Which ETFs hold Southern Co. (The)?
SO is held by 74 of the 504 ETFs we cover. The heaviest allocation is XLU at 7.7%; among the largest funds, VOO holds 0.2% and IVV 0.2%. The median weight across all funds holding it is 0.2%. Southern Co. (The) is classified Utilities.
- Covered ETFs Holding It
- 74
- Heaviest Allocation
- 7.71%in XLU
- Median Weight
- 0.19%across funds that hold it
- Sector
- Utilities
- Dividend Yield
- 3.22%trailing 12 months
SO Share Performance
- 1M
- -4.7%
- YTD
- +8.0%
- 1Y
- +0.4%
- 3Y (ann.)
- +14.8%
- 5Y (ann.)
- +11.5%
- 10Y (ann.)
- +10.3%
A $10,000 investment 10 years ago would be worth $26,629 today at the 10Y annualized rate. This is a backward-looking illustration, not a forecast.
Total returns including dividends as of 2026-08-07. 3Y/5Y/10Y annualized. Past performance does not predict future results.
Funds Holding SO(74)
| ETF | |||||||
|---|---|---|---|---|---|---|---|
| XLUState Street® Utilities Select Sector SPDR® ETF | 7.71% | 0.08% | $23.0B | 2.74% | +3.5% | +3.6% | +8.5% |
| VPUVanguard Utilities Index Fund | 6.67% | 0.09% | $8.5B | 2.74% | +3.4% | +3.8% | +8.4% |
| FUTYFidelity MSCI Utilities Index ETF | 6.64% | 0.08% | $2.3B | 2.68% | +3.5% | +3.8% | +8.2% |
| IDUiShares U.S. Utilities ETF | 6.38% | 0.38% | $1.5B | 2.27% | +3.5% | +2.8% | +8.5% |
| JXIiShares Global Utilities ETF | 4.63% | — | $309M | 2.47% | +7.0% | +11.4% | +9.1% |
| IFRAiShares U.S. Infrastructure ETF | 2.92% | 0.30% | $4.6B | 1.59% | +17.1% | +22.3% | +13.3% |
| IGFiShares Global Infrastructure ETF | 2.90% | 0.39% | $11.0B | 2.93% | +9.0% | +12.6% | +10.6% |
| EMLPFirst Trust North American Energy Infrastructure Fund | 2.67% | 0.95% | $4.2B | 2.80% | +16.3% | +17.6% | +16.2% |
| HDViShares Core High Dividend ETF | 1.55% | 0.08% | $14.9B | 3.06% | +20.2% | +24.7% | +12.1% |
| USMViShares MSCI USA Min Vol Factor ETF | 1.53% | 0.15% | $24.1B | 1.44% | +7.6% | +10.3% | +7.4% |
| NFRAFlexShares STOXX Global Broad Infrastructure Index Fund | 1.40% | 0.47% | $3.0B | 5.63% | +10.0% | +12.8% | +6.1% |
| SDYState Street® SPDR® S&P® Dividend ETF | 1.32% | 0.35% | $22.0B | 2.36% | +14.8% | +16.9% | +7.8% |
| FDVVFidelity High Dividend ETF | 1.21% | 0.15% | $10.4B | 2.69% | +15.1% | +22.8% | +14.6% |
| SPLVInvesco S&P 500 Low Volatility ETF | 1.16% | 0.25% | $7.2B | 2.12% | +8.1% | +6.1% | +6.0% |
| JEPIJPMorgan Equity Premium Income ETF | 1.09% | 0.35% | $45.8B | 7.95% | +5.5% | +11.6% | +7.5% |
| ACWViShares MSCI Global Min Vol Factor ETF | 1.08% | 0.20% | $3.4B | 1.87% | +7.6% | +9.5% | +6.1% |
| DGROiShares Core Dividend Growth ETF | 0.72% | 0.08% | $43.4B | 1.86% | +15.5% | +25.2% | +11.3% |
| IWXiShares Russell Top 200 Value ETF | 0.52% | 0.20% | $4.0B | 1.36% | +23.5% | +36.3% | +12.9% |
| DLNWisdomTree U.S. LargeCap Dividend Fund | 0.51% | 0.28% | $6.4B | 1.71% | +15.4% | +22.8% | +12.7% |
| MGVVanguard Mega Cap Value Index Fund | 0.49% | 0.05% | $13.6B | 1.83% | +19.3% | +30.6% | +13.1% |
| VYMVanguard High Dividend Yield Index Fund | 0.44% | 0.04% | $83.4B | 2.19% | +16.8% | +26.1% | +12.5% |
| VTVVanguard Value Index Fund | 0.44% | 0.03% | $191.4B | 1.82% | +18.7% | +29.5% | +12.5% |
| FVDFirst Trust Value Line Dividend Index Fund | 0.43% | 0.62% | $8.4B | 2.20% | +11.6% | +14.7% | +6.9% |
| IVEiShares S&P 500 Value ETF | 0.39% | 0.18% | $49.8B | 1.50% | +12.0% | +21.5% | +11.6% |
| IUSViShares Core S&P U.S. Value ETF | 0.37% | 0.04% | $27.7B | 1.63% | +12.3% | +21.9% | +11.6% |
Expense = net expense ratio from the fund's latest SEC prospectus filing. YTD/1Y/5Y are trailing total returns including dividends (5Y annualized, as of 2026-08-07). Past performance does not predict future results. Sort by any column.
Frequently Asked Questions
Which ETF has the most SO exposure?
XLU has the heaviest SO allocation of the ETFs we cover, at 7.71% of its portfolio, based on the fund's latest SEC-reported holdings.
How many ETFs hold SO?
74 of the 504 ETFs we cover hold Southern Co. (The) (SO). The median weight across those funds is 0.19%.
What is the cheapest ETF that holds SO?
BKLC has the lowest expense ratio among covered ETFs holding SO, at 0.00% per year.
What is the largest ETF that holds SO?
VOO (Vanguard 500 Index Fund) is the largest covered ETF holding SO, with $1.03T in assets and a 0.19% position.
Keep Exploring
Look up another stock or compare two of these ETFs to see how much they overlap beyond SO.