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
NAA LARGE CORE FUND New Age Alpha Funds Trust 13,5141.3M $0.46 %0.00 %as of Jun 30, 2026 ↗
NAA LARGE CORE SERIES New Age Alpha Variable Funds Trust 13,4381.3M $0.46 %0.00 %as of Jun 30, 2026 ↗
EQ/Wellington Energy Portfolio EQ Advisors Trust 13,4041.3M $0.76 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 13,2521.2M $0.30 %0.00 %as of May 31, 2026 ↗
Fidelity Flex Large Cap Focused Index Fund Fidelity Concord Street Trust 13,2511.2M $0.37 %0.00 %as of May 31, 2026 ↗
First Trust Bloomberg Nuclear Power ETF First Trust Exchange-Traded Fund II 12,9981.2M $4.64 %0.00 %as of Jun 30, 2026 ↗
Allspring Index Asset Allocation Fund ALLSPRING FUNDS TRUST 12,9771.2M $0.10 %0.00 %as of Jun 30, 2026 ↗
SPIRIT OF AMERICA UTILITIES FUND Spirit of America Investment Fund, Inc. 12,8001.2M $2.12 %0.00 %as of Jun 30, 2026 ↗
Franklin U.S. Core Equity (IU) Fund Franklin Fund Allocator Series 12,7601.2M $0.10 %0.00 %as of Jul 31, 2026 ↗
AGF U.S. Market Neutral Anti-Beta Fund AGF Investments Trust 12,6501.2M $0.43 %0.00 %as of Jun 30, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 12,5711.2M $0.09 %0.00 %as of May 31, 2026 ↗
MML VIP BlackRock(R) Equity Index Fund MML SERIES INVESTMENT FUND 12,2581.2M $0.16 %0.00 %as of Jun 30, 2026 ↗
Liberty One Spectrum ETF Two Roads Shared Trust 12,2561.2M $1.72 %0.00 %as of Jul 31, 2026 ↗
Dimensional US Large Cap Core Equity Market ETF Dimensional ETF Trust 12,0431.1M $0.07 %0.00 %as of Jul 31, 2026 ↗
EQ/Fidelity Institutional AM Large Cap Portfolio EQ Advisors Trust 11,8001.1M $0.07 %0.00 %as of Jun 30, 2026 ↗
Calamos Select Fund CALAMOS INVESTMENT TRUST/IL 11,7301.1M $1.74 %0.00 %as of Jul 31, 2026 ↗
ProShares Ultra Utilities ProShares Trust 11,4501.1M $5.47 %0.00 %as of May 31, 2026 ↗
JNL/Mellon World Index Fund JNL Series Trust 11,4311.1M $0.12 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS 11,2081.1M $0.06 %0.00 %as of Jun 30, 2026 ↗
MoA Large Cap Value Index Fund MoA Funds Corp 11,1021.1M $0.30 %0.00 %as of Jun 30, 2026 ↗
American Conservative Values ETF ETF Opportunities Trust 11,0861M $0.69 %0.00 %as of Jul 31, 2026 ↗
Infrastructure Capital Equity Income ETF Series Portfolios Trust 11,0611M $0.94 %0.00 %as of May 31, 2026 ↗
Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust 10,723987.1K $0.12 %0.00 %as of May 29, 2026 ↗
AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I 10,6871M $0.06 %0.00 %as of Jun 30, 2026 ↗
JNL S&P 500 Index Fund JNL Series Trust 10,6771M $0.16 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs ActiveBeta World Equity ETF Goldman Sachs ETF Trust 10,577973.6K $0.06 %0.00 %as of May 31, 2026 ↗
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 10,5271M $0.03 %0.00 %as of Jun 30, 2026 ↗
SIMT Dynamic Asset Allocation Fund SEI INSTITUTIONAL MANAGED TRUST 10,420997.3K $0.12 %0.00 %as of Jun 30, 2026 ↗
LVIP BlackRock Global Allocation Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 10,294985.2K $0.05 %0.00 %as of Jun 30, 2026 ↗
Invesco V.I. Equally-Weighted S&P 500 Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 10,223978.4K $0.20 %0.00 %as of Jun 30, 2026 ↗
Fidelity Balanced K6 Fund Fidelity Puritan Trust 10,211939.9K $0.04 %0.00 %as of May 31, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 9,950940.7K $0.15 %0.00 %as of Jul 31, 2026 ↗
EQ/Global Equity Managed Volatility Portfolio EQ Advisors Trust 9,924949.8K $0.05 %0.00 %as of Jun 30, 2026 ↗
