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
T. Rowe Price Integrated U.S. Large-Cap Value Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 5,160493.9K $0.60 %0.00 %as of Jun 30, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 5,158487.6K $0.12 %0.00 %as of Jul 31, 2026 ↗
EQ/Goldman Sachs Growth Allocation Portfolio EQ Advisors Trust 5,155493.4K $0.06 %0.00 %as of Jun 30, 2026 ↗
Victory S&P 500 Index Fund Victory Portfolios 5,138491.8K $0.17 %0.00 %as of Jun 30, 2026 ↗
Horizon Core Equity ETF Horizon Funds 5,104469.8K $0.31 %0.00 %as of May 31, 2026 ↗
Barrons 400 ETF ALPS ETF TRUST 5,052465K $0.22 %0.00 %as of May 31, 2026 ↗
Longview Advantage ETF RBB Fund Trust 4,985458.9K $0.07 %0.00 %as of May 31, 2026 ↗
Federated Hermes Enhanced Income ETF Federated Hermes ETF Trust 4,953468.3K $0.82 %0.00 %as of Jul 31, 2026 ↗
The MidCap Value Fund COMMERCE FUNDS 4,875460.9K $1.14 %0.00 %as of Jul 31, 2026 ↗
Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST 4,795458.9K $0.05 %0.00 %as of Jun 30, 2026 ↗
Federated Hermes Max-Cap Index Fund Federated Hermes Index Trust 4,711445.4K $0.16 %0.00 %as of Jul 31, 2026 ↗
Amplify AI Powered Equity ETF Amplify ETF Trust 4,708450.6K $0.37 %0.00 %as of Jun 30, 2026 ↗
EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust 4,620442.2K $0.07 %0.00 %as of Jun 30, 2026 ↗
SA JPMorgan Diversified Balanced Portfolio SUNAMERICA SERIES TRUST 4,543429.5K $0.10 %0.00 %as of Jul 31, 2026 ↗
EQ/Goldman Sachs Moderate Growth Allocation Portfolio EQ Advisors Trust 4,515432.1K $0.05 %0.00 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4,487429.5K $0.05 %0.00 %as of Jun 30, 2026 ↗
Clockwise U.S. Core Equity ETF Tidal Trust II 4,480412.4K $2.88 %0.00 %as of May 31, 2026 ↗
TRIBUTARY BALANCED FUND TRIBUTARY CAPITAL MANAGEMENT, LLC 4,475428.3K $0.53 %0.00 %as of Jun 30, 2026 ↗
AZL MSCI Global Equity Index Fund Allianz Variable Insurance Products Trust 4,449425.8K $0.12 %0.00 %as of Jun 30, 2026 ↗
BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND Ultimus Managers Trust 4,290394.9K $0.15 %0.00 %as of May 31, 2026 ↗
Direxion Daily S&P 500 Bull 2X Shares Direxion Shares ETF Trust 4,254402.2K $0.15 %0.00 %as of Jul 31, 2026 ↗
Praxis Impact Large Cap Value ETF Praxis Funds 4,207402.7K $0.53 %0.00 %as of Jun 30, 2026 ↗
DWS Equity Sector Strategy Fund DEUTSCHE DWS ASSET ALLOCATION TRUST 4,080375.6K $0.37 %0.00 %as of May 31, 2026 ↗
Utilities Fund Rydex Variable Trust 3,969379.9K $4.13 %0.00 %as of Jun 30, 2026 ↗
First Trust Alerian U.S. NextGen Infrastructure ETF First Trust Exchange-Traded Fund II 3,941377.2K $0.93 %0.00 %as of Jun 30, 2026 ↗
Nova Fund Rydex Series Funds 3,784362.2K $0.14 %0.00 %as of Jun 30, 2026 ↗
Natixis Vaughan Nelson Select ETF Natixis ETF Trust II 3,690353.2K $2.50 %0.00 %as of Jun 30, 2026 ↗
Defiance Large Cap ex-Mag 7 ETF Tidal Trust II 3,630334.1K $0.23 %0.00 %as of May 31, 2026 ↗
MFS Global Alternative Strategy Fund MFS Series Trust XV 3,596340K $0.17 %0.00 %as of Jul 31, 2026 ↗
State Street S&P 500 Index V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 3,556340.3K $0.16 %0.00 %as of Jun 30, 2026 ↗
Gotham Enhanced 500 ETF Tidal Trust I 3,513336.2K $0.05 %0.00 %as of Jun 30, 2026 ↗
S&P 500 2x Strategy Fund Rydex Dynamic Funds 3,494334.4K $0.14 %0.00 %as of Jun 30, 2026 ↗
Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST 3,493334.3K $0.06 %0.00 %as of Jun 30, 2026 ↗
