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Livermore
Livermore
ZHEN

Arete Wealth Advisors, LLC

SEC CIK
0001600151
Latest filing
Aug 12, 2026

SO holding history

Southern Co in every 13F filed by Arete 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)
18,163
Value
$1.74M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of SO by Arete Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,163$1.74M0.1%+543+3.1%AddedHolders
Q1 202617,620$1.70M0.1%−1,440−7.6%ReducedHolders
Q4 202519,060$1.66M0.1%−10,571−35.7%ReducedHolders
Q3 202529,631$2.81M0.2%−901−3.0%ReducedHolders
Q2 202530,532$2.80M0.2%+470+1.6%AddedHolders
Q1 202530,062$2.76M0.2%+11,611+62.9%AddedHolders
Q4 202418,451$1.51M0.1%+242+1.3%AddedHolders
Q3 202418,209$1.64M0.1%+125+0.7%AddedHolders
Q2 202418,084$1.40M0.1%−426−2.3%ReducedHolders
Q1 202418,510$1.33M0.1%+49+0.3%AddedHolders
Q4 202318,461$1.29M0.1%+1,450+8.5%AddedHolders
Q3 202317,011$1.10M0.2%−6,194−26.7%ReducedHolders
Q2 202323,205$1.63M0.1%+9,815+73.3%AddedHolders
Q1 202313,390$932.0K0.1%+1,143+9.3%AddedHolders
Q4 202212,247$874.5K0.1%+3,472+39.6%AddedHolders
Q3 20228,775$597.0K0.1%+5,347+156.0%AddedHolders
Q2 20223,428$360.0K<0.1%−3,458−50.2%ReducedHolders
Q1 20226,886$499.0K<0.1%+619+9.9%AddedHolders
Q4 20216,267$428.0K<0.1%+1,174+23.1%AddedHolders
Q3 20215,093$316.0K<0.1%+756+17.4%AddedHolders
Q2 20214,337$209.0K<0.1%+216+5.2%AddedHolders
Q1 20214,121$256.0K<0.1%––Holders

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