Bank of Nova Scotia’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 | $16M | Sell |
167,168
-31,236
| -16% | -$2.94M | 0.02% | 393 |
|
|
2026
Q1 | $19.1M | Buy |
198,404
+19,452
| +11% | +$1.8M | 0.03% | 310 |
|
|
2025
Q4 | $15.6M | Buy |
178,952
+30,493
| +21% | +$2.78M | 0.02% | 386 |
|
|
2025
Q3 | $14.1M | Buy |
148,459
+14,262
| +11% | +$1.33M | 0.02% | 353 |
|
|
2025
Q2 | $12.3M | Buy |
134,197
+7,769
| +6% | +$698K | 0.03% | 344 |
|
|
2025
Q1 | $11.6M | Sell |
126,428
-34,645
| -22% | -$3M | 0.03% | 338 |
|
|
2024
Q4 | $13.3M | Buy |
161,073
+21,150
| +15% | +$1.86M | 0.02% | 368 |
|
|
2024
Q3 | $12.6M | Buy |
139,923
+20,761
| +17% | +$1.77M | 0.03% | 316 |
|
|
2024
Q2 | $9.24M | Sell |
119,162
-21,655
| -15% | -$1.64M | 0.02% | 382 |
|
|
2024
Q1 | $10.1M | Sell |
140,817
-397,808
| -74% | -$27.5M | 0.02% | 399 |
|
|
2023
Q4 | $37.8M | Buy |
538,625
+431,101
| +401% | +$29.6M | 0.07% | 197 |
|
|
2023
Q3 | $6.96M | Buy |
107,524
+13,490
| +14% | +$936K | 0.02% | 374 |
|
|
2023
Q2 | $6.61M | Buy |
94,034
+13,064
| +16% | +$937K | 0.02% | 335 |
|
|
2023
Q1 | $5.63M | Sell |
80,970
-39,599
| -33% | -$2.67M | 0.02% | 365 |
|
|
2022
Q4 | $8.61M | Buy |
120,569
+31,239
| +35% | +$2.09M | 0.02% | 377 |
|
|
2022
Q3 | $6.08M | Buy |
89,330
+222
| +0.2% | +$16.8K | 0.02% | 399 |
|
|
2022
Q2 | $6.36M | Sell |
89,108
-43,969
| -33% | -$3.23M | 0.02% | 450 |
|
|
2022
Q1 | $9.65M | Sell |
133,077
-475,009
| -78% | -$32.2M | 0.02% | 458 |
|
|
2021
Q4 | $41.7M | Sell |
608,086
-466,790
| -43% | -$29.8M | 0.06% | 270 |
|
|
2021
Q3 | $66.6M | Buy |
1,074,876
+574,113
| +115% | +$37M | 0.12% | 168 |
|
|
2021
Q2 | $30.3M | Buy |
500,763
+1,137
| +0.2% | +$72.7K | 0.06% | 252 |
|
|
2021
Q1 | $31.1M | Buy |
499,626
+85,800
| +21% | +$5.14M | 0.06% | 233 |
|
|
2020
Q4 | $25.4M | Sell |
413,826
-713,215
| -63% | -$42.9M | 0.05% | 261 |
|
|
2020
Q3 | $61.1M | Buy |
1,127,041
+811,350
| +257% | +$43.4M | 0.17% | 123 |
|
|
2020
Q2 | $16.4M | Buy |
315,691
+78,014
| +33% | +$4.34M | 0.06% | 233 |
|
|
2020
Q1 | $12.9M | Sell |
237,677
-79,771
| -25% | -$5.05M | 0.04% | 273 |
|
|
2019
Q4 | $20.2M | Buy |
317,448
+8,409
| +3% | +$521K | 0.05% | 280 |
|
|
2019
Q3 | $19.1M | Sell |
309,039
-210,317
| -40% | -$12.2M | 0.06% | 267 |
|
|
2019
Q2 | $28.7M | Sell |
519,356
-36,952
| -7% | -$1.98M | 0.12% | 173 |
|
|
2019
Q1 | $28.8M | Buy |
556,308
+325,676
| +141% | +$16M | 0.11% | 183 |
|
|
2018
Q4 | $10.1M | Buy |
230,632
+14,371
| +7% | +$653K | 0.05% | 274 |
|
|
2018
Q3 | $9.42M | Buy |
216,261
+95,338
| +79% | +$4.39M | 0.04% | 320 |
