Royal Bank of Canada’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $845M | Buy |
8,753,175
+821,071
| +10% | +$76M | 0.15% | 134 |
|
|
2025
Q4 | $692M | Sell |
7,932,104
-2,507,915
| -24% | -$229M | 0.11% | 165 |
|
|
2025
Q3 | $989M | Buy |
10,440,019
+1,088,340
| +12% | +$102M | 0.16% | 118 |
|
|
2025
Q2 | $859M | Buy |
9,351,679
+229,964
| +3% | +$20.7M | 0.15% | 131 |
|
|
2025
Q1 | $839M | Buy |
9,121,715
+645,717
| +8% | +$55.9M | 0.18% | 118 |
|
|
2024
Q4 | $698M | Buy |
8,475,998
+1,070,991
| +14% | +$94M | 0.14% | 135 |
|
|
2024
Q3 | $668M | Buy |
7,405,007
+281,499
| +4% | +$24M | 0.14% | 145 |
|
|
2024
Q2 | $553M | Buy |
7,123,508
+3,721,513
| +109% | +$282M | 0.13% | 152 |
|
|
2024
Q1 | $244M | Sell |
3,401,995
-154,008
| -4% | -$10.6M | 0.06% | 292 |
|
|
2023
Q4 | $249M | Buy |
3,556,003
+359,571
| +11% | +$24.7M | 0.06% | 281 |
|
|
2023
Q3 | $207M | Buy |
3,196,432
+291,558
| +10% | +$20.2M | 0.06% | 290 |
|
|
2023
Q2 | $204M | Buy |
2,904,874
+163,003
| +6% | +$11.7M | 0.05% | 307 |
|
|
2023
Q1 | $191M | Sell |
2,741,871
-673,435
| -20% | -$45.3M | 0.05% | 299 |
|
|
2022
Q4 | $244M | Buy |
3,415,306
+557,518
| +20% | +$37.3M | 0.07% | 247 |
|
|
2022
Q3 | $194M | Buy |
2,857,788
+405,095
| +17% | +$30.7M | 0.06% | 274 |
|
|
2022
Q2 | $175M | Buy |
2,452,693
+71,707
| +3% | +$5.27M | 0.05% | 301 |
|
|
2022
Q1 | $173M | Sell |
2,380,986
-188,680
| -7% | -$12.8M | 0.04% | 334 |
|
|
2021
Q4 | $176M | Sell |
2,569,666
-295,238
| -10% | -$18.8M | 0.04% | 357 |
|
|
2021
Q3 | $178M | Sell |
2,864,904
-374,035
| -12% | -$24.1M | 0.05% | 328 |
|
|
2021
Q2 | $196M | Buy |
3,238,939
+773,340
| +31% | +$49.5M | 0.05% | 308 |
|
|
2021
Q1 | $153M | Sell |
2,465,599
-1,633,521
| -40% | -$97.8M | 0.04% | 350 |
|
|
2020
Q4 | $252M | Buy |
4,099,120
+1,323,150
| +48% | +$79.5M | 0.07% | 238 |
|
|
2020
Q3 | $151M | Buy |
2,775,970
+68,195
| +3% | +$3.64M | 0.05% | 301 |
|
|
2020
Q2 | $140M | Buy |
2,707,775
+506,605
| +23% | +$28.2M | 0.06% | 284 |
|
|
2020
Q1 | $119M | Sell |
2,201,170
-290,674
| -12% | -$18.4M | 0.06% | 268 |
|
|
2019
Q4 | $159M | Buy |
2,491,844
+427,214
| +21% | +$26.5M | 0.06% | 280 |
|
|
2019
Q3 | $128M | Sell |
2,064,630
-197,992
| -9% | -$11.5M | 0.05% | 311 |
|
|
2019
Q2 | $125M | Sell |
2,262,622
-98,783
| -4% | -$5.29M | 0.05% | 304 |
|
|
2019
Q1 | $122M | Sell |
2,361,405
-266,385
| -10% | -$13.1M | 0.05% | 299 |
|
|
2018
Q4 | $115M | Buy |
2,627,790
+233,770
| +10% | +$10.6M | 0.06% | 298 |
|
|
2018
Q3 | $104M | Buy |
2,394,020
+102,823
| +4% | +$4.74M | 0.04% | 348 |
|
|
2018
Q2 | $106M | Sell |
2,291,197
-124,660
