Bank of Nova Scotia
SO icon

Bank of Nova Scotia’s Southern Company SO Stock Holding History

Bank of Nova Scotia’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
2025
Q2 		– Sell
-163
Closed -$15K – 1100
2025
Q1 		$15K Hold
163
– – ﹤0.01% 1034
2024
Q4 		$13.4K Hold
163
– – ﹤0.01% 1042
2024
Q3 		$14.7K Hold
163
– – ﹤0.01% 995
2024
Q2 		$12.6K Buy
+163
New +$12.4K ﹤0.01% 993

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

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. 1,889 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.
  • 1,889 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.