Trifecta Capital Advisors’s Southern Company SO Stock Holding History

Trifecta Capital Advisors’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	$104K	Buy	1,084 +34	+3%	+$3.2K	0.01%	149
2026 Q1	$101K	Buy	+1,050	New	+$97.1K	0.02%	147
2025 Q4	–	Sell	-23	Closed	-$2.18K	–	420
2025 Q3	$2.18K	Hold	23	–	–	﹤0.01%	327
2025 Q2	$2.11K	Hold	23	–	–	﹤0.01%	338
2025 Q1	$2.12K	Hold	23	–	–	﹤0.01%	306
2024 Q4	$1.89K	Hold	23	–	–	﹤0.01%	307
2024 Q3	$2.08K	Hold	23	–	–	﹤0.01%	305
2024 Q2	$1.78K	Hold	23	–	–	﹤0.01%	328
2024 Q1	$1.65K	Hold	23	–	–	﹤0.01%	325
2023 Q4	$1.61K	Hold	23	–	–	﹤0.01%	355
2023 Q3	$1.49K	Hold	23	–	–	﹤0.01%	344
2023 Q2	$1.62K	Hold	23	–	–	﹤0.01%	330
2023 Q1	$1.6K	Hold	23	–	–	﹤0.01%	325
2022 Q4	$1.64K	Buy	+23	New	+$1.54K	﹤0.01%	332

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Trifecta Capital Advisors's SO Position: Q2 2026 in Review

Trifecta Capital Advisors increased its Southern Company (SO) stake by 3.2% in Q2 2026, buying an estimated $3.2K and bringing the position to 1,084 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #149.

Trifecta Capital Advisors first reported a position in SO in Q4 2022 and has held it in 14 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Trifecta Capital Advisors held 1,084 shares of Southern Company worth $104K as of Q2 2026.
Trifecta Capital Advisors bought 34 Southern Company shares in Q2 2026, an estimated $3.2K.
Southern Company made up 0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #149 holding.
Trifecta Capital Advisors first reported a position in Southern Company in Q4 2022 and has held it in 14 quarters since.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.