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TD Waterhouse Canada’s Southern Company SO Stock Holding History

TD Waterhouse 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
2026
Q1 		$7.98M Buy
82,588
+5,589
+7% +$517K 0.02% 310
2025
Q4 		$6.72M Buy
76,999
+4,567
+6% +$417K 0.04% 239
2025
Q3 		$6.87M Sell
72,432
-3,533
-5% -$330K 0.04% 231
2025
Q2 		$7M Sell
75,965
-15,955
-17% -$1.43M 0.05% 224
2025
Q1 		$6.94M Buy
91,920
+13,223
+17% +$1.14M 0.06% 218
2024
Q4 		$6.48M Buy
78,697
+3,603
+5% +$316K 0.05% 231
2024
Q3 		$6.73M Sell
75,094
-10,642
-12% -$909K 0.05% 227
2024
Q2 		$6.62M Buy
85,736
+29,957
+54% +$2.27M 0.06% 217
2024
Q1 		$4.96M Buy
55,779
+51,251
+1,132% +$3.54M 0.04% 251
2023
Q4 		$328K Sell
4,528
-5,717
-56% -$393K ﹤0.01% 604
2023
Q3 		$653K Sell
10,245
-9,203
-47% -$639K 0.01% 484
2023
Q2 		$1.53M Buy
19,448
+15,855
+441% +$1.14M 0.02% 355
2023
Q1 		$251K Hold
3,593
– – ﹤0.01% 623
2022
Q4 		$262K Sell
3,593
-151
-4% -$10.1K ﹤0.01% 620
2022
Q3 		$264K Sell
3,744
-200
-5% -$15.2K ﹤0.01% 625
2022
Q2 		$291K Sell
3,944
-73
-2% -$5.36K ﹤0.01% 629
2022
Q1 		$301K Sell
4,017
-34,300
-90% -$2.32M ﹤0.01% 667
2021
Q4 		$2.71M Buy
+38,317
New +$2.44M 0.03% 316

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

TD Waterhouse Canada's SO Position: Q1 2026 in Review

TD Waterhouse Canada increased its Southern Company (SO) stake by 7.3% in Q1 2026, buying an estimated $517K and bringing the position to 82,588 shares worth $7.98M. The position accounts for 0.02% of the portfolio, ranked #310.

TD Waterhouse Canada first reported a position in SO in Q4 2021 and has held it in 18 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • TD Waterhouse Canada held 82,588 shares of Southern Company worth $7.98M as of Q1 2026.
  • TD Waterhouse Canada bought 5,589 Southern Company shares in Q1 2026, an estimated $517K.
  • Southern Company made up 0.02% of TD Waterhouse Canada's portfolio in Q1 2026, its #310 holding.
  • TD Waterhouse Canada first reported a position in Southern Company in Q4 2021 and has held it in 18 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on TD Waterhouse Canada's 13F filing for Q1 2026, filed 12 May 2026.