SO · Southern Co · Held by Funds
Market Cap
$96.41B
Shares
1.13B
Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.
Funds holding SO
909 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 35,818,373 | $3,428,176,480 | 0.15% | Long | 2026-06-30 | |
| VANGUARD 500 INDEX FUND | — | 29,223,029 | $2,796,936,106 | 0.17% | Long | 2026-06-30 | |
| Income Fund of America | — | 23,491,078 | $2,271,587,243 | 1.55% | Long | 2026-04-30 | |
| State Street(R) Utilities Select Sector SPDR(R) ETF | XLU | 18,343,529 | $1,755,659,161 | 7.60% | Long | 2026-06-30 | |
| iShares Core S&P 500 ETF | IVV | 15,506,047 | $1,484,083,758 | 0.17% | Long | 2026-06-30 | |
| State Street(R) SPDR(R) S&P 500(R) ETF Trust | SPY | 13,661,835 | $1,307,574,228 | 0.17% | Long | 2026-06-30 | |
| Fidelity 500 Index Fund | FXAIX | 14,090,838 | $1,297,061,638 | 0.16% | Long | 2026-05-31 | |
| American Balanced Fund | — | 12,222,797 | $1,169,843,901 | 0.41% | Long | 2026-06-30 | |
| Washington Mutual Investors Fund | — | 10,888,442 | $1,052,912,341 | 0.49% | Long | 2026-04-30 | |
| VANGUARD VALUE INDEX FUND | — | 10,739,839 | $1,027,909,991 | 0.40% | Long | 2026-06-30 | |
| Franklin Income Fund | — | 9,000,000 | $861,390,000 | 1.09% | Long | 2026-06-30 | |
| MFS Value Fund | — | 7,803,904 | $718,349,363 | 1.41% | Long | 2026-05-31 | |
| VANGUARD UTILITIES INDEX FUND | — | 7,664,343 | $705,502,773 | 6.67% | Long | 2026-05-31 | |
| VANGUARD INSTITUTIONAL INDEX FUND | — | 6,119,593 | $585,706,246 | 0.17% | Long | 2026-06-30 | |
| T. Rowe Price Value Fund, Inc. | — | 5,472,270 | $523,750,962 | 1.54% | Long | 2026-06-30 | |
| Capital World Growth & Income Fund | — | 5,401,902 | $497,245,079 | 0.31% | Long | 2026-05-31 | |
| Columbia Dividend Income Fund | — | 5,387,833 | $495,950,028 | 1.05% | Long | 2026-05-31 | |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | — | 4,342,108 | $419,881,844 | 0.44% | Long | 2026-04-30 | |
| Franklin Utilities Fund | — | 4,000,000 | $382,840,000 | 5.01% | Long | 2026-06-30 | |
| JPMorgan Equity Premium Income ETF | JEPI | 3,830,470 | $366,614,284 | 0.82% | Long | 2026-06-30 | |
| iShares MSCI USA Min Vol Factor ETF | USMV | 3,616,825 | $349,746,978 | 1.53% | Long | 2026-04-30 | |
| T. Rowe Price Equity Income Fund | — | 3,564,000 | $341,110,440 | 1.93% | Long | 2026-06-30 | |
| iShares Global Infrastructure ETF | IGF | 3,182,283 | $304,576,306 | 2.83% | Long | 2026-06-30 | |
| American Funds Fundamental Investors | — | 3,100,000 | $296,701,000 | 0.16% | Long | 2026-06-30 | |
| iShares Core Dividend Growth ETF | DGRO | 2,951,582 | $285,417,979 | 0.72% | Long | 2026-04-30 | |
| State Street(R) SPDR(R) S&P(R) Dividend ETF | SDY | 2,966,734 | $283,946,111 | 1.33% | Long | 2026-06-30 | |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | SPYM | 2,689,063 | $257,370,220 | 0.17% | Long | 2026-06-30 | |
| JPMorgan U.S. Equity Fund | — | 2,647,273 | $253,370,499 | 0.76% | Long | 2026-06-30 | |
| iShares Russell 1000 Value ETF | IWD | 2,520,510 | $241,238,012 | 0.30% | Long | 2026-06-30 | |
| Schwab S&P 500 Index Fund | SWPPX | 2,445,462 | $236,476,175 | 0.17% | Long | 2026-04-30 | |
| Disciplined Value Fund | — | 2,406,176 | $230,295,105 | 1.18% | Long | 2026-06-30 | |
| VANGUARD ENERGY FUND | — | 2,345,992 | $226,857,426 | 2.98% | Long | 2026-04-30 | |
| Asset Allocation Fund | — | 2,250,990 | $215,442,253 | 0.76% | Long | 2026-06-30 | |
| iShares Core High Dividend ETF | HDV | 2,175,822 | $210,401,987 | 1.55% | Long | 2026-04-30 | |
| Fidelity Total Market Index Fund | FSKAX | 2,081,883 | $191,637,330 | 0.14% | Long | 2026-05-31 | |
| Strategic Advisers U.S. Total Stock Fund | FSAKX | 1,999,190 | $184,025,440 | 0.19% | Long | 2026-05-31 | |
| iShares S&P 500 Value ETF | IVE | 1,853,258 | $177,375,323 | 0.37% | Long | 2026-06-30 | |
| Fidelity SAI U.S. Low Volatility Index Fund | FSUVX | 1,789,415 | $173,036,431 | 0.84% | Long | 2026-04-30 | |
| Invesco S&P 500 Equal Weight ETF | RSP | 1,752,371 | $169,454,276 | 0.19% | Long | 2026-04-30 | |
| First Trust Morningstar Dividend Leaders Index Fund | FDL | 1,764,772 | $168,906,328 | 2.32% | Long | 2026-06-30 | |
| Strategic Advisers Fidelity U.S. Total Stock Fund | FCTDX | 1,824,581 | $167,952,681 | 0.07% | Long | 2026-05-31 | |
| PGIM Jennison Utility Fund | — | 1,805,714 | $166,215,974 | 5.00% | Long | 2026-05-29 | |
| Fidelity MSCI Utilities Index ETF | FUTY | 1,687,042 | $163,136,961 | 6.64% | Long | 2026-04-30 | |
| Fidelity Growth and Income Portfolio | — | 1,635,566 | $158,159,232 | 1.07% | Long | 2026-04-30 | |
| T. Rowe Price U.S. Large-Cap Core Fund, Inc. | — | 1,650,580 | $157,977,012 | 0.88% | Long | 2026-06-30 | |
| Fidelity Series Total Market Index Fund | FCFMX | 1,680,132 | $154,656,151 | 0.14% | Long | 2026-05-31 | |
| Growth Fund of America | — | 1,642,966 | $151,235,020 | 0.04% | Long | 2026-05-31 | |
| Fidelity Series Large Cap Stock Fund | FGLGX | 1,546,500 | $148,015,515 | 0.51% | Long | 2026-06-30 | |
| Select Utilities Portfolio | — | 1,522,579 | $140,153,397 | 3.59% | Long | 2026-05-31 | |
| iShares Core S&P Total U.S. Stock Market ETF | ITOT | 1,444,181 | $138,222,564 | 0.15% | Long | 2026-06-30 |
Showing 1–50 of 909 positions