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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

SO holding history

Southern Co in every 13F filed by Creative Planning, 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)
625,306
Value
$59.8M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SO by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026625,306$59.8M<0.1%+35,749+6.1%AddedHolders
Q1 2026589,557$56.9M<0.1%+108,521+22.6%AddedHolders
Q4 2025481,036$41.9M<0.1%+15,921+3.4%AddedHolders
Q3 2025465,115$44.1M<0.1%+15,814+3.5%AddedHolders
Q2 2025449,301$41.3M<0.1%+3,805+0.9%AddedHolders
Q1 2025445,496$41.0M<0.1%+61,268+15.9%AddedHolders
Q4 2024384,228$31.6M<0.1%+15,582+4.2%AddedHolders
Q3 2024368,646$33.2M<0.1%+12,011+3.4%AddedHolders
Q2 2024356,635$27.7M<0.1%+27,949+8.5%AddedHolders
Q1 2024328,686$23.6M<0.1%+19,710+6.4%AddedHolders
Q4 2023308,976$21.7M<0.1%+13,126+4.4%AddedHolders
Q3 2023295,850$19.1M<0.1%+12,570+4.4%AddedHolders
Q2 2023283,280$19.9M<0.1%+11,611+4.3%AddedHolders
Q1 2023271,669$18.9M<0.1%+4,341+1.6%AddedHolders
Q4 2022267,328$19.1M<0.1%+5,751+2.2%AddedHolders
Q3 2022261,577$17.8M<0.1%+2,587+1.0%AddedHolders
Q2 2022258,990$18.5M<0.1%+27,788+12.0%AddedHolders
Q1 2022231,202$16.8M<0.1%+7,957+3.6%AddedHolders
Q4 2021223,245$15.3M<0.1%−7,642−3.3%ReducedHolders
Q3 2021230,887$14.3M<0.1%+6,348+2.8%AddedHolders
Q2 2021224,539$13.6M<0.1%−24,951−10.0%ReducedHolders
Q1 2021249,490$15.5M<0.1%––Holders

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