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
Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust 1,100107.1K $0.04 %0.00 %as of Feb 28, 2026 ↗
Franklin U.S. Core Dividend Tilt Index ETF Franklin Templeton ETF Trust 1,066102.9K $0.10 %0.00 %as of Mar 31, 2026 ↗
iShares U.S. Equity Factor Rotation Active ETF BlackRock ETF Trust 1,052101.7K $0.00 %0.00 %as of Apr 30, 2026 ↗
Fidelity Advisor Multi-Asset Income Fund Fidelity School Street Trust 95392K $0.00 %0.00 %as of Mar 31, 2026 ↗
Vistashares Electrification Supercycle ETF Tidal Trust III 95092.5K $0.38 %0.00 %as of Feb 28, 2026 ↗
Stratified LargeCap Index ETF Exchange Listed Funds Trust 94691.3K $0.08 %0.00 %as of Mar 31, 2026 ↗
LoCorr Strategic Allocation Fund LoCorr Investment Trust 91588.3K $0.09 %0.00 %as of Mar 31, 2026 ↗
ProShares Ultra S&P 500 Equal Weight ProShares Trust 90788.3K $0.16 %0.00 %as of Feb 28, 2026 ↗
TIFF MULTI-ASSET FUND TIFF Investment Program 89286.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
Global X S&P 500 Risk Managed Income ETF GLOBAL X FUNDS 88585.6K $0.18 %0.00 %as of Apr 30, 2026 ↗
Invesco S&P 500 Downside Hedged ETF Invesco Actively Managed Exchange-Traded Fund Trust 84982.1K $0.13 %0.00 %as of Apr 30, 2026 ↗
Multi-Asset High Income Fund John Hancock Funds II 81679.5K $0.07 %0.00 %as of Feb 28, 2026 ↗
Virtus Duff & Phelps Clean Energy ETF Virtus ETF Trust II 80177.5K $1.21 %0.00 %as of Apr 30, 2026 ↗
Allspring VT Index Asset Allocation Fund Allspring VARIABLE TRUST 75272.6K $0.11 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 Ex-Health Care ETF ProShares Trust 74472.5K $0.20 %0.00 %as of Feb 28, 2026 ↗
Hartford Schroders Diversified Opportunities Fund HARTFORD MUTUAL FUNDS II, INC 73270.8K $0.04 %0.00 %as of Apr 30, 2026 ↗
BULL PROFUND ProFunds 70768.4K $0.14 %0.00 %as of Apr 30, 2026 ↗
PROFUND VP LARGE CAP VALUE ProFunds 69867.4K $0.41 %0.00 %as of Mar 31, 2026 ↗
DoubleLine Fortune 500 Equal Weight ETF DoubleLine ETF Trust 66864.5K $0.24 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP BULL ProFunds 66364K $0.15 %0.00 %as of Mar 31, 2026 ↗
Putnam VT Global Asset Allocation Fund Putnam Variable Trust 65062.7K $0.07 %0.00 %as of Mar 31, 2026 ↗
Invesco QQQ Hedged Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust 62160.1K $0.47 %0.00 %as of Apr 30, 2026 ↗
NYLI CBRE Real Assets ETF New York Life Investments Active ETF Trust 60358.3K $0.84 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF SPDR SERIES TRUST 57355.3K $0.49 %0.00 %as of Mar 31, 2026 ↗
iShares S&P 500 3% Capped ETF iShares Trust 56354.3K $0.23 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Dividend Leaders ETF J.P. Morgan Exchange-Traded Fund Trust 56254.3K $0.48 %0.00 %as of Apr 30, 2026 ↗
UBS GLOBAL ALLOCATION FUND UBS FUNDS 54752.8K $0.04 %0.00 %as of Mar 31, 2026 ↗
BlackRock Global Allocation Portfolio BlackRock Series Fund, Inc. 53952K $0.03 %0.00 %as of Mar 31, 2026 ↗
NEOS S&P 500(R) Hedged Equity Income ETF NEOS ETF Trust 53952K $0.20 %0.00 %as of Mar 31, 2026 ↗
BlackRock Managed Volatility V.I. Fund BlackRock Variable Series Funds, Inc. 52050.2K $0.04 %0.00 %as of Mar 31, 2026 ↗
HUSSMAN STRATEGIC TOTAL RETURN FUND Hussman Investment Trust 50048.3K $0.02 %0.00 %as of Mar 31, 2026 ↗
1290 Loomis Sayles Multi-Asset Income Fund 1290 Funds 47345.7K $0.05 %0.00 %as of Apr 30, 2026 ↗
Global Strategist Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. 47345.7K $0.06 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Flexible Income ETF J.P. Morgan Exchange-Traded Fund Trust 46745.2K $0.10 %0.00 %as of Apr 30, 2026 ↗
NEOS Boosted S&P 500(R) High Income ETF NEOS ETF Trust 45043.4K $0.19 %0.00 %as of Mar 31, 2026 ↗
Janus Henderson US Equity Enhanced Income ETF Janus Detroit Street Trust 44442.9K $0.64 %0.00 %as of Apr 30, 2026 ↗
