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
Xtrackers Russell US Multifactor ETF DBX ETF Trust 5,094496.1K $0.22 %0.00 %as of Feb 27, 2026 ↗
Victory S&P 500 Index Fund Victory Portfolios 5,090491.3K $0.19 %0.00 %as of Mar 31, 2026 ↗
Longview Advantage ETF RBB Fund Trust 4,985485.4K $0.08 %0.00 %as of Feb 28, 2026 ↗
EQ/Goldman Sachs Moderate Growth Allocation Portfolio EQ Advisors Trust 4,974480.1K $0.06 %0.00 %as of Mar 31, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 4,906473.5K $0.17 %0.00 %as of Mar 31, 2026 ↗
Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST 4,893472.3K $0.06 %0.00 %as of Mar 31, 2026 ↗
EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust 4,759459.3K $0.08 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes Max-Cap Index Fund Federated Hermes Index Trust 4,617446.5K $0.16 %0.00 %as of Apr 30, 2026 ↗
The MidCap Value Fund COMMERCE FUNDS 4,530438.1K $1.12 %0.00 %as of Apr 30, 2026 ↗
TRIBUTARY BALANCED FUND TRIBUTARY CAPITAL MANAGEMENT, LLC 4,475431.9K $0.55 %0.00 %as of Mar 31, 2026 ↗
AZL MSCI Global Equity Index Fund Allianz Variable Insurance Products Trust 4,449429.4K $0.13 %0.00 %as of Mar 31, 2026 ↗
MFS Global Alternative Strategy Fund MFS Series Trust XV 4,396425.1K $0.20 %0.00 %as of Apr 30, 2026 ↗
HCM Defender 500 Index ETF NORTHERN LIGHTS FUND TRUST III 4,248410K $0.08 %0.00 %as of Mar 31, 2026 ↗
BrandywineGLOBAL - Diversified US Large Cap Value Fund Legg Mason Global Asset Management Trust 4,200405.4K $0.40 %0.00 %as of Mar 31, 2026 ↗
DWS Equity Sector Strategy Fund DEUTSCHE DWS ASSET ALLOCATION TRUST 4,155404.6K $0.43 %0.00 %as of Feb 28, 2026 ↗
SA Multi-Managed Large Cap Value Portfolio SEASONS SERIES TRUST 4,129398.5K $0.14 %0.00 %as of Mar 31, 2026 ↗
Praxis Impact Large Cap Value ETF Praxis Funds 4,089394.7K $0.60 %0.00 %as of Mar 31, 2026 ↗
Direxion HCM Tactical Enhanced US ETF Direxion Shares ETF Trust 3,913378.4K $0.07 %0.00 %as of Apr 30, 2026 ↗
Defiance Large Cap Ex-mag 7 ETF Tidal Trust II 3,826372.6K $0.26 %0.00 %as of Feb 28, 2026 ↗
Federated Hermes Enhanced Income ETF Federated Hermes ETF Trust 3,766364.2K $1.00 %0.00 %as of Apr 30, 2026 ↗
State Street S&P 500 Index V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 3,756362.5K $0.19 %0.00 %as of Mar 31, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 3,721359.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
Direxion Daily S&P 500 Bull 2X Shares Direxion Shares ETF Trust 3,696357.4K $0.16 %0.00 %as of Apr 30, 2026 ↗
First Trust Lunt U.S. Factor Rotation ETF First Trust Exchange-Traded Fund 3,662353.5K $0.71 %0.00 %as of Mar 31, 2026 ↗
Six Circles Managed Equity Portfolio International Unconstrained Fund SIX CIRCLES TRUST 3,563343.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 3,534341.1K $0.07 %0.00 %as of Mar 31, 2026 ↗
Gotham Enhanced 500 ETF Tidal Trust I 3,517339.5K $0.05 %0.00 %as of Mar 31, 2026 ↗
Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST 3,501337.9K $0.06 %0.00 %as of Mar 31, 2026 ↗
Schroders Global Multi-Asset Portfolio Brighthouse Funds Trust I 3,489336.8K $0.06 %0.00 %as of Mar 31, 2026 ↗
Catholic Responsible Investments Multi-Style US Equity Fund Catholic Responsible Investments Funds 3,472335.7K $0.05 %0.00 %as of Apr 30, 2026 ↗
Truth Social American Energy Security ETF Truth Social Funds 3,392327.4K $3.34 %0.00 %as of Mar 31, 2026 ↗
BlackRock Strategic Income Opportunities Portfolio BlackRock Funds V 3,292317.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
MOA ALL AMERICA FUND MoA Funds Corp 3,246313.3K $0.11 %0.00 %as of Mar 31, 2026 ↗
