Benin Management Corp’s Southern Company SO Stock Holding History

Benin Management Corp’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	$812K	Hold	8,483	–	–	0.16%	68
2026 Q1	$819K	Hold	8,483	–	–	0.18%	61
2025 Q4	$740K	Hold	8,483	–	–	0.17%	68
2025 Q3	$804K	Hold	8,483	–	–	0.19%	57
2025 Q2	$779K	Buy	8,483 +100	+1%	+$8.98K	0.2%	58
2025 Q1	$771K	Buy	8,383 +258	+3%	+$22.3K	0.22%	58
2024 Q4	$669K	Sell	8,125 -366	-4%	-$32.1K	0.18%	65
2024 Q3	$766K	Sell	8,491 -1,000	-11%	-$85.4K	0.22%	56
2024 Q2	$736K	Hold	9,491	–	–	0.22%	54
2024 Q1	$681K	Buy	9,491 +29	+0.3%	+$2K	0.22%	57
2023 Q4	$663K	Hold	9,462	–	–	0.23%	54
2023 Q3	$612K	Hold	9,462	–	–	0.23%	53
2023 Q2	$665K	Hold	9,462	–	–	0.24%	50
2023 Q1	$658K	Hold	9,462	–	–	0.25%	50
2022 Q4	$676K	Hold	9,462	–	–	0.27%	47
2022 Q3	$643K	Hold	9,462	–	–	0.27%	48
2022 Q2	$675K	Hold	9,462	–	–	0.26%	49
2022 Q1	$686K	Hold	9,462	–	–	0.21%	59
2021 Q4	$649K	Hold	9,462	–	–	0.2%	62
2021 Q3	$586K	Hold	9,462	–	–	0.19%	61
2021 Q2	$573K	Hold	9,462	–	–	0.18%	64
2021 Q1	$588K	Buy	9,462 +394	+4%	+$23.6K	0.21%	57
2020 Q4	$557K	Hold	9,068	–	–	0.22%	56
2020 Q3	$492K	Hold	9,068	–	–	0.22%	54
2020 Q2	$470K	Hold	9,068	–	–	0.21%	55
2020 Q1	$491K	Hold	9,068	–	–	0.26%	53
2019 Q4	$578K	Hold	9,068	–	–	0.24%	55
2019 Q3	$560K	Hold	9,068	–	–	0.23%	51
2019 Q2	$501K	Hold	9,068	–	–	0.21%	60
2019 Q1	$469K	Hold	9,068	–	–	0.2%	61
2018 Q4	$398K	Hold	9,068	–	–	0.2%	67
2018 Q3	$395K	Hold	9,068	–	–	0.16%	70
2018 Q2	$420K	Hold	9,068	–	–	0.19%	63
2018 Q1	$405K	Hold	9,068	–	–	0.18%	68
2017 Q4	$436K	Sell	9,068 -200	-2%	-$10.2K	0.17%	72
2017 Q3	$455K	Hold	9,268	–	–	0.18%	67
2017 Q2	$444K	Buy	9,268 +166	+2%	+$8.32K	0.19%	65
2017 Q1	$453K	Hold	9,102	–	–	0.21%	64
2016 Q4	$448K	Hold	9,102	–	–	0.21%	69
2016 Q3	$467K	Hold	9,102	–	–	0.23%	65
2016 Q2	$488K	Hold	9,102	–	–	0.25%	62
2016 Q1	$471K	Sell	9,102 -200	-2%	-$9.74K	0.26%	61
2015 Q4	$435K	Hold	9,302	–	–	0.24%	59
2015 Q3	$416K	Hold	9,302	–	–	0.23%	61
2015 Q2	$390K	Hold	9,302	–	–	0.21%	64
2015 Q1	$412K	Hold	9,302	–	–	0.22%	63
2014 Q4	$457K	Hold	9,302	–	–	0.24%	59
2014 Q3	$406K	Hold	9,302	–	–	0.21%	68
2014 Q2	$422K	Hold	9,302	–	–	0.23%	65
2014 Q1	$409K	Hold	9,302	–	–	0.25%	65
2013 Q4	$382K	Hold	9,302	–	–	0.24%	66
2013 Q3	$383K	Hold	9,302	–	–	0.24%	69
2013 Q2	$411K	Buy	+9,302	New	+$428K	0.25%	62

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

Benin Management Corp's SO Position: Q2 2026 in Review

Benin Management Corp held its Southern Company (SO) position steady in Q2 2026 at 8,483 shares worth $812K. The position accounts for 0.16% of the portfolio, ranked #68.

Benin Management Corp first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $819K in Q1 2026. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Benin Management Corp held 8,483 shares of Southern Company worth $812K as of Q2 2026.
Benin Management Corp left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.16% of Benin Management Corp's portfolio in Q2 2026, its #68 holding.
Benin Management Corp first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
Benin Management Corp's Southern Company position peaked at $819K in Q1 2026.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Benin Management Corp's 13F filing for Q2 2026, filed 15 Jul 2026.