Beaumont Financial Advisors, LLC

Position in SO — Southern Co

CIK 1957394 NEEDHAM, MA

Position in SO

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$827,604

-$12,602 QoQ

Shares Held

8,647

-0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,123

of 2,359 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Beaumont Financial Advisors, LLC holds $13,672,768 across 6 Utilities - Regulated Electric names. SO ranks #3 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	58,993	$8,070,832
2	NEE	Nextera Energy Inc	45,541	$3,997,133
3	SO	Southern Co This page	8,647	$827,604
4	ES	Eversource Energy	4,256	$307,581
5	DUK	Duke Energy CORP	2,043	$258,602
6	PEG	Public Service Enterprise Group Inc	2,600	$211,016

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$827,604	8,647	-0.7%	Shares	Sole	2026-08-04
2026-03-31	$840,206	8,705	+0.2%	Shares	Sole	2026-05-05
2025-12-31	$757,332	8,685	+2.0%	Shares	Sole	2026-01-16
2025-09-30	$807,250	8,518	-10.6%	Shares	Sole	2025-10-23
2025-06-30	$875,415	9,533	-1.5%	Shares	Sole	2025-07-16
2025-03-31	$889,984	9,679	+0.3%	Shares	Sole	2025-05-12
2024-12-31	$794,388	9,650	+0.3%	Shares	Sole	2025-01-17
2024-09-30	$867,351	9,618	+0.1%	Shares	Sole	2024-10-09
2024-06-30	$745,214	9,607	+0.9%	Shares	Sole	2024-07-24
2024-03-31	$682,893	9,519	-2.5%	Shares	Sole	2024-05-10
2023-12-31	$684,651	9,764	-0.1%	Shares	Sole	2024-01-31
2023-09-30	$632,508	9,773	-1.8%	Shares	Sole	2023-11-01
2023-06-30	$699,409	9,956	+1.2%	Shares	Sole	2023-08-02
2023-03-31	$684,667	9,840	-1.7%	Shares	Sole	2023-05-08
2022-12-31	$714,885	10,011	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.