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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 $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Beam Wealth Advisors's SO Position: Q2 2025 in Review

Beam Wealth Advisors sold out of Southern Company (SO) in Q2 2025, closing a stake of 10,471 shares — an estimated $963K sold.

Beam Wealth Advisors first reported a position in SO in Q2 2022 and held it in 11 quarters. The position peaked at $963K in Q1 2025. 2,182 funds tracked by Wall St. Rank hold SO as of Q2 2025.

  • Beam Wealth Advisors reported no remaining Southern Company position as of Q2 2025 after selling out during the quarter.
  • Beam Wealth Advisors sold 10,471 Southern Company shares in Q2 2025, an estimated $963K.
  • Beam Wealth Advisors first reported a position in Southern Company in Q2 2022 and held it in 11 quarters.
  • Beam Wealth Advisors's Southern Company position peaked at $963K in Q1 2025.
  • 2,182 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Beam Wealth Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.