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SO — SOUTHERN CO · All Fund Holders

Funds holding (latest): 54 · Reported value held: $27.33B

FundQuarterSharesValuePortfolio WeightChange
Vanguard Group history Q4 2025 108.06M $9.42B 0.14% Add
Capital World Investors history Q2 2026 62.52M $5.98B 0.75% Add
Geode Capital Management history Q2 2026 29.32M $2.82B 0.15% Add
Goldman Sachs Group history Q2 2026 14.58M $1.40B 0.13% Add
Norges Bank Investment Management history Q2 2026 14.36M $1.37B 0.14% Add
MFS Investment Management history Q2 2026 13.83M $1.32B 0.44% Reduce
Northern Trust Corp history Q2 2026 9.76M $933.68M 0.11% Reduce
Legal & General Investment Management America history Q2 2026 7.70M $737.26M 0.15% Reduce
Charles Schwab Investment Management history Q2 2026 7.39M $706.97M 0.09% Add
BNY Mellon history Q2 2026 7.78M $697.17M 0.12% Hold
National Pension Service of Korea history Q2 2026 2.93M $280.72M 0.18% Add
Citadel Advisors history Q2 2026 2.75M $263.67M 0.03% Add
Capital Research Global Investors history Q1 2026 2.61M $252.36M 0.04% Add
Janus Henderson Group history Q1 2026 1.71M $165.39M 0.08% Add
Principal Global Investors history Q2 2026 1.46M $140.02M 0.07% Add
CPP Investments history Q2 2026 1.46M $139.46M 0.08% Add
Balyasny Asset Management history Q2 2026 711.22K $68.07M 0.09% Add
Arrowstreet Capital history Q2 2026 704.10K $67.39M 0.03% Add
Soros Fund Management history Q2 2026 65.00M $65.77M 0.92% New
Prudential Financial history Q2 2026 609.58K $58.34M 0.06% Reduce
PNC Financial Services history Q2 2026 555.87K $53.20M 0.03% Add
Millennium Management history Q2 2026 527.39K $50.48M 0.02% Reduce
AQR Capital Management history Q2 2026 456.98K $43.74M 0.01% Add
Renaissance Technologies history Q1 2026 431.60K $41.66M 0.07% Reduce
Manulife Financial history Q2 2026 30.91M $31.27M 0.03% Add
PSP Investments history Q2 2026 321.85K $30.80M 0.08% Add
D. E. Shaw & Co history Q2 2026 308.26K $29.50M 0.01% Reduce
BlackRock Inc history Q2 2026 26.71M $29.42M 0.00% Reduce
Point72 Asset Management history Q2 2026 274.50K $26.27M 0.03% Add
Two Sigma Investments history Q2 2026 23.60M $23.85M 0.02% Add
Fidelity Management & Research (FMR) history Q2 2026 9.00M $9.91M 0.00% Reduce
Fidelity International (FIL) history Q2 2026 98.41K $9.42M 0.01% Add
Franklin Resources history Q2 2026 7.74M $8.53M 0.00% Hold
Invesco Ltd history Q2 2026 7.00M $7.71M 0.00% Reduce
Saudi Arabian Monetary Authority history Q2 2026 78.91K $7.55M 0.10% Add
Baillie Gifford & Co history Q2 2026 74.29K $7.11M 0.01% Reduce
T. Rowe Price Associates history Q2 2026 46.42M $4.44M 0.46% Add
Morgan Stanley history Q2 2026 2.85M $3.14M 0.00% Reduce
Marshall Wace history Q2 2026 30.25K $2.90M 0.00% Reduce
Citigroup Inc history Q2 2026 2.29M $2.53M 0.00% Reduce
Wells Fargo & Co history Q2 2026 2.25M $2.28M 0.00% Reduce
CDPQ (Caisse de Depot) history Q2 2026 21.35K $2.04M 0.00% Add
JPMorgan Chase & Co history Q2 2026 1.66M $1.69M 0.00% New
Wellington Management Group history Q2 2026 1.48M $1.63M 0.00% Reduce
Bridgewater Associates history Q2 2026 16.97K $1.62M 0.01% Add
Ontario Teachers Pension Plan history Q1 2026 13.88K $1.34M 0.04% Reduce
Bank of America Corp history Q2 2026 1.26M $1.27M 0.00% Reduce
Temasek Holdings history Q4 2024 8.96K $737.59K 0.00% Reduce
Deutsche Bank AG history Q2 2026 465.00K $512.20K 0.00% Hold
UBS Group AG history Q2 2026 282.00K $310.62K 0.00% Reduce
Amundi US history Q2 2026 250.00K $275.38K 0.00% Hold
Maverick Capital history Q4 2023 3.46K $242.90K 0.01% Reduce
Lazard Asset Management history Q2 2026 18.59M $204.95K 0.00% Add
Oaktree Capital Management history Q2 2025 15.00K $16.57K 0.03% New

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