§ ENERGY
USD · EnergySOBO
SOUTH BOW CORP
USDSector · EnergyBeta · 0.43
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
137 increased/new, 91 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 15.6 | P/B | 2.18 |
| EPS (TTM) | 2.07 | Dividend | 6.43% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| ROYAL BANK OF CANADA | 16.4M | 0.1% | −1% |
| Capital Research Global Investors | 10.3M | 0.1% | n/a |
| Fidelity Management | 9.7M | 0.0% | −4% |
| Clearbridge Investments, LLC | 8.7M | 0.3% | +19% |
| BANK OF MONTREAL /CAN/ | 6.6M | 0.1% | +7% |
| VANGUARD CAPITAL MANAGEMENT LLC | 6.0M | n/a | n/a |
◇ AC INTELLIGENCE
Top institutional owners for SOBO as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER98.5% · 0 holders
OTHER0.5% · 223 holders
QUALITY / COMPOUNDER0.4% · 20 holders
DEALER / BANK0.4% · 27 holders
PASSIVE / INDEX0.1% · 10 holders
INCOME / DEFENSIVE0.0% · 7 holders
DEEP VALUE0.0% · 1 holder
TACTICAL / MACRO0.0% · 2 holders
SYSTEMATIC / QUANT0.0% · 10 holders
ACTIVIST0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SOBO in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SOBO yet.