Trinity Financial Advisors
SO icon

Trinity Financial Advisors’s Southern Company SO Stock Holding History

Trinity Financial 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
Q3 		$408K Sell
4,920
-573
-10% -$52.2K 0.11% 64
2026
Q2 		$526K Sell
5,493
-337
-6% -$31.7K 0.14% 57
2026
Q1 		$563K Sell
5,830
-116
-2% -$10.7K 0.16% 51
2025
Q4 		$518K Sell
5,946
-105
-2% -$9.6K 0.15% 52
2025
Q3 		$573K Buy
6,051
+17
+0.3% +$1.59K 0.17% 50
2025
Q2 		$554K Buy
6,034
+17
+0.3% +$1.53K 0.17% 49
2025
Q1 		$557K Buy
6,017
+1,961
+48% +$170K 0.2% 45
2024
Q4 		$333K Buy
4,056
+421
+12% +$36.9K 0.13% 61
2024
Q3 		$345K Buy
3,635
+11
+0.3% +$940 0.15% 59
2024
Q2 		$281K Sell
3,624
-722
-17% -$54.7K 0.13% 64
2024
Q1 		$312K Sell
4,346
-184
-4% -$12.7K 0.14% 54
2023
Q4 		$318K Sell
4,530
-3,376
-43% -$232K 0.16% 56
2023
Q3 		$512K Sell
7,906
-882
-10% -$61.2K 0.27% 34
2023
Q2 		$617K Buy
8,788
+2,104
+31% +$151K 0.33% 27
2023
Q1 		$465K Buy
+6,684
New +$450K 0.28% 36
2022
Q4 		– Sell
-10,793
Closed -$734K – 71
2022
Q3 		$734K Buy
+10,793
New +$818K 0.53% 24

Other funds holding SO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Trinity Financial Advisors's SO Position: Q3 2026 in Review

Trinity Financial Advisors reduced its Southern Company (SO) stake by 10% in Q3 2026, selling an estimated $52.2K and leaving 4,920 shares worth $408K. The position accounts for 0.11% of the portfolio, ranked #64.

Trinity Financial Advisors first reported a position in SO in Q3 2022 and has held it in 16 quarters since. The position peaked at $734K in Q3 2022. 1,359 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Trinity Financial Advisors held 4,920 shares of Southern Company worth $408K as of Q3 2026.
  • Trinity Financial Advisors sold 573 Southern Company shares in Q3 2026, an estimated $52.2K.
  • Southern Company made up 0.11% of Trinity Financial Advisors's portfolio in Q3 2026, its #64 holding.
  • Trinity Financial Advisors first reported a position in Southern Company in Q3 2022 and has held it in 16 quarters since.
  • Trinity Financial Advisors's Southern Company position peaked at $734K in Q3 2022.
  • 1,359 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Trinity Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.