Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Southern Company SO Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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 		$273M Buy
2,856,478
+2,787,319
+4,030% +$262M 0.38% 50
2026
Q1 		$6.68M Buy
69,159
+25,631
+59% +$2.37M 0.01% 678
2025
Q4 		$3.8M Sell
43,528
-19
-0% -$1.74K 0.01% 749
2025
Q3 		$4.13M Sell
43,547
-296
-0.7% -$27.6K 0.01% 608
2025
Q2 		$4.03M Buy
43,843
+30,780
+236% +$2.76M 0.01% 544
2025
Q1 		$1.2M Buy
+13,063
New +$1.13M ﹤0.01% 723
2024
Q4 		– Sell
-200,000
Closed -$18M – 1177
2024
Q3 		$18M Sell
200,000
-110,000
-35% -$9.4M 0.04% 279
2024
Q2 		$24M Sell
310,000
-184,000
-37% -$13.9M 0.07% 171
2024
Q1 		$35.4M Hold
494,000
– – 0.12% 117
2023
Q4 		$34.6M Buy
+494,000
New +$33.9M 0.12% 123
2023
Q2 		– Sell
-2,312
Closed -$161K – 1410
2023
Q1 		$161K Buy
+2,312
New +$156K ﹤0.01% 996
2022
Q4 		– Sell
-109,731
Closed -$7.46M – 1615
2022
Q3 		$7.46M Buy
109,731
+1,246
+1% +$94.4K 0.04% 275
2022
Q2 		$7.74M Buy
108,485
+55,685
+105% +$4.09M 0.03% 299
2022
Q1 		$3.83M Sell
52,800
-55,800
-51% -$3.78M 0.01% 636
2021
Q4 		$7.45M Sell
108,600
-184,408
-63% -$11.8M 0.02% 479
2021
Q3 		$18.2M Sell
293,008
-242,694
-45% -$15.6M 0.04% 254
2021
Q2 		$32.4M Buy
+535,702
New +$34.3M 0.07% 205
2021
Q1 		– Sell
-273,200
Closed -$16.8M – 1765
2020
Q4 		$16.8M Buy
273,200
+273,014
+146,782% +$16.4M 0.04% 261
2020
Q3 		$10K Hold
186
– – ﹤0.01% 1012
2020
Q2 		$10K Buy
+186
New +$10.3K ﹤0.01% 799

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's SO Position: Q2 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund increased its Southern Company (SO) stake by 4,030% in Q2 2026, buying an estimated $262M and bringing the position to 2,856,478 shares worth $273M. The position accounts for 0.38% of the portfolio, ranked #50.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in SO in Q2 2020 and has held it in 20 quarters since. 2,368 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund held 2,856,478 shares of Southern Company worth $273M as of Q2 2026.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund bought 2,787,319 Southern Company shares in Q2 2026, an estimated $262M.
  • Southern Company made up 0.38% of Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's portfolio in Q2 2026, its #50 holding.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Southern Company in Q2 2020 and has held it in 20 quarters since.
  • 2,368 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q2 2026, filed 13 Aug 2026.