SO · Southern Co
$93.10
-0.15 (-0.16%)
At close · Aug 5
Market Cap
$104.95B
Shares
1.13B
Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.
Funds holding SO
845 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 34,943,792 | $3,372,774,804 | 0.17% | Long | 2026-03-31 | |
| VANGUARD 500 INDEX FUND | — | 27,982,141 | $2,700,836,249 | 0.19% | Long | 2026-03-31 | |
| 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 | — | 18,889,996 | $1,823,262,414 | 7.47% | Long | 2026-03-31 | |
| iShares Core S&P 500 ETF | — | 14,161,460 | $1,366,864,119 | 0.19% | Long | 2026-03-31 | |
| Fidelity 500 Index Fund | — | 14,090,838 | $1,297,061,638 | 0.16% | Long | 2026-05-31 | |
| State Street(R) SPDR(R) S&P 500(R) ETF Trust | SPY | 12,815,387 | $1,236,941,153 | 0.19% | Long | 2026-03-31 | |
| Washington Mutual Investors Fund | — | 10,888,442 | $1,052,912,341 | 0.49% | Long | 2026-04-30 | |
| VANGUARD VALUE INDEX FUND | — | 10,175,800 | $982,168,216 | 0.44% | Long | 2026-03-31 | |
| American Balanced Fund | — | 9,215,791 | $889,508,147 | 0.34% | Long | 2026-03-31 | |
| Franklin Income Fund | — | 9,000,000 | $868,680,000 | 1.10% | Long | 2026-03-31 | |
| 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 | — | 6,208,710 | $599,264,689 | 0.19% | Long | 2026-03-31 | |
| T. Rowe Price Value Fund, Inc. | — | 5,515,954 | $532,399,880 | 1.67% | Long | 2026-03-31 | |
| 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 | |
| JPMorgan Equity Premium Income ETF | — | 4,987,328 | $481,376,899 | 1.09% | Long | 2026-03-31 | |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | — | 4,342,108 | $419,881,844 | 0.44% | Long | 2026-04-30 | |
| Franklin Utilities Fund | — | 4,000,000 | $386,080,000 | 4.98% | Long | 2026-03-31 | |
| iShares MSCI USA Min Vol Factor ETF | — | 3,616,825 | $349,746,978 | 1.53% | Long | 2026-04-30 | |
| T. Rowe Price Equity Income Fund | — | 3,620,000 | $349,402,400 | 2.16% | Long | 2026-03-31 | |
| State Street(R) SPDR(R) S&P(R) Dividend ETF | — | 3,348,145 | $323,162,955 | 1.56% | Long | 2026-03-31 | |
| JPMorgan U.S. Equity Fund | — | 3,331,276 | $321,534,760 | 1.02% | Long | 2026-03-31 | |
| iShares Global Infrastructure ETF | — | 3,039,636 | $293,385,667 | 2.90% | Long | 2026-03-31 | |
| iShares Core Dividend Growth ETF | — | 2,951,582 | $285,417,979 | 0.72% | Long | 2026-04-30 | |
| American Funds Fundamental Investors | — | 2,672,000 | $257,901,440 | 0.17% | Long | 2026-03-31 | |
| iShares Russell 1000 Value ETF | — | 2,530,480 | $244,241,930 | 0.35% | Long | 2026-03-31 | |
| Schwab S&P 500 Index Fund | — | 2,445,462 | $236,476,175 | 0.17% | Long | 2026-04-30 | |
| VANGUARD ENERGY FUND | — | 2,345,992 | $226,857,426 | 2.98% | Long | 2026-04-30 | |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | — | 2,314,283 | $223,374,595 | 0.19% | Long | 2026-03-31 | |
| Asset Allocation Fund | — | 2,198,884 | $212,236,284 | 0.81% | Long | 2026-03-31 | |
| iShares Core High Dividend ETF | — | 2,175,822 | $210,401,987 | 1.55% | Long | 2026-04-30 | |
| Fidelity Total Market Index Fund | — | 2,081,883 | $191,637,330 | 0.14% | Long | 2026-05-31 | |
| Strategic Advisers U.S. Total Stock Fund | — | 1,999,190 | $184,025,440 | 0.19% | Long | 2026-05-31 | |
| iShares S&P 500 Value ETF | — | 1,899,889 | $183,377,286 | 0.39% | Long | 2026-03-31 | |
| Fidelity SAI U.S. Low Volatility Index Fund | — | 1,789,415 | $173,036,431 | 0.84% | Long | 2026-04-30 | |
| Invesco S&P 500 Equal Weight ETF | — | 1,752,371 | $169,454,276 | 0.19% | Long | 2026-04-30 | |
| Strategic Advisers Fidelity U.S. Total Stock Fund | — | 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 | |
| T. Rowe Price U.S. Large-Cap Core Fund, Inc. | — | 1,694,862 | $163,588,080 | 0.99% | Long | 2026-03-31 | |
| Fidelity MSCI Utilities Index ETF | — | 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 | |
| Fidelity Series Total Market Index Fund | — | 1,680,132 | $154,656,151 | 0.14% | Long | 2026-05-31 | |
| Fidelity Series Large Cap Stock Fund | — | 1,576,500 | $152,163,780 | 0.61% | Long | 2026-03-31 | |
| Growth Fund of America | — | 1,642,966 | $151,235,020 | 0.04% | Long | 2026-05-31 | |
| 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 | — | 1,385,867 | $133,763,883 | 0.17% | Long | 2026-03-31 | |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF | — | 1,296,482 | $125,136,443 | 0.39% | Long | 2026-03-31 | |
| VANGUARD LARGE-CAP INDEX FUND | — | 1,291,561 | $124,661,468 | 0.19% | Long | 2026-03-31 |
Showing 1–50 of 845 positions
Key facts
CIK
92122
CUSIP
842587107
13F (30d)
1377 filings
1345 filers
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