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
Q2 		$3.85M Sell
40,184
-7,110
-15% -$669K 0.01% 389
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

CI Investments Inc's SO Position: Q2 2026 in Review

CI Investments Inc reduced its Southern Company (SO) stake by 15% in Q2 2026, selling an estimated $669K and leaving 40,184 shares worth $3.85M. The position accounts for 0.01% of the portfolio, ranked #389.

CI Investments Inc first reported a position in SO in Q3 2019 and has held it in 27 quarters since. The position peaked at $4.56M in Q1 2026. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • CI Investments Inc held 40,184 shares of Southern Company worth $3.85M as of Q2 2026.
  • CI Investments Inc sold 7,110 Southern Company shares in Q2 2026, an estimated $669K.
  • Southern Company made up 0.01% of CI Investments Inc's portfolio in Q2 2026, its #389 holding.
  • CI Investments Inc first reported a position in Southern Company in Q3 2019 and has held it in 27 quarters since.
  • CI Investments Inc's Southern Company position peaked at $4.56M in Q1 2026.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on CI Investments Inc's 13F filing for Q2 2026, filed 13 Aug 2026.