Touchstone ETF Trust | 6,870 | 663.1K $ | 1.70 % | as of Mar 31, 2026 · Original filing |
| 573 | Archer Dividend Growth Fund ARCHER INVESTMENT SERIES TRUST | 6,850 | 667.1K $ | 2.16 % | as of Feb 28, 2026 · Original filing |
| 574 | Xtrackers US National Critical Technologies ETF DBX ETF Trust | 6,654 | 648K $ | 0.56 % | as of Feb 28, 2026 · Original filing |
| 575 | Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. | 6,625 | 639.4K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 576 | T. Rowe Price Moderate Allocation Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 6,592 | 636.3K $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 577 | Asset Allocation Fund VALIC Co I | 6,440 | 627.1K $ | 0.43 % | as of Feb 28, 2026 · Original filing |
| 578 | Multi-Manager Directional Alternative Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 6,356 | 614.6K $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 579 | NAA WORLD EQUITY INCOME SERIES New Age Alpha Variable Funds Trust | 6,315 | 609.5K $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| 580 | State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 6,257 | 603.9K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 581 | First Trust New Constructs Core Earnings Leaders ETF First Trust Exchange-Traded Fund VI | 6,232 | 601.5K $ | 0.94 % | as of Mar 31, 2026 · Original filing |
| 582 | JPMorgan NASDAQ Equity Premium Yield ETF J.P. Morgan Exchange-Traded Fund Trust | 6,167 | 595.2K $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| 583 | Invesco S&P 500 BuyWrite ETF Invesco Exchange-Traded Fund Trust | 6,094 | 589.3K $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 584 | Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 6,088 | 588.7K $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 585 | State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 5,997 | 578.8K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 586 | AST Quantitative Modeling Portfolio Advanced Series Trust | 5,990 | 578.2K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 587 | S&P 500 Index Fund SHELTON FUNDS | 5,956 | 580K $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| 588 | Utilities Fund Rydex Variable Trust | 5,926 | 572K $ | 4.38 % | as of Mar 31, 2026 · Original filing |
| 589 | SGI Enhanced Market Leaders ETF RBB Fund, Inc. | 5,824 | 567.1K $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| 590 | SA Franklin Systematic U.S. Large Cap Core Portfolio SUNAMERICA SERIES TRUST | 5,775 | 558.4K $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 591 | Venerable World Equity Fund Venerable Variable Insurance Trust | 5,663 | 546.6K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 592 | SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST | 5,504 | 531.2K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 593 | Horizon Equity Premium Income Fund Horizon Funds | 5,495 | 535.1K $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| 594 | Victory Growth and Tax Strategy Fund Victory Portfolios III | 5,454 | 531.1K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 595 | Franklin U.S. Large Cap Equity Fund Legg Mason Partners Investment Trust | 5,410 | 526.8K $ | 0.11 % | as of Feb 27, 2026 · Original filing |
| 596 | PACE Alternative Strategies Investments PACE SELECT ADVISORS TRUST | 5,324 | 514.8K $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 597 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 5,213 | 503.2K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 598 | AMT Diversified Equity Fund ADVISER MANAGED TRUST | 5,187 | 501.6K $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 599 | Tax-Aware Overlay A Portfolio BERNSTEIN SANFORD C FUND INC | 5,172 | 499.2K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 600 | Overlay A Portfolio BERNSTEIN SANFORD C FUND INC | 5,136 | 495.7K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
Institutional managers
2328 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 90,368,703 | 8.7B $ | as of Mar 31, 2026 |
| STATE STREET CORP | 62,980,088 | 6.1B $ | as of Mar 31, 2026 |
| Capital World Investors | 56,239,873 | 5.4B $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 43,337,750 | 4.2B $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 28,355,049 | 2.8B $ | as of Mar 31, 2026 |
| FMR LLC | 22,887,934 | 2.2B $ | as of Mar 31, 2026 |
| FRANKLIN RESOURCES INC | 16,809,309 | 1.6B $ | as of Mar 31, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 15,595,800 | 1.5B $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 12,915,066 | 1.2B $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 9,827,426 | 948.5M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 9,435,986 | 910.5M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 8,753,175 | 844.9M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 8,380,592 | 808.9M $ | as of Mar 31, 2026 |
| Legal & General Group Plc | 7,848,282 | 757.5M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 7,278,616 | 702.5M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 7,111,271 | 686.4M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 5,841,923 | 563.9M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 5,537,999 | 534.5M $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 5,173,525 | 499.3M $ | as of Mar 31, 2026 |
| BARCLAYS PLC | 4,564,491 | 440.6M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 4,515,730 | 435.9M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 4,254,837 | 410.7M $ | as of Mar 31, 2026 |
| Pictet Asset Management Holding SA | 4,236,493 | 408.9M $ | as of Mar 31, 2026 |
| UBS Group AG | 4,076,352 | 393.4M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 3,890,571 | 375.5M $ | as of Mar 31, 2026 |