Greenland Capital Management’s Southern Company SO Stock Holding History

Greenland Capital 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	–	Sell	-179,428	Closed	-$16.5M	–	422
2025 Q2	$16.5M	Buy	179,428 +39,818	+29%	+$3.58M	1.69%	6
2025 Q1	$12.8M	Buy	139,610 +105,010	+303%	+$9.09M	1.53%	7
2024 Q4	$2.85M	Buy	+34,600	New	+$3.04M	0.45%	55
2024 Q3	–	Sell	-26,530	Closed	-$2.06M	–	430
2024 Q2	$2.06M	Buy	+26,530	New	+$2.01M	0.3%	78
2023 Q4	–	Sell	-88,227	Closed	-$5.71M	–	523
2023 Q3	$5.71M	Buy	88,227 +51,586	+141%	+$3.58M	0.56%	52
2023 Q2	$2.57M	Buy	+36,641	New	+$2.63M	0.28%	95
2023 Q1	–	Sell	-50,715	Closed	-$3.62M	–	402
2022 Q4	$3.62M	Buy	+50,715	New	+$3.39M	0.57%	54

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Greenland Capital Management's SO Position: Q3 2025 in Review

Greenland Capital Management sold out of Southern Company (SO) in Q3 2025, closing a stake of 179,428 shares — an estimated $16.5M sold.

Greenland Capital Management first reported a position in SO in Q4 2022 and held it in 7 quarters. The position peaked at $16.5M in Q2 2025. 2,219 funds tracked by Wall St. Rank hold SO as of Q3 2025.

Greenland Capital Management reported no remaining Southern Company position as of Q3 2025 after selling out during the quarter.
Greenland Capital Management sold 179,428 Southern Company shares in Q3 2025, an estimated $16.5M.
Greenland Capital Management first reported a position in Southern Company in Q4 2022 and held it in 7 quarters.
Greenland Capital Management's Southern Company position peaked at $16.5M in Q2 2025.
2,219 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Greenland Capital Management's 13F filing for Q3 2025, filed 10 Nov 2025.