Funds holding Southern Co/The
770 funds declare a position · 240 ETFs and 530 other funds · 35.7B $ · US8425871071
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 34,943,792 | 3.4B $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 27,982,141 | 2.7B $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Income Fund of America Income Fund of America | 23,491,078 | 2.3B $ | 1.55 % | as of Apr 30, 2026 · Original filing |
| State Street(R) Utilities Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 18,889,996 | 1.8B $ | 7.47 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P 500 ETF iShares Trust | 14,161,460 | 1.4B $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 14,012,945 | 1.4B $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| Washington Mutual Investors Fund Washington Mutual Investors Fund | 10,888,442 | 1.1B $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 10,175,800 | 982.2M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| American Balanced Fund American Balanced Fund | 9,215,791 | 889.5M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| Franklin Income Fund Franklin Custodian Funds | 9,000,000 | 868.7M $ | 1.10 % | as of Mar 31, 2026 · Original filing |
| MFS Value Fund MFS SERIES TRUST I | 8,459,789 | 823.8M $ | 1.47 % | as of Feb 28, 2026 · Original filing |
| VANGUARD UTILITIES INDEX FUND VANGUARD WORLD FUND | 7,199,764 | 701.1M $ | 6.36 % | as of Feb 28, 2026 · Original filing |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 6,208,710 | 599.3M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Value Fund, Inc. T. ROWE PRICE VALUE FUND, INC. | 5,515,954 | 532.4M $ | 1.67 % | as of Mar 31, 2026 · Original filing |
| Columbia Dividend Income Fund COLUMBIA FUNDS SERIES TRUST I | 5,439,666 | 529.7M $ | 1.11 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust | 4,987,328 | 481.4M $ | 1.09 % | as of Mar 31, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 4,342,108 | 419.9M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| Capital World Growth & Income Fund Capital World Growth & Income Fund | 4,195,490 | 408.6M $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| Franklin Utilities Fund Franklin Custodian Funds | 4,000,000 | 386.1M $ | 4.98 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI USA Min Vol Factor ETF iShares Trust | 3,616,825 | 349.7M $ | 1.53 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Equity Income Fund T. ROWE PRICE EQUITY INCOME FUND, INC. | 3,620,000 | 349.4M $ | 2.16 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST | 3,348,145 | 323.2M $ | 1.56 % | as of Mar 31, 2026 · Original filing |
| JPMorgan U.S. Equity Fund JPMorgan Trust I | 3,331,276 | 321.5M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| iShares Global Infrastructure ETF iShares Trust | 3,039,636 | 293.4M $ | 2.90 % | as of Mar 31, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 2,951,582 | 285.4M $ | 0.72 % | as of Apr 30, 2026 · Original filing |
| American Funds Fundamental Investors American Funds Fundamental Investors | 2,672,000 | 257.9M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 2,530,480 | 244.2M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 2,445,462 | 236.5M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| VANGUARD ENERGY FUND VANGUARD SPECIALIZED FUNDS | 2,345,992 | 226.9M $ | 2.98 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 2,314,283 | 223.4M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Asset Allocation Fund AMERICAN FUNDS INSURANCE SERIES | 2,198,884 | 212.2M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| iShares Core High Dividend ETF iShares Trust | 2,175,822 | 210.4M $ | 1.55 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 2,059,211 | 200.5M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 1,908,114 | 185.8M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 1,899,803 | 185M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| iShares S&P 500 Value ETF iShares Trust | 1,899,889 | 183.4M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| PGIM Jennison Utility Fund Prudential Sector Funds, Inc. | 1,864,467 | 181.6M $ | 5.06 % | as of Feb 27, 2026 · Original filing |
| Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust | 1,789,415 | 173M $ | 0.84 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 1,752,371 | 169.5M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price U.S. Large-Cap Core Fund, Inc. T. ROWE PRICE U.S. LARGE-CAP CORE FUND, INC. | 1,694,862 | 163.6M $ | 0.99 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Utilities Index ETF FIDELITY COVINGTON TRUST | 1,687,042 | 163.1M $ | 6.64 % | as of Apr 30, 2026 · Original filing |
