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CIBC Bancorp USA’s Southern Company SO Stock Holding History

CIBC Bancorp USA’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 		$29.5M Sell
308,433
-57,571
-16% -$5.42M 0.04% 333
2026
Q1 		$35.3M Buy
+366,004
New +$33.9M 0.05% 274
2025
Q3 		$14.8M Buy
+156,073
New +$14.6M 0.08% 196

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CIBC Bancorp USA's SO Position: Q2 2026 in Review

CIBC Bancorp USA reduced its Southern Company (SO) stake by 16% in Q2 2026, selling an estimated $5.42M and leaving 308,433 shares worth $29.5M. The position accounts for 0.04% of the portfolio, ranked #333.

CIBC Bancorp USA first reported a position in SO in Q3 2025 and has held it in 3 quarters since. The position peaked at $35.3M in Q1 2026. 2,269 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • CIBC Bancorp USA held 308,433 shares of Southern Company worth $29.5M as of Q2 2026.
  • CIBC Bancorp USA sold 57,571 Southern Company shares in Q2 2026, an estimated $5.42M.
  • Southern Company made up 0.04% of CIBC Bancorp USA's portfolio in Q2 2026, its #333 holding.
  • CIBC Bancorp USA first reported a position in Southern Company in Q3 2025 and has held it in 3 quarters since.
  • CIBC Bancorp USA's Southern Company position peaked at $35.3M in Q1 2026.
  • 2,269 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on CIBC Bancorp USA's 13F filing for Q2 2026, filed 13 Aug 2026.