Waters Parkerson & Co., LLC

SEC CIK: 0001222993
Latest filing: Jul 30, 2026

SEC filings (opens in a new tab)

SO holding history

Southern Co in every 13F filed by Waters Parkerson & Co., LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SO overview All 13F holders of SO Full Q2 2026 holdings

Shares (Q2 2026): 32,840
Value: $3.14M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of SO by Waters Parkerson & Co., LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	32,840	$3.14M	0.2%	−1,860−5.4%	Reduced	Holders
Q1 2026	34,700	$3.35M	0.2%	00.0%	Unchanged	Holders
Q4 2025	34,700	$3.03M	0.1%	−950−2.7%	Reduced	Holders
Q3 2025	35,650	$3.38M	0.2%	−100−0.3%	Reduced	Holders
Q2 2025	35,750	$3.28M	0.2%	−8,154−18.6%	Reduced	Holders
Q1 2025	43,904	$4.04M	0.2%	00.0%	Unchanged	Holders
Q4 2024	43,904	$3.61M	0.2%	00.0%	Unchanged	Holders
Q3 2024	43,904	$3.96M	0.2%	−550−1.2%	Reduced	Holders
Q2 2024	44,454	$3.45M	0.2%	+1,656+3.9%	Added	Holders
Q1 2024	42,798	$3.07M	0.2%	−2,868−6.3%	Reduced	Holders
Q4 2023	45,666	$3.20M	0.2%	+21,438+88.5%	Added	Holders
Q3 2023	24,228	$1.57M	0.1%	−700−2.8%	Reduced	Holders
Q2 2023	24,928	$1.75M	0.1%	−253−1.0%	Reduced	Holders
Q1 2023	25,181	$1.75M	0.1%	−20−0.1%	Reduced	Holders
Q4 2022	25,201	$1.80M	0.1%	−1,373−5.2%	Reduced	Holders
Q3 2022	26,574	$1.81M	0.1%	−350−1.3%	Reduced	Holders
Q2 2022	26,924	$1.92M	0.1%	00.0%	Unchanged	Holders
Q1 2022	26,924	$1.95M	0.1%	−450−1.6%	Reduced	Holders
Q4 2021	27,374	$1.88M	0.1%	−994−3.5%	Reduced	Holders
Q3 2021	28,368	$1.76M	0.1%	−325−1.1%	Reduced	Holders
Q2 2021	28,693	$1.74M	0.1%	+50+0.2%	Added	Holders
Q1 2021	28,643	$1.78M	0.1%	–	–	Holders

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