Intact Investment Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.07M | Hold |
32,100
| – | – | 0.09% | 168 |
|
|
2026
Q1 | $3.1M | Hold |
32,100
| – | – | 0.09% | 164 |
|
|
2025
Q4 | $2.8M | Buy |
32,100
+900
| +3% | +$82.2K | 0.08% | 170 |
|
|
2025
Q3 | $2.96M | Sell |
31,200
-8,200
| -21% | -$766K | 0.09% | 160 |
|
|
2025
Q2 | $3.62M | Sell |
39,400
-5,900
| -13% | -$530K | 0.12% | 145 |
|
|
2025
Q1 | $4.17M | Hold |
45,300
| – | – | 0.14% | 138 |
|
|
2024
Q4 | $3.73M | Sell |
45,300
-97,810
| -68% | -$8.58M | 0.13% | 154 |
|
|
2024
Q3 | $12.9M | Buy |
143,110
+13,110
| +10% | +$1.12M | 0.43% | 60 |
|
|
2024
Q2 | $10.1M | Buy |
130,000
+62,800
| +93% | +$4.76M | 0.38% | 62 |
|
|
2024
Q1 | $4.82M | Hold |
67,200
| – | – | 0.19% | 107 |
|
|
2023
Q4 | $4.71M | Hold |
67,200
| – | – | 0.19% | 106 |
|
|
2023
Q3 | $4.35M | Sell |
67,200
-56,600
| -46% | -$3.93M | 0.19% | 101 |
|
|
2023
Q2 | $8.7M | Sell |
123,800
-800
| -0.6% | -$57.4K | 0.35% | 61 |
|
|
2023
Q1 | $8.67M | Sell |
124,600
-10,700
| -8% | -$720K | 0.36% | 70 |
|
|
2022
Q4 | $9.66M | Sell |
135,300
-8,700
| -6% | -$582K | 0.42% | 65 |
|
|
2022
Q3 | $9.8M | Hold |
144,000
| – | – | 0.32% | 67 |
|
|
2022
Q2 | $10.3M | Sell |
144,000
-6,500
| -4% | -$477K | 0.32% | 68 |
|
|
2022
Q1 | $10.9M | Hold |
150,500
| – | – | 0.28% | 78 |
|
|
2021
Q4 | $10.3M | Sell |
150,500
-2,000
| -1% | -$128K | 0.26% | 84 |
|
|
2021
Q3 | $9.45M | Hold |
152,500
| – | – | 0.26% | 79 |
|
|
2021
Q2 | $9.23M | Hold |
152,500
| – | – | 0.26% | 78 |
|
|
2021
Q1 | $9.48M | Buy |
152,500
+11,800
| +8% | +$707K | 0.29% | 76 |
|
|
2020
Q4 | $8.64M | Sell |
140,700
-2,600
| -2% | -$156K | 0.28% | 79 |
|
|
2020
Q3 | $7.77M | Buy |
143,300
+6,400
| +5% | +$342K | 0.27% | 78 |
|
|
2020
Q2 | $7.1M | Buy |
136,900
+9,500
| +7% | +$528K | 0.27% | 79 |
|
|
2020
Q1 | $6.9M | Sell |
127,400
-15,600
| -11% | -$988K | 0.3% | 72 |
|
|
2019
Q4 | $9.11M | Buy |
143,000
+6,800
| +5% | +$421K | 0.31% | 68 |
|
|
2019
Q3 | $8.41M | Hold |
136,200
| – | – | 0.3% | 67 |
|
|
2019
Q2 | $7.53M | Buy |
136,200
+13,100
| +11% | +$701K | 0.27% | 74 |
|
|
2019
Q1 | $6.36M | Sell |
123,100
-46,000
| -27% | -$2.25M | 0.23% | 84 |
|
|
2018
Q4 | $7.42M | Buy |
169,100
+99,200
| +142% | +$4.51M | 0.3% | 70 |
|
|
2018
Q3 | $3.05M | Hold |
69,900
| – | – | 0.11% | 134 |
|
|
2018
Q2 | $3.24M | Hold |
69,900
| – | – | 0.12% | 130 |
|
|
2018
Q1 | $3.12M | Buy |
+69,900
| New | +$3.1M | 0.12% | 125 |
|
Other funds holding SO
Intact Investment Management's SO Position: Q2 2026 in Review
Intact Investment Management held its Southern Company (SO) position steady in Q2 2026 at 32,100 shares worth $3.07M. The position accounts for 0.09% of the portfolio, ranked #168.
Intact Investment Management first reported a position in SO in Q1 2018 and has held it in 34 quarters since. The position peaked at $12.9M in Q3 2024. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Intact Investment Management held 32,100 shares of Southern Company worth $3.07M as of Q2 2026.
- Intact Investment Management left its Southern Company share count unchanged in Q2 2026.
- Southern Company made up 0.09% of Intact Investment Management's portfolio in Q2 2026, its #168 holding.
- Intact Investment Management first reported a position in Southern Company in Q1 2018 and has held it in 34 quarters since.
- Intact Investment Management's Southern Company position peaked at $12.9M in Q3 2024.
- 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Intact Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.