| Growth Fund of America Growth Fund of America | 1,642,966 | 160M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 1,630,858 | 158.8M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| Fidelity Growth and Income Portfolio Fidelity Securities Fund | 1,635,566 | 158.2M $ | 1.07 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Large Cap Stock Fund Fidelity Hastings Street Trust | 1,576,500 | 152.2M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 1,385,867 | 133.8M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 1,296,482 | 125.1M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,291,561 | 124.7M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Select Utilities Portfolio Fidelity Select Portfolios | 1,158,179 | 112.8M $ | 2.76 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Nasdaq Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust | 1,159,837 | 111.9M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| Fidelity High Dividend ETF Fidelity Covington Trust | 1,152,147 | 111.4M $ | 1.21 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 1,133,806 | 110.4M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| First Trust North American Energy Infrastructure Fund First Trust Exchange-Traded Fund IV | 1,125,424 | 108.8M $ | 2.67 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 1,113,786 | 108.5M $ | 1.31 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Infrastructure ETF iShares Trust | 1,119,399 | 108M $ | 2.92 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 1,088,569 | 105.1M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| MFS Utilities Fund MFS Series Trust VI | 1,074,008 | 103.9M $ | 3.69 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Utilities ETF iShares Trust | 1,068,209 | 103.3M $ | 6.38 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Dividend Growth Fund, Inc. T. ROWE PRICE DIVIDEND GROWTH FUND, INC. | 1,028,735 | 99.3M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 1,005,989 | 97.1M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Capital Income Builder Capital Income Builder | 997,626 | 96.5M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Hedged Equity Fund JPMorgan Trust I | 947,872 | 91.5M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 927,406 | 89.5M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 919,869 | 89M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Fidelity Equity-Income Fund Fidelity Devonshire Trust | 901,250 | 87.2M $ | 0.76 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 877,335 | 84.8M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 873,034 | 84.3M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes Strategic Value Dividend Fund Federated Hermes Equity Funds | 849,327 | 82.1M $ | 0.86 % | as of Apr 30, 2026 · Original filing |
| Janus Henderson Balanced Fund JANUS INVESTMENT FUND | 850,386 | 82.1M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Large Cap Value Fund JPMorgan Trust II | 836,227 | 80.7M $ | 1.63 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 786,195 | 75.9M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| JNL/T. Rowe Price Value Fund JNL Series Trust | 704,900 | 68M $ | 1.66 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 689,345 | 66.5M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MEGA CAP VALUE INDEX FUND VANGUARD WORLD FUND | 657,904 | 64.1M $ | 0.53 % | as of Feb 28, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 661,982 | 63.9M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 649,978 | 62.9M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 641,063 | 62.4M $ | 0.34 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 639,262 | 62.3M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Equity Premium Income Fund JPMorgan Trust IV | 634,201 | 61.2M $ | 1.12 % | as of Mar 31, 2026 · Original filing |
| Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES | 621,124 | 60M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 619,654 | 59.8M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| NYLI CBRE Global Infrastructure Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 605,381 | 58.5M $ | 3.42 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon Utilities Sector Fund JNL Series Trust | 596,305 | 57.6M $ | 6.71 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 580,257 | 56.5M $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 584,299 | 56.4M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 578,454 | 56.3M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| VIP Equity-Income Portfolio Variable Insurance Products Fund | 574,700 | 55.5M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 571,126 | 55.2M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Massachusetts Investors Trust MASSACHUSETTS INVESTORS TRUST | 561,764 | 54.2M $ | 0.86 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Stock Fund Fidelity Concord Street Trust | 558,983 | 54.1M $ | 0.53 % | as of Apr 30, 2026 · Original filing |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 539,414 | 52.1M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 530,767 | 51.2M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 522,350 | 50.5M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Active Value ETF J.P. Morgan Exchange-Traded Fund Trust | 501,993 | 48.5M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 501,377 | 48.4M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Franklin Managed Income Fund Franklin Investors Securities Trust | 500,000 | 48.4M $ | 1.39 % | as of Apr 30, 2026 · Original filing |
| MFS Utilities Series MFS VARIABLE INSURANCE TRUST | 491,644 | 47.5M $ | 3.80 % | as of Mar 31, 2026 · Original filing |
| JPMorgan U.S. Research Enhanced Equity Fund JPMorgan Trust I | 488,827 | 47.2M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Large-Cap Value Fund T. Rowe Price Equity Funds, Inc. | 486,328 | 46.9M $ | 1.77 % | as of Mar 31, 2026 · Original filing |
| iShares S&P 100 ETF iShares Trust | 486,235 | 46.9M $ | 0.26 % | as of Mar 31, 2026 · Original filing |