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Livermore
Livermore
ZHEN

Summitry LLC

SEC CIK
0001280043
Latest filing
Jul 21, 2026

SO holding history

Southern Co in every 13F filed by Summitry LLC, 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)
7,925
Value
$758.5K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of SO by Summitry LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,925$758.5K<0.1%+297+3.9%AddedHolders
Q1 20267,628$736.3K<0.1%+31+0.4%AddedHolders
Q4 20257,597$662.5K<0.1%−260−3.3%ReducedHolders
Q3 20257,857$744.6K<0.1%+1,693+27.5%AddedHolders
Q2 20256,164$566.0K<0.1%+14+0.2%AddedHolders
Q1 20256,150$565.5K<0.1%+50+0.8%AddedHolders
Q4 20246,100$502.2K<0.1%00.0%UnchangedHolders
Q3 20246,100$550.1K<0.1%00.0%UnchangedHolders
Q2 20246,100$473.2K<0.1%00.0%UnchangedHolders
Q1 20246,100$437.6K<0.1%−1,350−18.1%ReducedHolders
Q4 20237,450$522.4K<0.1%00.0%UnchangedHolders
Q3 20237,450$482.2K<0.1%00.0%UnchangedHolders
Q2 20237,450$523.4K<0.1%00.0%UnchangedHolders
Q1 20237,450$518.4K<0.1%00.0%UnchangedHolders
Q4 20227,450$532.0K<0.1%−1,374−15.6%ReducedHolders
Q3 20228,824$600.0K<0.1%+1,374+18.4%AddedHolders
Q2 20227,450$531.0K<0.1%00.0%UnchangedHolders
Q1 20227,450$540.0K<0.1%00.0%UnchangedHolders
Q4 20217,450$511.0K<0.1%+7,450NewHolders
Q2 20210$00.0%−8,350−100.0%Sold outHolders
Q1 20218,350$519.0K<0.1%––Holders

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