As of the latest SEC filings, SOUTHERN CO (SOMN) is held by 54 institutional funds. The largest fund shareholder is Washington Mutual Investors Fund (CWMAX), holding an estimated $364,789,197.96 in market value, representing 0.17% of its portfolio.
Funds holding SOUTHERN CO (SOMN)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SOMN
- CIK:
- 0000092122
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
CWMAX
Washington Mutual Investors Fund
|
MF | Capital Group / American Funds | 0.17% | $364,789,197.96 | 7,011,132 | Apr 30, 2026 | Jun 26, 2026 |
|
AMECX
Income Fund of America
|
MF | Independent / Boutique | 0.14% | $208,120,000.00 | 4,000,000 | Apr 30, 2026 | Jun 26, 2026 |
|
FCISX
Franklin Income Fund
|
MF | Franklin Templeton | 0.23% | $179,900,000.00 | 3,500,000 | Mar 31, 2026 | May 27, 2026 |
|
PFF
iShares Preferred and Income Securities ETF
|
ETF | BlackRock / iShares | 1.10% | $146,171,936.80 | 2,843,812 | Mar 31, 2026 | May 26, 2026 |
|
PFXF
VanEck Preferred Securities ex Financials ETF
|
ETF | Independent / Boutique | 2.87% | $61,925,692.00 | 1,204,780 | Mar 31, 2026 | May 28, 2026 |
|
FISEX
Franklin Equity Income Fund
|
MF | Franklin Templeton | 1.02% | $49,298,425.00 | 947,500 | Apr 30, 2026 | Jun 24, 2026 |
|
CVSCX
Calamos Market Neutral Income Fund
|
MF | Calamos | 0.27% | $46,827,000.00 | 900,000 | Apr 30, 2026 | Jun 26, 2026 |
|
PAFDX
T. Rowe Price Equity Income Fund
|
MF | T. Rowe Price | 0.27% | $42,944,237.40 | 835,491 | Mar 31, 2026 | May 28, 2026 |
|
FROTX
Franklin Convertible Securities Fund
|
MF | Franklin Templeton | 1.18% | $34,785,645.07 | 668,569 | Apr 30, 2026 | Jun 24, 2026 |
|
CWB
State Street(R) SPDR(R) Bloomberg Convertible Securities ETF
|
ETF | State Street (SPDR) | 0.60% | $26,676,600.00 | 519,000 | Mar 31, 2026 | May 28, 2026 |
|
-
Washington Mutual Investors Fund
|
ETF | Capital Group / American Funds | 0.18% | $20,885,053.60 | 406,324 | Mar 31, 2026 | May 28, 2026 |
|
INUTX
Columbia Dividend Opportunity Fund
|
MF | Columbia Threadneedle | 0.73% | $17,073,821.34 | 318,488 | Feb 28, 2026 | Apr 27, 2026 |
|
CHY
CALAMOS CONVERTIBLE & HIGH INCOME FUND
|
CEF | Calamos | 1.53% | $15,609,000.00 | 300,000 | Apr 30, 2026 | Jun 26, 2026 |
|
CHI
CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND
|
CEF | Calamos | 1.53% | $14,828,550.00 | 285,000 | Apr 30, 2026 | Jun 26, 2026 |
|
PACIX
Columbia Convertible Securities Fund
|
MF | Columbia Threadneedle | 0.93% | $14,742,473.40 | 275,000 | Feb 28, 2026 | Apr 27, 2026 |
|
NRIAX
Nuveen Real Asset Income Fund
|
MF | Nuveen | 1.24% | $14,440,830.00 | 280,950 | Mar 31, 2026 | May 28, 2026 |
|
FACVX
Fidelity Convertible Securities Fund
|
MF | Fidelity | 0.59% | $13,395,836.25 | 251,565 | Feb 28, 2026 | Apr 24, 2026 |
|
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
|
CEF | Calamos | 0.37% | $12,793,396.55 | 245,885 | Apr 30, 2026 | Jun 26, 2026 |
|
CCD
Calamos Dynamic Convertible & Income Fund
|
CEF | Calamos | 1.82% | $12,487,200.00 | 240,000 | Apr 30, 2026 | Jun 26, 2026 |
|
BBVLX
Bridge Builder Large Cap Value Fund
|
MF | Independent / Boutique | 0.05% | $11,766,128.20 | 228,913 | Mar 31, 2026 | May 22, 2026 |
|
CFIAX
Columbia Flexible Capital Income Fund
|
MF | Columbia Threadneedle | 0.82% | $10,721,798.83 | 200,000 | Feb 28, 2026 | Apr 27, 2026 |
|
PRHYX
T. Rowe Price High Yield Fund, Inc.
|
MF | T. Rowe Price | 0.16% | $10,478,780.00 | 196,600 | Feb 28, 2026 | Apr 27, 2026 |
|
TY.P
TRI-CONTINENTAL Corp
|
CEF | Columbia Threadneedle | 0.52% | $9,816,529.96 | 190,000 | Mar 31, 2026 | May 28, 2026 |
|
FBFQX
Franklin Managed Income Fund
|
MF | Franklin Templeton | 0.26% | $9,105,250.00 | 175,000 | Apr 30, 2026 | Jun 24, 2026 |
|
SBFCX
Victory Investment Grade Convertible Fund
|
MF | Independent / Boutique | 3.67% | $8,313,179.00 | 161,735 | Mar 31, 2026 | May 28, 2026 |
Advertisement (320x50)