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Investment Management Corp of Ontario (IMCO)’s Southern Company SO Stock Holding History

Investment Management Corp of Ontario (IMCO)’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 		$50M Sell
522,424
-64,508
-11% -$6.07M 0.63% 27
2026
Q1 		$56.7M Buy
586,932
+491,887
+518% +$45.5M 0.73% 18
2025
Q4 		$8.29M Buy
95,045
+43,436
+84% +$3.97M 0.11% 157
2025
Q3 		$4.89M Sell
51,609
-196,313
-79% -$18.3M 0.07% 197
2025
Q2 		$22.8M Sell
247,922
-571
-0.2% -$51.3K 0.33% 37
2025
Q1 		$22.8M Buy
+248,493
New +$21.5M 0.47% 35
2024
Q4 		– Sell
-36,242
Closed -$3.27M – 613
2024
Q3 		$3.27M Buy
36,242
+11,900
+49% +$1.02M 0.07% 199
2024
Q2 		$1.89M Buy
24,342
+6,700
+38% +$508K 0.05% 234
2024
Q1 		$1.27M Sell
17,642
-7,800
-31% -$538K 0.04% 264
2023
Q4 		$1.78M Buy
+25,442
New +$1.75M 0.04% 254

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
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

Investment Management Corp of Ontario (IMCO)'s SO Position: Q2 2026 in Review

Investment Management Corp of Ontario (IMCO) reduced its Southern Company (SO) stake by 11% in Q2 2026, selling an estimated $6.07M and leaving 522,424 shares worth $50M. The position accounts for 0.63% of the portfolio, ranked #27.

Investment Management Corp of Ontario (IMCO) first reported a position in SO in Q4 2023 and has held it in 10 quarters since. The position peaked at $56.7M in Q1 2026. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Investment Management Corp of Ontario (IMCO) held 522,424 shares of Southern Company worth $50M as of Q2 2026.
  • Investment Management Corp of Ontario (IMCO) sold 64,508 Southern Company shares in Q2 2026, an estimated $6.07M.
  • Southern Company made up 0.63% of Investment Management Corp of Ontario (IMCO)'s portfolio in Q2 2026, its #27 holding.
  • Investment Management Corp of Ontario (IMCO) first reported a position in Southern Company in Q4 2023 and has held it in 10 quarters since.
  • Investment Management Corp of Ontario (IMCO)'s Southern Company position peaked at $56.7M in Q1 2026.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Investment Management Corp of Ontario (IMCO)'s 13F filing for Q2 2026, filed 14 Aug 2026.