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Howe & Rusling Inc

SEC CIK
0000769963
Latest filing
Aug 10, 2026

SO holding history

Southern Co in every 13F filed by Howe & Rusling 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)
8,177
Value
$782.6K
% of portfolio
<0.1%
Quarters held
17
Since Q2 2021
Holdings of SO by Howe & Rusling Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,177$782.6K<0.1%−255−3.0%ReducedHolders
Q1 20268,432$813.8K0.1%−905−9.7%ReducedHolders
Q4 20259,337$814.2K0.1%+2,474+36.0%AddedHolders
Q3 20256,863$650.4K<0.1%+535+8.5%AddedHolders
Q2 20256,328$581.1K<0.1%+157+2.5%AddedHolders
Q1 20256,171$567.4K<0.1%+59+1.0%AddedHolders
Q4 20246,112$503.1K<0.1%−1,116−15.4%ReducedHolders
Q3 20247,228$651.8K0.1%+2,589+55.8%AddedHolders
Q2 20244,639$359.8K<0.1%+1,374+42.1%AddedHolders
Q1 20243,265$234.2K<0.1%+3,265NewHolders
Q3 20230$00.0%−3,478−100.0%Sold outHolders
Q2 20233,478$244.3K<0.1%+3,478NewHolders
Q1 20230$00.0%−3,285−100.0%Sold outHolders
Q4 20223,285$234.6K<0.1%+607+22.7%AddedHolders
Q3 20222,678$182.0K<0.1%+103+4.0%AddedHolders
Q2 20222,575$184.0K<0.1%+1,600+164.1%AddedHolders
Q1 2022975$71.0K<0.1%00.0%UnchangedHolders
Q4 2021975$67.0K<0.1%+975NewHolders
Q3 20210$00.0%−47−100.0%Sold outHolders
Q2 202147$3.00K<0.1%+47NewHolders