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Livermore
Livermore
ZHEN

Mitchell McLeod Pugh & Williams Inc

SEC CIK
0001632105
Latest filing
Aug 11, 2026

SO holding history

Southern Co in every 13F filed by Mitchell McLeod Pugh & Williams Inc, 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)
72,692
Value
$6.96M
% of portfolio
0.9%
Quarters held
22
Since Q1 2021
Holdings of SO by Mitchell McLeod Pugh & Williams Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202672,692$6.96M0.9%+5,305+7.9%AddedHolders
Q1 202667,387$6.50M1.0%+180.0%AddedHolders
Q4 202567,369$6.07M0.9%−376−0.6%ReducedHolders
Q3 202567,745$6.36M1.0%−441−0.6%ReducedHolders
Q2 202568,186$6.26M1.2%+455+0.7%AddedHolders
Q1 202567,731$6.23M1.3%+49+0.1%AddedHolders
Q4 202467,682$5.57M1.2%+2,223+3.4%AddedHolders
Q3 202465,459$5.90M1.2%−119−0.2%ReducedHolders
Q2 202465,578$5.09M1.2%+961+1.5%AddedHolders
Q1 202464,617$4.64M1.1%−3,072−4.5%ReducedHolders
Q4 202367,689$4.75M1.3%−1,060−1.5%ReducedHolders
Q3 202368,749$4.45M1.3%+5,334+8.4%AddedHolders
Q2 202363,415$4.45M1.3%+6,458+11.3%AddedHolders
Q1 202356,957$3.96M1.2%+273+0.5%AddedHolders
Q4 202256,684$4.05M1.4%+4,871+9.4%AddedHolders
Q3 202251,813$3.52M1.4%+198+0.4%AddedHolders
Q2 202251,615$3.68M1.4%+2,999+6.2%AddedHolders
Q1 202248,616$3.53M1.2%+255+0.5%AddedHolders
Q4 202148,361$3.32M1.1%+6,406+15.3%AddedHolders
Q3 202141,955$2.60M1.0%+640+1.5%AddedHolders
Q2 202141,315$2.50M1.0%−40−0.1%ReducedHolders
Q1 202141,355$2.57M1.1%––Holders

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