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Livermore
Livermore
ZHEN

Hennessy Advisors Inc

SEC CIK
0001145255
Latest filing
Jul 16, 2026

SO holding history

Southern Co in every 13F filed by Hennessy Advisors 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)
263,900
Value
$25.3M
% of portfolio
0.8%
Quarters held
22
Since Q1 2021
Holdings of SO by Hennessy Advisors Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026263,900$25.3M0.8%+7,800+3.0%AddedHolders
Q1 2026256,100$24.7M0.9%+3,700+1.5%AddedHolders
Q4 2025252,400$22.0M0.8%−6,800−2.6%ReducedHolders
Q3 2025259,200$24.6M0.8%−23,700−8.4%ReducedHolders
Q2 2025282,900$26.0M0.9%+10,600+3.9%AddedHolders
Q1 2025272,300$25.0M0.8%−20,400−7.0%ReducedHolders
Q4 2024292,700$24.1M0.7%+25,200+9.4%AddedHolders
Q3 2024267,500$24.1M0.8%−5,000−1.8%ReducedHolders
Q2 2024272,500$21.1M0.8%−29,800−9.9%ReducedHolders
Q1 2024302,300$21.7M0.9%−15,600−4.9%ReducedHolders
Q4 2023317,900$22.3M1.1%−10,400−3.2%ReducedHolders
Q3 2023328,300$21.2M1.5%−1,900−0.6%ReducedHolders
Q2 2023330,200$23.2M1.7%−26,800−7.5%ReducedHolders
Q1 2023357,000$24.8M1.8%+2,700+0.8%AddedHolders
Q4 2022354,300$25.3M1.7%−12,900−3.5%ReducedHolders
Q3 2022367,200$25.0M1.7%−12,500−3.3%ReducedHolders
Q2 2022379,700$27.1M1.6%−23,000−5.7%ReducedHolders
Q1 2022402,700$29.2M1.5%+18,700+4.9%AddedHolders
Q4 2021384,000$26.3M1.5%−18,200−4.5%ReducedHolders
Q3 2021402,200$24.9M1.5%−20,200−4.8%ReducedHolders
Q2 2021422,400$25.6M1.4%−6,000−1.4%ReducedHolders
Q1 2021428,400$26.6M1.5%––Holders

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