| -5% | -$5.58M | 0.05% | 315 |
|
|
2018
Q1 | $108M | Buy |
2,415,857
+463,198
| +24% | +$20.6M | 0.05% | 319 |
|
|
2017
Q4 | $93.9M | Buy |
1,952,659
+140,234
| +8% | +$7.15M | 0.04% | 360 |
|
|
2017
Q3 | $89.1M | Sell |
1,812,425
-21,613
| -1% | -$1.05M | 0.04% | 336 |
|
|
2017
Q2 | $87.8M | Sell |
1,834,038
-514,609
| -22% | -$25.8M | 0.05% | 326 |
|
|
2017
Q1 | $117M | Sell |
2,348,647
-297,624
| -11% | -$14.7M | 0.06% | 254 |
|
|
2016
Q4 | $130M | Buy |
2,646,271
+147,003
| +6% | +$7.22M | 0.07% | 232 |
|
|
2016
Q3 | $128M | Sell |
2,499,268
-31,924
| -1% | -$1.68M | 0.07% | 227 |
|
|
2016
Q2 | $136M | Buy |
2,531,192
+211,742
| +9% | +$10.6M | 0.08% | 188 |
|
|
2016
Q1 | $120M | Buy |
2,319,450
+128,176
| +6% | +$6.24M | 0.07% | 200 |
|
|
2015
Q4 | $103M | Buy |
2,191,274
+651,452
| +42% | +$29.5M | 0.07% | 233 |
|
|
2015
Q3 | $68.8M | Buy |
1,539,822
+50,810
| +3% | +$2.23M | 0.05% | 251 |
|
|
2015
Q2 | $62.4M | Buy |
1,489,012
+102,164
| +7% | +$4.45M | 0.04% | 315 |
|
|
2015
Q1 | $61.4M | Sell |
1,386,848
-230,622
| -14% | -$11M | 0.04% | 321 |
|
|
2014
Q4 | $79.4M | Buy |
1,617,470
+359,325
| +29% | +$17M | 0.05% | 281 |
|
|
2014
Q3 | $54.9M | Sell |
1,258,145
-30,320
| -2% | -$1.33M | 0.04% | 346 |
|
|
2014
Q2 | $58.5M | Buy |
1,288,465
+166,946
| +15% | +$7.38M | 0.04% | 331 |
|
|
2014
Q1 | $49.3M | Sell |
1,121,519
-208,426
| -16% | -$8.74M | 0.04% | 373 |
|
|
2013
Q4 | $54.7M | Buy |
1,329,945
+232,068
| +21% | +$9.58M | 0.04% | 345 |
|
|
2013
Q3 | $45.2M | Buy |
1,097,877
+4,809
| +0.4% | +$207K | 0.03% | 382 |
|
|
2013
Q2 | $48.2M | Buy |
+1,093,068
| New | +$50.3M | 0.04% | 336 |
|
Other funds holding SO
VCM
VPM
Royal Bank of Canada's SO Position: Q1 2026 in Review
Royal Bank of Canada increased its Southern Company (SO) stake by 10% in Q1 2026, buying an estimated $76M and bringing the position to 8,753,175 shares worth $845M. The position accounts for 0.15% of the portfolio, ranked #134.
Royal Bank of Canada first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $989M in Q3 2025. 2,346 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Royal Bank of Canada held 8,753,175 shares of Southern Company worth $845M as of Q1 2026.
- Royal Bank of Canada bought 821,071 Southern Company shares in Q1 2026, an estimated $76M.
- Southern Company made up 0.15% of Royal Bank of Canada's portfolio in Q1 2026, its #134 holding.
- Royal Bank of Canada first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
- Royal Bank of Canada's Southern Company position peaked at $989M in Q3 2025.
- 2,346 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.