British Columbia Investment Management’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 | $16.2M | Buy |
169,090
+17,336
| +11% | +$1.63M | 0.1% | 154 |
|
|
2026
Q1 | $14.6M | Sell |
151,754
-43,273
| -22% | -$4M | 0.09% | 178 |
|
|
2025
Q4 | $17M | Buy |
195,027
+36,882
| +23% | +$3.37M | 0.09% | 190 |
|
|
2025
Q3 | $15M | Sell |
158,145
-14,446
| -8% | -$1.35M | 0.09% | 187 |
|
|
2025
Q2 | $15.8M | Sell |
172,591
-36,948
| -18% | -$3.32M | 0.09% | 174 |
|
|
2025
Q1 | $19.3M | Sell |
209,539
-69
| -0% | -$5.97K | 0.12% | 161 |
|
|
2024
Q4 | $17.3M | Buy |
209,608
+27,153
| +15% | +$2.38M | 0.1% | 173 |
|
|
2024
Q3 | $16.5M | Sell |
182,455
-26,541
| -13% | -$2.27M | 0.1% | 169 |
|
|
2024
Q2 | $16.2M | Buy |
208,996
+78,373
| +60% | +$5.94M | 0.1% | 170 |
|
|
2024
Q1 | $9.37M | Buy |
130,623
+5,076
| +4% | +$350K | 0.06% | 204 |
|
|
2023
Q4 | $8.8M | Buy |
125,547
+26,398
| +27% | +$1.81M | 0.07% | 197 |
|
|
2023
Q3 | $6.42M | Buy |
99,149
+720
| +0.7% | +$50K | 0.06% | 217 |
|
|
2023
Q2 | $6.91M | Buy |
98,429
+1,025
| +1% | +$73.5K | 0.06% | 224 |
|
|
2023
Q1 | $6.78M | Buy |
97,404
+903
| +0.9% | +$60.8K | 0.07% | 223 |
|
|
2022
Q4 | $6.89M | Sell |
96,501
-8,616
| -8% | -$576K | 0.08% | 215 |
|
|
2022
Q3 | $7.15M | Sell |
105,117
-17,813
| -14% | -$1.35M | 0.08% | 208 |
|
|
2022
Q2 | $8.77M | Sell |
122,930
-40,683
| -25% | -$2.99M | 0.08% | 209 |
|
|
2022
Q1 | $11.9M | Sell |
163,613
-22,471
| -12% | -$1.52M | 0.08% | 215 |
|
|
2021
Q4 | $12.8M | Sell |
186,084
-9,702
| -5% | -$619K | 0.07% | 240 |
|
|
2021
Q3 | $12.1M | Buy |
195,786
+314
| +0.2% | +$20.2K | 0.07% | 238 |
|
|
2021
Q2 | $11.8M | Buy |
195,472
+21,921
| +13% | +$1.4M | 0.07% | 253 |
|
|
2021
Q1 | $10.8M | Sell |
173,551
-5,100
| -3% | -$305K | 0.08% | 233 |
|
|
2020
Q4 | $11M | Sell |
178,651
-4,483
| -2% | -$270K | 0.08% | 229 |
|
|
2020
Q3 | $9.93M | Buy |
183,134
+14,198
| +8% | +$759K | 0.08% | 215 |
|
|
2020
Q2 | $8.76M | Buy |
168,936
+54,078
| +47% | +$3.01M | 0.09% | 221 |
|
|
2020
Q1 | $6.22M | Sell |
114,858
-131,790
| -53% | -$8.35M | 0.11% | 171 |
|
|
2019
Q4 | $15.7M | Sell |
246,648
-109,234
| -31% | -$6.77M | 0.12% | 160 |
|
|
2019
Q3 | $22M | Sell |
355,882
-49,364
| -12% | -$2.86M | 0.21% | 107 |
|
|
2019
Q2 | $22.4M | Buy |
405,246
+8,226
| +2% | +$440K | 0.2% | 116 |
|
|
2019
Q1 | $20.5M | Sell |
397,020
-29,554
| -7% | -$1.45M | 0.18% | 125 |
|
|
2018
Q4 | $18.7M | Buy |
426,574
+90,599
| +27% | +$4.12M | 0.17% | 137 |
|
|
2018
Q3 | $14.6M | Sell |
335,975
-111,532
| -25% | -$5.14M | 0.16% | 149 |
|
|
2018
Q2 | $20.7M | Sell |
447,507
-97,414
| -18% | -$4.36M | 0.18% | 122 |
|
|
2018
Q1 | $24.3M | Sell |
544,921
-53,827
