Skip to main content
Livermore
Livermore
ZHEN

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

SO holding history

Southern Co in every 13F filed by EP Wealth Advisors, 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)
491,161
Value
$47.0M
% of portfolio
0.2%
Quarters held
20
Since Q1 2021
Holdings of SO by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026491,161$47.0M0.2%+106,017+27.5%AddedHolders
Q1 2026385,144$37.2M0.2%−5,736−1.5%ReducedHolders
Q4 2025390,880$34.1M0.2%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 2025362,559$33.3M0.2%+15,744+4.5%AddedHolders
Q1 2025346,815$31.9M0.3%+3,182+0.9%AddedHolders
Q4 2024343,633$28.3M0.2%−11,248−3.2%ReducedHolders
Q3 2024354,881$32.0M0.3%+2,326+0.7%AddedHolders
Q2 2024352,555$27.3M0.3%−8,199−2.3%ReducedHolders
Q1 2024360,754$25.9M0.3%−170,725−32.1%ReducedHolders
Q4 2023531,479$37.3M0.5%+28,376+5.6%AddedHolders
Q3 2023503,103$32.6M0.5%+311,103+162.0%AddedHolders
Q2 2023192,000$34.1M0.5%+185,327+2,777.3%AddedHolders
Q1 20236,673$1.03M<0.1%−409,532−98.4%ReducedHolders
Q4 2022416,205$29.7M0.5%+416,205NewHolders
Q3 20220$00.0%−12,280−100.0%Sold outHolders
Q2 202212,280$876.0K<0.1%−2,599−17.5%ReducedHolders
Q1 202214,879$1.08M<0.1%−485−3.2%ReducedHolders
Q4 202115,364$1.05M<0.1%+20.0%AddedHolders
Q3 202115,362$952.0K<0.1%−3,472−18.4%ReducedHolders
Q2 202118,834$1.14M<0.1%+527+2.9%AddedHolders
Q1 202118,307$1.14M<0.1%––Holders

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