CI Investments Inc
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CI Investments Inc’s Southern Company SO Stock Holding History

CI Investments Inc’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 		$4.56M Buy
47,294
+19,400
+70% +$1.79M 0.02% 314
2025
Q4 		$2.43M Buy
27,894
+5,833
+26% +$533K 0.01% 365
2025
Q3 		$2.09M Sell
22,061
-2,030
-8% -$190K 0.01% 366
2025
Q2 		$2.21M Buy
24,091
+722
+3% +$64.8K 0.01% 353
2025
Q1 		$2.15M Buy
23,369
+11,784
+102% +$1.02M 0.01% 362
2024
Q4 		$954K Sell
11,585
-4,888
-30% -$429K ﹤0.01% 423
2024
Q3 		$1.49M Sell
16,473
-1,608
-9% -$137K 0.01% 371
2024
Q2 		$1.4M Sell
18,081
-2,703
-13% -$205K 0.01% 363
2024
Q1 		$1.49M Buy
20,784
+2,453
+13% +$169K 0.01% 359
2023
Q4 		$1.28M Buy
18,331
+4,390
+31% +$301K 0.01% 354
2023
Q3 		$902K Sell
13,941
-149
-1% -$10.3K 0.01% 374
2023
Q2 		$990K Buy
14,090
+1,943
+16% +$139K 0.01% 377
2023
Q1 		$845K Buy
12,147
+9,174
+309% +$618K ﹤0.01% 384
2022
Q4 		$212K Buy
2,973
+1,560
+110% +$104K ﹤0.01% 598
2022
Q3 		$96K Buy
1,413
+1,284
+995% +$97.3K ﹤0.01% 713
2022
Q2 		$9K Sell
129
-1
-0.8% -$73 ﹤0.01% 1044
2022
Q1 		$9K Hold
130
– – ﹤0.01% 1092
2021
Q4 		$9K Hold
130
– – ﹤0.01% 1090
2021
Q3 		$8K Buy
+130
New +$8.37K ﹤0.01% 1061
2021
Q2 		– Sell
-8,667
Closed -$539K – 1084
2021
Q1 		$539K Buy
8,667
+472
+6% +$28.3K ﹤0.01% 532
2020
Q4 		$503K Sell
8,195
-870
-10% -$52.3K ﹤0.01% 509
2020
Q3 		$492K Buy
9,065
+540
+6% +$28.9K ﹤0.01% 413
2020
Q2 		$442K Sell
8,525
-30,255
-78% -$1.68M ﹤0.01% 418
2020
Q1 		$2.1M Sell
38,780
-10,899
-22% -$690K 0.01% 282
2019
Q4 		$3.17M Sell
49,679
-7,440
-13% -$461K 0.02% 271
2019
Q3 		$3.53M Buy
+57,119
New +$3.31M 0.02% 257

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CI Investments Inc's SO Position: Q1 2026 in Review

CI Investments Inc increased its Southern Company (SO) stake by 70% in Q1 2026, buying an estimated $1.79M and bringing the position to 47,294 shares worth $4.56M. The position accounts for 0.02% of the portfolio, ranked #314.

CI Investments Inc first reported a position in SO in Q3 2019 and has held it in 26 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • CI Investments Inc held 47,294 shares of Southern Company worth $4.56M as of Q1 2026.
  • CI Investments Inc bought 19,400 Southern Company shares in Q1 2026, an estimated $1.79M.
  • Southern Company made up 0.02% of CI Investments Inc's portfolio in Q1 2026, its #314 holding.
  • CI Investments Inc first reported a position in Southern Company in Q3 2019 and has held it in 26 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on CI Investments Inc's 13F filing for Q1 2026, filed 13 May 2026.