A detailed history of Triad Wealth Partners, LLC transactions in Southern CO stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 10,909 shares of SO stock, worth $988,137. This represents 0.13% of its overall portfolio holdings.

Number of Shares
10,909
Previous 9,904 10.15%
Holding current value
$988,137
Previous $909 Million 13.68%
% of portfolio
0.13%
Previous 0.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025

BUY
$90.83 - $96.0 $91,284 - $96,480
1,005 Added 10.15%
10,909 $1.03 Billion
Q2 2025

Jul 21, 2025

BUY
$84.91 - $92.56 $120,487 - $131,342
1,419 Added 16.72%
9,904 $909 Million
Q1 2025

May 14, 2025

BUY
$80.96 - $92.96 $10,281 - $11,805
127 Added 1.52%
8,485 $780 Million
Q4 2024

Feb 06, 2025

BUY
$81.5 - $94.15 $681,177 - $786,905
8,358 New
8,358 $688 Million
Q2 2024

Jul 18, 2024

BUY
$67.77 - $80.71 $397,267 - $473,122
5,862 New
5,862 $455 Million

Others Institutions Holding SO

About SOUTHERN CO


  • Ticker SO
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 1,088,669,952
  • Market Cap $98.6B
  • Description
  • The Southern Company, through its subsidiaries, engages in the generation, transmission, and distribution of electricity. It operates through Gas Distribution Operations, Gas Pipeline Investments, Wholesale Gas Services, and Gas Marketing Services segments. The company also develops, constructs, acquires, owns, and manages power generation asset...
More about SO
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