Greenline Partners’s Southern Company SO Stock Holding History

Greenline Partners’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 Q2	–	Sell	-1,733	Closed	-$159K	–	506
2025 Q1	$159K	Buy	1,733 +56	+3%	+$4.85K	0.02%	144
2024 Q4	$138K	Buy	+1,677	New	+$147K	0.02%	144
2022 Q2	–	Sell	-2,953	Closed	-$214K	–	137
2022 Q1	$214K	Hold	2,953	–	–	0.04%	117
2021 Q4	$203K	Buy	+2,953	New	+$188K	0.04%	121
2020 Q2	–	Sell	-16,840	Closed	-$912K	–	125
2020 Q1	$912K	Sell	16,840 -4,836	-22%	-$306K	0.3%	71
2019 Q4	$1.38M	Buy	+21,676	New	+$1.34M	0.35%	62
2019 Q1	–	Sell	-16,679	Closed	-$722K	–	70
2018 Q4	$722K	Hold	16,679	–	–	0.23%	57
2018 Q3	$722K	Sell	16,679 -450	-3%	-$20.7K	0.23%	57
2018 Q2	$794K	Hold	17,129	–	–	0.26%	53
2018 Q1	$765K	Buy	17,129 +349	+2%	+$15.5K	0.25%	57
2017 Q4	$807K	Buy	+16,780	New	+$855K	0.27%	55

Other funds holding SO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

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

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

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

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

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

Greenline Partners's SO Position: Q2 2025 in Review

Greenline Partners sold out of Southern Company (SO) in Q2 2025, closing a stake of 1,733 shares — an estimated $159K sold.

Greenline Partners first reported a position in SO in Q4 2017 and held it in 11 quarters. The position peaked at $1.38M in Q4 2019. 2,179 funds tracked by Wall St. Rank hold SO as of Q2 2025.

Greenline Partners reported no remaining Southern Company position as of Q2 2025 after selling out during the quarter.
Greenline Partners sold 1,733 Southern Company shares in Q2 2025, an estimated $159K.
Greenline Partners first reported a position in Southern Company in Q4 2017 and held it in 11 quarters.
Greenline Partners's Southern Company position peaked at $1.38M in Q4 2019.
2,179 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Greenline Partners's 13F filing for Q2 2025, filed 14 Aug 2025.