Who owns Southern Co/The (SO)?
423 US mutual funds and ETFs from 184 fund families reported a position in SO for the quarter ending 2026-06-30. Against their own report a quarter earlier, 159 raised shares, 20 opened a new position, 179 cut and 20 sold out.
Largest fund families
| Fund family | Funds | Share of fund-held shares |
|---|---|---|
| Vanguard Index Funds | 4 | 33.3% |
| Ishares Trust | 14 | 12.4% |
| Select Sector Spdr Trust | 1 | 7.9% |
| Franklin Custodian Funds | 2 | 5.6% |
| American Balanced Fund | 1 | 5.3% |
| Spdr Series Trust | 13 | 3.3% |
Tracked managers holding SO
None of the managers Prior Moves tracks on 13F reports SO in its latest filing.
Source: SEC Form N-PORT, which funds file about 60 days after quarter end, and the latest 13F filings. Share counts, not trades: a change can reflect fund inflows or outflows rather than a decision about SO. A record of holdings, not a forecast and not investment advice. See all owner pages or the forecast board for the names our model ranks.
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