Beaumont Asset Management’s Southern Company SO Stock Holding History

Beaumont Asset Management’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	$725K	Sell	7,570 -30	-0.4%	-$2.82K	0.28%	52
2026 Q1	$734K	Buy	7,600 +348	+5%	+$32.2K	0.33%	46
2025 Q4	$632K	Sell	7,252 -157	-2%	-$14.3K	0.32%	45
2025 Q3	$702K	Buy	7,409 +126	+2%	+$11.8K	0.35%	43
2025 Q2	$669K	Sell	7,283 -10	-0.1%	-$898	0.36%	42
2025 Q1	$671K	Buy	7,293 +95	+1%	+$8.22K	0.41%	43
2024 Q4	$593K	Sell	7,198 -214	-3%	-$18.8K	0.34%	41
2024 Q3	$668K	Buy	7,412 +80	+1%	+$6.83K	0.39%	40
2024 Q2	$569K	Buy	7,332 +198	+3%	+$15K	0.37%	44
2024 Q1	$512K	Buy	7,134 +124	+2%	+$8.56K	0.34%	45
2023 Q4	$492K	Sell	7,010 -25	-0.4%	-$1.72K	0.35%	48
2023 Q3	$455K	Buy	7,035 +158	+2%	+$11K	0.37%	45
2023 Q2	$483K	Buy	6,877 +1,505	+28%	+$108K	0.37%	51
2023 Q1	$374K	Sell	5,372 -22	-0.4%	-$1.48K	0.27%	61
2022 Q4	$385K	Buy	5,394 +62	+1%	+$4.15K	0.28%	62
2022 Q3	$362K	Sell	5,332 -32	-0.6%	-$2.42K	0.29%	59
2022 Q2	$382K	Sell	5,364 -42	-0.8%	-$3.08K	0.29%	56
2022 Q1	$391K	Buy	5,406 +29	+0.5%	+$1.96K	0.26%	53
2021 Q4	$368K	Buy	5,377 +133	+3%	+$8.48K	0.25%	57
2021 Q3	$324K	Sell	5,244 -87	-2%	-$5.6K	0.24%	55
2021 Q2	$322K	Sell	5,331 -15	-0.3%	-$959	0.25%	57
2021 Q1	$332K	Buy	5,346 +310	+6%	+$18.6K	0.28%	51
2020 Q4	$309K	Buy	5,036 +43	+0.9%	+$2.58K	0.28%	49
2020 Q3	$270K	Buy	4,993 +16	+0.3%	+$855	0.27%	49
2020 Q2	$258K	Buy	+4,977	New	+$277K	0.27%	44

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

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Beaumont Asset Management's SO Position: Q2 2026 in Review

Beaumont Asset Management reduced its Southern Company (SO) stake by 0.39% in Q2 2026, selling an estimated $2.82K and leaving 7,570 shares worth $725K. The position accounts for 0.28% of the portfolio, ranked #52.

Beaumont Asset Management first reported a position in SO in Q2 2020 and has held it in 25 quarters since. The position peaked at $734K in Q1 2026. 688 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Beaumont Asset Management held 7,570 shares of Southern Company worth $725K as of Q2 2026.
Beaumont Asset Management sold 30 Southern Company shares in Q2 2026, an estimated $2.82K.
Southern Company made up 0.28% of Beaumont Asset Management's portfolio in Q2 2026, its #52 holding.
Beaumont Asset Management first reported a position in Southern Company in Q2 2020 and has held it in 25 quarters since.
Beaumont Asset Management's Southern Company position peaked at $734K in Q1 2026.
688 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Beaumont Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.