NXG Investment Management’s South Bow Corp SOBO Stock Holding History

NXG Investment Management’s Portfolio SOBO Stock Details SOBO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$28.8M	Sell	865,500 -625,000	-42%	-$19M	1.43%	18
2025 Q4	$40.9M	Sell	1,490,500 -40,000	-3%	-$1.09M	2.35%	18
2025 Q3	$43.3M	Buy	1,530,500 +4,400	+0.3%	+$120K	2.46%	17
2025 Q2	$39.5M	Buy	1,526,100 +1,322,729	+650%	+$33.6M	2.29%	15
2025 Q1	$5.19M	Sell	203,371 -84,582	-29%	-$2.12M	0.32%	35
2024 Q4	$6.79M	Buy	+287,953	New	+$7.05M	0.45%	30

Other funds holding SOBO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

NXG Investment Management's SOBO Position: Q1 2026 in Review

NXG Investment Management reduced its South Bow Corp (SOBO) stake by 42% in Q1 2026, selling an estimated $19M and leaving 865,500 shares worth $28.8M. The position accounts for 1.43% of the portfolio, ranked #18.

NXG Investment Management first reported a position in SOBO in Q4 2024 and has held it in 6 quarters since. The position peaked at $43.3M in Q3 2025. 301 funds tracked by Wall St. Rank hold SOBO as of Q1 2026.

NXG Investment Management held 865,500 shares of South Bow Corp worth $28.8M as of Q1 2026.
NXG Investment Management sold 625,000 South Bow Corp shares in Q1 2026, an estimated $19M.
South Bow Corp made up 1.43% of NXG Investment Management's portfolio in Q1 2026, its #18 holding.
NXG Investment Management first reported a position in South Bow Corp in Q4 2024 and has held it in 6 quarters since.
NXG Investment Management's South Bow Corp position peaked at $43.3M in Q3 2025.
301 funds tracked by Wall St. Rank held South Bow Corp as of Q1 2026.

Based on NXG Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.