CI INVESTMENTS INC.

Position in SO — Southern Co

CIK 1163648 TORONTO, Z4

Position in SO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,846,010

-$718,806 QoQ

Shares Held

40,184

-15.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#537

of 2,360 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

CI INVESTMENTS INC. holds $300,610,261 across 18 Utilities - Regulated Electric names. SO ranks #8 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETR	Entergy Corp /De/	962,755	$110,582,039
2	NEE	Nextera Energy Inc	991,497	$87,023,691
3	OGE	Oge Energy Corp.	707,764	$34,439,796
4	CNP	Centerpoint Energy Inc	690,850	$30,425,034
5	PCG	PG&E Corp	427,033	$7,182,695
6	EXC	Exelon Corp	121,811	$5,678,828
7	WEC	Wec Energy Group, Inc.	45,855	$5,354,488
8	SO	Southern Co This page	40,184	$3,846,010

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,846,010	40,184	-15.0%	Shares	Sole	2026-08-13
2026-03-31	$4,564,816	47,294	+69.5%	Shares	Sole	2026-05-13
2025-12-31	$2,432,356	27,894	+26.4%	Shares	Sole	2026-02-12
2025-09-30	$2,090,720	22,061	-8.4%	Shares	Sole	2025-11-12
2025-06-30	$2,212,276	24,091	+3.1%	Shares	Sole	2025-08-12
2025-03-31	$2,148,779	23,369	+101.7%	Shares	Sole	2025-05-13
2024-12-31	$953,677	11,585	-29.7%	Shares	Sole	2025-02-12
2024-09-30	$1,485,535	16,473	-8.9%	Shares	Sole	2024-11-12
2024-06-30	$1,402,543	18,081	-13.0%	Shares	Sole	2024-08-12
2024-03-31	$1,491,044	20,784	+13.4%	Shares	Sole	2024-05-13
2023-12-31	$1,285,369	18,331	+31.5%	Shares	Sole	2024-02-12
2023-09-30	$902,261	13,941	-1.1%	Shares	Sole	2023-11-13
2023-06-30	$989,822	14,090	+16.0%	Shares	Sole	2023-08-11
2023-03-31	$845,188	12,147	+308.6%	Shares	Sole	2023-05-12
2022-12-31	$212,301	2,973	+110.4%	Shares	Sole	2023-02-10
2022-09-30	$96,084	1,413	+995.3%	Shares	Sole	2022-11-14
2022-06-30	$9,198	129	-0.8%	Shares	Sole	2022-08-12
2022-03-31	$9,426	130	0.0%	Shares	Sole	2022-05-12
2021-12-31	$8,915	130	0.0%	Shares	Sole	2022-02-11
2021-09-30	$8,056	130	-98.5%	Shares	Sole	2021-11-12
2021-03-31	$538,740	8,667	+5.8%	Shares	Sole	2021-05-13
2020-12-31	$503,418	8,195	-9.6%	Shares	Sole	2021-02-09
2020-09-30	$491,504	9,065	+6.3%	Shares	Sole	2020-11-09
2020-06-30	$442,021	8,525	-78.0%	Shares	Sole	2020-08-07
2020-03-31	$2,099,549	38,780	—	Shares	Sole	2020-08-07
No filing history on record for this holder in this stock.