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Livermore
Livermore
ZHEN

Capital Analysts, LLC

SEC CIK
0001624758
Latest filing
Aug 5, 2026

SO holding history

Southern Co in every 13F filed by Capital Analysts, 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)
3,591
Value
$344.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SO by Capital Analysts, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,591$344.0K<0.1%+690+23.8%AddedHolders
Q1 20262,901$280.0K<0.1%+2,201+314.4%AddedHolders
Q4 2025700$61.0K<0.1%+143+25.7%AddedHolders
Q3 2025557$53.0K<0.1%+1+0.2%AddedHolders
Q2 2025556$51.0K<0.1%00.0%UnchangedHolders
Q1 2025556$51.0K<0.1%−444−44.4%ReducedHolders
Q4 20241,000$82.0K<0.1%+476+90.8%AddedHolders
Q3 2024524$47.0K<0.1%00.0%UnchangedHolders
Q2 2024524$41.0K<0.1%+24+4.8%AddedHolders
Q1 2024500$36.0K<0.1%00.0%UnchangedHolders
Q4 2023500$35.0K<0.1%−43−7.9%ReducedHolders
Q3 2023543$35.0K<0.1%−32−5.6%ReducedHolders
Q2 2023575$40.0K<0.1%−286−33.2%ReducedHolders
Q1 2023861$60.0K<0.1%+286+49.7%AddedHolders
Q4 2022575$41.0K<0.1%−182−24.0%ReducedHolders
Q3 2022757$52.0K<0.1%+30+4.1%AddedHolders
Q2 2022727$52.0K<0.1%+52+7.7%AddedHolders
Q1 2022675$49.0K<0.1%−74−9.9%ReducedHolders
Q4 2021749$51.0K<0.1%+1+0.1%AddedHolders
Q3 2021748$46.0K<0.1%+248+49.6%AddedHolders
Q2 2021500$30.0K<0.1%−8,668−94.5%ReducedHolders
Q1 20219,168$570.0K<0.1%––Holders

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