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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Beacon Investment Advisors's SO Position: Q1 2026 in Review

Beacon Investment Advisors reduced its Southern Company (SO) stake by 0.46% in Q1 2026, selling an estimated $3.15K and leaving 7,293 shares worth $704K. The position accounts for 0.27% of the portfolio, ranked #87.

Beacon Investment Advisors first reported a position in SO in Q4 2022 and has held it in 14 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Beacon Investment Advisors held 7,293 shares of Southern Company worth $704K as of Q1 2026.
Beacon Investment Advisors sold 34 Southern Company shares in Q1 2026, an estimated $3.15K.
Southern Company made up 0.27% of Beacon Investment Advisors's portfolio in Q1 2026, its #87 holding.
Beacon Investment Advisors first reported a position in Southern Company in Q4 2022 and has held it in 14 quarters since.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.