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 Q3	$517K	Buy	6,238 +1,094	+21%	+$100K	0.03%	314
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Triad Wealth Partners's SO Position: Q3 2026 in Review

Triad Wealth Partners increased its Southern Company (SO) stake by 21% in Q3 2026, buying an estimated $100K and bringing the position to 6,238 shares worth $517K. The position accounts for 0.03% of the portfolio, ranked #314.

Triad Wealth Partners first reported a position in SO in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.03M in Q3 2025. 1,450 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Triad Wealth Partners held 6,238 shares of Southern Company worth $517K as of Q3 2026.
Triad Wealth Partners bought 1,094 Southern Company shares in Q3 2026, an estimated $100K.
Southern Company made up 0.03% of Triad Wealth Partners's portfolio in Q3 2026, its #314 holding.
Triad Wealth Partners first reported a position in Southern Company in Q2 2024 and has held it in 9 quarters since.
Triad Wealth Partners's Southern Company position peaked at $1.03M in Q3 2025.
1,450 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.