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Livermore
Livermore
ZHEN

Welch Group, LLC

SEC CIK
0001443095
Latest filing
Jul 23, 2026

SO holding history

Southern Co in every 13F filed by Welch Group, 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)
787,841
Value
$75.4M
% of portfolio
2.6%
Quarters held
22
Since Q1 2021
Holdings of SO by Welch Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026787,841$75.4M2.6%+5,050+0.6%AddedHolders
Q1 2026782,791$75.6M2.8%+3,531+0.5%AddedHolders
Q4 2025779,260$68.0M2.6%+6,686+0.9%AddedHolders
Q3 2025772,574$73.2M2.9%+5,119+0.7%AddedHolders
Q2 2025767,455$70.5M2.9%+1,005+0.1%AddedHolders
Q1 2025766,450$69.8M3.1%−13,896−1.8%ReducedHolders
Q4 2024780,346$64.3M2.9%−5,375−0.7%ReducedHolders
Q3 2024785,721$70.9M3.1%−3,560−0.5%ReducedHolders
Q2 2024789,281$61.2M2.9%+2110.0%AddedHolders
Q1 2024789,070$56.6M2.8%+11,248+1.4%AddedHolders
Q4 2023777,822$54.5M2.9%+8,185+1.1%AddedHolders
Q3 2023769,637$49.8M3.0%+8,329+1.1%AddedHolders
Q2 2023761,308$53.5M3.1%+16,586+2.2%AddedHolders
Q1 2023744,722$51.8M3.0%+19,820+2.7%AddedHolders
Q4 2022724,902$51.8M3.0%+10,813+1.5%AddedHolders
Q3 2022714,089$48.6M3.2%+4,909+0.7%AddedHolders
Q2 2022709,180$50.6M3.1%+10,731+1.5%AddedHolders
Q1 2022698,449$50.6M2.9%+14,692+2.1%AddedHolders
Q4 2021683,757$46.9M2.7%+36,536+5.6%AddedHolders
Q3 2021647,221$40.1M2.7%+8,846+1.4%AddedHolders
Q2 2021638,375$38.6M2.6%+9,517+1.5%AddedHolders
Q1 2021628,858$39.1M2.8%––Holders

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