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
Avanza Global Avanza Fonder AB 1,2481.1M SEK0.00 %0.00 %as of Mar 31, 2026 ↗
NEOS Boosted S&P 500(R) High Income ETF NEOS ETF Trust 1,231117.8K $0.16 %0.00 %as of Jun 30, 2026 ↗
The Catholic SRI Growth Portfolio HC Capital Trust 1,160111K $0.14 %0.00 %as of Jun 30, 2026 ↗
Meriti Ekorren Global Finserve Nordic AB 1,1501.1M SEK0.41 %0.00 %as of Mar 31, 2026 ↗
Franklin U.S. Core Dividend Tilt Index ETF Franklin Templeton ETF Trust 1,150110.1K $0.08 %0.00 %as of Jun 30, 2026 ↗
SA Schroders VCP Global Allocation Portfolio SUNAMERICA SERIES TRUST 1,146108.3K $0.03 %0.00 %as of Jul 31, 2026 ↗
Tax-Aware Overlay B Portfolio BERNSTEIN SANFORD C FUND INC 1,103105.6K $0.02 %0.00 %as of Jun 30, 2026 ↗
Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust 1,100101.3K $0.04 %0.00 %as of May 31, 2026 ↗
Global X S&P 500 Covered Call & Growth ETF GLOBAL X FUNDS 1,099103.9K $0.16 %0.00 %as of Jul 31, 2026 ↗
AST Quantitative Modeling Portfolio Advanced Series Trust 1,02097.6K $0.02 %0.00 %as of Jun 30, 2026 ↗
LoCorr Strategic Allocation Fund LoCorr Investment Trust 1,01296.9K $0.09 %0.00 %as of Jun 30, 2026 ↗
Stratified LargeCap Index ETF Exchange Listed Funds Trust 94690.5K $0.07 %0.00 %as of Jun 30, 2026 ↗
JPMorgan Dividend Leaders ETF J.P. Morgan Exchange-Traded Fund Trust 93688.5K $0.69 %0.00 %as of Jul 31, 2026 ↗
Invesco S&P 500 Downside Hedged ETF Invesco Actively Managed Exchange-Traded Fund Trust 88984K $0.13 %0.00 %as of Jul 31, 2026 ↗
Global X S&P 500 Risk Managed Income ETF GLOBAL X FUNDS 87382.5K $0.17 %0.00 %as of Jul 31, 2026 ↗
Persimmon Long/Short Fund NORTHERN LIGHTS FUND TRUST III 82579K $0.16 %0.00 %as of Jun 30, 2026 ↗
Virtus Duff & Phelps Clean Energy ETF Virtus ETF Trust II 80175.7K $1.38 %0.00 %as of Jul 31, 2026 ↗
Nuveen U.S. Infrastructure ETF NuShares ETF Trust 80076.6K $0.37 %0.00 %as of Jun 30, 2026 ↗
Fidelity Advisor Multi-Asset Income Fund Fidelity School Street Trust 79976.5K $0.00 %0.00 %as of Jun 30, 2026 ↗
BlackRock Global Allocation Portfolio BlackRock Series Fund, Inc. 79476K $0.05 %0.00 %as of Jun 30, 2026 ↗
iShares Dynamic Short-Term Active ETF BlackRock ETF Trust 76972.7K $0.04 %0.00 %as of Jul 31, 2026 ↗
ProShares S&P 500 Ex-Health Care ETF ProShares Trust 74168.2K $0.17 %0.00 %as of May 31, 2026 ↗
Nova Fund Rydex Variable Trust 72569.4K $0.14 %0.00 %as of Jun 30, 2026 ↗
DoubleLine Fortune 500 Equal Weight ETF DoubleLine ETF Trust 72469.3K $0.21 %0.00 %as of Jun 30, 2026 ↗
Allspring VT Index Asset Allocation Fund Allspring VARIABLE TRUST 71868.7K $0.10 %0.00 %as of Jun 30, 2026 ↗
UBS GLOBAL ALLOCATION FUND UBS FUNDS 69266.2K $0.04 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP BULL ProFunds 67664.7K $0.13 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP LARGE CAP VALUE ProFunds 66163.3K $0.37 %0.00 %as of Jun 30, 2026 ↗
iShares S&P 500 3% Capped ETF iShares Trust 64862K $0.20 %0.00 %as of Jun 30, 2026 ↗
Invesco QQQ Hedged Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust 64761.2K $0.47 %0.00 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF SPDR SERIES TRUST 63660.9K $0.49 %0.00 %as of Jun 30, 2026 ↗
NYLIM CBRE Real Assets ETF NYLIM Active ETF Trust 60357K $0.83 %0.00 %as of Jul 31, 2026 ↗
