Freestone Capital Holdings, LLC

SEC CIK: 0001470876
Latest filing: Jul 31, 2026

SEC filings (opens in a new tab)

SO holding history

Southern Co in every 13F filed by Freestone Capital Holdings, 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): 119,696
Value: $11.5M
% of portfolio: 0.3%
Quarters held: 5; Since Q2 2025

Holdings of SO by Freestone Capital Holdings, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	119,696	$11.5M	0.3%	+5,280+4.6%	Added	Holders
Q1 2026	114,416	$11.0M	0.3%	+13,528+13.4%	Added	Holders
Q4 2025	100,888	$8.80M	0.3%	+22,541+28.8%	Added	Holders
Q3 2025	78,347	$7.42M	0.2%	+8,996+13.0%	Added	Holders
Q2 2025	69,351	$6.37M	0.2%	+69,351	New	Holders