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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
Q2 		$478K Sell
5,144
-5,235
-50% -$493K 0.03% 323
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Triad Wealth Partners's SO Position: Q2 2026 in Review

Triad Wealth Partners reduced its Southern Company (SO) stake by 50% in Q2 2026, selling an estimated $493K and leaving 5,144 shares worth $478K. The position accounts for 0.03% of the portfolio, ranked #323.

Triad Wealth Partners first reported a position in SO in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.03M in Q3 2025. 2,365 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Triad Wealth Partners held 5,144 shares of Southern Company worth $478K as of Q2 2026.
  • Triad Wealth Partners sold 5,235 Southern Company shares in Q2 2026, an estimated $493K.
  • Southern Company made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #323 holding.
  • Triad Wealth Partners first reported a position in Southern Company in Q2 2024 and has held it in 8 quarters since.
  • Triad Wealth Partners's Southern Company position peaked at $1.03M in Q3 2025.
  • 2,365 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.