Toronto Dominion Bank’s Southern Company SO Stock Holding History

Toronto Dominion Bank’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
2025 Q1	–	Sell	-4,600	Closed	-$379K	–	1681
2024 Q4	$379K	Buy	+4,600	New	+$404K	﹤0.01%	1198
2023 Q1	–	Sell	-5,500	Closed	-$393K	–	1689
2022 Q4	$393K	Buy	+5,500	New	+$368K	﹤0.01%	1165
2019 Q3	–	Sell	-184,000	Closed	-$5.09M	–	1649
2019 Q2	$5.09M	Buy	+184,000	New	+$9.85M	0.01%	668
2018 Q4	–	Sell	-234,400	Closed	-$10.2M	–	1636
2018 Q3	$10.2M	Buy	+234,400	New	+$10.8M	0.02%	457
2018 Q1	–	Sell	-5,000	Closed	-$240K	–	1403
2017 Q4	$240K	Hold	5,000	–	–	﹤0.01%	1003
2017 Q3	$246K	Hold	5,000	–	–	﹤0.01%	897
2017 Q2	$239K	Hold	5,000	–	–	﹤0.01%	827
2017 Q1	$249K	Hold	5,000	–	–	﹤0.01%	826
2016 Q4	$246K	Sell	5,000 -100,000	-95%	-$4.91M	﹤0.01%	812
2016 Q3	$5.39M	Buy	+105,000	New	+$5.53M	0.02%	203
2016 Q2	–	Sell	-30,000	Closed	-$1.55M	–	1279
2016 Q1	$1.55M	Sell	30,000 -50,000	-63%	-$2.44M	0.01%	225
2015 Q4	$3.74M	Buy	+80,000	New	+$3.63M	0.02%	169

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

Toronto Dominion Bank's SO Position: Q1 2026 in Review

Toronto Dominion Bank reduced its Southern Company (SO) stake by 10% in Q1 2026, selling an estimated $3.8M and leaving 350,492 shares worth $33.8M. The position accounts for 0.05% of the portfolio, ranked #306.

Toronto Dominion Bank first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $55.3M in Q1 2022. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Toronto Dominion Bank held 350,492 shares of Southern Company worth $33.8M as of Q1 2026.
Toronto Dominion Bank sold 41,074 Southern Company shares in Q1 2026, an estimated $3.8M.
Southern Company made up 0.05% of Toronto Dominion Bank's portfolio in Q1 2026, its #306 holding.
Toronto Dominion Bank first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
Toronto Dominion Bank's Southern Company position peaked at $55.3M in Q1 2022.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Toronto Dominion Bank's 13F filing for Q1 2026, filed 15 May 2026.