National Bank of Canada
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National Bank of Canada’s Southern Company SO Stock Holding History

National Bank of Canada’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 		$56.4M Sell
584,138
-49,979
-8% -$4.62M 0.05% 268
2025
Q4 		$55.3M Buy
634,117
+394,344
+164% +$36M 0.05% 289
2025
Q3 		$22.7M Sell
239,773
-208,425
-47% -$19.5M 0.02% 461
2025
Q2 		$41.2M Sell
448,198
-69,827
-13% -$6.27M 0.04% 347
2025
Q1 		$47.6M Sell
518,025
-367,968
-42% -$31.9M 0.05% 311
2024
Q4 		$73M Sell
885,993
-48,388
-5% -$4.25M 0.08% 239
2024
Q3 		$84.3M Buy
934,381
+546,733
+141% +$46.7M 0.1% 198
2024
Q2 		$29.9M Buy
387,648
+63,647
+20% +$4.82M 0.04% 301
2024
Q1 		$25.3M Sell
324,001
-618,785
-66% -$42.7M 0.04% 352
2023
Q4 		$67.4M Buy
942,786
+85,921
+10% +$5.9M 0.11% 176
2023
Q3 		$55M Buy
856,865
+100,999
+13% +$7.01M 0.08% 215
2023
Q2 		$53.5M Buy
755,866
+628,301
+493% +$45.1M 0.1% 172
2023
Q1 		$8.87M Buy
127,565
+51,126
+67% +$3.44M 0.02% 452
2022
Q4 		$5.46M Buy
76,439
+40,071
+110% +$2.68M 0.01% 583
2022
Q3 		$2.5M Sell
36,368
-2,218
-6% -$168K 0.01% 726
2022
Q2 		$2.79M Buy
38,586
+1,115
+3% +$81.9K 0.01% 719
2022
Q1 		$2.8M Sell
37,471
-50,106
-57% -$3.39M 0.01% 778
2021
Q4 		$6M Buy
+87,577
New +$5.58M 0.02% 507

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

National Bank of Canada's SO Position: Q1 2026 in Review

National Bank of Canada reduced its Southern Company (SO) stake by 7.9% in Q1 2026, selling an estimated $4.62M and leaving 584,138 shares worth $56.4M. The position accounts for 0.05% of the portfolio, ranked #268.

National Bank of Canada first reported a position in SO in Q4 2021 and has held it in 18 quarters since. The position peaked at $84.3M in Q3 2024. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • National Bank of Canada held 584,138 shares of Southern Company worth $56.4M as of Q1 2026.
  • National Bank of Canada sold 49,979 Southern Company shares in Q1 2026, an estimated $4.62M.
  • Southern Company made up 0.05% of National Bank of Canada's portfolio in Q1 2026, its #268 holding.
  • National Bank of Canada first reported a position in Southern Company in Q4 2021 and has held it in 18 quarters since.
  • National Bank of Canada's Southern Company position peaked at $84.3M in Q3 2024.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.