Intech S&P Large Cap Diversified Alpha ETF Tidal Trust III 3,393320.8K $0.23 %0.00 %as of Jul 31, 2026 ↗
JPMorgan U.S. Large Cap Value Plus ETF J.P. Morgan Exchange-Traded Fund Trust 3,391320.6K $1.27 %0.00 %as of Jul 31, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 3,381323.6K $0.06 %0.00 %as of Jun 30, 2026 ↗
iShares MSCI Kokusai ETF iShares Trust 3,347316.4K $0.13 %0.00 %as of Jul 31, 2026 ↗
AST Multi-Asset Diversified Plus Portfolio Advanced Series Trust 3,313317.1K $0.01 %0.00 %as of Jun 30, 2026 ↗
WisdomTree U.S. Adaptive Moving Average Fund WisdomTree Trust 3,086295.4K $0.16 %0.00 %as of Jun 30, 2026 ↗
Eventide Large Cap Value ETF Strategy Shares 3,040287.4K $2.01 %0.00 %as of Jul 31, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 3,035286.9K $0.17 %0.00 %as of Jul 31, 2026 ↗
Truth Social American Energy Security ETF Yorkville America Investment Trust 3,015288.6K $3.52 %0.00 %as of Jun 30, 2026 ↗
Invesco Income Advantage U.S. Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 3,008276.9K $0.13 %0.00 %as of May 31, 2026 ↗
EQ/Invesco Moderate Growth Allocation Portfolio EQ Advisors Trust 2,994286.6K $0.06 %0.00 %as of Jun 30, 2026 ↗
First Trust Horizon Managed Volatility Domestic ETF First Trust Exchange-Traded Fund III 2,979281.6K $0.38 %0.00 %as of Jul 31, 2026 ↗
CYBER HORNET S&P 500 Index Funds 2,942281.6K $0.17 %0.00 %as of Jun 30, 2026 ↗
JPMorgan Diversified Fund JPMorgan Trust I 2,872274.9K $0.05 %0.00 %as of Jun 30, 2026 ↗
Schroders Global Multi-Asset Portfolio Brighthouse Funds Trust I 2,832271.1K $0.05 %0.00 %as of Jun 30, 2026 ↗
Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO 2,664251.9K $0.09 %0.00 %as of Jul 31, 2026 ↗
AST Preservation Asset Allocation Portfolio Advanced Series Trust 2,635252.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 2,573236.8K $0.22 %0.00 %as of May 31, 2026 ↗
S&P 500 Fund Rydex Series Funds 2,486237.9K $0.15 %0.00 %as of Jun 30, 2026 ↗
Abraham Fortress Fund INVESTMENT MANAGERS SERIES TRUST II 2,471236.5K $0.23 %0.00 %as of Jun 30, 2026 ↗
ULTRABULL PROFUND ProFunds 2,429229.6K $0.13 %0.00 %as of Jul 31, 2026 ↗
Global X Adaptive U.S. Risk Management ETF GLOBAL X FUNDS 2,412222K $0.15 %0.00 %as of May 31, 2026 ↗
E*TRADE No Fee Large Cap Index Fund E Trade Trust 2,351222.3K $0.17 %0.00 %as of Jul 31, 2026 ↗
EQ/Invesco Moderate Allocation Portfolio EQ Advisors Trust 2,223212.8K $0.06 %0.00 %as of Jun 30, 2026 ↗
VistaShares Electrification Supercycle ETF Tidal Trust III 2,175200.2K $0.30 %0.00 %as of May 31, 2026 ↗
Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds 2,161206.8K $0.02 %0.00 %as of Jun 30, 2026 ↗
Zacks All-Cap Core Fund Zacks Trust 2,161198.9K $0.52 %0.00 %as of May 31, 2026 ↗
NAA WORLD EQUITY INCOME New Age Alpha Funds Trust 2,102201.2K $0.41 %0.00 %as of Jun 30, 2026 ↗
Impact Shares Naacp Minority Empowerment ETF Tidal Trust III 2,099200.9K $0.26 %0.00 %as of Jun 30, 2026 ↗
Point Bridge America First ETF ETF Series Solutions 2,083199.4K $0.65 %0.00 %as of Jun 30, 2026 ↗
Large Company Value Portfolio Wilshire Mutual Funds Inc 2,061197.3K $0.11 %0.00 %as of Jun 30, 2026 ↗
Alki Consolidated Income ETF Tidal Trust III 2,057196.9K $1.31 %0.00 %as of Jun 30, 2026 ↗
Multi-Asset High Income Fund John Hancock Funds II 2,030186.9K $0.05 %0.00 %as of May 31, 2026 ↗
S&P 500 2x Strategy Fund Rydex Variable Trust 1,998191.2K $0.15 %0.00 %as of Jun 30, 2026 ↗
