BEAM Asset Management, LLC
- SEC CIK
- 0001803426
- Latest filing
- Jul 29, 2026
SO holding history
Southern Co in every 13F filed by BEAM Asset Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SO overviewAll 13F holders of SOFull Q2 2026 holdings
- Shares (Q2 2025)
- 0
- Sold out in Q2 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 11
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 0 | $0 | 0.0% | −10,471−100.0% | Sold out | Holders |
| Q1 2025 | 10,471 | $962.8K | 0.3% | −398−3.7% | Reduced | Holders |
| Q4 2024 | 10,869 | $894.8K | 0.3% | +437+4.2% | Added | Holders |
| Q3 2024 | 10,432 | $940.7K | 0.3% | +10,432 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −5,094−100.0% | Sold out | Holders |
| Q1 2024 | 5,094 | $365.4K | 0.2% | −303−5.6% | Reduced | Holders |
| Q4 2023 | 5,397 | $378.4K | 0.2% | +51+1.0% | Added | Holders |
| Q3 2023 | 5,346 | $346.0K | 0.2% | +8+0.1% | Added | Holders |
| Q2 2023 | 5,338 | $375.0K | 0.3% | +517+10.7% | Added | Holders |
| Q1 2023 | 4,821 | $335.5K | 0.3% | −16−0.3% | Reduced | Holders |
| Q4 2022 | 4,837 | $345.4K | 0.4% | +17+0.4% | Added | Holders |
| Q3 2022 | 4,820 | $328.0K | 0.4% | −31−0.6% | Reduced | Holders |
| Q2 2022 | 4,851 | $346.0K | 0.4% | +4,851 | New | Holders |