Dan IVES Wedbush AI Power & Infrastructure ETF Wedbush Series Trust 3,242313.5K $3.64 %0.00 %as of Apr 30, 2026 ↗
iShares MSCI Kokusai ETF iShares Trust 3,216311K $0.13 %0.00 %as of Apr 30, 2026 ↗
BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND Ultimus Managers Trust 3,132305K $0.13 %0.00 %as of Feb 28, 2026 ↗
Nova Fund Rydex Series Funds 3,118300.9K $0.14 %0.00 %as of Mar 31, 2026 ↗
Invesco Income Advantage U.S. Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 3,086300.5K $0.14 %0.00 %as of Feb 28, 2026 ↗
First Trust Horizon Managed Volatility Domestic ETF First Trust Exchange-Traded Fund III 3,062296.1K $0.41 %0.00 %as of Apr 30, 2026 ↗
Transamerica JPMorgan Tactical Allocation VP TRANSAMERICA SERIES TRUST 3,017291.2K $0.04 %0.00 %as of Mar 31, 2026 ↗
S&P 500 2x Strategy Fund Rydex Dynamic Funds 2,984288K $0.16 %0.00 %as of Mar 31, 2026 ↗
EQ/Invesco Moderate Growth Allocation Portfolio EQ Advisors Trust 2,935283.3K $0.07 %0.00 %as of Mar 31, 2026 ↗
CYBER HORNET S&P 500 Index Funds 2,906280.5K $0.19 %0.00 %as of Mar 31, 2026 ↗
Intech S&P Large Cap Diversified Alpha ETF Tidal Trust III 2,618253.2K $0.18 %0.00 %as of Apr 30, 2026 ↗
Global X Adaptive U.S. Risk Management ETF GLOBAL X FUNDS 2,592252.4K $0.18 %0.00 %as of Feb 28, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 2,573250.6K $0.23 %0.00 %as of Feb 28, 2026 ↗
PGIM Balanced Fund Prudential Investment Portfolios, Inc. 2,500241.3K $0.02 %0.00 %as of Mar 31, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 2,474239.2K $0.17 %0.00 %as of Apr 30, 2026 ↗
LVIP ClearBridge Franklin Select Large Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,474238.8K $0.06 %0.00 %as of Mar 31, 2026 ↗
Abraham Fortress Fund INVESTMENT MANAGERS SERIES TRUST II 2,471238.5K $0.25 %0.00 %as of Mar 31, 2026 ↗
S&P 500 Fund Rydex Series Funds 2,458237.2K $0.17 %0.00 %as of Mar 31, 2026 ↗
Eventide Large Cap Value ETF Strategy Shares 2,415233.5K $1.99 %0.00 %as of Apr 30, 2026 ↗
ULTRABULL PROFUND ProFunds 2,307223.1K $0.11 %0.00 %as of Apr 30, 2026 ↗
Point Bridge America First ETF ETF Series Solutions 2,302222.2K $0.72 %0.00 %as of Mar 31, 2026 ↗
Clockwise Core Equity & Innovation ETF Tidal Trust II 2,300224K $2.18 %0.00 %as of Feb 28, 2026 ↗
EQ/Invesco Moderate Allocation Portfolio EQ Advisors Trust 2,202212.5K $0.06 %0.00 %as of Mar 31, 2026 ↗
First Trust Alerian U.S. NextGen Infrastructure ETF First Trust Exchange-Traded Fund II 2,173209.7K $1.03 %0.00 %as of Mar 31, 2026 ↗
Zacks All-Cap Core Fund Zacks Trust 2,161210.4K $0.60 %0.00 %as of Feb 28, 2026 ↗
Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds 2,161208.6K $0.03 %0.00 %as of Mar 31, 2026 ↗
NAA WORLD EQUITY INCOME New Age Alpha Funds Trust 2,102202.9K $0.44 %0.00 %as of Mar 31, 2026 ↗
E*TRADE No Fee Large Cap Index Fund E Trade Trust 2,079201K $0.18 %0.00 %as of Apr 30, 2026 ↗
Large Company Value Portfolio Wilshire Mutual Funds Inc 2,061198.9K $0.12 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 2,059198.7K $0.13 %0.00 %as of Mar 31, 2026 ↗
JNL/JPMorgan Nasdaq Hedged Equity Fund JNL Series Trust 2,045197.4K $0.41 %0.00 %as of Mar 31, 2026 ↗
Impact Shares Naacp Minority Empowerment ETF Tidal Trust III 2,019194.9K $0.32 %0.00 %as of Mar 31, 2026 ↗
AB Dynamic Asset Allocation Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 2,008193.8K $0.08 %0.00 %as of Mar 31, 2026 ↗
AB US Equity ETF AB Active ETFs, Inc. 2,005195.2K $0.03 %0.00 %as of Feb 28, 2026 ↗
Symmetry Panoramic Global Equity Fund Symmetry Panoramic Trust 1,964191.3K $0.05 %0.00 %as of Feb 28, 2026 ↗
