Royal Bank of Canada
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Royal Bank of Canada’s Southern Company SO Stock Holding History

Royal Bank of Canada’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
2024
Q4 		– Sell
-249,800
Closed -$22.5M – 7227
2024
Q3 		$22.5M Buy
+249,800
New +$21.3M ﹤0.01% 1274
2019
Q3 		– Sell
-100
Closed -$6K – 7070
2019
Q2 		$6K Sell
100
-261,300
-100% -$14M ﹤0.01% 6250
2019
Q1 		$13.5M Buy
261,400
+256,800
+5,583% +$12.6M 0.01% 1308
2018
Q4 		$202K Buy
+4,600
New +$209K ﹤0.01% 4339
2018
Q3 		– Sell
-340,000
Closed -$15.7M – 6933
2018
Q2 		$15.7M Buy
+340,000
New +$15.2M 0.01% 1224
2018
Q1 		– Sell
-95,000
Closed -$4.57M – 6756
2017
Q4 		$4.57M Sell
95,000
-153,000
-62% -$7.8M ﹤0.01% 2125
2017
Q3 		$12.2M Buy
248,000
+28,000
+13% +$1.36M 0.01% 1395
2017
Q2 		$10.5M Sell
220,000
-109,000
-33% -$5.46M 0.01% 1481
2017
Q1 		$16.4M Buy
+329,000
New +$16.3M 0.01% 1159
2016
Q3 		– Sell
-91,900
Closed -$4.93M – 6562
2016
Q2 		$4.93M Sell
91,900
-108,100
-54% -$5.44M ﹤0.01% 1909
2016
Q1 		$10.3M Buy
200,000
+125,000
+167% +$6.09M 0.01% 1351
2015
Q4 		$3.51M Sell
75,000
-26,900
-26% -$1.22M ﹤0.01% 2100
2015
Q3 		$4.55M Buy
101,900
+101,150
+13,487% +$4.44M ﹤0.01% 1636
2015
Q2 		$31K Sell
750
-74,250
-99% -$3.23M ﹤0.01% 5472
2015
Q1 		$3.32M Buy
+75,000
New +$3.56M ﹤0.01% 1883
2014
Q4 		– Sell
-220,000
Closed -$9.6M – 6280
2014
Q3 		$9.6M Sell
220,000
-313,900
-59% -$13.8M 0.01% 1226
2014
Q2 		$24.2M Buy
533,900
+20,000
+4% +$884K 0.02% 695
2014
Q1 		$22.6M Sell
513,900
-20,000
-4% -$838K 0.02% 701
2013
Q4 		$21.9M Buy
533,900
+230,600
+76% +$9.52M 0.02% 749
2013
Q3 		$12.5M Buy
303,300
+222,800
+277% +$9.6M 0.01% 1014
2013
Q2 		$3.55M Buy
+80,500
New +$3.7M ﹤0.01% 1681

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $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

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. 2,352 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.
  • 2,352 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.