Bank of Montreal’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $274M | Buy |
2,860,777
+1,138,795
| +66% | +$107M | 0.09% | 175 |
|
|
2026
Q1 | $166M | Sell |
1,721,982
-263,104
| -13% | -$24.3M | 0.06% | 254 |
|
|
2025
Q4 | $173M | Buy |
1,985,086
+69,794
| +4% | +$6.37M | 0.06% | 249 |
|
|
2025
Q3 | $182M | Buy |
1,915,292
+233,337
| +14% | +$21.8M | 0.07% | 205 |
|
|
2025
Q2 | $154M | Sell |
1,681,955
-181,375
| -10% | -$16.3M | 0.07% | 200 |
|
|
2025
Q1 | $171M | Sell |
1,863,330
-290,198
| -13% | -$25.1M | 0.08% | 173 |
|
|
2024
Q4 | $177M | Buy |
2,153,528
+59,235
| +3% | +$5.2M | 0.08% | 182 |
|
|
2024
Q3 | $189M | Buy |
2,094,293
+58,103
| +3% | +$4.96M | 0.08% | 193 |
|
|
2024
Q2 | $160M | Buy |
2,036,190
+162,045
| +9% | +$12.3M | 0.05% | 211 |
|
|
2024
Q1 | $133M | Sell |
1,874,145
-238,085
| -11% | -$16.4M | 0.04% | 247 |
|
|
2023
Q4 | $151M | Buy |
2,112,230
+239,235
| +13% | +$16.4M | 0.05% | 223 |
|
|
2023
Q3 | $133M | Sell |
1,872,995
-22,666
| -1% | -$1.57M | 0.05% | 224 |
|
|
2023
Q2 | $136M | Sell |
1,895,661
-37,404
| -2% | -$2.68M | 0.05% | 202 |
|
|
2023
Q1 | $135M | Sell |
1,933,065
-201,227
| -9% | -$13.5M | 0.05% | 192 |
|
|
2022
Q4 | $154M | Buy |
2,134,292
+304,844
| +17% | +$20.4M | 0.07% | 169 |
|
|
2022
Q3 | $129K | Buy |
1,829,448
+100,466
| +6% | +$7.61M | 0.06% | 198 |
|
|
2022
Q2 | $123K | Sell |
1,728,982
-99,036
| -5% | -$7.27M | 0.06% | 213 |
|
|
2022
Q1 | $133M | Sell |
1,828,018
-197,073
| -10% | -$13.3M | 0.06% | 219 |
|
|
2021
Q4 | $138M | Sell |
2,025,091
-161,893
| -7% | -$10.3M | 0.07% | 204 |
|
|
2021
Q3 | $137M | Buy |
2,186,984
+131,574
| +6% | +$8.47M | 0.06% | 262 |
|
|
2021
Q2 | $126M | Buy |
2,055,410
+201,181
| +11% | +$12.9M | 0.06% | 257 |
|
|
2021
Q1 | $117M | Sell |
1,854,229
-89,571
| -5% | -$5.36M | 0.08% | 222 |
|
|
2020
Q4 | $119M | Buy |
1,943,800
+103,848
| +6% | +$6.24M | 0.08% | 211 |
|
|
2020
Q3 | $106M | Buy |
1,839,952
+24,251
| +1% | +$1.3M | 0.09% | 185 |
|
|
2020
Q2 | $94.3M | Sell |
1,815,701
-152,478
| -8% | -$8.48M | 0.09% | 202 |
|
|
2020
Q1 | $103M | Sell |
1,968,179
-69,672
| -3% | -$4.41M | 0.12% | 154 |
|
|
2019
Q4 | $130M | Sell |
2,037,851
-19,756
| -1% | -$1.22M | 0.1% | 187 |
|
|
2019
Q3 | $127M | Buy |
2,057,607
+7,109
| +0.3% | +$412K | 0.11% | 160 |
|
|
2019
Q2 | $113M | Buy |
2,050,498
+51,283
| +3% | +$2.75M | 0.1% | 185 |
|
|
2019
Q1 | $103M | Sell |
1,999,215
-277,100
| -12% | -$13.6M | 0.09% | 202 |
|
|
2018
Q4 | $100M | Sell |
2,276,315
-5,821
| -0.3% | -$265K | 0.09% | 190 |
|
|
2018
Q3 | $99.5M | Buy |
2,282,136
