Skip to main content

BKD Wealth Advisors, LLC

SEC CIK
0001352864
Latest filing
Aug 10, 2026

SO holding history

Southern Co in every 13F filed by BKD Wealth Advisors, 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 (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q4 2021
Holdings of SO by BKD Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−22,123−100.0%Sold outHolders
Q4 202422,123$1.82M<0.1%+119+0.5%AddedHolders
Q3 202422,004$1.98M<0.1%+22,004NewHolders
Q2 20230$00.0%−4,042−100.0%Sold outHolders
Q1 20234,042$281.2K<0.1%+4,042NewHolders
Q4 20220$00.0%−15,724−100.0%Sold outHolders
Q3 202215,724$1.07M<0.1%−3,216−17.0%ReducedHolders
Q2 202218,940$1.35M0.1%+14,743+351.3%AddedHolders
Q1 20224,197$304.0K<0.1%+343+8.9%AddedHolders
Q4 20213,854$264.0K<0.1%+3,854NewHolders