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Livermore
Livermore
ZHEN

HM Payson & Co

SEC CIK
0000928052
Latest filing
Jul 17, 2026

SO holding history

Southern Co in every 13F filed by HM Payson & Co, 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)
9,929
Value
$950.3K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SO by HM Payson & Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,929$950.3K<0.1%00.0%UnchangedHolders
Q1 20269,929$958.3K<0.1%−780−7.3%ReducedHolders
Q4 202510,709$933.8K<0.1%−1,268−10.6%ReducedHolders
Q3 202511,977$1.14M<0.1%+2,070+20.9%AddedHolders
Q2 20259,907$909.8K<0.1%+229+2.4%AddedHolders
Q1 20259,678$889.9K<0.1%+840+9.5%AddedHolders
Q4 20248,838$727.5K<0.1%−347−3.8%ReducedHolders
Q3 20249,185$828.3K<0.1%−1,216−11.7%ReducedHolders
Q2 202410,401$806.8K<0.1%+568+5.8%AddedHolders
Q1 20249,833$705.4K<0.1%−348−3.4%ReducedHolders
Q4 202310,181$713.9K<0.1%−1,227−10.8%ReducedHolders
Q3 202311,408$738.3K<0.1%00.0%UnchangedHolders
Q2 202311,408$801.4K<0.1%−268−2.3%ReducedHolders
Q1 202311,676$812.4K<0.1%−515−4.2%ReducedHolders
Q4 202212,191$870.5K<0.1%−399−3.2%ReducedHolders
Q3 202212,590$856.0K<0.1%00.0%UnchangedHolders
Q2 202212,590$898.0K<0.1%−140−1.1%ReducedHolders
Q1 202212,730$923.0K<0.1%−199−1.5%ReducedHolders
Q4 202112,929$887.0K<0.1%−300−2.3%ReducedHolders
Q3 202113,229$820.0K<0.1%+10.0%AddedHolders
Q2 202113,228$800.0K<0.1%+30+0.2%AddedHolders
Q1 202113,198$820.0K<0.1%––Holders

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