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Northwest & Ethical Investments’s Southern Company SO Stock Holding History

Northwest & Ethical Investments’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 		$79.1K Sell
818
-4,761
-85% -$448K ﹤0.01% 493
2026
Q1 		$541K Buy
+5,579
New +$516K 0.01% 384

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

Northwest & Ethical Investments's SO Position: Q2 2026 in Review

Northwest & Ethical Investments reduced its Southern Company (SO) stake by 85% in Q2 2026, selling an estimated $448K and leaving 818 shares worth $79.1K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

Northwest & Ethical Investments first reported a position in SO in Q1 2026 and has held it in 2 quarters since. The position peaked at $541K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Northwest & Ethical Investments held 818 shares of Southern Company worth $79.1K as of Q2 2026.
  • Northwest & Ethical Investments sold 4,761 Southern Company shares in Q2 2026, an estimated $448K.
  • Southern Company made up ﹤0.01% of Northwest & Ethical Investments's portfolio in Q2 2026, its #493 holding.
  • Northwest & Ethical Investments first reported a position in Southern Company in Q1 2026 and has held it in 2 quarters since.
  • Northwest & Ethical Investments's Southern Company position peaked at $541K in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.