Fundology

NYSE: SO · Utilities

Which UK funds hold Southern Company (The) (SO)?

Southern Company (The) (SO) is among the ten largest holdings of 12 UK funds Fundology covers, according to the holdings each fund publishes. In the largest of these funds by size, it makes up 1.64% of USDV (State Street SPDR S&P US Dividend Aristocrats UCITS ETF USD), 1.30% of MINV (iShares Edge MSCI World Minimum Volatility UCITS ETF USD) and 3.24% of INFR (iShares Global Infrastructure UCITS ETF USD). The largest weight is 7.90%, in SXLU (S&P US Utilities Select Sector), as of 05/11/2026. In all, 87 funds list it among their published holdings. 25 swap-based funds also list Southern Company (The) (SO) in the substitute baskets they hold as collateral; they track different indices through swaps and are not counted as holders.

UK funds that hold Southern Company (The)

Funds where it is one of the ten largest holdings, largest weight first. A weight is the share of the fund’s money in this company.

UK funds holding Southern Company (The), with the company’s weight in each fund and the date of the holdings
FundWeight in the fundHoldings as of
SXLU · S&P US Utilities Select SectorIE00BWBXMB697.90%
IUSU · iShares S&P 500 Utilities Sector UCITS ETFIE00B4KBBD017.82%
XLUP · Invesco Utilities S&P US Select Sector UCITS ETFIE00B3VPKB537.70%
WUTI · State Street SPDR MSCI World Utilities UCITS ETF Accum Ptg USDIE00BYTRRH564.66%
XWUS · Xtrackers MSCI World Utilities UCITS ETFIE00BM67HQ304.65%
INFR · iShares Global Infrastructure UCITS ETF USDIE00B1FZS467 · one portfolio, 2 share classes3.24%
PRFP · Invesco Preferred Shares UCITS ETFIE00BDVJF675 · one portfolio, 2 share classes2.08%
JEGP · Global Equity Premium Income Active UCITS ETF Unhedged USDIE0003UVYC20 · one portfolio, 2 share classes1.65%
USDV · State Street SPDR S&P US Dividend Aristocrats UCITS ETF USDIE00B6YX5D40 · one portfolio, 2 share classes1.64%
MINV · iShares Edge MSCI World Minimum Volatility UCITS ETF USDIE00B8FHGS14 · one portfolio, 3 share classes1.30%
XDEB · Xtrackers MSCI World Minimum Volatility UCITS ETFIE00BL25JN581.30%
GIN · State Street SPDR Morningstar Multi-Asset Global Infrastructure UCITS ETF Ptg USDIE00BQWJFQ701.04%

Holdings dates differ by fund

Funds that hold it further down

75 more funds list Southern Company (The) below their ten largest holdings.

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About Southern Company (The)

Southern Company (The) is listed on NYSE under the symbol SO, in the utilities sector. Its market value was about $109.0bn (in US dollars) on 13/11/2026.

A fund’s weight in a company is the share of the fund’s money held in that company’s shares. A weight of 5% in a fund worth £1 billion is about £50 million. Index funds hold companies in proportion to their size in the index, so the largest companies appear in many funds at similar weights.

The list above is drawn from the funds’ published holdings, each dated, and names the funds where Southern Company (The) is one of the ten largest holdings — the part of every fund page open to anyone. Some funds publish only their largest ten, so a fund can hold Southern Company (The) without it appearing in any list here. When two funds both hold the same large companies, owning both can be closer to owning one than it looks: the comparison page measures that overlap when both funds publish enough of their holdings.

Share price

Latest price
$93.59
+1.21%on the day
52-week range
$81.69–$99.58
Price change, 1 year
+1.7%
Price change, this year
+7.4%
Market value
$109.0bn
Price to earnings (12 months)
21.4
Dividend yield (12 months)
3.24%

As of , at least 15 min delayed