Utilities Fund Rydex Series Funds 9,888946.4K $4.11 %0.00 %as of Jun 30, 2026 ↗
Liberty One Tactical Income ETF Two Roads Shared Trust 9,720918.9K $1.96 %0.00 %as of Jul 31, 2026 ↗
AST Multi-Asset Diversified Portfolio Advanced Series Trust 9,672925.7K $0.02 %0.00 %as of Jun 30, 2026 ↗
CVT S&P 500 Index Portfolio Calvert Variable Trust, Inc. 9,669925.4K $0.16 %0.00 %as of Jun 30, 2026 ↗
Destinations Equity Income Fund Brinker Capital Destinations Trust 9,528877.1K $0.18 %0.00 %as of May 31, 2026 ↗
Multi-Manager Directional Alternative Strategies Fund COLUMBIA FUNDS SERIES TRUST I 9,218871.5K $0.27 %0.00 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF SPDR INDEX SHARES FUNDS 9,187879.3K $0.52 %0.00 %as of Jun 30, 2026 ↗
Core Alternative ETF Listed Funds Trust 9,068857.3K $3.07 %0.00 %as of Jul 31, 2026 ↗
EQ/AB Dynamic Moderate Growth Portfolio EQ Advisors Trust 9,005861.9K $0.06 %0.00 %as of Jun 30, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 8,891818.4K $0.12 %0.00 %as of May 31, 2026 ↗
Guardian Large Cap Disciplined Value VIP Fund Guardian Variable Products Trust 8,880849.9K $1.16 %0.00 %as of Jun 30, 2026 ↗
SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST 8,878817.2K $0.09 %0.00 %as of May 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 8,776840K $0.11 %0.00 %as of Jun 30, 2026 ↗
Fidelity Large Cap Stock K6 Fund Fidelity Concord Street Trust 8,725824.9K $0.45 %0.00 %as of Jul 31, 2026 ↗
First Trust EIP Power Solutions ETF First Trust Exchange-Traded Fund IV 8,622815.1K $2.75 %0.00 %as of Jul 31, 2026 ↗
Touchstone ETF Trust-Touchstone Dividend Select ETF Touchstone ETF Trust 8,586821.8K $1.56 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) MSCI USA Gender Diversity ETF SPDR SERIES TRUST 8,585821.7K $0.25 %0.00 %as of Jun 30, 2026 ↗
THOR AdaptiveRisk Dynamic ETF Thor Financial Technologies Trust 8,567788.6K $1.71 %0.00 %as of May 31, 2026 ↗
EQ/AB Dynamic Growth Portfolio EQ Advisors Trust 8,566819.9K $0.08 %0.00 %as of Jun 30, 2026 ↗
Asset Allocation Fund VALIC Co I 8,520784.3K $0.52 %0.00 %as of May 31, 2026 ↗
LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 8,459809.6K $0.16 %0.00 %as of Jun 30, 2026 ↗
ETC 6 Meridian Low Beta Equity Strategy ETF EXCHANGE TRADED CONCEPTS TRUST 8,393772.6K $0.41 %0.00 %as of May 31, 2026 ↗
Dan IVES Wedbush AI Power & Infrastructure ETF Wedbush Series Trust 8,360790.4K $4.14 %0.00 %as of Jul 31, 2026 ↗
Horizon Defensive Core Fund Horizon Funds 8,326766.4K $0.14 %0.00 %as of May 31, 2026 ↗
HCM Defender 500 Index ETF NORTHERN LIGHTS FUND TRUST III 8,303794.7K $0.14 %0.00 %as of Jun 30, 2026 ↗
Transamerica Large Core ESG TRANSAMERICA FUNDS 8,246779.6K $0.43 %0.00 %as of Jul 31, 2026 ↗
WisdomTree Efficient Gold Plus Equity Strategy Fund WisdomTree Trust 8,244758.9K $0.13 %0.00 %as of May 31, 2026 ↗
Gotham Absolute Return Fund FundVantage Trust 8,195784.3K $0.06 %0.00 %as of Jun 30, 2026 ↗
Sofi Select 500 ETF Tidal Trust I 8,090744.7K $0.11 %0.00 %as of May 31, 2026 ↗
iShares MSCI USA Size Factor ETF iShares Trust 7,992755.6K $0.18 %0.00 %as of Jul 31, 2026 ↗
Direxion HCM Tactical Enhanced US ETF Direxion Shares ETF Trust 7,842741.4K $0.13 %0.00 %as of Jul 31, 2026 ↗
NAA ALLOCATION FUND New Age Alpha Funds Trust 7,793745.9K $0.37 %0.00 %as of Jun 30, 2026 ↗
Victory Growth and Tax Strategy Fund Victory Portfolios III 7,674706.4K $0.08 %0.00 %as of May 31, 2026 ↗
ONEASCENT LARGE CAP CORE ETF Unified Series Trust 7,633702.6K $0.29 %0.00 %as of May 31, 2026 ↗