Northern Trust US Equity ETF Northern Funds 1,890182.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
Transamerica Balanced II TRANSAMERICA FUNDS 1,859179.8K $0.25 %0.00 %as of Apr 30, 2026 ↗
COMMONWEALTH GLOBAL FUND Commonwealth International Series Trust 1,800174.1K $1.00 %0.00 %as of Apr 30, 2026 ↗
JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF J.P. Morgan Exchange-Traded Fund Trust 1,735167.8K $0.53 %0.00 %as of Apr 30, 2026 ↗
WisdomTree U.S. Adaptive Moving Average Fund WisdomTree Trust 1,692163.3K $0.18 %0.00 %as of Mar 31, 2026 ↗
Multi-Asset Strategy Fund RUSSELL INVESTMENT CO 1,654159.9K $0.03 %0.00 %as of Apr 30, 2026 ↗
MML Managed Volatility Fund MML SERIES INVESTMENT FUND 1,613155.7K $0.18 %0.00 %as of Mar 31, 2026 ↗
UBS U.S. Allocation Fund UBS INVESTMENT TRUST 1,603156.1K $0.07 %0.00 %as of Feb 28, 2026 ↗
Symmetry Panoramic US Equity Fund Symmetry Panoramic Trust 1,572153.1K $0.04 %0.00 %as of Feb 28, 2026 ↗
The ESG Growth Portfolio HC Capital Trust 1,562150.8K $0.14 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 Ex-Financials ETF ProShares Trust 1,560151.9K $0.21 %0.00 %as of Feb 28, 2026 ↗
JPMorgan U.S. Research Enhanced Large Cap ETF J.P. Morgan Exchange-Traded Fund Trust 1,526147.3K $0.48 %0.00 %as of Mar 31, 2026 ↗
Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO 1,504145.4K $0.05 %0.00 %as of Apr 30, 2026 ↗
BlackRock Managed Income Fund BlackRock Funds II 1,479142.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
Hartford US Value ETF Lattice Strategies Trust 1,477142.8K $0.31 %0.00 %as of Apr 30, 2026 ↗
S&P 500 2x Strategy Fund Rydex Variable Trust 1,466141.5K $0.16 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 Ex-Energy ETF ProShares Trust 1,459142.1K $0.19 %0.00 %as of Feb 28, 2026 ↗
SA Schroders VCP Global Allocation Portfolio SUNAMERICA SERIES TRUST 1,425137.8K $0.03 %0.00 %as of Apr 30, 2026 ↗
Overlay B Portfolio BERNSTEIN SANFORD C FUND INC 1,402135.3K $0.05 %0.00 %as of Mar 31, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 1,388135.2K $0.02 %0.00 %as of Feb 28, 2026 ↗
ELFUN DIVERSIFIED FUND ELFUN DIVERSIFIED FUND 1,384133.6K $0.07 %0.00 %as of Mar 31, 2026 ↗
SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST 1,305126K $0.06 %0.00 %as of Mar 31, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 1,284124.2K $0.15 %0.00 %as of Apr 30, 2026 ↗
Franklin Allocation VIP Fund Franklin Templeton Variable Insurance Products Trust 1,276123.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Fundamental Data Science Large Core ETF J.P. Morgan Exchange-Traded Fund Trust 1,262121.8K $0.86 %0.00 %as of Mar 31, 2026 ↗
Avanza Global Avanza Fonder AB 1,2481.1M SEK0.00 %0.00 %as of Mar 31, 2026 ↗
Morningstar Alternatives Fund Morningstar Funds Trust 1,237119.6K $0.05 %0.00 %as of Apr 30, 2026 ↗
Global X S&P 500 Covered Call & Growth ETF GLOBAL X FUNDS 1,186114.7K $0.18 %0.00 %as of Apr 30, 2026 ↗
Meriti Ekorren Global Finserve Nordic AB 1,1501.1M SEK0.41 %0.00 %as of Mar 31, 2026 ↗
Persimmon Long/Short Fund NORTHERN LIGHTS FUND TRUST III 1,131109.2K $0.24 %0.00 %as of Mar 31, 2026 ↗
The Catholic SRI Growth Portfolio HC Capital Trust 1,112107.3K $0.15 %0.00 %as of Mar 31, 2026 ↗
Tax-Aware Overlay B Portfolio BERNSTEIN SANFORD C FUND INC 1,103106.5K $0.02 %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
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Titelia. "Fund shareholders of Southern Co/The". https://titelia.com/en/stocks/southern-co-the-US8425871071