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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
2023
Q3 		– Sell
-60,000
Closed -$4.21M – 455
2023
Q2 		$4.21M Buy
+60,000
New +$4.3M 0.46% 65

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 $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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. 2,217 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.
  • 2,217 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.