| -9% | -$2.39M | 0.19% | 126 |
|
|
2017
Q4 | $28.8M | Buy |
598,748
+76,285
| +15% | +$3.89M | 0.2% | 120 |
|
|
2017
Q3 | $25.7M | Buy |
522,463
+7,389
| +1% | +$358K | 0.2% | 124 |
|
|
2017
Q2 | $24.7M | Sell |
515,074
-16,444
| -3% | -$824K | 0.2% | 122 |
|
|
2017
Q1 | $26.5M | Buy |
531,518
+563
| +0.1% | +$27.8K | 0.21% | 113 |
|
|
2016
Q4 | $26.1M | Buy |
530,955
+95,774
| +22% | +$4.71M | 0.23% | 100 |
|
|
2016
Q3 | $22.3M | Sell |
435,181
-67,808
| -13% | -$3.57M | 0.23% | 98 |
|
|
2016
Q2 | $27M | Buy |
502,989
+144,444
| +40% | +$7.26M | 0.24% | 91 |
|
|
2016
Q1 | $18.5M | Sell |
358,545
-3,678
| -1% | -$179K | 0.17% | 134 |
|
|
2015
Q4 | $16.9M | Sell |
362,223
-61,885
| -15% | -$2.81M | 0.16% | 147 |
|
|
2015
Q3 | $19M | Sell |
424,108
-51,880
| -11% | -$2.28M | 0.19% | 128 |
|
|
2015
Q2 | $19.9M | Buy |
475,988
+152,648
| +47% | +$6.65M | 0.19% | 138 |
|
|
2015
Q1 | $14.3M | Sell |
323,340
-183,591
| -36% | -$8.72M | 0.13% | 204 |
|
|
2014
Q4 | $24.9M | Buy |
506,931
+192,582
| +61% | +$9.09M | 0.21% | 124 |
|
|
2014
Q3 | $13.7M | Sell |
314,349
-28,087
| -8% | -$1.23M | 0.12% | 215 |
|
|
2014
Q2 | $15.5M | Buy |
342,436
+8,062
| +2% | +$356K | 0.13% | 208 |
|
|
2014
Q1 | $14.7M | Sell |
334,374
-46,365
| -12% | -$1.94M | 0.12% | 203 |
|
|
2013
Q4 | $15.7M | Sell |
380,739
-49,477
| -12% | -$2.04M | 0.12% | 206 |
|
|
2013
Q3 | $17.7M | Sell |
430,216
-47,179
| -10% | -$2.03M | 0.15% | 166 |
|
|
2013
Q2 | $21.1M | Buy |
+477,395
| New | +$22M | 0.17% | 137 |
|
Other funds holding SO
British Columbia Investment Management's SO Position: Q2 2026 in Review
British Columbia Investment Management increased its Southern Company (SO) stake by 11% in Q2 2026, buying an estimated $1.63M and bringing the position to 169,090 shares worth $16.2M. The position accounts for 0.1% of the portfolio, ranked #154.
British Columbia Investment Management first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $28.8M in Q4 2017. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- British Columbia Investment Management held 169,090 shares of Southern Company worth $16.2M as of Q2 2026.
- British Columbia Investment Management bought 17,336 Southern Company shares in Q2 2026, an estimated $1.63M.
- Southern Company made up 0.1% of British Columbia Investment Management's portfolio in Q2 2026, its #154 holding.
- British Columbia Investment Management first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
- British Columbia Investment Management's Southern Company position peaked at $28.8M in Q4 2017.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on British Columbia Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.