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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

TritonPoint Wealth's SO Position: Q2 2026 in Review

TritonPoint Wealth opened a new position in Southern Company (SO) in Q2 2026: 6,479 shares worth $620K. The stake represents 0.06% of the portfolio and ranks #162 among its holdings. This is a return to the name: TritonPoint Wealth previously reported a position in SO as recently as Q4 2025.

TritonPoint Wealth first reported a position in SO in Q4 2023 and has held it in 10 quarters since. The position peaked at $723K in Q3 2025. 2,367 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • TritonPoint Wealth held 6,479 shares of Southern Company worth $620K as of Q2 2026.
  • Southern Company was a new TritonPoint Wealth position in Q2 2026.
  • Southern Company made up 0.06% of TritonPoint Wealth's portfolio in Q2 2026, its #162 holding.
  • TritonPoint Wealth first reported a position in Southern Company in Q4 2023 and has held it in 10 quarters since.
  • TritonPoint Wealth's Southern Company position peaked at $723K in Q3 2025.
  • 2,367 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.