CIBC World Market
SO icon

CIBC World Market’s Southern Company SO Stock Holding History

CIBC World Market’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 		$2.91M Sell
30,199
-106,256
-78% -$9.83M ﹤0.01% 676
2025
Q4 		$11.9M Buy
136,455
+109,538
+407% +$10M 0.02% 380
2025
Q3 		$2.55M Sell
26,917
-98,569
-79% -$9.2M ﹤0.01% 747
2025
Q2 		$11.5M Buy
125,486
+34,150
+37% +$3.07M 0.02% 351
2025
Q1 		$8.4M Sell
91,336
-61,403
-40% -$5.32M 0.02% 380
2024
Q4 		$12.6M Buy
152,739
+95,175
+165% +$8.35M 0.03% 294
2024
Q3 		$5.19M Buy
57,564
+23,124
+67% +$1.98M 0.01% 475
2024
Q2 		$2.67M Buy
34,440
+2,045
+6% +$155K 0.01% 586
2024
Q1 		$2.32M Buy
32,395
+913
+3% +$63K 0.01% 614
2023
Q4 		$2.21M Sell
31,482
-2,913
-8% -$200K 0.01% 587
2023
Q3 		$2.23M Sell
34,395
-14,808
-30% -$1.03M 0.01% 537
2023
Q2 		$3.46M Sell
49,203
-11,464
-19% -$822K 0.01% 469
2023
Q1 		$4.22M Sell
60,667
-7,122
-11% -$480K 0.01% 406
2022
Q4 		$4.84M Buy
67,789
+252
+0.4% +$16.9K 0.02% 382
2022
Q3 		$4.59M Sell
67,537
-2,446
-3% -$185K 0.02% 356
2022
Q2 		$4.99M Sell
69,983
-10,230
-13% -$751K 0.02% 366
2022
Q1 		$5.82M Buy
80,213
+7,176
+10% +$486K 0.02% 345
2021
Q4 		$5.01M Buy
73,037
+4,809
+7% +$307K 0.01% 399
2021
Q3 		$4.23M Sell
68,228
-11,097
-14% -$714K 0.01% 393
2021
Q2 		$4.8M Sell
79,325
-4,616
-5% -$295K 0.01% 375
2021
Q1 		$5.22M Buy
83,941
+5,406
+7% +$324K 0.02% 361
2020
Q4 		$4.82M Buy
78,535
+18,036
+30% +$1.08M 0.02% 369
2020
Q3 		$3.28M Sell
60,499
-4,607
-7% -$246K 0.01% 386
2020
Q2 		$3.38M Sell
65,106
-5,074
-7% -$282K 0.02% 370
2020
Q1 		$3.8M Sell
70,180
-23,558
-25% -$1.49M 0.02% 292
2019
Q4 		$5.97M Buy
93,738
+6,416
+7% +$398K 0.02% 280
2019
Q3 		$5.39M Sell
87,322
-41,761
-32% -$2.42M 0.02% 286
2019
Q2 		$7.14M Buy
129,083
+2,078
+2% +$111K 0.03% 229
2019
Q1 		$6.56M Buy
127,005
+11,244
+10% +$551K 0.03% 245
2018
Q4 		$5.08M Buy
115,761
+8,894
+8% +$404K 0.03% 267
2018
Q3 		$4.66M Buy
106,867
+1,071
+1% +$49.4K 0.02% 316
2018
Q2 		$4.9M Buy
105,796
+5,139
+5% +$230K 0.02% 287
2018
Q1 		$4.5M Sell
100,657
-58,874
-37% -$2.61M 0.02% 310
2017
Q4 		$7.67M Sell
159,531
-79,878
-33% -$4.07M 0.03% 167
2017
Q3 		$11.8M Buy
239,409
+71,876
+43% +$3.48M 0.06% 126
2017
Q2 		$8.02M Buy
167,533
+30,427
+22% +$1.53M 0.03% 230
2017
Q1 		$6.83M Buy
137,106
+82,163
+150% +$4.06M 0.02% 233
2016
Q4 		$2.7M Sell
54,943
-16,599
-23% -$816K 0.01% 353
2016
Q3 		$3.67M Buy
71,542
+19,245
+37% +$1.01M 0.01% 258
2016
Q2 		$2.81M Buy
52,297
+31,360
+150% +$1.58M 0.01% 277
2016
Q1 		$1.08M Sell
20,937
-3,150
-13% -$153K 0.01% 427
2015
Q4 		$1.13M Buy
24,087
+3,214
+15% +$146K 0.01% 452
2015
Q3 		$933K Buy
20,873
+11,646
+126% +$511K ﹤0.01% 493
2015
Q2 		$387K Buy
9,227
+4,657
+102% +$203K ﹤0.01% 705
2015
Q1 		$202K Buy
+4,570
New +$217K ﹤0.01% 753
2014
Q4 		– Sell
-6,954
Closed -$304K – 872
2014
Q3 		$304K Sell
6,954
-299
-4% -$13.1K ﹤0.01% 643
2014
Q2 		$329K Sell
7,253
-867
-11% -$38.3K ﹤0.01% 601
2014
Q1 		$357K Sell
8,120
-1,229
-13% -$51.5K ﹤0.01% 601
2013
Q4 		$384K Sell
9,349
-1,394
-13% -$57.5K ﹤0.01% 564
2013
Q3 		$442K Sell
10,743
-390
-4% -$16.8K ﹤0.01% 458
2013
Q2 		$491K Buy
+11,133
New +$512K ﹤0.01% 398

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

CIBC World Market's SO Position: Q1 2026 in Review

CIBC World Market reduced its Southern Company (SO) stake by 78% in Q1 2026, selling an estimated $9.83M and leaving 30,199 shares worth $2.91M. The position accounts for ﹤0.01% of the portfolio, ranked #676.

CIBC World Market first reported a position in SO in Q2 2013 and has held it in 51 quarters since. The position peaked at $12.6M in Q4 2024. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • CIBC World Market held 30,199 shares of Southern Company worth $2.91M as of Q1 2026.
  • CIBC World Market sold 106,256 Southern Company shares in Q1 2026, an estimated $9.83M.
  • Southern Company made up ﹤0.01% of CIBC World Market's portfolio in Q1 2026, its #676 holding.
  • CIBC World Market first reported a position in Southern Company in Q2 2013 and has held it in 51 quarters since.
  • CIBC World Market's Southern Company position peaked at $12.6M in Q4 2024.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on CIBC World Market's 13F filing for Q1 2026, filed 14 May 2026.