AB US Equity ETF AB Active ETFs, Inc. 1,998183.9K $0.03 %0.00 %as of May 31, 2026 ↗
PanAgora Global Diversified Risk Portfolio Brighthouse Funds Trust I 1,966188.2K $0.02 %0.00 %as of Jun 30, 2026 ↗
Symmetry Panoramic Global Equity Fund Symmetry Panoramic Trust 1,964180.8K $0.04 %0.00 %as of May 31, 2026 ↗
AB Dynamic Asset Allocation Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 1,906182.4K $0.08 %0.00 %as of Jun 30, 2026 ↗
Northern Trust US Equity ETF Northern Funds 1,890180.9K $0.02 %0.00 %as of Jun 30, 2026 ↗
MOA ALL AMERICA FUND MoA Funds Corp 1,848176.9K $0.06 %0.00 %as of Jun 30, 2026 ↗
COMMONWEALTH GLOBAL FUND Commonwealth International Series Trust 1,800170.2K $0.93 %0.00 %as of Jul 31, 2026 ↗
JNL/JPMorgan Nasdaq Hedged Equity Fund JNL Series Trust 1,798172.1K $0.31 %0.00 %as of Jun 30, 2026 ↗
Transamerica Balanced II TRANSAMERICA FUNDS 1,792169.4K $0.24 %0.00 %as of Jul 31, 2026 ↗
First American Multi-Manager Domestic Equity Fund PFM Multi-Manager Series Trust 1,782170.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
Hartford Real Asset Fund HARTFORD MUTUAL FUNDS, INC 1,733163.8K $0.24 %0.00 %as of Jul 31, 2026 ↗
Destinations Real Assets Fund Brinker Capital Destinations Trust 1,720158.3K $0.04 %0.00 %as of May 31, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 1,709161.6K $0.15 %0.00 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 1,656158.5K $0.10 %0.00 %as of Jun 30, 2026 ↗
Multi-Asset Strategy Fund RUSSELL INVESTMENT CO 1,654156.4K $0.03 %0.00 %as of Jul 31, 2026 ↗
The ESG Growth Portfolio HC Capital Trust 1,634156.4K $0.13 %0.00 %as of Jun 30, 2026 ↗
UBS U.S. Allocation Fund UBS INVESTMENT TRUST 1,630150K $0.06 %0.00 %as of May 31, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 1,628149.9K $0.02 %0.00 %as of May 31, 2026 ↗
Symmetry Panoramic US Equity Fund Symmetry Panoramic Trust 1,572144.7K $0.03 %0.00 %as of May 31, 2026 ↗
Hartford US Value ETF Lattice Strategies Trust 1,570148.4K $0.30 %0.00 %as of Jul 31, 2026 ↗
ProShares S&P 500 Ex-Financials ETF ProShares Trust 1,536141.4K $0.18 %0.00 %as of May 31, 2026 ↗
PSF Global Portfolio Prudential Series Fund 1,518145.3K $0.01 %0.00 %as of Jun 30, 2026 ↗
GOVERNMENT STREET EQUITY FUND Williamsburg Investment Trust 1,500143.6K $0.13 %0.00 %as of Jun 30, 2026 ↗
BlackRock Managed Income Fund BlackRock Funds II 1,479141.6K $0.02 %0.00 %as of Jun 30, 2026 ↗
ProShares S&P 500 Ex-Energy ETF ProShares Trust 1,469135.2K $0.16 %0.00 %as of May 31, 2026 ↗
JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF J.P. Morgan Exchange-Traded Fund Trust 1,465138.5K $0.46 %0.00 %as of Jul 31, 2026 ↗
Overlay B Portfolio BERNSTEIN SANFORD C FUND INC 1,402134.2K $0.05 %0.00 %as of Jun 30, 2026 ↗
Franklin Allocation VIP Fund Franklin Templeton Variable Insurance Products Trust 1,398133.8K $0.02 %0.00 %as of Jun 30, 2026 ↗
ELFUN DIVERSIFIED FUND ELFUN DIVERSIFIED FUND 1,375131.6K $0.07 %0.00 %as of Jun 30, 2026 ↗
Gotham Enhanced Return Fund FundVantage Trust 1,322126.5K $0.03 %0.00 %as of Jun 30, 2026 ↗
JPMorgan Fundamental Data Science Large Core ETF J.P. Morgan Exchange-Traded Fund Trust 1,262120.8K $0.76 %0.00 %as of Jun 30, 2026 ↗
SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST 1,261120.7K $0.06 %0.00 %as of Jun 30, 2026 ↗
Morningstar Alternatives Fund Morningstar Funds Trust 1,258118.9K $0.05 %0.00 %as of Jul 31, 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