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
2025
Q1 		– Sell
-321
Closed -$2.64M – 3132
2024
Q4 		$2.64M Hold
321
– – ﹤0.01% 1114
2024
Q3 		$2.89M Buy
+321
New +$27.4K ﹤0.01% 939

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $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. 2,352 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.
  • 2,352 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.