|
|
2018
Q2 | $5.6M | Sell |
120,923
-17,640
| -13% | -$790K | 0.03% | 337 |
|
|
2018
Q1 | $6.19M | Sell |
138,563
-29,006
| -17% | -$1.29M | 0.03% | 356 |
|
|
2017
Q4 | $8.06M | Sell |
167,569
-7,871
| -4% | -$401K | 0.04% | 343 |
|
|
2017
Q3 | $8.62M | Sell |
175,440
-50,289
| -22% | -$2.44M | 0.05% | 273 |
|
|
2017
Q2 | $10.8M | Sell |
225,729
-2,252
| -1% | -$113K | 0.06% | 281 |
|
|
2017
Q1 | $11.3M | Buy |
227,981
+205,920
| +933% | +$10.2M | 0.05% | 264 |
|
|
2016
Q4 | $1.08M | Buy |
22,061
+2,065
| +10% | +$101K | 0.01% | 470 |
|
|
2016
Q3 | $1.03M | Buy |
19,996
+1,170
| +6% | +$61.6K | 0.01% | 392 |
|
|
2016
Q2 | $1.01M | Buy |
18,826
+1,610
| +9% | +$81K | 0.01% | 367 |
|
|
2016
Q1 | $891K | Buy |
17,216
+360
| +2% | +$17.5K | 0.01% | 374 |
|
|
2015
Q4 | $789K | Buy |
16,856
+10
| +0.1% | +$453 | ﹤0.01% | 425 |
|
|
2015
Q3 | $753K | Buy |
16,846
+610
| +4% | +$26.8K | ﹤0.01% | 350 |
|
|
2015
Q2 | $680K | Buy |
16,236
+539
| +3% | +$23.5K | ﹤0.01% | 321 |
|
|
2015
Q1 | $695K | Buy |
15,697
+400
| +3% | +$19K | ﹤0.01% | 311 |
|
|
2014
Q4 | $751K | Buy |
15,297
+1,078
| +8% | +$50.9K | ﹤0.01% | 311 |
|
|
2014
Q3 | $621K | Buy |
14,219
+174
| +1% | +$7.64K | ﹤0.01% | 330 |
|
|
2014
Q2 | $637K | Buy |
14,045
+1,055
| +8% | +$46.6K | ﹤0.01% | 325 |
|
|
2014
Q1 | $571K | Sell |
12,990
-2,138
| -14% | -$89.6K | ﹤0.01% | 357 |
|
|
2013
Q4 | $622K | Buy |
15,128
+240
| +2% | +$9.9K | ﹤0.01% | 360 |
|
|
2013
Q3 | $613K | Sell |
14,888
-22
| -0.1% | -$948 | ﹤0.01% | 320 |
|
|
2013
Q2 | $657K | Buy |
+14,910
| New | +$686K | ﹤0.01% | 285 |
|
Other funds holding SO
Bank of Nova Scotia's SO Position: Q2 2026 in Review
Bank of Nova Scotia reduced its Southern Company (SO) stake by 16% in Q2 2026, selling an estimated $2.94M and leaving 167,168 shares worth $16M. The position accounts for 0.02% of the portfolio, ranked #393.
Bank of Nova Scotia first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $66.6M in Q3 2021. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Bank of Nova Scotia held 167,168 shares of Southern Company worth $16M as of Q2 2026.
- Bank of Nova Scotia sold 31,236 Southern Company shares in Q2 2026, an estimated $2.94M.
- Southern Company made up 0.02% of Bank of Nova Scotia's portfolio in Q2 2026, its #393 holding.
- Bank of Nova Scotia first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
- Bank of Nova Scotia's Southern Company position peaked at $66.6M in Q3 2021.
- 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Bank of Nova Scotia's 13F filing for Q2 2026, filed 12 Aug 2026.