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Livermore
Livermore
ZHEN

GWM Advisors LLC

SEC CIK
0001633516
Latest filing
Aug 12, 2026

SO holding history

Southern Co in every 13F filed by GWM 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)
1,067,217
Value
$102.1M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of SO by GWM Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,067,217$102.1M0.3%+27,944+2.7%AddedHolders
Q1 20261,039,273$100.3M0.4%−126,421−10.8%ReducedHolders
Q4 20251,165,694$101.6M0.4%+930,945+396.6%AddedHolders
Q3 2025234,749$22.2M0.1%+26,361+12.6%AddedHolders
Q2 2025208,388$19.1M0.1%−2,942−1.4%ReducedHolders
Q1 2025211,330$19.4M0.1%−18,575−8.1%ReducedHolders
Q4 2024229,905$18.9M0.1%+11,384+5.2%AddedHolders
Q3 2024218,521$19.7M0.1%+5,108+2.4%AddedHolders
Q2 2024213,413$16.6M0.1%+12,556+6.3%AddedHolders
Q1 2024200,857$14.4M0.1%−305,129−60.3%ReducedHolders
Q4 2023505,986$35.4M0.3%+395,740+359.0%AddedHolders
Q3 2023110,246$7.14M0.1%+29,212+36.0%AddedHolders
Q2 202381,034$5.69M0.1%+8,227+11.3%AddedHolders
Q1 202372,807$5.11M0.1%−1,682−2.3%ReducedHolders
Q4 202274,489$2.41M0.1%+16,398+28.2%AddedHolders
Q3 202258,091$3.95M0.1%−3,823−6.2%ReducedHolders
Q2 202261,914$4.41M0.1%+11,989+24.0%AddedHolders
Q1 202249,925$3.62M0.1%+221+0.4%AddedHolders
Q4 202149,704$3.41M0.1%+16,457+49.5%AddedHolders
Q3 202133,247$2.06M0.1%+2,428+7.9%AddedHolders
Q2 202130,819$1.86M<0.1%+840+2.8%AddedHolders
Q1 202129,979$1.86M0.1%––Holders

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