SO The Southern Company

Utilities

$94.55+0.33%ClosedMarket Cap: $106.59B

As of 2026-05-25

Institutional Ownership Summary

Investors Holding

2,289

13F Shares

796,612,081

Ownership %

72.3%

New Positions

224

Increased Positions

1088

Closed Positions

200

Reduced Positions

801

ETF Exposure

ETF Symbol	ETF Name	Shares Held	Weight %
XLU		18,889,996	7.49%
FUTY	Fidelity MSCI Utilities Index ETF	1,707,197	6.74%
NLU		1,106,908	6.50%
IDU	iShares U.S. Utilities ETF	1,106,908	6.50%
VUIAX		7,212,355	6.35%
VPU		7,212,355	6.35%
UPW	ProShares - Ultra Utilities	11,018	5.23%
UTSL		23,211	5.21%
JHMU	John Hancock Investments - Dynamic Municipal Bond ETF	12,866	4.73%
JXI	iShares Global Utilities ETF	152,931	4.67%
BULIX	American Century Utilities Fund Investor Class	149,982	4.59%
WBIE		45,301	4.48%
WBIY		46,285	4.42%
BILT		11,358	4.39%
FILL	iShares MSCI Global Energy Producers ETF	59,760	4.08%
POWR	iShares U.S. Power Infrastructure ETF	59,760	4.08%
ZAP		132,688	3.66%
VGELX		2,346,342	3.34%
VGENX		2,346,342	3.34%
AFTY	Pacer CSOP FTSE China A50 ETF	128,262	3.28%