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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
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
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

Ontario Teachers' Pension Plan Board's SO Position: Q1 2026 in Review

Ontario Teachers' Pension Plan Board reduced its Southern Company (SO) stake by 44% in Q1 2026, selling an estimated $1.02M and leaving 13,882 shares worth $1.34M. The position accounts for 0.04% of the portfolio, ranked #112.

Ontario Teachers' Pension Plan Board first reported a position in SO in Q2 2013 and has held it in 42 quarters since. The position peaked at $11.6M in Q2 2017. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Ontario Teachers' Pension Plan Board held 13,882 shares of Southern Company worth $1.34M as of Q1 2026.
  • Ontario Teachers' Pension Plan Board sold 11,011 Southern Company shares in Q1 2026, an estimated $1.02M.
  • Southern Company made up 0.04% of Ontario Teachers' Pension Plan Board's portfolio in Q1 2026, its #112 holding.
  • Ontario Teachers' Pension Plan Board first reported a position in Southern Company in Q2 2013 and has held it in 42 quarters since.
  • Ontario Teachers' Pension Plan Board's Southern Company position peaked at $11.6M in Q2 2017.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Ontario Teachers' Pension Plan Board's 13F filing for Q1 2026, filed 11 May 2026.