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Beacon Financial Strategies’s Southern Company SO Stock Holding History

Beacon Financial Strategies’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 		$97.2K Buy
1,016
+629
+163% +$59.2K 0.05% 68
2026
Q1 		$37.3K Hold
387
– – 0.02% 85
2025
Q4 		$33.7K Buy
+387
New +$35.3K 0.02% 93

Other funds holding SO

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

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

Beacon Financial Strategies increased its Southern Company (SO) stake by 163% in Q2 2026, buying an estimated $59.2K and bringing the position to 1,016 shares worth $97.2K. The position accounts for 0.05% of the portfolio, ranked #68.

Beacon Financial Strategies first reported a position in SO in Q4 2025 and has held it in 3 quarters since. 392 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Beacon Financial Strategies held 1,016 shares of Southern Company worth $97.2K as of Q2 2026.
  • Beacon Financial Strategies bought 629 Southern Company shares in Q2 2026, an estimated $59.2K.
  • Southern Company made up 0.05% of Beacon Financial Strategies's portfolio in Q2 2026, its #68 holding.
  • Beacon Financial Strategies first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • 392 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.