The Southern Company

StockUtilitiesRegulated ElectricUS$101B market cap

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SO total return with dividends reinvested, from daily closes

Held by ETFs: $3.5B; in funds that list it in their top 10
Share of the company: ≈3%; of The Southern held through ETFs
Top-10 holding in: 32 ETFs; one of their ten biggest
Built on SO alone: 0 ETFs; […]
Most per dollar · basket: XLU 7.9%; $79 of every $1,000
Biggest holder: XLU $1.9B; of SO, 7.9% of the fund

Every ETF Theme Built Around SO

YTD

Heaviest SO Baskets

YTD

$79per $1,000 in XLU

XLU7.9%+3.8%FUTY7.0%+3.5%VPU6.7%+3.5%IDU6.7%+4.2%IFRA3.1%+12.8%IGF3.0%+8.5%

Corner: SO weight · SO is the biggest slice

Themes Around SO

YTD

$50Mof SO in 5 funds

GII2.9%+8.3%POWR4.4%+9.2%RCTR5.3%−5.9%IVEP4.9%no YTD DEPW4.0%no YTD

Corner: SO weight · the themes it sits in

Core ETFs Holding SO

YTD

$14Mof SO in 1 fund

LGLV$14M+9.8%

Corner: SO held · most people own it this way

Geared ETFs Holding SO

YTD

+0.0%UPW, the best of 2

UTSL3×−4.0%UPW2×+0.0%

Corner: leverage · index funds with SO inside

SO Through Other ETFs

YTD

$10per $1,000 in MPRO

MPRO1.0%+10.1%BUYW0.8%+6.8%RMRC0.8%no YTD MSSS0.8%+23.2%TDSB0.7%+4.4%TDSC0.7%+13.0%

Corner: SO weight · held through other ETFs

End-of-day Nov 4, 2026 · each tile is one fund · closest to the stock first, then outward

Where the Money Sits

Where the ETF Money in SO Sits

Today

81%in Sectors funds

Sectors $2.8BThematic $499MIncome $57MUS Stock Styles $49MInternational $36MOther $22MLow-Cost Core $14M

XLU$1.9B · 7.9%VPU$640M · 6.7%FUTYIDUJXI2 moreIGF$323M · 3.0%IFRA$126M · 3.1%GII4 moreINCM4 moreZAP6 moreACWVBDVL, THMR, …LGLV

Tile size = dollars of SO held% = SO’s weight in the fund

End-of-day Nov 4, 2026 · $3.5B across funds that list SO in their top 10

Core ETFs Holding the Most SO

YTD

$14Mof SO in 1 core fund

FundNameHeld ▼Per $1KYTDFeeAssets

LGLVState Street SPDR US Large Cap Low Volatility Index ETF$14M$12+9.8%0.12%$1.2B

Through other ETFs · 9 fundsSO per $1,000

MPRO1.0% via XLU$10+10.1%

BUYW0.8% via XLU$8+6.8%

RMRC0.8% via XLU$8—

End-of-day Nov 4, 2026 · held = dollars of SO in the fund

Open in desk

More of It

Most SO per $1,000

Today

$79of SO per $1,000 in TRUU, the heaviest basket

#FundNameIssuerPer $1K ▼YTDOpen

1TRUUVanEck Utilities TruSector ETFVanEck$79—Open

2XLUState Street Utilities Select Sector SPDR ETFState Street$79+3.8%Open

3FUTYFidelity MSCI Utilities Index ETFFidelity$70+3.5%Open

4VPUVanguard Utilities ETFVanguard$67+3.5%Open

5IDUiShares U.S. Utilities ETFiShares$67+4.2%Open

6RCTRFirst Trust Bloomberg Nuclear Power ETFFirst Trust$53−5.9%Open

7OAIWOpenAI Lab Ecosystem ETFHarbor$49—Open

8IVEPDan IVES Wedbush AI Power & Infrastructure ETFWedbush$49—Open

9JXIiShares Global Utilities ETFiShares$49+6.6%Open

10ROPECoastal Compass 100 ETFCoastal Compass$47+15.4%Open

End-of-day Nov 4, 2026 · ties ranked by assets · geared index funds not ranked (per $1,000 not in the data)

Thematic ETFs Holding SO

Today

$79in XLU, the heaviest basket

FundPer $1,000YTD

XLU$79+3.8%

FUTY$70+3.5%

VPU$67+3.5%

IDU$67+4.2%

IFRA$31+12.8%

IGF$30+8.5%

End-of-day Nov 4, 2026 · bars run to $200

Geared ETFs Holding SO

YTD

+0.0%UPW, the best of 2

FundAssetsYTD

UPW2×$13M+0.0%

UTSL3×$69M−4.0%

End-of-day Nov 4, 2026 · 3× and 2× index funds

Income from It

Income Strategies Holding SO

YTD

$57Mof SO held by 5 income funds · INCM is the largest

StrategyFundNameSO per $1,000YieldYTDAssets

Income basketINCMFranklin Income Focus ETF$115.3%+8.4%$2.0B

On $10KINCM $526/yr

End-of-day Nov 4, 2026 · $57M = income funds that list SO in their top 10 · trailing yield

Thematic ETFs

Themes Around SO

YTD

$50Mof SO held in 5 theme funds

GII+8.3%$962M · 2.9% SO POWR+9.2%$448M · 4.4% SO

Size = assets · colour = YTD · SO weight in eachAll 5 →

End-of-day Nov 4, 2026

IFRA vs IGF

YTD

IFRAiShares · InfrastructureIGFiShares · Infrastructure

Year to date

+12.8%

+8.5%

IFRA wins+4.3 pts

Past year

+13.4%

+10.9%

IFRA wins+2.5 pts

Fee

0.30%

0.37%

IFRA winslower fee

Yield

1.7%

2.9%

IGF wins+1.2 pts

AUM

$4.1B

$10.9B

IGF2.7× more

3–1IFRA wins

End-of-day Nov 3, 2026 · AUM not scored

SO Themes Ranked by Return

YTD

+12.8%IFRA, the best of the theme funds holding SO

#FundNameIssuerYTD ▼SOOpen

1IFRAiShares U.S. Infrastructure ETFiShares+12.8%3.1%Open

2POWRiShares U.S. Power Infrastructure ETFiShares+9.2%4.4%Open

3IGFiShares Global Infrastructure ETFiShares+8.5%3.0%Open

4GIIState Street SPDR S&P Global Infrastructure ETFState Street+8.3%2.9%Open

5RCTRFirst Trust Bloomberg Nuclear Power ETFFirst Trust−5.9%5.3%Open

End-of-day Nov 4, 2026 · SO = its weight in each fund

Infrastructure vs Thematic

Average · YTD

IFRA

+12.8%

IGF

+8.5%

Thematic average

+7.7%

End-of-day Nov 3, 2026