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
2019 Q3	–	Sell	-1,300	Closed	-$72K	–	7071
2019 Q2	$72K	Buy	1,300 +500	+63%	+$26.8K	﹤0.01%	5054
2019 Q1	$41K	Sell	800 -39,500	-98%	-$1.94M	﹤0.01%	5273
2018 Q4	$1.77M	Buy	40,300 +300	+0.8%	+$13.6K	﹤0.01%	2744
2018 Q3	$1.74M	Hold	40,000	–	–	﹤0.01%	2941
2018 Q2	$1.85M	Hold	40,000	–	–	﹤0.01%	2786
2018 Q1	$1.79M	Hold	40,000	–	–	﹤0.01%	2763
2017 Q4	$1.92M	Hold	40,000	–	–	﹤0.01%	2755
2017 Q3	$1.97M	Hold	40,000	–	–	﹤0.01%	2675
2017 Q2	$1.92M	Hold	40,000	–	–	﹤0.01%	2618
2017 Q1	$1.99M	Sell	40,000 -35,000	-47%	-$1.73M	﹤0.01%	2551
2016 Q4	$3.69M	Hold	75,000	–	–	﹤0.01%	2154
2016 Q3	$3.85M	Hold	75,000	–	–	﹤0.01%	2084
2016 Q2	$4.02M	Sell	75,000 -33,600	-31%	-$1.69M	﹤0.01%	2031
2016 Q1	$5.62M	Buy	+108,600	New	+$5.29M	﹤0.01%	1750
2015 Q1	–	Sell	-90,000	Closed	-$4.42M	–	6375
2014 Q4	$4.42M	Buy	+90,000	New	+$4.25M	﹤0.01%	1745
2014 Q3	–	Sell	-20,000	Closed	-$908K	–	6118
2014 Q2	$908K	Buy	+20,000	New	+$884K	﹤0.01%	2913
2014 Q1	–	Sell	-552,700	Closed	-$22.7M	–	6130
2013 Q4	$22.7M	Buy	552,700 +497,700	+905%	+$20.5M	0.02%	734
2013 Q3	$2.27M	Buy	55,000 +35,000	+175%	+$1.51M	﹤0.01%	2121
2013 Q2	$883K	Buy	+20,000	New	+$920K	﹤0.01%	2671

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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. 2,349 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.
2,349 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.