The Southern Company · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| NVIT J.P. Morgan U.S. Equity Fund Nationwide Variable Insurance Trust | — | $19.18M | 1.02% | 198,724 NS | $1.89B | FIGI |
| Eaton Vance Dividend Builder Fund Eaton Vance Special Investment Trust | — | $18.86M | 2.18% | 195,400 NS | $864.07M | FIGI |
| Equity Income Trust John Hancock Variable Insurance Trust | — | $18.37M | 2.14% | 190,341 NS | $858.22M | FIGI |
| PSF Stock Index Portfolio Prudential Series Fund | — | $18.08M | 0.18% | 187,300 NS | $9.85B | FIGI |
| T. Rowe Price Equity Income Portfolio T. ROWE PRICE EQUITY SERIES, INC. | — | $18.05M | 2.19% | 186,995 NS | $823.40M | FIGI |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | DHS | $17.76M | 1.24% | 183,989 NS | $1.43B | FIGI |
| iShares Russell Top 200 Value ETF iShares Trust | IWX | $17.61M | 0.52% | 182,455 NS | $3.41B | FIGI |
| Empower S&P 500 Index Fund EMPOWER FUNDS, INC. | — | $17.27M | 0.19% | 178,927 NS | $9.17B | FIGI |
| Equity Income Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | — | $16.34M | 2.16% | 169,296 NS | $755.42M | FIGI |
| MetLife Stock Index Portfolio Brighthouse Funds Trust II | — | $16.20M | 0.19% | 167,808 NS | $8.66B | FIGI |
| PSF PGIM Flexible Managed Portfolio Prudential Series Fund | — | $15.87M | 0.31% | 164,400 NS | $5.05B | FIGI |
| NEOS S&P 500(R) High Income ETF NEOS ETF Trust | SPYI | $15.34M | 0.19% | 158,879 NS | $8.12B | FIGI |
| Franklin U.S. Low Volatility High Dividend In… Legg Mason ETF Investment Trust | LVHD | $15.19M | 2.50% | 157,413 NS | $608.39M | FIGI |
| Utilities Fund American Century Quantitative Equity Fund… | — | $15.17M | 4.84% | 157,195 NS | $313.44M | FIGI |
| State Farm Growth Fund Advisers Investment Trust | — | $15.13M | 0.17% | 156,800 NS | $8.92B | FIGI |
| EQUITY INDEX FUND GuideStone Funds | — | $14.79M | 0.25% | 153,244 NS | $5.83B | FIGI |
| iShares Global Utilities ETF iShares Trust | JXI | $14.76M | 4.63% | 152,931 NS | $318.89M | FIGI |
| AST Aggressive Asset Allocation Portfolio Advanced Series Trust | — | $14.68M | 0.14% | 152,131 NS | $10.67B | FIGI |
| T. Rowe Price Balanced Fund, Inc. T. Rowe Price Balanced Fund, Inc. | — | $14.46M | 0.29% | 149,835 NS | $4.97B | FIGI |
| Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | — | $13.55M | 0.19% | 140,402 NS | $7.12B | FIGI |
| Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC | — | $13.39M | 0.07% | 138,746 NS | $20.34B | FIGI |
| T. Rowe Price Hedged Equity Fund T. Rowe Price Equity Funds, Inc. | — | $13.37M | 0.35% | 138,494 NS | $3.83B | FIGI |
| State Street(R) SPDR(R) US Large Cap Low Vola… SPDR SERIES TRUST | LGLV | $13.26M | 0.90% | 137,357 NS | $1.47B | FIGI |
| Fidelity Enhanced Large Cap Core ETF Fidelity Covington Trust | FELC | $13.16M | 0.21% | 136,350 NS | $6.35B | FIGI |
| Optimum Large Cap Value Fund Optimum Fund Trust | — | $12.95M | 0.74% | 134,199 NS | $1.76B | FIGI |
| EQ/500 Managed Volatility Portfolio EQ Advisors Trust | — | $12.88M | 0.17% | 133,454 NS | $7.48B | FIGI |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | — | $12.68M | 0.10% | 131,420 NS | $12.51B | FIGI |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | — | $12.40M | 0.17% | 128,450 NS | $7.43B | FIGI |
| Transamerica JPMorgan Enhanced Index VP TRANSAMERICA SERIES TRUST | — | $11.88M | 0.47% | 123,087 NS | $2.55B | FIGI |
| Equity Index Portfolio PACIFIC SELECT FUND | — | $11.85M | 0.19% | 122,766 NS | $6.30B | FIGI |
| JPMorgan Hedged Equity 3 Fund JPMorgan Trust IV | — | $11.70M | 0.45% | 121,186 NS | $2.61B | FIGI |
| EQ/Large Cap Value Managed Volatility Portfol… EQ Advisors Trust | — | $11.60M | 0.33% | 120,181 NS | $3.47B | FIGI |
| VictoryShares US EQ Income Enhanced Volatilit… Victory Portfolios II | CDC | $11.38M | 1.58% | 117,887 NS | $722.15M | FIGI |
| Franklin Income Focus ETF Franklin Templeton ETF Trust | — | $11.37M | 0.84% | 117,793 NS | $1.36B | FIGI |
| Cantor Fitzgerald Infrastructure Fund — | — | $11.10M | 1.62% | 114,962 NS | $685.65M | FIGI |
| MOA EQUITY INDEX FUND MoA Funds Corp | — | $10.97M | 0.19% | 113,658 NS | $5.84B | FIGI |
| NYLIM VP S&P 500 Index Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | — | $10.53M | 0.19% | 109,098 NS | $5.61B | FIGI |
| NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust | — | $10.27M | 0.19% | 106,434 NS | $5.47B | FIGI |
| VIP Utilities Portfolio Variable Insurance Products Fund IV | — | $10.09M | 2.80% | 104,588 NS | $360.24M | FIGI |
| MML Equity Income Fund MML SERIES INVESTMENT FUND | — | $9.70M | 2.18% | 100,480 NS | $444.67M | FIGI |
| EQ/MFS Utilities Series Portfolio EQ Advisors Trust | — | $9.51M | 3.85% | 98,511 NS | $247.24M | FIGI |
| VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | — | $9.50M | 0.08% | 98,422 NS | $11.33B | FIGI |
| AST Large-Cap Value Portfolio Advanced Series Trust | — | $9.44M | 0.25% | 97,845 NS | $3.72B | FIGI |
| Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust | FELV | $9.28M | 0.35% | 96,156 NS | $2.65B | FIGI |
| BlackRock Systematic Multi-Strategy Fund BlackRock Funds IV | — | $9.15M | 0.11% | 94,811 NS | $8.24B | FIGI |
| Victory Market Neutral Income Fund Victory Portfolios II | — | $8.78M | 0.30% | 91,013 NS | $2.92B | FIGI |
| State Street(R) SPDR(R) MSCI USA StrategicFac… SPDR SERIES TRUST | QUS | $8.63M | 0.59% | 89,398 NS | $1.46B | FIGI |
| T. Rowe Price Value ETF T. Rowe Price Exchange-Traded Funds, Inc. | TVAL | $8.55M | 1.40% | 88,585 NS | $609.40M | FIGI |
| T. Rowe Price Equity Income ETF T. Rowe Price Exchange-Traded Funds, Inc. | TEQI | $8.09M | 2.20% | 83,777 NS | $367.36M | FIGI |
| Venerable Large Cap Index Fund Venerable Variable Insurance Trust | — | $7.98M | 0.19% | 82,720 NS | $4.29B | FIGI |