TritonPoint Wealth’s Southern Company SO Stock Holding History

TritonPoint Wealth’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	$537K	Buy	6,484 +5	+0.1%	+$456	0.05%	176
2026 Q2	$620K	Buy	+6,479	New	+$610K	0.06%	162
2026 Q1	–	Sell	-6,971	Closed	-$608K	–	284
2025 Q4	$608K	Sell	6,971 -657	-9%	-$60K	0.06%	158
2025 Q3	$723K	Buy	7,628 +148	+2%	+$13.8K	0.06%	185
2025 Q2	$687K	Buy	7,480 +207	+3%	+$18.6K	0.06%	187
2025 Q1	$669K	Buy	7,273 +46	+0.6%	+$3.98K	0.06%	185
2024 Q4	$595K	Buy	7,227 +327	+5%	+$28.7K	0.05%	191
2024 Q3	$622K	Buy	6,900 +306	+5%	+$26.1K	0.06%	186
2024 Q2	$512K	Sell	6,594 -12	-0.2%	-$909	0.05%	200
2024 Q1	$450K	Buy	6,606 +132	+2%	+$9.11K	0.05%	213
2023 Q4	$454K	Buy	+6,474	New	+$445K	0.04%	222

Other funds holding SO

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

TritonPoint Wealth's SO Position: Q3 2026 in Review

TritonPoint Wealth increased its Southern Company (SO) stake by 0.08% in Q3 2026, buying an estimated $456 and bringing the position to 6,484 shares worth $537K. The position accounts for 0.05% of the portfolio, ranked #176.

TritonPoint Wealth first reported a position in SO in Q4 2023 and has held it in 11 quarters since. The position peaked at $723K in Q3 2025. 1,496 funds tracked by Wall St. Rank hold SO as of Q3 2026.

TritonPoint Wealth held 6,484 shares of Southern Company worth $537K as of Q3 2026.
TritonPoint Wealth bought 5 Southern Company shares in Q3 2026, an estimated $456.
Southern Company made up 0.05% of TritonPoint Wealth's portfolio in Q3 2026, its #176 holding.
TritonPoint Wealth first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
TritonPoint Wealth's Southern Company position peaked at $723K in Q3 2025.
1,496 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on TritonPoint Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.