First Trust Multi Income Allocation Portfolio First Trust Variable Insurance Trust 43341.8K $0.26 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST 42541K $0.16 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Hedged Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. 40338.9K $0.12 %0.00 %as of Mar 31, 2026 ↗
Nova Fund Rydex Variable Trust 39938.5K $0.12 %0.00 %as of Mar 31, 2026 ↗
iShares U.S. Thematic Rotation Active ETF BlackRock ETF Trust 35133.9K $0.00 %0.00 %as of Apr 30, 2026 ↗
PineBridge Dynamic Asset Allocation Fund ADVISORS' INNER CIRCLE III 31630.6K $0.02 %0.00 %as of Apr 30, 2026 ↗
WisdomTree 500 Digital Fund WisdomTree Digital Trust 30429.3K $0.19 %0.00 %as of Mar 31, 2026 ↗
SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST 28827.8K $0.03 %0.00 %as of Apr 30, 2026 ↗
PROFUND VP ULTRABULL ProFunds 27326.3K $0.14 %0.00 %as of Mar 31, 2026 ↗
Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust 24423.6K $0.03 %0.00 %as of Mar 31, 2026 ↗
LARGE-CAP VALUE PROFUND ProFunds 22021.3K $0.38 %0.00 %as of Apr 30, 2026 ↗
MOA CATHOLIC VALUES INDEX FUND MoA Funds Corp 19318.6K $0.19 %0.00 %as of Mar 31, 2026 ↗
Xtrackers S&P 500 Diversified Sector Weight ETF DBX ETF Trust 16115.7K $0.23 %0.00 %as of Feb 28, 2026 ↗
VistaShares Target 15 S&P 100 Distribution ETF Tidal Trust III 14313.9K $0.26 %0.00 %as of Feb 28, 2026 ↗
Acruence Active Hedge U.S.Equity ETF Tidal Trust I 14213.7K $0.82 %0.00 %as of Mar 31, 2026 ↗
RiverNorth Patriot ETF Elevation Series Trust 14213.7K $0.36 %0.00 %as of Mar 31, 2026 ↗
Innovator Equity Premium Income - Daily PutWrite ETF Innovator ETFs Trust 12612.2K $0.09 %0.00 %as of Apr 30, 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 1009.7K $0.14 %0.00 %as of Mar 31, 2026 ↗
Vox Populi ETF Advisors Series Trust 939K $0.16 %0.00 %as of Apr 30, 2026 ↗
AXS FTSE Venture Capital Return Tracker Fund INVESTMENT MANAGERS SERIES TRUST II 928.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
Global X S&P 500 Christian Values ETF GLOBAL X FUNDS 918.8K $0.17 %0.00 %as of Apr 30, 2026 ↗
Global X U.S. 500 ETF GLOBAL X FUNDS 777.5K $0.18 %0.00 %as of Feb 28, 2026 ↗
Global X S&P 500 Tail Risk ETF GLOBAL X FUNDS 646.2K $0.17 %0.00 %as of Apr 30, 2026 ↗
Global X S&P 500 U.S. Revenue Leaders ETF GLOBAL X FUNDS 646.2K $0.30 %0.00 %as of Apr 30, 2026 ↗
Global X S&P 500 Collar 95-110 ETF GLOBAL X FUNDS 605.8K $0.18 %0.00 %as of Apr 30, 2026 ↗
Pacer S&P 500 Quality FCF High Dividend ETF Pacer Funds Trust 525K $0.95 %0.00 %as of Apr 30, 2026 ↗
Gotham Enhanced S&P 500 Index Fund FundVantage Trust 525K $0.02 %0.00 %as of Mar 31, 2026 ↗
Pacer PE/VC ETF Pacer Funds Trust 343.3K $0.14 %0.00 %as of Apr 30, 2026 ↗
WisdomTree Efficient U.S. Plus International Equity Fund WisdomTree Trust 323.1K $0.16 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 Dynamic Buffer ETF ProShares Trust 262.5K $0.15 %0.00 %as of Feb 28, 2026 ↗
T. Rowe Price Active Core U.S. Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. 232.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
Cyber Hornet S&P 500 & Ethereum 75/25 Strategy ETF Cyber Hornet Trust 7675.6 $0.14 %0.00 %as of Mar 31, 2026 ↗
Cyber Hornet S&P 500 & Solana 75/25 Strategy ETF Cyber Hornet Trust 7675.6 $0.15 %0.00 %as of Mar 31, 2026 ↗
Cyber Hornet S&P 500 & XRP 75/25 Strategy ETF Cyber Hornet Trust 7675.6 $0.14 %0.00 %as of Mar 31, 2026 ↗
iShares U.S. Industry Rotation Active ETF BlackRock ETF Trust 2193.4 $0.00 %0.00 %as of Apr 30, 2026 ↗
Sector Rotation Fund Meeder Funds 196.5 $0.00 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Bloomberg Convertible Securities ETF SPDR SERIES TRUST 196.5 $0.00 %as of Mar 31, 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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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