Triumph Capital Management’s Southern Company SO Stock Holding History

Triumph Capital 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	$66K	Sell	689 -22	-3%	-$2.07K	0.01%	598
2026 Q1	$68.6K	Buy	711 +138	+24%	+$12.8K	0.01%	551
2025 Q4	$50K	Buy	+573	New	+$52.3K	0.01%	617
2022 Q1	–	Sell	-5,748	Closed	-$394K	–	244
2021 Q4	$394K	Sell	5,748 -627	-10%	-$40K	0.17%	125
2021 Q3	$395K	Sell	6,375 -30	-0.5%	-$1.93K	0.19%	126
2021 Q2	$396K	Buy	+6,405	New	+$410K	0.23%	104

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

Triumph Capital Management's SO Position: Q2 2026 in Review

Triumph Capital Management reduced its Southern Company (SO) stake by 3.1% in Q2 2026, selling an estimated $2.07K and leaving 689 shares worth $66K. The position accounts for 0.01% of the portfolio, ranked #598.

Triumph Capital Management first reported a position in SO in Q2 2021 and has held it in 6 quarters since. The position peaked at $396K in Q2 2021. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Triumph Capital Management held 689 shares of Southern Company worth $66K as of Q2 2026.
Triumph Capital Management sold 22 Southern Company shares in Q2 2026, an estimated $2.07K.
Southern Company made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #598 holding.
Triumph Capital Management first reported a position in Southern Company in Q2 2021 and has held it in 6 quarters since.
Triumph Capital Management's Southern Company position peaked at $396K in Q2 2021.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.