BWA
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Beam Wealth Advisors’s Southern Company SO Stock Holding History

Beam Wealth 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
2025
Q2 		– Sell
-10,471
Closed -$963K – 113
2025
Q1 		$963K Sell
10,471
-398
-4% -$34.5K 0.32% 65
2024
Q4 		$895K Buy
10,869
+437
+4% +$38.3K 0.28% 70
2024
Q3 		$941K Buy
+10,432
New +$891K 0.29% 65
2024
Q2 		– Sell
-5,094
Closed -$365K – 144
2024
Q1 		$365K Sell
5,094
-303
-6% -$20.9K 0.22% 73
2023
Q4 		$378K Buy
5,397
+51
+1% +$3.5K 0.24% 65
2023
Q3 		$346K Buy
5,346
+8
+0.1% +$555 0.25% 67
2023
Q2 		$375K Buy
5,338
+517
+11% +$37.1K 0.26% 65
2023
Q1 		$335K Sell
4,821
-16
-0.3% -$1.08K 0.34% 65
2022
Q4 		$345K Buy
4,837
+17
+0.4% +$1.14K 0.36% 61
2022
Q3 		$328K Sell
4,820
-31
-0.6% -$2.35K 0.37% 69
2022
Q2 		$346K Buy
+4,851
New +$356K 0.38% 66

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return