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
2026 Q1	–	Sell	-20,000	Closed	-$1.74M	–	4009
2025 Q4	$1.74M	Hold	20,000	–	–	﹤0.01%	1714
2025 Q3	$1.9M	Hold	20,000	–	–	﹤0.01%	1680
2025 Q2	$1.84M	Hold	20,000	–	–	﹤0.01%	1616
2025 Q1	$1.84M	Buy	+20,000	New	+$1.73M	﹤0.01%	1544
2014 Q4	–	Sell	-40,000	Closed	-$1.75M	–	4157
2014 Q3	$1.75M	Buy	+40,000	New	+$1.76M	﹤0.01%	1530
2014 Q1	–	Sell	-53	Closed	-$2K	–	4145
2013 Q4	$2K	Buy	+53	New	+$2.19K	﹤0.01%	3630

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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.