Bank of Montreal
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Bank of Montreal’s Southern Company SO Stock Holding History

Bank of Montreal’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
2020
Q2 		– Sell
-204,200
Closed -$10.7M – 4815
2020
Q1 		$10.7M Buy
+204,200
New +$12.9M 0.01% 687
2015
Q4 		– Sell
-80,000
Closed -$3.58M – 4398
2015
Q3 		$3.58M Buy
+80,000
New +$3.51M ﹤0.01% 1066
2015
Q1 		– Sell
-166,500
Closed -$8.18M – 4173
2014
Q4 		$8.18M Sell
166,500
-23,500
-12% -$1.11M 0.01% 859
2014
Q3 		$8.29M Buy
+190,000
New +$8.35M 0.01% 881
2013
Q3 		– Sell
-52,200
Closed -$2.3M – 3927
2013
Q2 		$2.3M Buy
+52,200
New +$2.4M ﹤0.01% 1036

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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. 2,369 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.
  • 2,369 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.