Perigon Wealth Management, LLC

SEC CIK: 0001575239
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

SO holding history

Southern Co in every 13F filed by Perigon Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SO overview All 13F holders of SO Full Q2 2026 holdings

Shares (Q2 2026): 34,256
Value: $3.28M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of SO by Perigon Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	34,256	$3.28M	0.1%	+1,530+4.7%	Added	Holders
Q1 2026	32,726	$3.16M	0.1%	+4,820+17.3%	Added	Holders
Q4 2025	27,906	$2.43M	<0.1%	−4,642−14.3%	Reduced	Holders
Q3 2025	32,548	$3.08M	0.1%	+6,801+26.4%	Added	Holders
Q2 2025	25,747	$2.36M	0.1%	+190+0.7%	Added	Holders
Q1 2025	25,557	$2.35M	0.1%	+301+1.2%	Added	Holders
Q4 2024	25,256	$2.12M	0.1%	−462−1.8%	Reduced	Holders
Q3 2024	25,718	$2.32M	0.1%	+151+0.6%	Added	Holders
Q2 2024	25,567	$1.98M	0.1%	+933+3.8%	Added	Holders
Q1 2024	24,634	$1.77M	0.1%	+2,174+9.7%	Added	Holders
Q4 2023	22,460	$1.57M	0.1%	+11,152+98.6%	Added	Holders
Q3 2023	11,308	$731.8K	<0.1%	−4,157−26.9%	Reduced	Holders
Q2 2023	15,465	$1.09M	<0.1%	+1,546+11.1%	Added	Holders
Q1 2023	13,919	$968.5K	0.1%	+523+3.9%	Added	Holders
Q4 2022	13,396	$956.6K	0.1%	+1,708+14.6%	Added	Holders
Q3 2022	11,688	$795.0K	0.1%	+1,334+12.9%	Added	Holders
Q2 2022	10,354	$738.0K	0.1%	+2,026+24.3%	Added	Holders
Q1 2022	8,328	$604.0K	<0.1%	+349+4.4%	Added	Holders
Q4 2021	7,979	$547.0K	<0.1%	+3,854+93.4%	Added	Holders
Q3 2021	4,125	$256.0K	<0.1%	−1,708−29.3%	Reduced	Holders
Q2 2021	5,833	$353.0K	<0.1%	−534−8.4%	Reduced	Holders
Q1 2021	6,367	$396.0K	<0.1%	–	–	Holders

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