As of the latest SEC filings, SOUTHERN CO (SO) is held by 867 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $3,372,774,803.84 in market value, representing 0.17% of its portfolio.
Funds holding SOUTHERN CO (SO)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SO
- CIK:
- 0000092122
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.17% | $3,372,774,803.84 | 34,943,792 | Mar 31, 2026 | May 28, 2026 |
|
VFIAX
VANGUARD 500 INDEX FUND
|
ETF | Vanguard | 0.19% | $2,700,836,249.32 | 27,982,141 | Mar 31, 2026 | May 28, 2026 |
|
AMECX
Income Fund of America
|
MF | Independent / Boutique | 1.55% | $2,271,587,242.60 | 23,491,078 | Apr 30, 2026 | Jun 26, 2026 |
|
XLU
State Street(R) Utilities Select Sector SPDR(R) ETF
|
ETF | State Street (SPDR) | 7.47% | $1,823,262,413.92 | 18,889,996 | Mar 31, 2026 | May 28, 2026 |
|
IVV
iShares Core S&P 500 ETF
|
ETF | BlackRock / iShares | 0.19% | $1,366,864,119.20 | 14,161,460 | Mar 31, 2026 | May 28, 2026 |
|
FXAIX
Fidelity 500 Index Fund
|
MF | Fidelity | 0.18% | $1,364,580,584.10 | 14,012,945 | Feb 28, 2026 | Apr 24, 2026 |
|
SPY
SPDR S&P 500 ETF Trust
|
ETF | State Street (SPDR) | 0.19% | $1,236,941,153.24 | 12,815,387 | Mar 31, 2026 | May 28, 2026 |
|
CWMAX
Washington Mutual Investors Fund
|
MF | Capital Group / American Funds | 0.49% | $1,052,912,341.40 | 10,888,442 | Apr 30, 2026 | Jun 26, 2026 |
|
VIVAX
VANGUARD VALUE INDEX FUND
|
ETF | Vanguard | 0.44% | $982,168,216.00 | 10,175,800 | Mar 31, 2026 | May 28, 2026 |
|
CLBAX
American Balanced Fund
|
MF | Independent / Boutique | 0.34% | $889,508,147.32 | 9,215,791 | Mar 31, 2026 | May 28, 2026 |
|
FCISX
Franklin Income Fund
|
MF | Franklin Templeton | 1.10% | $868,680,000.00 | 9,000,000 | Mar 31, 2026 | May 27, 2026 |
|
MEICX
MFS Value Fund
|
MF | Independent / Boutique | 1.47% | $823,814,252.82 | 8,459,789 | Feb 28, 2026 | Apr 24, 2026 |
|
VUIAX
VANGUARD UTILITIES INDEX FUND
|
ETF | Vanguard | 6.36% | $701,113,018.32 | 7,199,764 | Feb 28, 2026 | Apr 28, 2026 |
|
VIIIX
VANGUARD INSTITUTIONAL INDEX FUND
|
MF | Vanguard | 0.19% | $599,264,689.20 | 6,208,710 | Mar 31, 2026 | May 28, 2026 |
|
PAVLX
T. Rowe Price Value Fund, Inc.
|
MF | T. Rowe Price | 1.67% | $532,399,880.08 | 5,515,954 | Mar 31, 2026 | May 28, 2026 |
|
LBSAX
Columbia Dividend Income Fund
|
MF | Columbia Threadneedle | 1.11% | $529,714,675.08 | 5,439,666 | Feb 28, 2026 | Apr 27, 2026 |
|
JEPI
JPMorgan Equity Premium Income ETF
|
ETF | JPMorgan | 1.09% | $481,376,898.56 | 4,987,328 | Mar 31, 2026 | May 29, 2026 |
|
VHYAX
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
ETF | Vanguard | 0.44% | $419,881,843.60 | 4,342,108 | Apr 30, 2026 | Jun 26, 2026 |
|
CWIAX
Capital World Growth & Income Fund
|
MF | Independent / Boutique | 0.27% | $408,556,816.20 | 4,195,490 | Feb 28, 2026 | Apr 27, 2026 |
|
FKUTX
Franklin Utilities Fund
|
MF | Franklin Templeton | 4.98% | $386,080,000.00 | 4,000,000 | Mar 31, 2026 | May 27, 2026 |
|
USMV
iShares MSCI USA Min Vol Factor ETF
|
ETF | BlackRock / iShares | 1.53% | $349,746,977.50 | 3,616,825 | Apr 30, 2026 | Jun 25, 2026 |
|
PAFDX
T. Rowe Price Equity Income Fund
|
MF | T. Rowe Price | 2.16% | $349,402,400.00 | 3,620,000 | Mar 31, 2026 | May 28, 2026 |
|
SDY
State Street(R) SPDR(R) S&P(R) Dividend ETF
|
ETF | State Street (SPDR) | 1.56% | $323,162,955.40 | 3,348,145 | Mar 31, 2026 | May 28, 2026 |
|
JUEAX
JPMorgan U.S. Equity Fund
|
MF | JPMorgan | 1.02% | $321,534,759.52 | 3,331,276 | Mar 31, 2026 | May 29, 2026 |
|
IGF
iShares Global Infrastructure ETF
|
ETF | BlackRock / iShares | 2.90% | $293,385,666.72 | 3,039,636 | Mar 31, 2026 | May 22, 2026 |
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