+55,116
| +2% | +$2.54M | 0.08% | 230 |
|
|
2018
Q2 | $103M | Buy |
2,227,020
+130,718
| +6% | +$5.85M | 0.09% | 219 |
|
|
2018
Q1 | $93.6M | Buy |
2,096,302
+113,796
| +6% | +$5.05M | 0.08% | 230 |
|
|
2017
Q4 | $95.3M | Buy |
1,982,506
+102,695
| +5% | +$5.23M | 0.08% | 225 |
|
|
2017
Q3 | $92.4M | Buy |
1,879,811
+144,835
| +8% | +$7.02M | 0.08% | 215 |
|
|
2017
Q2 | $83.1M | Buy |
1,734,976
+136,369
| +9% | +$6.84M | 0.08% | 225 |
|
|
2017
Q1 | $79.6M | Buy |
1,598,607
+12,049
| +0.8% | +$595K | 0.08% | 215 |
|
|
2016
Q4 | $74.3M | Buy |
1,586,558
+48,377
| +3% | +$2.38M | 0.08% | 212 |
|
|
2016
Q3 | $78.9M | Buy |
1,538,181
+93,355
| +6% | +$4.92M | 0.09% | 196 |
|
|
2016
Q2 | $77.5M | Buy |
1,444,826
+99,819
| +7% | +$5.02M | 0.09% | 192 |
|
|
2016
Q1 | $69.6M | Buy |
1,345,007
+31,977
| +2% | +$1.56M | 0.07% | 190 |
|
|
2015
Q4 | $61.4M | Buy |
1,313,030
+88,372
| +7% | +$4.01M | 0.07% | 212 |
|
|
2015
Q3 | $54.7M | Buy |
1,224,658
+44,312
| +4% | +$1.94M | 0.08% | 235 |
|
|
2015
Q2 | $49.5M | Buy |
1,180,346
+51,863
| +5% | +$2.26M | 0.06% | 281 |
|
|
2015
Q1 | $50M | Buy |
1,128,483
+48,597
| +5% | +$2.31M | 0.06% | 279 |
|
|
2014
Q4 | $53M | Buy |
1,079,886
+30,960
| +3% | +$1.46M | 0.06% | 260 |
|
|
2014
Q3 | $45.8M | Buy |
1,048,926
+195,632
| +23% | +$8.59M | 0.05% | 302 |
|
|
2014
Q2 | $38.7M | Buy |
853,294
+105,801
| +14% | +$4.68M | 0.04% | 312 |
|
|
2014
Q1 | $32.8M | Buy |
747,493
+10,734
| +1% | +$450K | 0.04% | 303 |
|
|
2013
Q4 | $30.3M | Sell |
736,759
-9,715
| -1% | -$401K | 0.04% | 296 |
|
|
2013
Q3 | $30.7M | Buy |
746,474
+94,410
| +14% | +$4.07M | 0.05% | 263 |
|
|
2013
Q2 | $28.8M | Buy |
+652,064
| New | +$30M | 0.05% | 253 |
|
Other funds holding SO
VCM
VPM
Bank of Montreal's SO Position: Q2 2026 in Review
Bank of Montreal increased its Southern Company (SO) stake by 66% in Q2 2026, buying an estimated $107M and bringing the position to 2,860,777 shares worth $274M. The position accounts for 0.09% of the portfolio, ranked #175.
Bank of Montreal first reported a position in SO in Q2 2013 and has held it in 53 quarters since. 2,045 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Bank of Montreal held 2,860,777 shares of Southern Company worth $274M as of Q2 2026.
- Bank of Montreal bought 1,138,795 Southern Company shares in Q2 2026, an estimated $107M.
- Southern Company made up 0.09% of Bank of Montreal's portfolio in Q2 2026, its #175 holding.
- Bank of Montreal first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
- 2,045 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.