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Glenmede Investment Management’s Southern Company SO Stock Holding History

Glenmede Investment Management’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
Q3 		$5.78M Buy
60,991
+6,188
+11% +$578K 0.03% 424
2025
Q2 		$5.03M Buy
+54,803
New +$4.92M 0.03% 437

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Glenmede Investment Management's SO Position: Q3 2025 in Review

Glenmede Investment Management increased its Southern Company (SO) stake by 11% in Q3 2025, buying an estimated $578K and bringing the position to 60,991 shares worth $5.78M. The position accounts for 0.03% of the portfolio, ranked #424.

Glenmede Investment Management first reported a position in SO in Q2 2025 and has held it in 2 quarters since. 2,221 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • Glenmede Investment Management held 60,991 shares of Southern Company worth $5.78M as of Q3 2025.
  • Glenmede Investment Management bought 6,188 Southern Company shares in Q3 2025, an estimated $578K.
  • Southern Company made up 0.03% of Glenmede Investment Management's portfolio in Q3 2025, its #424 holding.
  • Glenmede Investment Management first reported a position in Southern Company in Q2 2025 and has held it in 2 quarters since.
  • 2,221 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Glenmede Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.