Caisse de Depot et Placement du Quebec (CDPQ)’s Southern Company SO Stock Holding History

Caisse de Depot et Placement du Quebec (CDPQ)’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	$1.6M	Buy	+16,571	New	+$1.53M	﹤0.01%	581
2025 Q4	–	Sell	-11,577	Closed	-$1.1M	–	601
2025 Q3	$1.1M	Buy	11,577 +64	+0.6%	+$5.97K	﹤0.01%	517
2025 Q2	$1.06M	Sell	11,513 -320,728	-97%	-$28.8M	﹤0.01%	465
2025 Q1	$30.5M	Buy	332,241 +165,428	+99%	+$14.3M	0.06%	261
2024 Q4	$13.7M	Buy	166,813 +163,426	+4,825%	+$14.3M	0.03%	328
2024 Q3	$305K	Buy	3,387 +100	+3%	+$8.54K	﹤0.01%	484
2024 Q2	$255K	Sell	3,287 -115	-3%	-$8.71K	﹤0.01%	452
2024 Q1	$244K	Sell	3,402 -144,274	-98%	-$9.96M	﹤0.01%	478
2023 Q4	$10.4M	Buy	147,676 +138,296	+1,474%	+$9.5M	0.03%	290
2023 Q3	$607K	Sell	9,380 -1,183,600	-99%	-$82.1M	﹤0.01%	441
2023 Q2	$83.8M	Sell	1,192,980 -93,920	-7%	-$6.74M	0.22%	107
2023 Q1	$89.5M	Sell	1,286,900 -453,500	-26%	-$30.5M	0.26%	90
2022 Q4	$124M	Buy	+1,740,400	New	+$116M	0.38%	63
2022 Q2	–	Sell	-14,000	Closed	-$1.01M	–	653
2022 Q1	$1.01M	Sell	14,000 -1,200	-8%	-$81.3K	﹤0.01%	544
2021 Q4	$1.04M	Sell	15,200 -28,300	-65%	-$1.8M	﹤0.01%	496
2021 Q3	$2.7M	Buy	43,500 +200	+0.5%	+$12.9K	0.01%	431
2021 Q2	$2.62M	Sell	43,300 -58,000	-57%	-$3.71M	0.01%	392
2021 Q1	$6.3M	Buy	101,300 +19,307	+24%	+$1.16M	0.01%	276
2020 Q4	$5.04M	Sell	81,993 -15,565	-16%	-$936K	0.01%	291
2020 Q3	$5.29M	Sell	97,558 -5,700	-6%	-$305K	0.01%	238
2020 Q2	$5.35M	Sell	103,258 -35,542	-26%	-$1.98M	0.02%	258
2020 Q1	$7.51M	Sell	138,800 -14,732	-10%	-$933K	0.02%	215
2019 Q4	$9.78M	Buy	153,532 +1,300	+0.9%	+$80.6K	0.02%	222
2019 Q3	$9.4M	Buy	152,232 +43,974	+41%	+$2.55M	0.02%	243
2019 Q2	$5.99M	Sell	108,258 -78,400	-42%	-$4.2M	0.01%	284
2019 Q1	$9.65M	Buy	186,658 +7,700	+4%	+$377K	0.02%	241
2018 Q4	$7.86M	Buy	178,958 +48,300	+37%	+$2.2M	0.02%	260
2018 Q3	$5.7M	Sell	130,658 -73,742	-36%	-$3.4M	0.01%	325
2018 Q2	$9.47M	Buy	204,400 +14,500	+8%	+$649K	0.02%	267
2018 Q1	$8.48M	Sell	189,900 -91,103	-32%	-$4.04M	0.02%	265
2017 Q4	$13.5M	Sell	281,003 -123,405	-31%	-$6.29M	0.03%	219
2017 Q3	$20M	Sell	404,408 -60,692	-13%	-$2.94M	0.05%	181
2017 Q2	$22.2M	Sell	465,100 -1,665,700	-78%	-$83.5M	0.05%	163
2017 Q1	$106M	Sell	2,130,800 -81,173	-4%	-$4.01M	0.26%	77
2016 Q4	$109M	Buy	2,211,973 +662,553	+43%	+$32.6M	0.27%	76
2016 Q3	$79.5M	Buy	1,549,420 +676,860	+78%	+$35.6M	0.2%	91
2016 Q2	$46.8M	Buy	872,560 +301,302	+53%	+$15.2M	0.12%	114
2016 Q1	$29.6M	Sell	571,258 -137,300	-19%	-$6.69M	0.08%	131
2015 Q4	$33.2M	Buy	+708,558	New	+$32.1M	0.09%	124
2015 Q3	–	Sell	-143,200	Closed	-$6M	–	696
2015 Q2	$6M	Buy	143,200 +91,600	+178%	+$3.99M	0.02%	392
2015 Q1	$2.29M	Sell	51,600 -4,356,500	-99%	-$207M	0.01%	590
2014 Q4	$216M	Sell	4,408,100 -37,200	-0.8%	-$1.76M	0.57%	50
2014 Q3	$194M	Buy	4,445,300 +86,700	+2%	+$3.81M	0.53%	48
2014 Q2	$198M	Sell	4,358,600 -572,400	-12%	-$25.3M	0.54%	45
2014 Q1	$217M	Buy	4,931,000 +986,500	+25%	+$41.3M	0.65%	42
2013 Q4	$162M	Sell	3,944,500 -485,000	-11%	-$20M	0.49%	52
2013 Q3	$182M	Buy	4,429,500 +669,700	+18%	+$28.8M	0.52%	54
2013 Q2	$166M	Buy	+3,759,800	New	+$173M	0.48%	51

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ)'s SO Position: Q1 2026 in Review

Caisse de Depot et Placement du Quebec (CDPQ) opened a new position in Southern Company (SO) in Q1 2026: 16,571 shares worth $1.6M. The stake represents ﹤0.01% of the portfolio and ranks #581 among its holdings. This is a return to the name: Caisse de Depot et Placement du Quebec (CDPQ) previously reported a position in SO as recently as Q3 2025.

Caisse de Depot et Placement du Quebec (CDPQ) first reported a position in SO in Q2 2013 and has held it in 48 quarters since. The position peaked at $217M in Q1 2014. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Caisse de Depot et Placement du Quebec (CDPQ) held 16,571 shares of Southern Company worth $1.6M as of Q1 2026.
Southern Company was a new Caisse de Depot et Placement du Quebec (CDPQ) position in Q1 2026.
Southern Company made up ﹤0.01% of Caisse de Depot et Placement du Quebec (CDPQ)'s portfolio in Q1 2026, its #581 holding.
Caisse de Depot et Placement du Quebec (CDPQ) first reported a position in Southern Company in Q2 2013 and has held it in 48 quarters since.
Caisse de Depot et Placement du Quebec (CDPQ)'s Southern Company position peaked at $217M in Q1 2014.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Caisse de Depot et Placement du Quebec (CDPQ)'s 13F filing for Q1 2026, filed 14 May 2026.