BFG
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Beacon Financial Group’s Southern Company SO Stock Holding History

Beacon Financial Group’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 		$673K Sell
7,030
-243
-3% -$22.9K 0.06% 213
2026
Q1 		$702K Buy
7,273
+20
+0.3% +$1.85K 0.07% 197
2025
Q4 		$632K Sell
7,253
-120
-2% -$11K 0.06% 208
2025
Q3 		$699K Hold
7,373
– – 0.07% 197
2025
Q2 		$677K Sell
7,373
-786
-10% -$70.6K 0.07% 197
2025
Q1 		$750K Buy
8,159
+55
+0.7% +$4.76K 0.08% 182
2024
Q4 		$667K Sell
8,104
-31
-0.4% -$2.72K 0.07% 190
2024
Q3 		$734K Sell
8,135
-118
-1% -$10.1K 0.08% 187
2024
Q2 		$640K Buy
8,253
+127
+2% +$9.62K 0.07% 191
2024
Q1 		$583K Hold
8,126
– – 0.07% 201
2023
Q4 		$570K Hold
8,126
– – 0.07% 191
2023
Q3 		$550K Sell
8,126
-70
-0.9% -$4.86K 0.08% 170
2023
Q2 		$567K Buy
8,196
+70
+0.9% +$5.02K 0.08% 168
2023
Q1 		$585K Hold
8,126
– – 0.08% 166
2022
Q4 		$581K Hold
8,126
– – 0.08% 168
2022
Q3 		$564K Hold
8,126
– – 0.09% 169
2022
Q2 		$565K Sell
8,126
-101
-1% -$7.42K 0.08% 176
2022
Q1 		$601K Buy
8,227
+101
+1% +$6.84K 0.08% 181
2021
Q4 		$554K Sell
8,126
-100
-1% -$6.38K 0.07% 189
2021
Q3 		$515K Hold
8,226
– – 0.07% 189
2021
Q2 		$518K Sell
8,226
-722
-8% -$46.2K 0.07% 177
2021
Q1 		$532K Hold
8,948
– – 0.08% 163
2020
Q4 		$532K Sell
8,948
-1,600
-15% -$96.2K 0.08% 166
2020
Q3 		$572K Buy
10,548
+300
+3% +$16K 0.1% 142
2020
Q2 		$528K Sell
10,248
-672
-6% -$37.4K 0.1% 144
2020
Q1 		$633K Sell
10,920
-62,336
-85% -$3.95M 0.14% 128
2019
Q4 		$4.67M Sell
73,256
-1,082
-1% -$67.1K 0.58% 44
2019
Q3 		$4.59M Sell
74,338
-38,888
-34% -$2.25M 0.78% 43
2019
Q2 		$6.26M Sell
113,226
-620
-0.5% -$33.2K 1.07% 27
2019
Q1 		$5.88K Sell
113,846
-8,035
-7% -$394K 0.96% 29
2018
Q4 		$5.36M Sell
121,881
-715
-0.6% -$32.5K 1% 33
2018
Q3 		$5.34M Sell
122,596
-4,304
-3% -$198K 0.9% 39
2018
Q2 		$5.88M Sell
126,900
-524
-0.4% -$23.5K 0.99% 37
2018
Q1 		$5.69M Sell
127,424
-57,944
-31% -$2.57M 0.97% 36
2017
Q4 		$8.91M Sell
185,368
-7,262
-4% -$370K 1.55% 20
2017
Q3 		$9.47M Buy
192,630
+2,499
+1% +$121K 1.71% 16
2017
Q2 		$9.18M Buy
190,131
+4,453
+2% +$223K 1.74% 16
2017
Q1 		$9.22M Buy
185,678
+7,210
+4% +$356K 1.76% 16
2016
Q4 		$8.78M Sell
178,468
-8,695
-5% -$427K 1.79% 18
2016
Q3 		$9.74M Buy
187,163
+674
+0.4% +$35.5K 2.05% 14
2016
Q2 		$9.74M Buy
186,489
+40
+0% +$2.01K 2.13% 11
2016
Q1 		$9.55M Sell
186,449
-3,941
-2% -$192K 2.06% 11
2015
Q4 		$9M Buy
190,390
+7,872
+4% +$357K 2.07% 11
2015
Q3 		$8.08M Sell
182,518
-1,707
-0.9% -$74.9K 1.98% 13
2015
Q2 		$7.73M Buy
184,225
+25,601
+16% +$1.12M 1.68% 15
2015
Q1 		$7.03M Buy
158,624
+3,579
+2% +$170K 1.56% 17
2014
Q4 		$7.72M Buy
155,045
+804
+0.5% +$38K 1.6% 13
2014
Q3 		$6.73M Buy
154,241
+4,309
+3% +$189K 1.46% 15
2014
Q2 		$6.76M Buy
149,932
+43,702
+41% +$1.93M 1.49% 14
2014
Q1 		$4.61M Buy
106,230
+2,311
+2% +$96.9K 0.95% 31
2013
Q4 		$4.26M Buy
103,919
+4,997
+5% +$206K 0.82% 34
2013
Q3 		$4.08M Buy
+98,922
New +$4.26M 0.88% 32

Other funds holding SO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Beacon Financial Group's SO Position: Q2 2026 in Review

Beacon Financial Group reduced its Southern Company (SO) stake by 3.3% in Q2 2026, selling an estimated $22.9K and leaving 7,030 shares worth $673K. The position accounts for 0.06% of the portfolio, ranked #213.

Beacon Financial Group first reported a position in SO in Q3 2013 and has held it in 52 quarters since. The position peaked at $9.74M in Q3 2016. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Beacon Financial Group held 7,030 shares of Southern Company worth $673K as of Q2 2026.
  • Beacon Financial Group sold 243 Southern Company shares in Q2 2026, an estimated $22.9K.
  • Southern Company made up 0.06% of Beacon Financial Group's portfolio in Q2 2026, its #213 holding.
  • Beacon Financial Group first reported a position in Southern Company in Q3 2013 and has held it in 52 quarters since.
  • Beacon Financial Group's Southern Company position peaked at $9.74M in Q3 2016.
  • 1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.