The Southern Company · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | — | $7.73M | 0.17% | 80,111 NS | $4.47B | FIGI |
| AST Large-Cap Equity Portfolio Advanced Series Trust | — | $7.53M | 0.43% | 78,035 NS | $1.77B | FIGI |
| Voya VACS Index Series S Portfolio Voya Investors Trust | — | $7.49M | 0.19% | 77,583 NS | $4.05B | FIGI |
| Capital World Growth & Income Fund AMERICAN FUNDS INSURANCE SERIES | — | $6.98M | 0.35% | 72,324 NS | $1.98B | FIGI |
| WisdomTree U.S. Total Dividend Fund WisdomTree Trust | DTD | $6.63M | 0.45% | 68,655 NS | $1.49B | FIGI |
| Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust | GPIX | $6.28M | 0.19% | 65,052 NS | $3.23B | FIGI |
| T. Rowe Price U.S. Equity Research ETF T. Rowe Price Exchange-Traded Funds, Inc. | TSPA | $6.16M | 0.29% | 63,845 NS | $2.09B | FIGI |
| Virtus Duff & Phelps Global Infrastructure Fu… Virtus Opportunities Trust | — | $6.15M | 3.55% | 63,737 NS | $173.09M | FIGI |
| Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS | — | $6.12M | 0.19% | 63,447 NS | $3.25B | FIGI |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | — | $5.97M | 0.04% | 61,900 NS | $16.50B | FIGI |
| VictoryShares US Large Cap High Div Volatilit… Victory Portfolios II | CDL | $5.93M | 1.58% | 61,466 NS | $376.61M | FIGI |
| NYLIM VP Janus Henderson Balanced Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | — | $5.92M | 0.31% | 61,340 NS | $1.91B | FIGI |
| NVIT J.P. Morgan Equity and Options Total Ret… Nationwide Variable Insurance Trust | — | $5.86M | 0.87% | 60,716 NS | $675.62M | FIGI |
| iShares U.S. Power Infrastructure ETF iShares, Inc. | POWR | $5.77M | 4.01% | 59,760 NS | $143.96M | FIGI |
| Bridge Builder Tax Managed Large Cap Fund Bridge Builder Trust | — | $5.68M | 0.07% | 58,876 NS | $7.60B | FIGI |
| Virtus KAR Equity Income Fund Virtus Equity Trust | — | $5.66M | 3.49% | 58,639 NS | $162.03M | FIGI |
| AST Large-Cap Growth Portfolio Advanced Series Trust | — | $5.54M | 0.08% | 57,436 NS | $6.99B | FIGI |
| BlackRock S&P 500 Index V.I. Fund BlackRock Variable Series Funds, Inc. | — | $5.54M | 0.19% | 57,386 NS | $2.93B | FIGI |
| BNY Mellon Stock Index Fund, Inc. BNY MELLON STOCK INDEX FUND, INC. | — | $5.47M | 0.23% | 56,640 NS | $2.35B | FIGI |
| T. Rowe Price Dividend Growth ETF T. Rowe Price Exchange-Traded Funds, Inc. | TDVG | $5.33M | 0.44% | 55,178 NS | $1.22B | FIGI |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund — | — | $5.10M | 0.36% | 52,824 NS | $1.40B | FIGI |
| Columbia Variable Portfolio - Dividend Opport… Columbia Funds Variable Series Trust II | — | $5.02M | 0.52% | 52,000 NS | $961.34M | FIGI |
| AST Multi-Asset Diversified Portfolio Advanced Series Trust | — | $4.99M | 0.10% | 51,689 NS | $4.98B | FIGI |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | — | $4.90M | 0.09% | 50,815 NS | $5.26B | FIGI |
| GQG Partners US Quality Value Fund ADVISORS' INNER CIRCLE III | — | $4.88M | 1.85% | 50,526 NS | $263.41M | FIGI |
