Ontario Teachers' Pension Plan Board’s Southern Company SO Stock Holding History

Ontario Teachers' Pension Plan Board’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	–	Sell	-13,882	Closed	-$1.34M	–	165
2026 Q1	$1.34M	Sell	13,882 -11,011	-44%	-$1.02M	0.04%	112
2025 Q4	$2.17M	Buy	24,893 +4,956	+25%	+$452K	0.05%	106
2025 Q3	$1.89M	Buy	19,937 +7,625	+62%	+$712K	0.04%	107
2025 Q2	$1.13M	Sell	12,312 -8,102	-40%	-$728K	0.02%	209
2025 Q1	$1.88M	Buy	+20,414	New	+$1.77M	0.03%	159
2023 Q2	–	Sell	-27,122	Closed	-$1.89M	–	563
2023 Q1	$1.89M	Sell	27,122 -8,079	-23%	-$544K	0.02%	196
2022 Q4	$2.51M	Sell	35,201 -18,438	-34%	-$1.23M	0.03%	150
2022 Q3	$3.65M	Buy	53,639 +19,183	+56%	+$1.45M	0.05%	70
2022 Q2	$2.46M	Buy	34,456 +10,285	+43%	+$755K	0.03%	92
2022 Q1	$1.75M	Sell	24,171 -398	-2%	-$27K	0.02%	98
2021 Q4	$1.69M	Buy	24,569 +781	+3%	+$49.8K	0.02%	133
2021 Q3	$1.47M	Buy	23,788 +227	+1%	+$14.6K	0.01%	117
2021 Q2	$1.43M	Buy	23,561 +19,118	+430%	+$1.22M	0.02%	94
2021 Q1	$276K	Buy	+4,443	New	+$266K	﹤0.01%	372
2020 Q4	–	Sell	-38,703	Closed	-$2.1M	–	577
2020 Q3	$2.1M	Sell	38,703 -15,229	-28%	-$814K	0.03%	112
2020 Q2	$2.8M	Sell	53,932 -17,923	-25%	-$996K	0.06%	93
2020 Q1	$3.89M	Sell	71,855 -45,513	-39%	-$2.88M	0.1%	66
2019 Q4	$7.48M	Sell	117,368 -27,266	-19%	-$1.69M	0.14%	81
2019 Q3	$8.93M	Buy	144,634 +15,582	+12%	+$903K	0.16%	105
2019 Q2	$7.13M	Buy	129,052 +114,711	+800%	+$6.14M	0.13%	137
2019 Q1	$741K	Buy	+14,341	New	+$703K	0.02%	433
2018 Q4	–	Sell	-50,217	Closed	-$2.19M	–	624
2018 Q3	$2.19M	Buy	+50,217	New	+$2.31M	0.03%	312
2018 Q2	–	Sell	-77,712	Closed	-$3.47M	–	575
2018 Q1	$3.47M	Sell	77,712 -125,778	-62%	-$5.58M	0.05%	265
2017 Q4	$9.79M	Sell	203,490 -1,236	-0.6%	-$63K	0.12%	155
2017 Q3	$10.1M	Sell	204,726 -37,416	-15%	-$1.81M	0.13%	130
2017 Q2	$11.6M	Buy	242,142 +75,262	+45%	+$3.77M	0.14%	109
2017 Q1	$8.31M	Buy	166,880 +11,855	+8%	+$586K	0.1%	141
2016 Q4	$7.63M	Sell	155,025 -13,833	-8%	-$680K	0.08%	147
2016 Q3	$8.66M	Sell	168,858 -2,443	-1%	-$129K	0.08%	125
2016 Q2	$9.19M	Sell	171,301 -7,298	-4%	-$367K	0.1%	117
2016 Q1	$9.24M	Buy	178,599 +7,748	+5%	+$377K	0.1%	120
2015 Q4	$7.99M	Buy	170,851 +554	+0.3%	+$25.1K	0.08%	135
2015 Q3	$7.61M	Sell	170,297 -91,037	-35%	-$3.99M	0.07%	167
2015 Q2	$10.9M	Buy	261,334 +24,604	+10%	+$1.07M	0.08%	175
2015 Q1	$10.5M	Buy	236,730 +86,476	+58%	+$4.11M	0.08%	176
2014 Q4	$7.38M	Sell	150,254 -9,644	-6%	-$455K	0.06%	193
2014 Q3	$6.98M	Buy	159,898 +6,637	+4%	+$292K	0.06%	202
2014 Q2	$6.96M	Buy	153,261 +4,189	+3%	+$185K	0.06%	190
2014 Q1	$6.55M	Sell	149,072 -31,379	-17%	-$1.32M	0.06%	194
2013 Q4	$7.42M	Sell	180,451 -30,519	-14%	-$1.26M	0.06%	196
2013 Q3	$8.69M	Sell	210,970 -79	-0%	-$3.4K	0.06%	200
2013 Q2	$9.31M	Buy	+211,049	New	+$9.7M	0.07%	194

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ontario Teachers' Pension Plan Board's SO Position: Q2 2026 in Review

Ontario Teachers' Pension Plan Board sold out of Southern Company (SO) in Q2 2026, closing a stake of 13,882 shares — an estimated $1.34M sold.

Ontario Teachers' Pension Plan Board first reported a position in SO in Q2 2013 and held it in 42 quarters. The position peaked at $11.6M in Q2 2017. 2,365 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Ontario Teachers' Pension Plan Board reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
Ontario Teachers' Pension Plan Board sold 13,882 Southern Company shares in Q2 2026, an estimated $1.34M.
Ontario Teachers' Pension Plan Board first reported a position in Southern Company in Q2 2013 and held it in 42 quarters.
Ontario Teachers' Pension Plan Board's Southern Company position peaked at $11.6M in Q2 2017.
2,365 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Ontario Teachers' Pension Plan Board's 13F filing for Q2 2026, filed 7 Aug 2026.