Beck Mack & Oliver’s Southern Company SO Stock Holding History

Beck Mack & Oliver’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 Q1	$328K	Hold	3,400	–	–	0.01%	157
2025 Q4	$296K	Hold	3,400	–	–	0.01%	164
2025 Q3	$322K	Buy	3,400 +450	+15%	+$42K	0.01%	154
2025 Q2	$271K	Hold	2,950	–	–	0.01%	161
2025 Q1	$271K	Sell	2,950 -500	-14%	-$43.3K	0.01%	159
2024 Q4	$284K	Sell	3,450 -450	-12%	-$39.5K	0.01%	156
2024 Q3	$352K	Hold	3,900	–	–	0.01%	143
2024 Q2	$303K	Hold	3,900	–	–	0.01%	146
2024 Q1	$280K	Hold	3,900	–	–	0.01%	149
2023 Q4	$273K	Hold	3,900	–	–	0.01%	154
2023 Q3	$252K	Hold	3,900	–	–	0.01%	147
2023 Q2	$274K	Hold	3,900	–	–	0.01%	147
2023 Q1	$271K	Hold	3,900	–	–	0.01%	150
2022 Q4	$278K	Hold	3,900	–	–	0.01%	154
2022 Q3	$265K	Sell	3,900 -52	-1%	-$3.94K	0.01%	151
2022 Q2	$282K	Buy	3,952 +52	+1%	+$3.82K	0.01%	153
2022 Q1	$283K	Hold	3,900	–	–	0.01%	164
2021 Q4	$267K	Hold	3,900	–	–	0.01%	174
2021 Q3	$242K	Sell	3,900 -2,000	-34%	-$129K	0.01%	188
2021 Q2	$357K	Hold	5,900	–	–	0.01%	158
2021 Q1	$367K	Hold	5,900	–	–	0.01%	150
2020 Q4	$362K	Hold	5,900	–	–	0.01%	150
2020 Q3	$320K	Hold	5,900	–	–	0.01%	155
2020 Q2	$306K	Hold	5,900	–	–	0.01%	157
2020 Q1	$319K	Hold	5,900	–	–	0.01%	153
2019 Q4	$376K	Hold	5,900	–	–	0.01%	159
2019 Q3	$364K	Hold	5,900	–	–	0.01%	162
2019 Q2	$326K	Hold	5,900	–	–	0.01%	169
2019 Q1	$305K	Sell	5,900 -6,300	-52%	-$309K	0.01%	176
2018 Q4	$536K	Hold	12,200	–	–	0.02%	145
2018 Q3	$532K	Hold	12,200	–	–	0.02%	155
2018 Q2	$565K	Hold	12,200	–	–	0.02%	149
2018 Q1	$544K	Hold	12,200	–	–	0.02%	147
2017 Q4	$587K	Hold	12,200	–	–	0.02%	142
2017 Q3	$600K	Hold	12,200	–	–	0.02%	146
2017 Q2	$584K	Hold	12,200	–	–	0.02%	147
2017 Q1	$608K	Hold	12,200	–	–	0.02%	140
2016 Q4	$600K	Hold	12,200	–	–	0.02%	141
2016 Q3	$626K	Sell	12,200 -6,125	-33%	-$323K	0.02%	149
2016 Q2	$983K	Hold	18,325	–	–	0.03%	147
2016 Q1	$948K	Hold	18,325	–	–	0.03%	149
2015 Q4	$858K	Sell	18,325 -400	-2%	-$18.1K	0.03%	158
2015 Q3	$837K	Sell	18,725 -1,300	-6%	-$57K	0.03%	179
2015 Q2	$839K	Sell	20,025 -2,600	-11%	-$113K	0.02%	193
2015 Q1	$1M	Sell	22,625 -600	-3%	-$28.5K	0.03%	174
2014 Q4	$1.14M	Sell	23,225 -22,350	-49%	-$1.06M	0.03%	167
2014 Q3	$1.99M	Buy	45,575 +147	+0.3%	+$6.46K	0.05%	124
2014 Q2	$2.06M	Sell	45,428 -800	-2%	-$35.4K	0.05%	122
2014 Q1	$2.03M	Sell	46,228 -15,497	-25%	-$650K	0.05%	121
2013 Q4	$2.54M	Sell	61,725 -300	-0.5%	-$12.4K	0.06%	106
2013 Q3	$2.56M	Buy	62,025 +100	+0.2%	+$4.31K	0.07%	102
2013 Q2	$2.73M	Buy	+61,925	New	+$2.85M	0.07%	97

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Beck Mack & Oliver's SO Position: Q1 2026 in Review

Beck Mack & Oliver held its Southern Company (SO) position steady in Q1 2026 at 3,400 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #157.

Beck Mack & Oliver first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.73M in Q2 2013. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Beck Mack & Oliver held 3,400 shares of Southern Company worth $328K as of Q1 2026.
Beck Mack & Oliver left its Southern Company share count unchanged in Q1 2026.
Southern Company made up 0.01% of Beck Mack & Oliver's portfolio in Q1 2026, its #157 holding.
Beck Mack & Oliver first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
Beck Mack & Oliver's Southern Company position peaked at $2.73M in Q2 2013.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Beck Mack & Oliver's 13F filing for Q1 2026, filed 12 May 2026.