EQ/AB Dynamic Aggressive Growth Portfolio EQ Advisors Trust 7,602727.6K $0.06 %0.00 %as of Jun 30, 2026 ↗
Global X Adaptive U.S. Factor ETF GLOBAL X FUNDS 7,544694.4K $0.08 %0.00 %as of May 31, 2026 ↗
JPMorgan Equity and Options Total Return ETF J.P. Morgan Exchange-Traded Fund Trust 7,456704.9K $0.72 %0.00 %as of Jul 31, 2026 ↗
Steward Values Enhanced Large Cap Fund Steward Funds Inc 7,424701.9K $0.22 %0.00 %as of Jul 31, 2026 ↗
ProShares S&P 500 Ex-Technology ETF ProShares Trust 7,368678.2K $0.25 %0.00 %as of May 31, 2026 ↗
WisdomTree Global High Dividend Fund WisdomTree Trust 7,309699.5K $0.50 %0.00 %as of Jun 30, 2026 ↗
BlackRock Dynamic High Income Portfolio BlackRock Funds II 7,157676.6K $0.04 %0.00 %as of Jul 31, 2026 ↗
1290 SmartBeta Equity Fund 1290 Funds 7,103671.5K $0.23 %0.00 %as of Jul 31, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 7,051674.9K $0.08 %0.00 %as of Jun 30, 2026 ↗
SIMT U.S. Managed Volatility Fund SEI INSTITUTIONAL MANAGED TRUST 7,011671K $0.14 %0.00 %as of Jun 30, 2026 ↗
SIMT Global Managed Volatility Fund SEI INSTITUTIONAL MANAGED TRUST 6,973667.4K $0.10 %0.00 %as of Jun 30, 2026 ↗
Archer Dividend Growth Fund ARCHER INVESTMENT SERIES TRUST 6,850630.5K $2.02 %0.00 %as of May 31, 2026 ↗
Xtrackers US National Critical Technologies ETF DBX ETF Trust 6,821627.9K $0.48 %0.00 %as of May 31, 2026 ↗
AZL Fidelity Institutional Asset Management Multi-Strategy Fund Allianz Variable Insurance Products Trust 6,806651.4K $0.05 %0.00 %as of Jun 30, 2026 ↗
JPMorgan Fundamental Data Science Large Value ETF J.P. Morgan Exchange-Traded Fund Trust 6,784649.3K $0.61 %0.00 %as of Jun 30, 2026 ↗
T. Rowe Price Moderate Allocation Portfolio T. ROWE PRICE EQUITY SERIES, INC. 6,696640.9K $0.28 %0.00 %as of Jun 30, 2026 ↗
Brookstone Growth Stock ETF Northern Lights Fund Trust IV 6,513599.5K $0.43 %0.00 %as of May 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 6,397604.8K $0.17 %0.00 %as of Jul 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 6,357608.4K $0.06 %0.00 %as of Jun 30, 2026 ↗
Invesco S&P 500 BuyWrite ETF Invesco Exchange-Traded Fund Trust 6,349600.2K $0.17 %0.00 %as of Jul 31, 2026 ↗
Xtrackers Russell US Multifactor ETF DBX ETF Trust 6,180568.9K $0.21 %0.00 %as of May 29, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 6,023576.5K $0.09 %0.00 %as of Jun 30, 2026 ↗
S&P 500 Index Fund SHELTON FUNDS 5,956548.2K $0.16 %0.00 %as of May 31, 2026 ↗
Horizon Equity Premium Income Fund Horizon Funds 5,720526.5K $0.31 %0.00 %as of May 31, 2026 ↗
Venerable World Equity Fund Venerable Variable Insurance Trust 5,663542K $0.05 %0.00 %as of Jun 30, 2026 ↗
SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST 5,520528.3K $0.10 %0.00 %as of Jun 30, 2026 ↗
SGI Enhanced Market Leaders ETF RBB Fund, Inc. 5,497506K $0.20 %0.00 %as of May 31, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 5,406517.4K $0.16 %0.00 %as of Jun 30, 2026 ↗
UTILITIES ULTRASECTOR PROFUND ProFunds 5,391509.7K $6.51 %0.00 %as of Jul 31, 2026 ↗
Tax-Aware Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 5,211498.7K $0.06 %0.00 %as of Jun 30, 2026 ↗
NAA WORLD EQUITY INCOME SERIES New Age Alpha Variable Funds Trust 5,177495.5K $0.40 %0.00 %as of Jun 30, 2026 ↗
Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 5,174495.2K $0.12 %0.00 %as of Jun 30, 2026 ↗
SA Multi-Managed Large Cap Value Portfolio SEASONS SERIES TRUST 5,162494.1K $0.16 %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