The Southern Company · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| JPMorgan Active Value ETF J.P. Morgan Exchange-Traded Fund Trust | JAVA | $48.45M | 0.81% | 501,993 NS | $5.97B | FIGI |
| College Retirement Equities Fund - S&P 500 In… College Retirement Equities Fund | — | $48.39M | 0.19% | 501,377 NS | $25.58B | FIGI |
| MFS Utilities Series MFS VARIABLE INSURANCE TRUST | — | $47.45M | 3.80% | 491,644 NS | $1.25B | FIGI |
| JPMorgan U.S. Research Enhanced Equity Fund JPMorgan Trust I | — | $47.18M | 0.46% | 488,827 NS | $10.30B | FIGI |
| T. Rowe Price Large-Cap Value Fund T. Rowe Price Equity Funds, Inc. | — | $46.94M | 1.77% | 486,328 NS | $2.66B | FIGI |
| iShares S&P 100 ETF iShares Trust | OEF | $46.93M | 0.26% | 486,235 NS | $17.84B | FIGI |
| T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, … | — | $46.33M | 0.30% | 480,048 NS | $15.64B | FIGI |
| T. Rowe Price Large Cap Value Portfolio Brighthouse Funds Trust I | — | $43.47M | 1.79% | 450,391 NS | $2.43B | FIGI |
| Franklin Income VIP Fund Franklin Templeton Variable Insurance Pro… | — | $43.43M | 1.32% | 450,000 NS | $3.29B | FIGI |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | — | $41.57M | 0.16% | 430,670 NS | $26.03B | FIGI |
| MFS Value Portfolio Brighthouse Funds Trust II | — | $39.06M | 1.55% | 404,723 NS | $2.52B | FIGI |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $38.67M | 0.18% | 400,659 NS | $21.10B | FIGI |
| The Gabelli Utilities Fund Gabelli Utilities Fund | — | $36.47M | 2.06% | 377,850 NS | $1.77B | FIGI |
| CTIVP - T. Rowe Price Large Cap Value Fund Columbia Funds Variable Series Trust II | — | $35.39M | 1.80% | 366,652 NS | $1.97B | FIGI |
| Fidelity Advisor Capital Development Fund Fidelity Destiny Portfolios | — | $35.13M | 0.62% | 364,000 NS | $5.70B | FIGI |
| First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund | FVD | $34.91M | 0.43% | 361,651 NS | $8.09B | FIGI |
| Growth Fund AMERICAN FUNDS INSURANCE SERIES | — | $34.46M | 0.07% | 357,034 NS | $49.59B | FIGI |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | — | $33.54M | 0.19% | 347,508 NS | $17.64B | FIGI |
| LVIP MFS Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $33.06M | 1.54% | 342,492 NS | $2.14B | FIGI |
| JPMorgan U.S. Large Cap Core Plus Fund JPMorgan Trust I | — | $32.35M | 1.00% | 335,112 NS | $3.25B | FIGI |
| VIP Growth and Income Portfolio Variable Insurance Products Fund III | — | $31.70M | 1.20% | 328,400 NS | $2.64B | FIGI |
| Stock Index Fund Northern Funds | — | $31.15M | 0.19% | 322,717 NS | $16.63B | FIGI |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | — | $30.44M | 0.19% | 315,420 NS | $15.97B | FIGI |
| MFS Value Series MFS VARIABLE INSURANCE TRUST | — | $30.42M | 1.55% | 315,214 NS | $1.97B | FIGI |
| iShares Russell 3000 ETF iShares Trust | IWV | $28.81M | 0.17% | 298,466 NS | $17.05B | FIGI |
| Fidelity Mega Cap Stock Fund Fidelity Hastings Street Trust | — | $28.73M | 0.48% | 297,700 NS | $6.00B | FIGI |
| WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust | DLN | $28.52M | 0.51% | 295,513 NS | $5.65B | FIGI |
| Janus Henderson Balanced Portfolio JANUS ASPEN SERIES | — | $26.98M | 0.31% | 279,498 NS | $8.68B | FIGI |
| Sterling Capital Equity Income Fund Sterling Capital Funds | — | $26.61M | 4.23% | 275,658 NS | $628.59M | FIGI |
| BlackRock Utilities, Infrastructure & Power O… — | — | $26.58M | 4.01% | 275,416 NS | $662.89M | FIGI |
| Touchstone Funds Group Trust-Touchstone Divid… Touchstone Funds Group Trust | — | $26.48M | 1.15% | 274,300 NS | $2.29B | FIGI |
| State Street(R) SPDR(R) S&P(R) Global Infrast… SPDR INDEX SHARES FUNDS | GII | $26.13M | 2.92% | 270,741 NS | $895.08M | FIGI |
| NYLIM VP Fidelity Institutional AM Utilities … NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | — | $25.49M | 2.91% | 264,042 NS | $876.50M | FIGI |
| JPMorgan Hedged Equity 2 Fund JPMorgan Trust IV | — | $24.04M | 0.44% | 249,066 NS | $5.44B | FIGI |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | — | $23.79M | 0.19% | 246,493 NS | $12.53B | FIGI |
| JPMorgan Equity Index Fund JPMorgan Trust II | — | $23.48M | 0.19% | 243,298 NS | $12.42B | FIGI |
| College Retirement Equities Fund - Global Equ… College Retirement Equities Fund | — | $22.97M | 0.07% | 237,972 NS | $33.37B | FIGI |
| Allspring Utility and Telecommunications Fund ALLSPRING FUNDS TRUST | — | $22.88M | 6.43% | 237,076 NS | $355.75M | FIGI |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $22.69M | 0.19% | 235,126 NS | $11.94B | FIGI |
| AST Balanced Asset Allocation Portfolio Advanced Series Trust | — | $22.15M | 0.10% | 229,528 NS | $21.49B | FIGI |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | — | $22.01M | 0.19% | 228,076 NS | $11.69B | FIGI |
| Empower Large Cap Value Fund EMPOWER FUNDS, INC. | — | $21.91M | 1.06% | 227,029 NS | $2.07B | FIGI |
| 500 Index Trust John Hancock Variable Insurance Trust | — | $21.81M | 0.19% | 225,933 NS | $11.62B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 1500(R)… SPDR SERIES TRUST | SPTM | $20.84M | 0.18% | 215,944 NS | $11.74B | FIGI |
| T. Rowe Price Real Assets Fund, Inc. T. ROWE PRICE REAL ASSETS FUND, INC. | — | $20.75M | 0.20% | 214,995 NS | $10.52B | FIGI |
| Variable Portfolio - Partners Core Equity Fund Columbia Funds Variable Series Trust II | — | $20.53M | 1.00% | 212,683 NS | $2.06B | FIGI |
| JNL/Franklin Templeton Income Fund JNL Series Trust | — | $20.27M | 1.43% | 210,000 NS | $1.42B | FIGI |
| Large-Cap Core Portfolio PACIFIC SELECT FUND | — | $20.24M | 1.02% | 209,671 NS | $1.99B | FIGI |
| T. Rowe Price New Era Fund T. ROWE PRICE NEW ERA FUND, INC. | — | $20.01M | 0.63% | 207,343 NS | $3.20B | FIGI |
| EQ/JPMorgan Value Opportunities Portfolio EQ Advisors Trust | — | $19.55M | 1.60% | 202,539 NS | $1.22B | FIGI |