ETFs With Southern Co (SO) Exposure

The following ETFs maintain significant exposure to Southern Co (SO); each of the following funds counts SO among its top ten individual holdings. Note that percentages in the table reflect weightings at the beginning of the current month, and are subject to change.

To see a complete breakdown of any of the ETFs included in the table below, including sector, market cap, and country allocations, click on the ticker symbol.

Ticker ETF ETFdb Category Expense Ratio Weighting
XLU Utilities Select Sector SPDR Utilities Equities 0.16% 7.50%
NLR Market Vectors Uranium+Nuclear Energy ETF Alternative Energy Equities 0.60% 7.09%
IDU iShares U.S. Utilities ETF Utilities Equities 0.46% 6.23%
FUTY MSCI Utilities Index ETF Utilities Equities 0.12% 5.98%
VPU Utilities ETF Utilities Equities 0.14% 5.98%
UTLT db X-trackers Regulated Utilities Fund Utilities Equities 0.45% 5.02%
RDIV Ultra Dividend Fund Large Cap Value Equities 0.49% 4.62%
JXI iShares Global Utilities ETF Utilities Equities 0.47% 4.07%
PUI DWA Utilities Momentum Utilities Equities 0.63% 3.56%
FDL Morningstar Dividend Leaders Index Fund Large Cap Value Equities 0.45% 2.59%
SPHD S&P 500 High Dividend Portfolio Large Cap Value Equities 0.30% 2.55%
PEY High Yield Dividend Achievers All Cap Equities 0.57% 2.54%
LGLV SPDR Russell 1000 Low Volatility ETF Large Cap Blend Equities 0.20% 2.05%
DTN Dividend ex-Financials Fund Large Cap Value Equities 0.38% 1.59%
ACWV MSCI All Country World Minimum Volatility ETF Global Equities 0.20% 1.47%
CDC U.S. EQ Income 100 Enhanced Volatility Weighted Index ETF Large Cap Value Equities 0.68% 1.29%
SPLV S&P 500 Low Volatility Portfolio Large Cap Blend Equities 0.25% 1.14%

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