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Beaumont Financial Advisors’s Southern Company SO Stock Holding History

Beaumont Financial 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 		$828K Sell
8,647
-58
-0.7% -$5.46K 0.05% 193
2026
Q1 		$840K Buy
8,705
+20
+0.2% +$1.85K 0.06% 181
2025
Q4 		$757K Buy
8,685
+167
+2% +$15.2K 0.05% 187
2025
Q3 		$807K Sell
8,518
-1,015
-11% -$94.8K 0.05% 182
2025
Q2 		$875K Sell
9,533
-146
-2% -$13.1K 0.06% 165
2025
Q1 		$890K Buy
9,679
+29
+0.3% +$2.51K 0.07% 161
2024
Q4 		$794K Buy
9,650
+32
+0.3% +$2.81K 0.06% 172
2024
Q3 		$867K Buy
9,618
+11
+0.1% +$940 0.07% 156
2024
Q2 		$745K Buy
9,607
+88
+0.9% +$6.67K 0.06% 172
2024
Q1 		$683K Sell
9,519
-245
-3% -$16.9K 0.06% 177
2023
Q4 		$685K Sell
9,764
-9
-0.1% -$618 0.06% 167
2023
Q3 		$633K Sell
9,773
-183
-2% -$12.7K 0.06% 158
2023
Q2 		$699K Buy
9,956
+116
+1% +$8.32K 0.06% 162
2023
Q1 		$685K Sell
9,840
-171
-2% -$11.5K 0.07% 151
2022
Q4 		$715K Sell
10,011
-206
-2% -$13.8K 0.07% 150
2022
Q3 		$695K Sell
10,217
-55
-0.5% -$4.17K 0.07% 145
2022
Q2 		$733K Buy
10,272
+200
+2% +$14.7K 0.07% 148
2022
Q1 		$730K Sell
10,072
-79
-0.8% -$5.35K 0.06% 177
2021
Q4 		$696K Buy
10,151
+198
+2% +$12.6K 0.05% 175
2021
Q3 		$617K Buy
9,953
+112
+1% +$7.21K 0.05% 188
2021
Q2 		$595K Buy
9,841
+961
+11% +$61.5K 0.05% 186
2021
Q1 		$552K Buy
8,880
+467
+6% +$28K 0.05% 184
2020
Q4 		$517K Buy
8,413
+9
+0.1% +$541 0.05% 192
2020
Q3 		$456K Buy
8,404
+85
+1% +$4.54K 0.04% 202
2020
Q2 		$431K Buy
8,319
+600
+8% +$33.4K 0.05% 198
2020
Q1 		$418K Sell
7,719
-239
-3% -$15.1K 0.05% 163
2019
Q4 		$507K Sell
7,958
-703
-8% -$43.6K 0.05% 176
2019
Q3 		$535K Buy
8,661
+315
+4% +$18.3K 0.05% 161
2019
Q2 		$461K Buy
8,346
+1,095
+15% +$58.6K 0.05% 157
2019
Q1 		$375K Sell
7,251
-605
-8% -$29.7K 0.04% 171
2018
Q4 		$345K Sell
7,856
-25
-0.3% -$1.14K 0.06% 149
2018
Q3 		$344K Sell
7,881
-55
-0.7% -$2.54K 0.03% 171
2018
Q2 		$368K Buy
7,936
+25
+0.3% +$1.12K 0.04% 151
2018
Q1 		$353K Buy
7,911
+2,410
+44% +$107K 0.04% 159
2017
Q4 		$265K Hold
5,501
– – 0.03% 162
2017
Q3 		$270K Buy
5,501
+1,277
+30% +$61.9K 0.03% 155
2017
Q2 		$202K Hold
4,224
– – 0.03% 170
2017
Q1 		$210K Hold
4,224
– – 0.03% 176
2016
Q4 		$208K Hold
4,224
– – 0.03% 147
2016
Q3 		$217K Buy
4,224
+224
+6% +$11.8K 0.03% 133
2016
Q2 		$214K Buy
+4,000
New +$201K 0.04% 132
2015
Q4 		– Sell
-6,782
Closed -$284K – 147
2015
Q3 		$284K Hold
6,782
– – 0.04% 115
2015
Q2 		$284K Buy
+6,782
New +$295K 0.04% 115

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

Beaumont Financial Advisors's SO Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its Southern Company (SO) stake by 0.67% in Q2 2026, selling an estimated $5.46K and leaving 8,647 shares worth $828K. The position accounts for 0.05% of the portfolio, ranked #193.

Beaumont Financial Advisors first reported a position in SO in Q2 2015 and has held it in 43 quarters since. The position peaked at $890K in Q1 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Beaumont Financial Advisors held 8,647 shares of Southern Company worth $828K as of Q2 2026.
  • Beaumont Financial Advisors sold 58 Southern Company shares in Q2 2026, an estimated $5.46K.
  • Southern Company made up 0.05% of Beaumont Financial Advisors's portfolio in Q2 2026, its #193 holding.
  • Beaumont Financial Advisors first reported a position in Southern Company in Q2 2015 and has held it in 43 quarters since.
  • Beaumont Financial Advisors's Southern Company position peaked at $890K in Q1 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.