WisdomTree Efficient U.S. Plus International Equity Fund WisdomTree Trust 58155.6K $0.16 %0.00 %as of Jun 30, 2026 ↗
Putnam VT Global Asset Allocation Fund Putnam Variable Trust 57555K $0.06 %0.00 %as of Jun 30, 2026 ↗
Hartford Schroders Diversified Opportunities Fund HARTFORD MUTUAL FUNDS II, INC 57454.3K $0.03 %0.00 %as of Jul 31, 2026 ↗
NEOS S&P 500(R) Hedged Equity Income ETF NEOS ETF Trust 56153.7K $0.17 %0.00 %as of Jun 30, 2026 ↗
MFS Blended Research Core Equity ETF MFS Active Exchange Traded Funds Trust 53749.4K $0.15 %0.00 %as of May 31, 2026 ↗
BULL PROFUND ProFunds 53250.3K $0.10 %0.00 %as of Jul 31, 2026 ↗
HUSSMAN STRATEGIC TOTAL RETURN FUND Hussman Investment Trust 50047.9K $0.02 %0.00 %as of Jun 30, 2026 ↗
JPMorgan Flexible Income ETF J.P. Morgan Exchange-Traded Fund Trust 49446.7K $0.10 %0.00 %as of Jul 31, 2026 ↗
Global Multi-Strategy Fund Principal Funds, Inc 47143.4K $0.01 %0.00 %as of May 31, 2026 ↗
Global Strategist Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. 46144.1K $0.05 %0.00 %as of Jun 30, 2026 ↗
Janus Henderson US Equity Enhanced Income ETF Janus Detroit Street Trust 45543K $0.61 %0.00 %as of Jul 31, 2026 ↗
T. Rowe Price Hedged Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. 40338.6K $0.11 %0.00 %as of Jun 30, 2026 ↗
1290 Loomis Sayles Multi-Asset Income Fund 1290 Funds 40037.8K $0.04 %0.00 %as of Jul 31, 2026 ↗
First Trust Multi Income Allocation Portfolio First Trust Variable Insurance Trust 38536.8K $0.21 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST 36134.6K $0.12 %0.00 %as of Jun 30, 2026 ↗
VistaShares Target 15 S&P 100 Distribution ETF Tidal Trust III 33931.2K $0.22 %0.00 %as of May 31, 2026 ↗
Federated Hermes MDT Market Neutral ETF Federated Hermes ETF Trust 33532.1K $0.03 %0.00 %as of Jun 30, 2026 ↗
PineBridge Dynamic Asset Allocation Fund ADVISORS' INNER CIRCLE III 33531.7K $0.03 %0.00 %as of Jul 31, 2026 ↗
WisdomTree 500 Digital Fund WisdomTree Digital Trust 30429.1K $0.16 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP ULTRABULL ProFunds 28327.1K $0.09 %0.00 %as of Jun 30, 2026 ↗
T. Rowe Price Active Core U.S. Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. 24423.4K $0.16 %0.00 %as of Jun 30, 2026 ↗
ProShares Ultra S&P 500 Equal Weight ProShares Trust 23321.4K $0.07 %0.00 %as of May 31, 2026 ↗
MOA CATHOLIC VALUES INDEX FUND MoA Funds Corp 20319.4K $0.16 %0.00 %as of Jun 30, 2026 ↗
Gotham Neutral Fund FundVantage Trust 20219.3K $0.02 %0.00 %as of Jun 30, 2026 ↗
LARGE-CAP VALUE PROFUND ProFunds 19918.8K $0.36 %0.00 %as of Jul 31, 2026 ↗
Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO 15915K $0.00 %0.00 %as of Jul 31, 2026 ↗
Innovator Equity Premium Income - Daily PutWrite ETF Innovator ETFs Trust 14713.9K $0.08 %0.00 %as of Jul 31, 2026 ↗
Xtrackers S&P 500 Diversified Sector Weight ETF DBX ETF Trust 14313.2K $0.19 %0.00 %as of May 31, 2026 ↗
RiverNorth Patriot ETF Elevation Series Trust 14213.6K $0.33 %0.00 %as of Jun 30, 2026 ↗
Global X S&P 500 Christian Values ETF GLOBAL X FUNDS 13813K $0.16 %0.00 %as of Jul 31, 2026 ↗
Avanza USA Avanza Fonder AB 125114.9K SEK0.00 %0.00 %as of Mar 31, 2026 ↗
Cyber Hornet S&P 500 and Bitcoin 75/25 Strategy ETF Cyber Hornet Trust 959.1K $0.13 %0.00 %as of Jun 30, 2026 ↗
Vox Populi ETF Advisors Series Trust 938.8K $0.15 %0.00 %as of Jul 31, 2026 ↗
