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SO · Southern Co · Held by Funds

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$93.12 -0.63 (-0.67%) At close · Nov 4 Earnings today Play latest call Q2 2026 earnings call transcript
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$105.60B
Shares
1.13B
Volume · Nov 4 18.72M Avg daily vol (3M) 6.05M

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.

Fund Ownership of SO by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 20.66% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 4.04% 45,512,295
Index ETFs 16.62% 187,390,130
Active ETFs 1.02% 11,476,088
Active funds 11.69% 131,805,675
Unclassified 3.48% 39,254,305
All registered funds 36.85% 415,438,493
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding SO

908 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 35,818,373 $3,428,176,480 0.15%
VANGUARD 500 INDEX FUND 29,223,029 $2,796,936,106 0.17%
Income Fund of America 20,394,481 $1,928,094,234 1.30%
State Street(R) Utilities Select Sector SPDR(R) ETF 18,343,529 $1,755,659,161 7.60%
iShares Core S&P 500 ETF 15,506,047 $1,484,083,758 0.17%
State Street(R) SPDR(R) S&P 500(R) ETF Trust 13,661,835 $1,307,574,228 0.17%
Fidelity 500 Index Fund 14,633,379 $1,287,737,352 0.15%
Washington Mutual Investors Fund 12,688,529 $1,199,573,532 0.55%
American Balanced Fund 12,222,797 $1,169,843,901 0.41%
VANGUARD VALUE INDEX FUND 10,739,839 $1,027,909,991 0.40%
Franklin Income Fund 9,000,000 $861,390,000 1.09%
VANGUARD UTILITIES INDEX FUND 7,775,916 $684,280,608 6.79%
VANGUARD INSTITUTIONAL INDEX FUND 6,119,593 $585,706,246 0.17%
MFS Value Fund 6,343,780 $558,252,640 1.21%
T. Rowe Price Value Fund, Inc. 5,472,270 $523,750,962 1.54%
Capital World Growth & Income Fund 5,401,902 $475,367,376 0.30%
Columbia Dividend Income Fund 5,351,388 $470,922,144 0.97%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND 4,544,174 $429,606,210 0.43%
Franklin Utilities Fund 4,000,000 $382,840,000 5.01%
JPMorgan Equity Premium Income ETF 3,830,470 $366,614,284 0.82%
T. Rowe Price Equity Income Fund 3,564,000 $341,110,440 1.93%
iShares MSCI USA Min Vol Factor ETF 3,600,891 $340,428,235 1.44%
iShares Core Dividend Growth ETF 3,455,830 $326,714,168 0.76%
iShares Global Infrastructure ETF 3,182,283 $304,576,306 2.83%
American Funds Fundamental Investors 3,100,000 $296,701,000 0.16%
State Street(R) SPDR(R) S&P(R) Dividend ETF 2,966,734 $283,946,111 1.33%
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF 2,689,063 $257,370,220 0.17%
JPMorgan U.S. Equity Fund 2,647,273 $253,370,499 0.76%
iShares Russell 1000 Value ETF 2,520,510 $241,238,012 0.30%
Schwab S&P 500 Index Fund 2,518,302 $238,080,271 0.16%
iShares Core High Dividend ETF 2,508,684 $237,170,985 1.59%
Disciplined Value Fund 2,406,176 $230,295,105 1.18%
VANGUARD ENERGY OPPORTUNITIES FUND 2,316,559 $219,007,488 3.00%
Asset Allocation Fund 2,250,990 $215,442,253 0.76%
Fidelity Total Market Index Fund 2,152,020 $189,377,760 0.13%
Invesco S&P 500 Equal Weight ETF 1,981,700 $187,349,918 0.19%
Strategic Advisers Fidelity U.S. Total Stock Fund 2,026,641 $178,344,408 0.07%
iShares S&P 500 Value ETF 1,853,258 $177,375,323 0.37%
Fidelity SAI U.S. Low Volatility Index Fund 1,852,985 $175,181,202 0.74%
First Trust Morningstar Dividend Leaders Index Fund 1,764,772 $168,906,328 2.32%
Strategic Advisers U.S. Total Stock Fund 1,842,563 $162,145,544 0.16%
Fidelity MSCI Utilities Index ETF 1,706,465 $161,329,201 6.95%
T. Rowe Price U.S. Large-Cap Core Fund, Inc. 1,650,580 $157,977,012 0.88%
T. Rowe Price Global Stock Fund 1,664,700 $157,380,738 1.89%
Select Utilities Portfolio 1,760,079 $154,886,952 4.42%
Fidelity Series Total Market Index Fund 1,756,525 $154,574,200 0.13%
Fidelity Growth and Income Portfolio 1,566,266 $148,074,788 0.99%
Fidelity Series Large Cap Stock Fund 1,546,500 $148,015,515 0.51%
Growth Fund of America 1,642,966 $144,581,008 0.04%
iShares Core S&P Total U.S. Stock Market ETF 1,444,181 $138,222,564 0.15%
Showing 1–50 of 908 positions
Key facts CIK 92122 CUSIP 842587107 13F (30d) 1232 filings 1187 filers Visit website Investor relations