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Beacon Investment Advisors’s Southern Company SO Stock Holding History

Beacon Investment Advisors’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 		$698K Sell
7,291
-2
-0% -$188 0.22% 97
2026
Q1 		$704K Sell
7,293
-34
-0.5% -$3.15K 0.27% 87
2025
Q4 		$639K Buy
7,327
+15
+0.2% +$1.37K 0.26% 87
2025
Q3 		$693K Buy
7,312
+21
+0.3% +$1.96K 0.28% 85
2025
Q2 		$663K Buy
7,291
+79
+1% +$7.09K 0.29% 81
2025
Q1 		$663K Buy
7,212
+228
+3% +$19.7K 0.31% 82
2024
Q4 		$575K Sell
6,984
-120
-2% -$10.5K 0.27% 89
2024
Q3 		$641K Buy
7,104
+20
+0.3% +$1.71K 0.3% 85
2024
Q2 		$549K Buy
7,084
+24
+0.3% +$1.82K 0.28% 90
2024
Q1 		$506K Buy
7,060
+27
+0.4% +$1.86K 0.29% 81
2023
Q4 		$493K Buy
7,033
+3
+0% +$206 0.31% 76
2023
Q3 		$455K Buy
7,030
+26
+0.4% +$1.8K 0.32% 78
2023
Q2 		$492K Sell
7,004
-287
-4% -$20.6K 0.34% 77
2023
Q1 		$507K Buy
7,291
+414
+6% +$27.9K 0.37% 79
2022
Q4 		$491K Buy
+6,877
New +$460K 0.41% 74

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Beacon Investment Advisors's SO Position: Q2 2026 in Review

Beacon Investment Advisors reduced its Southern Company (SO) stake by 0.03% in Q2 2026, selling an estimated $188 and leaving 7,291 shares worth $698K. The position accounts for 0.22% of the portfolio, ranked #97.

Beacon Investment Advisors first reported a position in SO in Q4 2022 and has held it in 15 quarters since. The position peaked at $704K in Q1 2026. 2,364 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Beacon Investment Advisors held 7,291 shares of Southern Company worth $698K as of Q2 2026.
  • Beacon Investment Advisors sold 2 Southern Company shares in Q2 2026, an estimated $188.
  • Southern Company made up 0.22% of Beacon Investment Advisors's portfolio in Q2 2026, its #97 holding.
  • Beacon Investment Advisors first reported a position in Southern Company in Q4 2022 and has held it in 15 quarters since.
  • Beacon Investment Advisors's Southern Company position peaked at $704K in Q1 2026.
  • 2,364 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.