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Beacon Financial Advisory’s Southern Company SO Stock Holding History

Beacon Financial Advisory’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
Q4 		– Sell
-2,838
Closed -$269K – 398
2025
Q3 		$269K Hold
2,838
– – 0.06% 311
2025
Q2 		$261K Buy
+2,838
New +$255K 0.07% 296

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Beacon Financial Advisory's SO Position: Q4 2025 in Review

Beacon Financial Advisory sold out of Southern Company (SO) in Q4 2025, closing a stake of 2,838 shares — an estimated $269K sold.

Beacon Financial Advisory first reported a position in SO in Q2 2025 and held it in 2 quarters. The position peaked at $269K in Q3 2025. 2,263 funds tracked by Wall St. Rank hold SO as of Q4 2025.

  • Beacon Financial Advisory reported no remaining Southern Company position as of Q4 2025 after selling out during the quarter.
  • Beacon Financial Advisory sold 2,838 Southern Company shares in Q4 2025, an estimated $269K.
  • Beacon Financial Advisory first reported a position in Southern Company in Q2 2025 and held it in 2 quarters.
  • Beacon Financial Advisory's Southern Company position peaked at $269K in Q3 2025.
  • 2,263 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Beacon Financial Advisory's 13F filing for Q4 2025, filed 17 Feb 2026.