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Beese Fulmer Investment Management’s Southern Company SO Stock Holding History

Beese Fulmer Investment 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 		$296K Sell
3,098
-760
-20% -$71.6K 0.02% 303
2026
Q1 		$372K Sell
3,858
-819
-18% -$75.8K 0.02% 259
2025
Q4 		$408K Sell
4,677
-260
-5% -$23.7K 0.03% 227
2025
Q3 		$468K Hold
4,937
– – 0.03% 194
2025
Q2 		$453K Buy
4,937
+52
+1% +$4.67K 0.03% 193
2025
Q1 		$449K Hold
4,885
– – 0.04% 165
2024
Q4 		$402K Hold
4,885
– – 0.03% 167
2024
Q3 		$441K Hold
4,885
– – 0.04% 166
2024
Q2 		$379K Buy
4,885
+650
+15% +$49.3K 0.03% 168
2024
Q1 		$304K Sell
4,235
-229
-5% -$15.8K 0.03% 184
2023
Q4 		$313K Buy
4,464
+29
+0.7% +$1.99K 0.03% 183
2023
Q3 		$287K Hold
4,435
– – 0.03% 181
2023
Q2 		$312K Sell
4,435
-175
-4% -$12.6K 0.03% 174
2023
Q1 		$321K Sell
4,610
-80
-2% -$5.39K 0.04% 179
2022
Q4 		$335K Sell
4,690
-22
-0.5% -$1.47K 0.04% 174
2022
Q3 		$320K Hold
4,712
– – 0.04% 169
2022
Q2 		$336K Sell
4,712
-353
-7% -$25.9K 0.04% 170
2022
Q1 		$367K Sell
5,065
-755
-13% -$51.1K 0.04% 171
2021
Q4 		$399K Sell
5,820
-100
-2% -$6.38K 0.04% 171
2021
Q3 		$367K Sell
5,920
-100
-2% -$6.44K 0.04% 174
2021
Q2 		$364K Sell
6,020
-145
-2% -$9.27K 0.04% 164
2021
Q1 		$383K Buy
6,165
+455
+8% +$27.2K 0.05% 157
2020
Q4 		$351K Sell
5,710
-300
-5% -$18K 0.04% 158
2020
Q3 		$326K Hold
6,010
– – 0.05% 150
2020
Q2 		$312K Sell
6,010
-200
-3% -$11.1K 0.05% 149
2020
Q1 		$336K Hold
6,210
– – 0.06% 139
2019
Q4 		$396K Hold
6,210
– – 0.06% 149
2019
Q3 		$384K Buy
+6,210
New +$360K 0.06% 145

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

Beese Fulmer Investment Management's SO Position: Q2 2026 in Review

Beese Fulmer Investment Management reduced its Southern Company (SO) stake by 20% in Q2 2026, selling an estimated $71.6K and leaving 3,098 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #303.

Beese Fulmer Investment Management first reported a position in SO in Q3 2019 and has held it in 28 quarters since. The position peaked at $468K in Q3 2025. 1,012 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Beese Fulmer Investment Management held 3,098 shares of Southern Company worth $296K as of Q2 2026.
  • Beese Fulmer Investment Management sold 760 Southern Company shares in Q2 2026, an estimated $71.6K.
  • Southern Company made up 0.02% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #303 holding.
  • Beese Fulmer Investment Management first reported a position in Southern Company in Q3 2019 and has held it in 28 quarters since.
  • Beese Fulmer Investment Management's Southern Company position peaked at $468K in Q3 2025.
  • 1,012 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.