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Livermore
Livermore
ZHEN

Stephens Inc

SEC CIK
0000757657
Latest filing
Jul 29, 2026

SO holding history

Southern Co in every 13F filed by Stephens Inc, 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 2026)
118,573
Value
$11.3M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of SO by Stephens Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026118,573$11.3M0.1%+227+0.2%AddedHolders
Q1 2026118,346$11.4M0.1%−1,892−1.6%ReducedHolders
Q4 2025120,238$10.5M0.1%+1,446+1.2%AddedHolders
Q3 2025118,792$11.3M0.1%+1,603+1.4%AddedHolders
Q2 2025117,189$10.8M0.1%+342+0.3%AddedHolders
Q1 2025116,847$10.7M0.2%−23,907−17.0%ReducedHolders
Q4 2024140,754$11.6M0.2%−118,666−45.7%ReducedHolders
Q3 2024259,420$23.4M0.3%+38,800+17.6%AddedHolders
Q2 2024220,620$17.1M0.3%+3,366+1.5%AddedHolders
Q1 2024217,254$15.6M0.2%+8,263+4.0%AddedHolders
Q4 2023208,991$14.7M0.3%+46,918+28.9%AddedHolders
Q3 2023162,073$10.5M0.2%+12,259+8.2%AddedHolders
Q2 2023149,814$10.5M0.2%+4,793+3.3%AddedHolders
Q1 2023145,021$10.1M0.2%+5,081+3.6%AddedHolders
Q4 2022139,940$9.99M0.2%−12,616−8.3%ReducedHolders
Q3 2022152,556$10.4M0.2%+16,259+11.9%AddedHolders
Q2 2022136,297$9.72M0.2%+6,366+4.9%AddedHolders
Q1 2022129,931$9.42M0.2%+5,885+4.7%AddedHolders
Q4 2021124,046$8.51M0.1%−11,273−8.3%ReducedHolders
Q3 2021135,319$8.39M0.1%−1,151−0.8%ReducedHolders
Q2 2021136,470$8.26M0.1%+4,719+3.6%AddedHolders
Q1 2021131,751$8.19M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.