Thrive Wealth Management
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
Q3 		$447K Sell
5,391
-106
-2% -$9.7K 0.06% 144
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% -$9.7K 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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Thrive Wealth Management's SO Position: Q3 2026 in Review

Thrive Wealth Management reduced its Southern Company (SO) stake by 1.9% in Q3 2026, selling an estimated $9.7K and leaving 5,391 shares worth $447K. The position accounts for 0.06% of the portfolio, ranked #144.

Thrive Wealth Management first reported a position in SO in Q4 2021 and has held it in 20 quarters since. The position peaked at $614K in Q3 2025. 558 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Thrive Wealth Management held 5,391 shares of Southern Company worth $447K as of Q3 2026.
  • Thrive Wealth Management sold 106 Southern Company shares in Q3 2026, an estimated $9.7K.
  • Southern Company made up 0.06% of Thrive Wealth Management's portfolio in Q3 2026, its #144 holding.
  • Thrive Wealth Management first reported a position in Southern Company in Q4 2021 and has held it in 20 quarters since.
  • Thrive Wealth Management's Southern Company position peaked at $614K in Q3 2025.
  • 558 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.