Skip to main content
Livermore
Livermore
ZHEN

Greenleaf Trust

SEC CIK
0001162170
Latest filing
Jul 21, 2026

SO holding history

Southern Co in every 13F filed by Greenleaf Trust, 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)
28,986
Value
$2.77M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SO by Greenleaf Trust, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202628,986$2.77M<0.1%+904+3.2%AddedHolders
Q1 202628,082$2.71M<0.1%+4,287+18.0%AddedHolders
Q4 202523,795$2.07M<0.1%−339−1.4%ReducedHolders
Q3 202524,134$2.29M<0.1%+1,011+4.4%AddedHolders
Q2 202523,123$2.12M<0.1%−6,728−22.5%ReducedHolders
Q1 202529,851$2.74M<0.1%+1,147+4.0%AddedHolders
Q4 202428,704$2.36M<0.1%−1,442−4.8%ReducedHolders
Q3 202430,146$2.72M<0.1%+755+2.6%AddedHolders
Q2 202429,391$2.28M<0.1%+1,928+7.0%AddedHolders
Q1 202427,463$1.97M<0.1%−3,649−11.7%ReducedHolders
Q4 202331,112$2.18M<0.1%+2,747+9.7%AddedHolders
Q3 202328,365$1.84M<0.1%−612−2.1%ReducedHolders
Q2 202328,977$2.04M<0.1%+2,119+7.9%AddedHolders
Q1 202326,858$1.87M<0.1%+2,706+11.2%AddedHolders
Q4 202224,152$1.73M<0.1%+1,102+4.8%AddedHolders
Q3 202223,050$1.57M<0.1%+7,165+45.1%AddedHolders
Q2 202215,885$1.13M<0.1%+5,145+47.9%AddedHolders
Q1 202210,740$779.0K<0.1%+804+8.1%AddedHolders
Q4 20219,936$681.0K<0.1%−443−4.3%ReducedHolders
Q3 202110,379$643.0K<0.1%+778+8.1%AddedHolders
Q2 20219,601$581.0K<0.1%+781+8.9%AddedHolders
Q1 20218,820$548.0K<0.1%––Holders

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