Trivium Point Advisory’s Southern Company SO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$319K Buy
+3,328
New +$313K 0.03% 299
2026
Q1
Sell
-2,907
Closed -$253K 334
2025
Q4
$253K Buy
+2,907
New +$265K 0.03% 306
2024
Q3
Sell
-2,874
Closed -$223K 344
2024
Q2
$223K Buy
+2,874
New +$218K 0.03% 284
2022
Q3
Sell
-2,927
Closed -$209K 203
2022
Q2
$209K Buy
+2,927
New +$215K 0.06% 185

Other funds holding SO

Trivium Point Advisory's SO Position: Q2 2026 in Review

Trivium Point Advisory opened a new position in Southern Company (SO) in Q2 2026: 3,328 shares worth $319K. The stake represents 0.03% of the portfolio and ranks #299 among its holdings. This is a return to the name: Trivium Point Advisory previously reported a position in SO as recently as Q4 2025.

Trivium Point Advisory first reported a position in SO in Q2 2022 and has held it in 4 quarters since. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Trivium Point Advisory held 3,328 shares of Southern Company worth $319K as of Q2 2026.
  • Southern Company was a new Trivium Point Advisory position in Q2 2026.
  • Southern Company made up 0.03% of Trivium Point Advisory's portfolio in Q2 2026, its #299 holding.
  • Trivium Point Advisory first reported a position in Southern Company in Q2 2022 and has held it in 4 quarters since.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.