Headinvest, LLC

SEC CIK: 0001372130
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

SO holding history

Southern Co in every 13F filed by Headinvest, 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 2025): 0; Sold out in Q2 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2023

Holdings of SO by Headinvest, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	0	$0	0.0%	−2,284−100.0%	Sold out	Holders
Q1 2025	2,284	$210.0K	<0.1%	+2,284	New	Holders
Q4 2023	0	$0	0.0%	−1,719−100.0%	Sold out	Holders
Q3 2023	1,719	$107.8K	<0.1%	+1,719	New	Holders