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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

TritonPoint Wealth's SO Position: Q1 2026 in Review

TritonPoint Wealth sold out of Southern Company (SO) in Q1 2026, closing a stake of 6,971 shares — an estimated $608K sold.

TritonPoint Wealth first reported a position in SO in Q4 2023 and held it in 9 quarters. The position peaked at $723K in Q3 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

TritonPoint Wealth reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
TritonPoint Wealth sold 6,971 Southern Company shares in Q1 2026, an estimated $608K.
TritonPoint Wealth first reported a position in Southern Company in Q4 2023 and held it in 9 quarters.
TritonPoint Wealth's Southern Company position peaked at $723K in Q3 2025.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.