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Beacon Investment Advisory Services’s Southern Company SO Stock Holding History

Beacon Investment Advisory Services’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 		$165K Sell
1,725
-205
-11% -$19.3K 0.01% 273
2026
Q1 		$186K Buy
+1,930
New +$179K 0.01% 251
2024
Q2 		– Sell
-4,664
Closed -$335K – 271
2024
Q1 		$335K Hold
4,664
– – 0.01% 219
2023
Q4 		$327K Sell
4,664
-2,250
-33% -$155K 0.01% 220
2023
Q3 		$447K Sell
6,914
-350
-5% -$24.3K 0.02% 198
2023
Q2 		$510K Sell
7,264
-375
-5% -$26.9K 0.02% 194
2023
Q1 		$531K Buy
7,639
+3
+0% +$202 0.03% 177
2022
Q4 		$545K Sell
7,636
-247
-3% -$16.5K 0.03% 183
2022
Q3 		$536K Buy
7,883
+354
+5% +$26.8K 0.03% 181
2022
Q2 		$537K Sell
7,529
-85
-1% -$6.24K 0.03% 185
2022
Q1 		$552K Sell
7,614
-37
-0.5% -$2.51K 0.02% 199
2021
Q4 		$525K Buy
7,651
+37
+0.5% +$2.36K 0.02% 212
2021
Q3 		$472K Sell
7,614
-2,250
-23% -$145K 0.02% 208
2021
Q2 		$597K Sell
9,864
-650
-6% -$41.6K 0.02% 196
2021
Q1 		$654K Sell
10,514
-100
-0.9% -$5.99K 0.03% 181
2020
Q4 		$652K Sell
10,614
-133
-1% -$8K 0.03% 169
2020
Q3 		$583K Buy
10,747
+133
+1% +$7.11K 0.03% 165
2020
Q2 		$550K Buy
+10,614
New +$590K 0.03% 163
2018
Q2 		– Sell
-7,480
Closed -$334K – 265
2018
Q1 		$334K Buy
7,480
+370
+5% +$16.4K 0.03% 199
2017
Q4 		$342K Sell
7,110
-2,777
-28% -$141K 0.04% 189
2017
Q3 		$486K Buy
+9,887
New +$479K 0.04% 182

Other funds holding SO

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
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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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

Beacon Investment Advisory Services's SO Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its Southern Company (SO) stake by 11% in Q2 2026, selling an estimated $19.3K and leaving 1,725 shares worth $165K. The position accounts for 0.01% of the portfolio, ranked #273.

Beacon Investment Advisory Services first reported a position in SO in Q3 2017 and has held it in 21 quarters since. The position peaked at $654K in Q1 2021. 696 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Beacon Investment Advisory Services held 1,725 shares of Southern Company worth $165K as of Q2 2026.
  • Beacon Investment Advisory Services sold 205 Southern Company shares in Q2 2026, an estimated $19.3K.
  • Southern Company made up 0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #273 holding.
  • Beacon Investment Advisory Services first reported a position in Southern Company in Q3 2017 and has held it in 21 quarters since.
  • Beacon Investment Advisory Services's Southern Company position peaked at $654K in Q1 2021.
  • 696 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.