Position in SO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$724,524
-$9,028 QoQ
Shares Held
7,570
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#1,198
of 2,360 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Beaumont Asset Management, L.L.C. holds $724,524 across 1 Utilities - Regulated Electric name. SO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
7,570 | $724,524 |
All Filings in SO
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $724,524 | 7,570 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $733,552 | 7,600 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $632,374 | 7,252 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $702,150 | 7,409 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $668,797 | 7,283 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $670,591 | 7,293 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $592,539 | 7,198 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $668,414 | 7,412 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $568,743 | 7,332 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $511,793 | 7,134 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $491,541 | 7,010 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $455,305 | 7,035 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $483,109 | 6,877 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $373,783 | 5,372 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $385,185 | 5,394 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $362,576 | 5,332 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $382,506 | 5,364 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $391,989 | 5,406 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $368,754 | 5,377 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $324,970 | 5,244 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $322,578 | 5,331 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $332,307 | 5,346 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $309,361 | 5,036 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $270,720 | 4,993 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $258,057 | 4,977 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||