Triton Wealth Management’s Southern Company SO Stock Holding History

Triton Wealth Management’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	$207K	Sell	2,143 -306	-12%	-$28.8K	0.06%	123
2026 Q1	$237K	Hold	2,449	–	–	0.09%	109
2025 Q4	$220K	Hold	2,449	–	–	0.08%	110
2025 Q3	$231K	Sell	2,449 -2,801	-53%	-$261K	0.09%	103
2025 Q2	$499K	Buy	+5,250	New	+$472K	0.21%	56
2024 Q4	$399K	Hold	4,560	–	–	0.21%	53
2024 Q3	$415K	Sell	4,560 -121	-3%	-$10.3K	0.24%	45
2024 Q2	$381K	Hold	4,681	–	–	0.22%	48
2024 Q1	$343K	Sell	4,681 -10	-0.2%	-$690	0.24%	48
2023 Q4	$338K	Hold	4,691	–	–	0.22%	42
2023 Q3	$333K	Hold	4,691	–	–	0.22%	45
2023 Q2	$335K	Hold	4,691	–	–	0.19%	50
2023 Q1	$333K	Hold	4,691	–	–	0.2%	47
2022 Q4	$325K	Sell	4,691 -207	-4%	-$13.8K	0.2%	54
2022 Q3	$343K	Hold	4,898	–	–	0.2%	48
2022 Q2	$376K	Hold	4,898	–	–	0.26%	48
2022 Q1	$339K	Hold	4,898	–	–	0.18%	67
2021 Q4	$339K	Hold	4,898	–	–	0.18%	67
2021 Q3	$306K	Sell	4,898 -5	-0.1%	-$322	0.15%	78
2021 Q2	$321K	Buy	4,903 +200	+4%	+$12.8K	0.18%	79
2021 Q1	$295K	Buy	4,703 +5	+0.1%	+$299	0.2%	78
2020 Q4	$281K	Hold	4,698	–	–	0.18%	66
2020 Q3	$269K	Hold	4,698	–	–	0.23%	62
2020 Q2	$259K	Hold	4,698	–	–	0.27%	61
2020 Q1	$261K	Buy	+4,698	New	+$298K	0.42%	45

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

Triton Wealth Management's SO Position: Q2 2026 in Review

Triton Wealth Management reduced its Southern Company (SO) stake by 12% in Q2 2026, selling an estimated $28.8K and leaving 2,143 shares worth $207K. The position accounts for 0.06% of the portfolio, ranked #123.

Triton Wealth Management first reported a position in SO in Q1 2020 and has held it in 25 quarters since. The position peaked at $499K in Q2 2025. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Triton Wealth Management held 2,143 shares of Southern Company worth $207K as of Q2 2026.
Triton Wealth Management sold 306 Southern Company shares in Q2 2026, an estimated $28.8K.
Southern Company made up 0.06% of Triton Wealth Management's portfolio in Q2 2026, its #123 holding.
Triton Wealth Management first reported a position in Southern Company in Q1 2020 and has held it in 25 quarters since.
Triton Wealth Management's Southern Company position peaked at $499K in Q2 2025.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Triton Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.