Skip to main content
Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

SO holding history

Southern Co in every 13F filed by TD Private Client Wealth 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)
24,530
Value
$2.35M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SO by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202624,530$2.35M<0.1%+5,874+31.5%AddedHolders
Q1 202618,656$1.80M<0.1%+454+2.5%AddedHolders
Q4 202518,202$1.59M<0.1%−1,409−7.2%ReducedHolders
Q3 202519,611$1.86M<0.1%−2,125−9.8%ReducedHolders
Q2 202521,736$2.00M<0.1%−5,748−20.9%ReducedHolders
Q1 202527,484$2.53M0.1%+1,083+4.1%AddedHolders
Q4 202426,401$2.17M0.1%−465−1.7%ReducedHolders
Q3 202426,866$2.42M0.1%−12,605−31.9%ReducedHolders
Q2 202439,471$3.06M0.1%−4,760−10.8%ReducedHolders
Q1 202444,231$3.17M0.1%−7,486−14.5%ReducedHolders
Q4 202351,717$3.63M0.1%−8,241−13.7%ReducedHolders
Q3 202359,958$3.88M0.2%−5,198−8.0%ReducedHolders
Q2 202365,156$4.58M0.2%−10,503−13.9%ReducedHolders
Q1 202375,659$5.26M0.2%+1,126+1.5%AddedHolders
Q4 202274,533$5.32M0.3%+4,441+6.3%AddedHolders
Q3 202270,092$4.77M0.2%+4,298+6.5%AddedHolders
Q2 202265,794$4.69M0.2%−5,824−8.1%ReducedHolders
Q1 202271,618$5.19M0.2%+1,876+2.7%AddedHolders
Q4 202169,742$4.78M0.2%−8,322−10.7%ReducedHolders
Q3 202178,064$4.84M0.2%+1,581+2.1%AddedHolders
Q2 202176,483$4.63M0.2%−1,307−1.7%ReducedHolders
Q1 202177,790$4.84M0.2%––Holders

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