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Livermore
Livermore
ZHEN

Mather Group, LLC.

SEC CIK
0001527641
Latest filing
Jul 27, 2026

SO holding history

Southern Co in every 13F filed by Mather 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)
61,866
Value
$5.92M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of SO by Mather Group, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202661,866$5.92M0.1%+47,078+318.4%AddedHolders
Q1 202614,788$1.43M<0.1%−433−2.8%ReducedHolders
Q4 202515,221$1.33M<0.1%−11,571−43.2%ReducedHolders
Q3 202526,792$2.54M<0.1%+977+3.8%AddedHolders
Q2 202525,815$2.37M<0.1%+3,112+13.7%AddedHolders
Q1 202522,703$2.09M<0.1%+13,910+158.2%AddedHolders
Q4 20248,793$723.8K<0.1%−291−3.2%ReducedHolders
Q3 20249,084$819.2K<0.1%−9,768−51.8%ReducedHolders
Q2 202418,852$1.35M<0.1%+194+1.0%AddedHolders
Q1 202418,658$1.31M<0.1%−1,014−5.2%ReducedHolders
Q4 202319,672$1.38M<0.1%+1,173+6.3%AddedHolders
Q3 202318,499$1.20M<0.1%−849−4.4%ReducedHolders
Q2 202319,348$1.36M<0.1%+2,527+15.0%AddedHolders
Q1 202316,821$1.17M<0.1%+1,618+10.6%AddedHolders
Q4 202215,203$1.09M<0.1%+218+1.5%AddedHolders
Q3 202214,985$1.02M<0.1%+1,176+8.5%AddedHolders
Q2 202213,809$985.0K<0.1%+804+6.2%AddedHolders
Q1 202213,005$943.0K<0.1%−1,298−9.1%ReducedHolders
Q4 202114,303$981.0K<0.1%+1,863+15.0%AddedHolders
Q3 202112,440$771.0K<0.1%−565−4.3%ReducedHolders
Q2 202113,005$787.0K<0.1%+126+1.0%AddedHolders
Q1 202112,879$801.0K<0.1%––Holders

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