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Beacon Pointe Advisors’s Southern Company SO Stock Holding History

Beacon Pointe 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 		$9.02M Sell
94,275
-2,726
-3% -$257K 0.04% 365
2026
Q1 		$9.36M Buy
97,001
+21,524
+29% +$1.99M 0.05% 334
2025
Q4 		$6.58M Buy
75,477
+1,186
+2% +$108K 0.05% 329
2025
Q3 		$7.04M Sell
74,291
-14,358
-16% -$1.34M 0.06% 288
2025
Q2 		$8.14M Buy
88,649
+2,061
+2% +$185K 0.09% 209
2025
Q1 		$7.96M Sell
86,588
-2
-0% -$173 0.09% 207
2024
Q4 		$7.13M Sell
86,590
-913
-1% -$80.1K 0.08% 213
2024
Q3 		$7.89M Sell
87,503
-15,284
-15% -$1.31M 0.09% 194
2024
Q2 		$7.97M Sell
102,787
-1,803
-2% -$137K 0.09% 194
2024
Q1 		$7.5M Sell
104,590
-1,335
-1% -$92.2K 0.08% 216
2023
Q4 		$7.43M Sell
105,925
-23,953
-18% -$1.64M 0.09% 205
2023
Q3 		$8.41M Buy
129,878
+58,223
+81% +$4.04M 0.1% 180
2023
Q2 		$5.03M Sell
71,655
-33,513
-32% -$2.4M 0.08% 214
2023
Q1 		$7.32M Buy
105,168
+32,698
+45% +$2.2M 0.12% 168
2022
Q4 		$5.18M Buy
72,470
+15,521
+27% +$1.04M 0.1% 187
2022
Q3 		$3.87M Sell
56,949
-884
-2% -$67K 0.09% 200
2022
Q2 		$4.13M Sell
57,833
-28,384
-33% -$2.08M 0.09% 206
2022
Q1 		$6.25M Buy
86,217
+65,568
+318% +$4.44M 0.09% 218
2021
Q4 		$1.42M Sell
20,649
-33,581
-62% -$2.14M 0.04% 314
2021
Q3 		$3.36M Buy
54,230
+31,871
+143% +$2.05M 0.08% 212
2021
Q2 		$1.35M Buy
22,359
+12,849
+135% +$822K 0.05% 282
2021
Q1 		$589K Sell
9,510
-1,242
-12% -$74.4K 0.04% 271
2020
Q4 		$661K Buy
10,752
+2,955
+38% +$178K 0.05% 242
2020
Q3 		$423K Sell
7,797
-2,291
-23% -$122K 0.04% 248
2020
Q2 		$525K Buy
10,088
+3,253
+48% +$181K 0.05% 224
2020
Q1 		$372K Buy
6,835
+2,986
+78% +$189K 0.06% 204
2019
Q4 		$246K Buy
+3,849
New +$239K 0.08% 190
2019
Q3 		– Sell
-3,960
Closed -$219K – 195
2019
Q2 		$219K Buy
+3,960
New +$212K 0.08% 183

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 Pointe Advisors's SO Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Southern Company (SO) stake by 2.8% in Q2 2026, selling an estimated $257K and leaving 94,275 shares worth $9.02M. The position accounts for 0.04% of the portfolio, ranked #365.

Beacon Pointe Advisors first reported a position in SO in Q2 2019 and has held it in 28 quarters since. The position peaked at $9.36M in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Beacon Pointe Advisors held 94,275 shares of Southern Company worth $9.02M as of Q2 2026.
  • Beacon Pointe Advisors sold 2,726 Southern Company shares in Q2 2026, an estimated $257K.
  • Southern Company made up 0.04% of Beacon Pointe Advisors's portfolio in Q2 2026, its #365 holding.
  • Beacon Pointe Advisors first reported a position in Southern Company in Q2 2019 and has held it in 28 quarters since.
  • Beacon Pointe Advisors's Southern Company position peaked at $9.36M in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.