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Beacon Capital Management LLC (Tennessee)’s Southern Company SO Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2025
Q3 		– Sell
-1,111
Closed -$102K – 866
2025
Q2 		$102K Sell
1,111
-188
-14% -$16.9K 0.01% 203
2025
Q1 		$119K Buy
1,299
+76
+6% +$6.58K 0.02% 172
2024
Q4 		$101K Sell
1,223
-146
-11% -$12.8K 0.01% 194
2024
Q3 		$123K Buy
1,369
+349
+34% +$29.8K 0.02% 167
2024
Q2 		$79.1K Hold
1,020
– – 0.01% 203
2024
Q1 		$73.2K Sell
1,020
-71
-7% -$4.9K 0.02% 219
2023
Q4 		$70.6K Sell
1,091
-311
-22% -$21.4K 0.02% 174
2023
Q3 		$98.5K Hold
1,402
– – 0.03% 149
2023
Q2 		$98.5K Buy
1,402
+41
+3% +$2.94K 0.03% 149
2023
Q1 		$94.7K Sell
1,361
-98
-7% -$6.6K 0.03% 144
2022
Q4 		$104K Hold
1,459
– – 0.04% 137
2022
Q3 		$105K Sell
1,459
-15
-1% -$1.14K 0.04% 130
2022
Q2 		$107K Hold
1,474
– – 0.03% 149
2022
Q1 		$107K Buy
+1,474
New +$99.8K 0.03% 149

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s SO Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Southern Company (SO) in Q3 2025, closing a stake of 1,111 shares — an estimated $102K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in SO in Q1 2022 and held it in 14 quarters. The position peaked at $123K in Q3 2024. 2,220 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Southern Company position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 1,111 Southern Company shares in Q3 2025, an estimated $102K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Southern Company in Q1 2022 and held it in 14 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Southern Company position peaked at $123K in Q3 2024.
  • 2,220 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.