Global X S&P 500 Tail Risk ETF GLOBAL X FUNDS 847.9K $0.17 %0.00 %as of Jul 31, 2026 ↗
Global X U.S. 500 ETF GLOBAL X FUNDS 767K $0.15 %0.00 %as of May 31, 2026 ↗
Global X S&P 500 Collar 95-110 ETF GLOBAL X FUNDS 625.9K $0.16 %0.00 %as of Jul 31, 2026 ↗
Global X S&P 500 U.S. Revenue Leaders ETF GLOBAL X FUNDS 575.4K $0.25 %0.00 %as of Jul 31, 2026 ↗
JPMorgan Managed Futures Plus ETF J.P. Morgan Exchange-Traded Fund Trust 575.4K $0.02 %0.00 %as of Jul 31, 2026 ↗
Pacer S&P 500 Quality FCF High Dividend ETF Pacer Funds Trust 545.1K $0.93 %0.00 %as of Jul 31, 2026 ↗
Gotham Enhanced S&P 500 Index Fund FundVantage Trust 525K $0.02 %0.00 %as of Jun 30, 2026 ↗
Pacer PE/VC ETF Pacer Funds Trust 363.4K $0.14 %0.00 %as of Jul 31, 2026 ↗
ProShares S&P 500 Dynamic Buffer ETF ProShares Trust 242.2K $0.12 %0.00 %as of May 31, 2026 ↗
Cyber Hornet S&P 500 & Solana 75/25 Strategy ETF Cyber Hornet Trust 181.7K $0.12 %0.00 %as of Jun 30, 2026 ↗
Cyber Hornet S&P 500 & Ethereum 75/25 Strategy ETF Cyber Hornet Trust 7670 $0.14 %0.00 %as of Jun 30, 2026 ↗
Cyber Hornet S&P 500 & XRP 75/25 Strategy ETF Cyber Hornet Trust 7670 $0.14 %0.00 %as of Jun 30, 2026 ↗
Sector Rotation Fund Meeder Funds 195.7 $0.00 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Bloomberg Convertible Securities ETF SPDR SERIES TRUST 195.7 $0.00 %as of Jun 30, 2026 ↗
MEDIOLANUM RENTA VARIABLE GLOBAL SELECCIÓN, FI MEDIOLANUM GESTION, S.G.I.I.C., S.A. 1.9M €1.07 %as of Dec 31, 2025 ↗
BINDEX USA INDICE, FI BBVA ASSET MANAGEMENT, S.A., SGIIC 1.9M €0.16 %as of Dec 31, 2025 ↗
ING DIRECT FONDO NARANJA STANDARD & POOR´S 500, FI AMUNDI IBERIA, SGIIC, S.A. 1.6M €0.16 %as of Dec 31, 2025 ↗
MORINVEST, SICAV, S.A. BBVA ASSET MANAGEMENT, S.A., SGIIC 1.5M €0.23 %as of Dec 31, 2025 ↗
TREA CAJAMAR RENTA VARIABLE INTERNACIONAL FI TREA ASSET MANAGEMENT S.G.I.I.C., S.A. 1M €1.09 %as of Dec 31, 2025 ↗
IBERCAJA BOLSA USA, FI IBERCAJA GESTION, SGIIC, S.A. 608.8K €0.16 %as of Dec 31, 2025 ↗
IBERCAJA INFRAESTRUCTURAS, FI IBERCAJA GESTION, SGIIC, S.A. 473.6K €2.43 %as of Dec 31, 2025 ↗
BBVA BOLSA INDICE USA (CUBIERTO), FI BBVA ASSET MANAGEMENT, S.A., SGIIC 410K €0.16 %as of Dec 31, 2025 ↗
TREA GLOBAL FLEXIBLE, FI TREA ASSET MANAGEMENT S.G.I.I.C., S.A. 223.8K €1.13 %as of Dec 31, 2025 ↗
PARADOX EQUITY FUND, FI WELZIA MANAGEMENT, SGIIC, S.A. 147.6K €0.68 %as of Dec 31, 2025 ↗
INVERSABADELL 25, FI SABADELL ASSET MANAGEMENT, S.A., S.G.I.I.C. 135.1K €0.02 %as of Dec 31, 2025 ↗
RENTA 4 DELTA, FI RENTA 4 GESTORA, S.G.I.I.C., S.A. 111.4K €0.56 %as of Dec 31, 2025 ↗
INVERSABADELL 50, FI SABADELL ASSET MANAGEMENT, S.A., S.G.I.I.C. 97.5K €0.04 %as of Dec 31, 2025 ↗
TREA RENTA FIJA MIXTA, FI TREA ASSET MANAGEMENT S.G.I.I.C., S.A. 86.5K €0.29 %as of Dec 31, 2025 ↗
FONDCOYUNTURA, FI RENTA 4 GESTORA, S.G.I.I.C., S.A. 74.2K €0.43 %as of Dec 31, 2025 ↗
SABADELL PLANIFICACION, FI SABADELL ASSET MANAGEMENT, S.A., S.G.I.I.C. 36.5K €0.02 %as of Dec 31, 2025 ↗
INVERSABADELL 70, FI SABADELL ASSET MANAGEMENT, S.A., S.G.I.I.C. 32.7K €0.05 %as of Dec 31, 2025 ↗
ATL CAPITAL CARTERA DINAMICA, FI ATL 12 CAPITAL GESTION S.G.I.I.C, S.A. 19.9K €0.05 %as of Dec 31, 2025 ↗

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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