Triad Wealth Partners’s Southern Company SO Stock Holding History

Triad Wealth 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
2026 Q1	$1M	Sell	10,379 -1,187	-10%	-$110K	0.08%	169
2025 Q4	$1.01M	Buy	11,566 +657	+6%	+$60K	0.1%	157
2025 Q3	$1.03M	Buy	10,909 +1,005	+10%	+$93.8K	0.13%	116
2025 Q2	$909K	Buy	9,904 +1,419	+17%	+$127K	0.18%	96
2025 Q1	$780K	Buy	8,485 +127	+2%	+$11K	0.24%	71
2024 Q4	$688K	Buy	+8,358	New	+$733K	0.25%	68
2024 Q3	–	Sell	-5,862	Closed	-$455K	–	772
2024 Q2	$455K	Buy	+5,862	New	+$444K	0.24%	41

Other funds holding SO

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Triad Wealth Partners's SO Position: Q1 2026 in Review

Triad Wealth Partners reduced its Southern Company (SO) stake by 10% in Q1 2026, selling an estimated $110K and leaving 10,379 shares worth $1M. The position accounts for 0.08% of the portfolio, ranked #169.

Triad Wealth Partners first reported a position in SO in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.03M in Q3 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Triad Wealth Partners held 10,379 shares of Southern Company worth $1M as of Q1 2026.
Triad Wealth Partners sold 1,187 Southern Company shares in Q1 2026, an estimated $110K.
Southern Company made up 0.08% of Triad Wealth Partners's portfolio in Q1 2026, its #169 holding.
Triad Wealth Partners first reported a position in Southern Company in Q2 2024 and has held it in 7 quarters since.
Triad Wealth Partners's Southern Company position peaked at $1.03M in Q3 2025.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.