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	–	468
2025 Q2	$16.5M	Buy	179,428 +39,818	+29%	+$3.58M	2.12%	6
2025 Q1	$12.8M	Buy	139,610 +105,010	+303%	+$9.09M	2.2%	7
2024 Q4	$2.85M	Buy	+34,600	New	+$3.04M	0.57%	55
2024 Q3	–	Sell	-26,530	Closed	-$2.06M	–	464
2024 Q2	$2.06M	Buy	+26,530	New	+$2.01M	0.44%	78
2023 Q4	–	Sell	-88,227	Closed	-$5.71M	–	567
2023 Q3	$5.71M	Buy	88,227 +51,586	+141%	+$3.58M	0.68%	52
2023 Q2	$2.57M	Buy	+36,641	New	+$2.63M	0.37%	95
2023 Q1	–	Sell	-50,715	Closed	-$3.62M	–	424
2022 Q4	$3.62M	Buy	+50,715	New	+$3.39M	0.66%	54

Other funds holding SO

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return