Back to HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND

SOSO
Showing 8 of 24 quarters

Position history for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDHEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND's holdings in SOUTHERN CO

Yes. Healthcare of Ontario Pension Plan Trust Fund holds 2,856,478 shares of SO (Southern), worth $273.4M, as of its Q2 2026 13F filing. It increased the position from 69,159 shares in Q1 2026. Healthcare of Ontario Pension Plan Trust Fund has held SO since Q1 2025, across 6 quarterly 13F filings. SO is 0.4% of Healthcare of Ontario Pension Plan Trust Fund's reported 13F portfolio.

Current Value

$273.4M

Current Shares

2.9M

Total Value Change

+$255.4M

Total Shares Change

+2.7M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.9M
+4030.3%
$273.4M0.4%$94.93
59
2026-Q1
Increased
69,159
+58.9%
$6.7M0.0%$94.94
39
2025-Q4
Decreased
43,528
-0.0%
$3.8M0.0%$85.11
0
2025-Q3
Decreased
43,547
-0.7%
$4.1M0.0%$91.74
0
2025-Q2
Increased
43,843
+235.6%
$4M0.0%$88.20
43
2025-Q1
New
13,063
-
$1.2M0.0%$87.57
35
2024-Q4
Exited
0
-100.0%
$00.0%$77.74
0
2024-Q3
Decreased
200,000
-35.5%
$18M0.0%$84.47
0

Other major holders of SO: VANGUARD GROUP INC

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