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Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

SO holding history

Southern Co in every 13F filed by Evercore Wealth Management, 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)
8,817
Value
$843.9K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SO by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,817$843.9K<0.1%−85−1.0%ReducedHolders
Q1 20268,902$859.2K<0.1%00.0%UnchangedHolders
Q4 20258,902$776.3K<0.1%−841−8.6%ReducedHolders
Q3 20259,743$923.3K<0.1%−1,025−9.5%ReducedHolders
Q2 202510,768$988.8K<0.1%−1,648−13.3%ReducedHolders
Q1 202512,416$1.14M<0.1%−28−0.2%ReducedHolders
Q4 202412,444$1.02M<0.1%−111−0.9%ReducedHolders
Q3 202412,555$1.13M<0.1%−400−3.1%ReducedHolders
Q2 202412,955$1.00M<0.1%00.0%UnchangedHolders
Q1 202412,955$929.4K<0.1%−745−5.4%ReducedHolders
Q4 202313,700$960.6K<0.1%−215−1.5%ReducedHolders
Q3 202313,915$900.6K<0.1%−1,225−8.1%ReducedHolders
Q2 202315,140$1.06M<0.1%−1,991−11.6%ReducedHolders
Q1 202317,131$1.19M<0.1%+1,946+12.8%AddedHolders
Q4 202215,185$1.08M<0.1%−1,829−10.7%ReducedHolders
Q3 202217,014$1.16M<0.1%−569−3.2%ReducedHolders
Q2 202217,583$1.25M<0.1%−500−2.8%ReducedHolders
Q1 202218,083$1.31M<0.1%−855−4.5%ReducedHolders
Q4 202118,938$1.30M<0.1%−50.0%ReducedHolders
Q3 202118,943$1.17M<0.1%−20−0.1%ReducedHolders
Q2 202118,963$1.15M<0.1%−3,968−17.3%ReducedHolders
Q1 202122,931$1.43M<0.1%––Holders

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