TWM
SO icon

Thrive Wealth Management’s Southern Company SO Stock Holding History

Thrive Wealth 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
2026
Q2 		$526K Sell
5,497
-87
-2% -$8.19K 0.07% 131
2026
Q1 		$539K Sell
5,584
-873
-14% -$80.8K 0.08% 118
2025
Q4 		$563K Sell
6,457
-22
-0.3% -$2.01K 0.08% 118
2025
Q3 		$614K Buy
6,479
+23
+0.4% +$2.15K 0.09% 116
2025
Q2 		$593K Buy
6,456
+322
+5% +$28.9K 0.1% 109
2025
Q1 		$564K Sell
6,134
-317
-5% -$27.4K 0.11% 103
2024
Q4 		$531K Sell
6,451
-111
-2% -$9.74K 0.1% 113
2024
Q3 		$592K Sell
6,562
-1,250
-16% -$107K 0.11% 97
2024
Q2 		$606K Buy
7,812
+238
+3% +$18K 0.12% 95
2024
Q1 		$543K Buy
7,574
+154
+2% +$10.6K 0.11% 98
2023
Q4 		$520K Sell
7,420
-941
-11% -$64.6K 0.12% 103
2023
Q3 		$541K Buy
8,361
+833
+11% +$57.8K 0.14% 92
2023
Q2 		$529K Buy
7,528
+988
+15% +$70.9K 0.14% 93
2023
Q1 		$455K Buy
6,540
+1,388
+27% +$93.5K 0.12% 105
2022
Q4 		$368K Buy
5,152
+515
+11% +$34.4K 0.11% 111
2022
Q3 		$315K Buy
4,637
+329
+8% +$24.9K 0.11% 113
2022
Q2 		$307K Sell
4,308
-195
-4% -$14.3K 0.11% 116
2022
Q1 		$326K Sell
4,503
-368
-8% -$24.9K 0.1% 122
2021
Q4 		$334K Buy
+4,871
New +$311K 0.11% 116

Other funds holding SO

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Thrive Wealth Management's SO Position: Q2 2026 in Review

Thrive Wealth Management reduced its Southern Company (SO) stake by 1.6% in Q2 2026, selling an estimated $8.19K and leaving 5,497 shares worth $526K. The position accounts for 0.07% of the portfolio, ranked #131.

Thrive Wealth Management first reported a position in SO in Q4 2021 and has held it in 19 quarters since. The position peaked at $614K in Q3 2025. 426 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Thrive Wealth Management held 5,497 shares of Southern Company worth $526K as of Q2 2026.
  • Thrive Wealth Management sold 87 Southern Company shares in Q2 2026, an estimated $8.19K.
  • Southern Company made up 0.07% of Thrive Wealth Management's portfolio in Q2 2026, its #131 holding.
  • Thrive Wealth Management first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
  • Thrive Wealth Management's Southern Company position peaked at $614K in Q3 2025.
  • 426 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.