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
Steward Covered Call Income Fund Steward Funds Inc 12,2001.2M $0.97 %0.00 %as of Apr 30, 2026 ↗
SPIRIT OF AMERICA UTILITIES FUND Spirit of America Investment Fund, Inc. 12,1001.2M $2.00 %0.00 %as of Mar 31, 2026 ↗
Destinations Equity Income Fund Brinker Capital Destinations Trust 12,0501.2M $0.23 %0.00 %as of Feb 28, 2026 ↗
Calamos Select Fund CALAMOS INVESTMENT TRUST/IL 11,7301.1M $1.84 %0.00 %as of Apr 30, 2026 ↗
JNL/Mellon World Index Fund JNL Series Trust 11,5891.1M $0.13 %0.00 %as of Mar 31, 2026 ↗
American Conservative Values ETF ETF Opportunities Trust 11,0861.1M $0.74 %0.00 %as of Apr 30, 2026 ↗
Invesco S&P 500 Equal Weight Income Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust 11,0851.1M $0.14 %0.00 %as of Apr 30, 2026 ↗
Global Infrastructure Fund RUSSELL INVESTMENT CO 11,0511.1M $0.17 %0.00 %as of Apr 30, 2026 ↗
AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I 11,0411.1M $0.07 %0.00 %as of Mar 31, 2026 ↗
JNL S&P 500 Index Fund JNL Series Trust 10,6771M $0.19 %0.00 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 10,6741M $0.04 %0.00 %as of Mar 31, 2026 ↗
Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust 10,6571M $0.04 %0.00 %as of Mar 31, 2026 ↗
BlackRock Dynamic High Income Portfolio BlackRock Funds II 10,6301M $0.07 %0.00 %as of Apr 30, 2026 ↗
WisdomTree Efficient Gold Plus Equity Strategy Fund WisdomTree Trust 10,5601M $0.15 %0.00 %as of Feb 28, 2026 ↗
Liberty One Spectrum ETF Two Roads Shared Trust 10,4531M $1.80 %0.00 %as of Apr 30, 2026 ↗
SIMT Dynamic Asset Allocation Fund SEI INSTITUTIONAL MANAGED TRUST 10,4201M $0.13 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs ActiveBeta World Equity ETF Goldman Sachs ETF Trust 10,3851M $0.06 %0.00 %as of Feb 28, 2026 ↗
First Trust Bloomberg Nuclear Power ETF First Trust Exchange-Traded Fund II 10,331997.1K $4.79 %0.00 %as of Mar 31, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 10,050971.8K $0.16 %0.00 %as of Apr 30, 2026 ↗
Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust 9,941968.1K $0.13 %0.00 %as of Feb 27, 2026 ↗
AZL Fidelity Institutional Asset Management Multi-Strategy Fund Allianz Variable Insurance Products Trust 9,941959.5K $0.08 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS 9,882953.8K $0.07 %0.00 %as of Mar 31, 2026 ↗
CVT S&P 500 Index Portfolio Calvert Variable Trust, Inc. 9,855951.2K $0.19 %0.00 %as of Mar 31, 2026 ↗
EQ/Fidelity Institutional AM Large Cap Portfolio EQ Advisors Trust 9,810946.9K $0.07 %0.00 %as of Mar 31, 2026 ↗
Invesco V.I. Equally-Weighted S&P 500 Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 9,690935.3K $0.20 %0.00 %as of Mar 31, 2026 ↗
EQ/AB Dynamic Moderate Growth Portfolio EQ Advisors Trust 9,676933.9K $0.06 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF SPDR INDEX SHARES FUNDS 9,675933.8K $0.52 %0.00 %as of Mar 31, 2026 ↗
Xtrackers S&P 100 Ex Top 20 ETF DBX ETF Trust 9,415916.8K $0.79 %0.00 %as of Feb 27, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 9,317907.3K $0.09 %0.00 %as of Feb 28, 2026 ↗
JPMorgan Equity Premium Yield ETF J.P. Morgan Exchange-Traded Fund Trust 9,244892.2K $0.85 %0.00 %as of Mar 31, 2026 ↗
Fidelity Large Cap Stock K6 Fund Fidelity Concord Street Trust 9,125882.4K $0.51 %0.00 %as of Apr 30, 2026 ↗
Core Alternative ETF Listed Funds Trust 9,068876.9K $3.18 %0.00 %as of Apr 30, 2026 ↗
Fidelity Balanced K6 Fund Fidelity Puritan Trust 8,951871.6K $0.04 %0.00 %as of Feb 28, 2026 ↗
Liberty One Tactical Income ETF Two Roads Shared Trust 8,910861.6K $2.01 %0.00 %as of Apr 30, 2026 ↗
LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 8,802849.6K $0.18 %0.00 %as of Mar 31, 2026 ↗
First Trust EIP Power Solutions ETF First Trust Exchange-Traded Fund IV 8,794850.4K $3.17 %0.00 %as of Apr 30, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 8,776847.1K $0.12 %0.00 %as of Mar 31, 2026 ↗
SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST 8,769853.9K $0.10 %0.00 %as of Feb 28, 2026 ↗
AAM Transformers ETF ETF Series Solutions 8,653836.7K $0.54 %0.00 %as of Apr 30, 2026 ↗
iShares Infrastructure Active ETF BlackRock ETF Trust 8,566828.3K $3.18 %0.00 %as of Apr 30, 2026 ↗
EQ/Global Equity Managed Volatility Portfolio EQ Advisors Trust 8,541824.4K $0.05 %0.00 %as of Mar 31, 2026 ↗
JNL/BlackRock Global Allocation Fund JNL Series Trust 8,484818.9K $0.03 %0.00 %as of Mar 31, 2026 ↗
ETC 6 Meridian Low Beta Equity Strategy ETF EXCHANGE TRADED CONCEPTS TRUST 8,460823.8K $0.41 %0.00 %as of Feb 28, 2026 ↗
MFS Blended Research Value Equity Fund MFS SERIES TRUST X 8,458823.6K $0.25 %0.00 %as of Feb 28, 2026 ↗
NYLIM VP CBRE Global Infrastructure Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 8,425813.2K $1.79 %0.00 %as of Mar 31, 2026 ↗
EQ/AB Dynamic Growth Portfolio EQ Advisors Trust 8,372808.1K $0.08 %0.00 %as of Mar 31, 2026 ↗
Horizon Defensive Core Fund Horizon Funds 8,064785.3K $0.17 %0.00 %as of Feb 28, 2026 ↗
NAA ALLOCATION FUND New Age Alpha Funds Trust 8,050777K $0.44 %0.00 %as of Mar 31, 2026 ↗
Sofi Select 500 ETF Tidal Trust I 8,000779K $0.13 %0.00 %as of Feb 28, 2026 ↗
M Large Cap Value Fund M FUND INC 8,000772.2K $0.40 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 7,997778.7K $0.08 %0.00 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) MSCI USA Gender Diversity ETF SPDR SERIES TRUST 7,813754.1K $0.28 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 Ex-Technology ETF ProShares Trust 7,652745.2K $0.27 %0.00 %as of Feb 28, 2026 ↗
iShares MSCI USA Size Factor ETF iShares Trust 7,648739.6K $0.18 %0.00 %as of Apr 30, 2026 ↗
SA JPMorgan Diversified Balanced Portfolio SUNAMERICA SERIES TRUST 7,555730.6K $0.17 %0.00 %as of Apr 30, 2026 ↗
PanAgora Global Diversified Risk Portfolio Brighthouse Funds Trust I 7,527726.5K $0.06 %0.00 %as of Mar 31, 2026 ↗
Fidelity Flex Large Cap Focused Index Fund Fidelity Concord Street Trust 7,498730.2K $0.38 %0.00 %as of Feb 28, 2026 ↗
ProShares Ultra Utilities ProShares Trust 7,440724.5K $4.30 %0.00 %as of Feb 28, 2026 ↗
EQ/AB Dynamic Aggressive Growth Portfolio EQ Advisors Trust 7,429717K $0.07 %0.00 %as of Mar 31, 2026 ↗
Steward Values Enhanced Large Cap Fund Steward Funds Inc 7,424717.9K $0.23 %0.00 %as of Apr 30, 2026 ↗
Fidelity SAI Sustainable Sector Fund Fidelity Summer Street Trust 7,362716.9K $0.11 %0.00 %as of Feb 28, 2026 ↗
JPMorgan Diversified Fund JPMorgan Trust I 7,298704.4K $0.15 %0.00 %as of Mar 31, 2026 ↗
ONEASCENT LARGE CAP CORE ETF Unified Series Trust 7,217702.8K $0.35 %0.00 %as of Feb 28, 2026 ↗
JPMorgan Equity and Options Total Return ETF J.P. Morgan Exchange-Traded Fund Trust 7,205696.7K $0.81 %0.00 %as of Apr 30, 2026 ↗
Infrastructure Capital Equity Income ETF Series Portfolios Trust 7,199701K $0.75 %0.00 %as of Feb 28, 2026 ↗
WisdomTree Global High Dividend Fund WisdomTree Trust 7,135688.7K $0.51 %0.00 %as of Mar 31, 2026 ↗
1290 SmartBeta Equity Fund 1290 Funds 7,103686.9K $0.25 %0.00 %as of Apr 30, 2026 ↗
LVIP BlackRock Global Allocation Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 7,019677.5K $0.03 %0.00 %as of Mar 31, 2026 ↗