| VOYA U.S. STOCK INDEX PORTFOLIO Voya Investors Trust | — | $4.87M | 0.18% | 50,478 NS | $2.64B | FIGI |
| Timothy Plan High Dividend Stock ETF Timothy Plan | TPHD | $4.83M | 1.42% | 50,023 NS | $340.91M | FIGI |
| Advisors Capital Total Return - Equity Fund NEIMAN FUNDS | — | $4.81M | 1.51% | 49,800 NS | $317.56M | FIGI |
| T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | — | $4.77M | 0.16% | 49,397 NS | $2.90B | FIGI |
| The Institutional U.S. Equity Portfolio HC Capital Trust | — | $4.64M | 0.16% | 48,054 NS | $2.87B | FIGI |
| State Street(R) SPDR(R) S&P(R) 500 Fossil Fue… SPDR SERIES TRUST | SPYX | $4.59M | 0.20% | 47,526 NS | $2.34B | FIGI |
| AVIP Intech U.S. Low Volatility Portfolio AuguStar Variable Insurance Products Fund… | — | $4.58M | 0.88% | 47,449 NS | $517.64M | FIGI |
| AZL S&P 500 Index Fund Allianz Variable Insurance Products Trust | — | $4.56M | 0.19% | 47,230 NS | $2.42B | FIGI |
| Columbia Variable Portfolio - Large Cap Index… Columbia Funds Variable Series Trust II | — | $4.40M | 0.19% | 45,603 NS | $2.34B | FIGI |
| LargeCap S&P 500 Index Account Principal Variable Contract Funds, Inc | — | $4.39M | 0.19% | 45,519 NS | $2.34B | FIGI |
| JPMorgan U.S. GARP Equity Fund JPMorgan Trust I | — | $4.35M | 0.24% | 45,081 NS | $1.81B | FIGI |
| iShares Russell Top 200 ETF iShares Trust | IWL | $4.32M | 0.23% | 44,787 NS | $1.92B | FIGI |
| ATM Large Cap Managed Volatility Portfolio EQ Advisors Trust | — | $4.28M | 0.17% | 44,369 NS | $2.50B | FIGI |
| NVIT BNY Mellon Dynamic U.S. Core Fund Nationwide Variable Insurance Trust | — | $4.10M | 0.18% | 42,477 NS | $2.30B | FIGI |
| THRIVENT LARGE CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | — | $4.02M | 0.19% | 41,680 NS | $2.12B | FIGI |
| MM S&P 500 Index Fund MASSMUTUAL SELECT FUNDS | — | $3.89M | 0.19% | 40,263 NS | $2.03B | FIGI |
| First Trust BuyWrite Income ETF First Trust Exchange-Traded Fund VI | FTHI | $3.83M | 0.19% | 39,694 NS | $2.04B | FIGI |
| JNL/JPMorgan Hedged Equity Fund JNL Series Trust | — | $3.73M | 0.46% | 38,687 NS | $805.68M | FIGI |
| NYLIM VP MFS Investors Trust Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | — | $3.72M | 0.86% | 38,566 NS | $432.59M | FIGI |
| LVIP JPMorgan U.S. Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $3.69M | 1.02% | 38,183 NS | $362.43M | FIGI |
| MML Equity Fund MML Series Investment Fund II | — | $3.55M | 0.39% | 36,800 NS | $900.15M | FIGI |
| Transamerica Multi-Managed Balanced VP TRANSAMERICA SERIES TRUST | — | $3.45M | 0.28% | 35,765 NS | $1.25B | FIGI |
| Deutsche DWS Equity 500 Index Portfolio DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO | — | $3.42M | 0.19% | 35,484 NS | $1.80B | FIGI |
| EQ/Large Cap Value Index Portfolio EQ Advisors Trust | — | $3.39M | 0.35% | 35,166 NS | $980.51M | FIGI |
| Eventide Large Cap Focus Fund MUTUAL FUND SERIES TRUST | — | $3.39M | 2.01% | 35,123 NS | $169.01M | FIGI |