Alberta Investment Management Corp (AIMCo)’s Southern Company SO Stock Holding History

Alberta Investment Management Corp (AIMCo)’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-20,300	Closed	-$1.77M	–	831
2025 Q4	$1.77M	Sell	20,300 -4,300	-17%	-$393K	0.01%	489
2025 Q3	$2.33M	Sell	24,600 -37,000	-60%	-$3.45M	0.02%	375
2025 Q2	$5.66M	Sell	61,600 -142,806	-70%	-$12.8M	0.04%	227
2025 Q1	$18.8M	Buy	204,406 +165,706	+428%	+$14.3M	0.13%	118
2024 Q4	$3.19M	Hold	38,700	–	–	0.02%	377
2024 Q3	$3.49M	Buy	+38,700	New	+$3.31M	0.03%	308
2024 Q2	–	Sell	-21,700	Closed	-$1.56M	–	988
2024 Q1	$1.56M	Hold	21,700	–	–	0.02%	506
2023 Q4	$1.52M	Hold	21,700	–	–	0.01%	509
2023 Q3	$1.4M	Hold	21,700	–	–	0.02%	535
2023 Q2	$1.52M	Hold	21,700	–	–	0.01%	620
2023 Q1	$1.51M	Sell	21,700 -165,519	-88%	-$11.1M	0.01%	624
2022 Q4	$13.4M	Sell	187,219 -8,900	-5%	-$595K	0.12%	195
2022 Q3	$13.3M	Hold	196,119	–	–	0.1%	217
2022 Q2	$14M	Buy	196,119 +1,019	+0.5%	+$74.8K	0.1%	216
2022 Q1	$14.1M	Buy	195,100 +300	+0.2%	+$20.3K	0.08%	261
2021 Q4	$13.4M	Hold	194,800	–	–	0.08%	249
2021 Q3	$12.1M	Sell	194,800 -3,200	-2%	-$206K	0.1%	215
2021 Q2	$12M	Buy	198,000 +15,600	+9%	+$998K	0.1%	227
2021 Q1	$11.3M	Sell	182,400 -42,800	-19%	-$2.56M	0.1%	220
2020 Q4	$13.8M	Sell	225,200 -10,800	-5%	-$649K	0.12%	189
2020 Q3	$12.8M	Hold	236,000	–	–	0.14%	176
2020 Q2	$12.2M	Buy	236,000 +51,900	+28%	+$2.89M	0.15%	168
2020 Q1	$9.97M	Buy	+184,100	New	+$11.7M	0.18%	144
2019 Q3	–	Sell	-20,000	Closed	-$1.11M	–	998
2019 Q2	$1.11M	Hold	20,000	–	–	0.01%	618
2019 Q1	$1.03M	Hold	20,000	–	–	0.01%	614
2018 Q4	$878K	Sell	20,000 -47,200	-70%	-$2.15M	0.01%	580
2018 Q3	$2.93M	Buy	67,200 +47,200	+236%	+$2.18M	0.03%	428
2018 Q2	$926K	Hold	20,000	–	–	0.01%	606
2018 Q1	$893K	Sell	20,000 -556,200	-97%	-$24.7M	0.01%	602
2017 Q4	$27.7M	Sell	576,200 -215,500	-27%	-$11M	0.24%	104
2017 Q3	$38.9M	Hold	791,700	–	–	0.36%	63
2017 Q2	$37.9M	Hold	791,700	–	–	0.36%	59
2017 Q1	$39.4M	Hold	791,700	–	–	0.34%	60
2016 Q4	$38.9M	Hold	791,700	–	–	0.35%	63
2016 Q3	$40.6M	Buy	791,700 +257,900	+48%	+$13.6M	0.4%	56
2016 Q2	$28.6M	Buy	533,800 +281,300	+111%	+$14.1M	0.33%	71
2016 Q1	$13.1M	Sell	252,500 -44,300	-15%	-$2.16M	0.17%	128
2015 Q4	$13.9M	Sell	296,800 -112,500	-27%	-$5.1M	0.16%	138
2015 Q3	$18.3M	Sell	409,300 -5,300	-1%	-$233K	0.21%	106
2015 Q2	$17.4M	Buy	414,600 +28,300	+7%	+$1.23M	0.19%	121
2015 Q1	$17.1M	Buy	386,300 +23,100	+6%	+$1.1M	0.18%	137
2014 Q4	$17.8M	Sell	363,200 -20,200	-5%	-$954K	0.19%	138
2014 Q3	$16.7M	Buy	383,400 +26,700	+7%	+$1.17M	0.18%	166
2014 Q2	$16.2M	Hold	356,700	–	–	0.18%	160
2014 Q1	$15.7M	Hold	356,700	–	–	0.19%	163
2013 Q4	$14.7M	Hold	356,700	–	–	0.19%	168
2013 Q3	$14.7M	Buy	356,700 +27,000	+8%	+$1.16M	0.19%	165
2013 Q2	$15.3M	Buy	+329,700	New	+$15.2M	0.37%	65