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Livermore
Livermore
ZHEN

CWM, LLC

SEC CIK
0001535847
Latest filing
May 14, 2026

SO holding history

Southern Co in every 13F filed by CWM, 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 Q1 2026 holdings

Shares (Q1 2026)
158,138
Value
$15.3M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of SO by CWM, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2026158,138$15.3M<0.1%−7,337−4.4%ReducedHolders
Q4 2025165,475$14.4M<0.1%+64,104+63.2%AddedHolders
Q3 2025101,371$9.61M<0.1%+3,088+3.1%AddedHolders
Q2 202598,283$9.03M<0.1%+5,118+5.5%AddedHolders
Q1 202593,165$8.57M<0.1%−92,555−49.8%ReducedHolders
Q4 2024185,720$15.3M0.1%+7,341+4.1%AddedHolders
Q3 2024178,379$16.1M0.1%+9,481+5.6%AddedHolders
Q2 2024168,898$13.1M0.1%+4,650+2.8%AddedHolders
Q1 2024164,248$11.8M0.1%+10,505+6.8%AddedHolders
Q4 2023153,743$10.8M0.1%+27,809+22.1%AddedHolders
Q3 2023125,934$8.15M<0.1%+39,211+45.2%AddedHolders
Q2 202386,723$6.09M<0.1%+9,680+12.6%AddedHolders
Q1 202377,043$5.36M<0.1%+11,683+17.9%AddedHolders
Q4 202265,360$4.67M<0.1%+7,962+13.9%AddedHolders
Q3 202257,398$3.90M<0.1%+11,634+25.4%AddedHolders
Q2 202245,764$3.26M<0.1%+4,352+10.5%AddedHolders
Q1 202241,412$3.00M<0.1%+5,277+14.6%AddedHolders
Q4 202136,135$2.48M<0.1%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 2021476,778$28.9M0.2%00.0%UnchangedHolders
Q1 2021476,778$28.9M0.2%––Holders

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