Global X Adaptive U.S. Factor ETF GLOBAL X FUNDS 7,014683K $0.08 %0.00 %as of Feb 28, 2026 ↗
SIMT Global Managed Volatility Fund SEI INSTITUTIONAL MANAGED TRUST 6,973673K $0.10 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Fundamental Data Science Large Value ETF J.P. Morgan Exchange-Traded Fund Trust 6,876663.7K $0.70 %0.00 %as of Mar 31, 2026 ↗
Touchstone ETF Trust-Touchstone Dividend Select ETF Touchstone ETF Trust 6,870663.1K $1.70 %0.00 %as of Mar 31, 2026 ↗
Archer Dividend Growth Fund ARCHER INVESTMENT SERIES TRUST 6,850667.1K $2.16 %0.00 %as of Feb 28, 2026 ↗
Xtrackers US National Critical Technologies ETF DBX ETF Trust 6,654648K $0.56 %0.00 %as of Feb 28, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 6,625639.4K $0.09 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Moderate Allocation Portfolio T. ROWE PRICE EQUITY SERIES, INC. 6,592636.3K $0.29 %0.00 %as of Mar 31, 2026 ↗
Asset Allocation Fund VALIC Co I 6,440627.1K $0.43 %0.00 %as of Feb 28, 2026 ↗
Multi-Manager Directional Alternative Strategies Fund COLUMBIA FUNDS SERIES TRUST I 6,356614.6K $0.19 %0.00 %as of Apr 30, 2026 ↗
NAA WORLD EQUITY INCOME SERIES New Age Alpha Variable Funds Trust 6,315609.5K $0.44 %0.00 %as of Mar 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 6,257603.9K $0.06 %0.00 %as of Mar 31, 2026 ↗
First Trust New Constructs Core Earnings Leaders ETF First Trust Exchange-Traded Fund VI 6,232601.5K $0.94 %0.00 %as of Mar 31, 2026 ↗
JPMorgan NASDAQ Equity Premium Yield ETF J.P. Morgan Exchange-Traded Fund Trust 6,167595.2K $0.57 %0.00 %as of Mar 31, 2026 ↗
Invesco S&P 500 BuyWrite ETF Invesco Exchange-Traded Fund Trust 6,094589.3K $0.17 %0.00 %as of Apr 30, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 6,088588.7K $0.17 %0.00 %as of Apr 30, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 5,997578.8K $0.10 %0.00 %as of Mar 31, 2026 ↗
AST Quantitative Modeling Portfolio Advanced Series Trust 5,990578.2K $0.13 %0.00 %as of Mar 31, 2026 ↗
S&P 500 Index Fund SHELTON FUNDS 5,956580K $0.18 %0.00 %as of Feb 28, 2026 ↗
Utilities Fund Rydex Variable Trust 5,926572K $4.38 %0.00 %as of Mar 31, 2026 ↗
SGI Enhanced Market Leaders ETF RBB Fund, Inc. 5,824567.1K $0.27 %0.00 %as of Feb 28, 2026 ↗
SA Franklin Systematic U.S. Large Cap Core Portfolio SUNAMERICA SERIES TRUST 5,775558.4K $0.17 %0.00 %as of Apr 30, 2026 ↗
Venerable World Equity Fund Venerable Variable Insurance Trust 5,663546.6K $0.05 %0.00 %as of Mar 31, 2026 ↗
SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST 5,504531.2K $0.10 %0.00 %as of Mar 31, 2026 ↗
Horizon Equity Premium Income Fund Horizon Funds 5,495535.1K $0.35 %0.00 %as of Feb 28, 2026 ↗
Victory Growth and Tax Strategy Fund Victory Portfolios III 5,454531.1K $0.06 %0.00 %as of Feb 28, 2026 ↗
Franklin U.S. Large Cap Equity Fund Legg Mason Partners Investment Trust 5,410526.8K $0.11 %0.00 %as of Feb 27, 2026 ↗
PACE Alternative Strategies Investments PACE SELECT ADVISORS TRUST 5,324514.8K $0.19 %0.00 %as of Apr 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5,213503.2K $0.06 %0.00 %as of Mar 31, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 5,187501.6K $0.13 %0.00 %as of Apr 30, 2026 ↗
Tax-Aware Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 5,172499.2K $0.06 %0.00 %as of Mar 31, 2026 ↗
Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 5,136495.7K $0.12 %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
Cite this page

Titelia. "Fund shareholders of Southern Co/The". https://titelia.com/en/stocks/southern-co-the-US8425871071