Skip to main content
Livermore
Livermore
ZHEN

Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

SO holding history

Southern Co in every 13F filed by Wealthspire 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)
14,045
Value
$1.34M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SO by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,045$1.34M<0.1%+902+6.9%AddedHolders
Q1 202613,143$1.27M<0.1%−11,787−47.3%ReducedHolders
Q4 202524,930$2.17M<0.1%+2,696+12.1%AddedHolders
Q3 202522,234$2.11M<0.1%−721−3.1%ReducedHolders
Q2 202522,955$2.11M<0.1%+302+1.3%AddedHolders
Q1 202522,653$2.08M<0.1%+2,430+12.0%AddedHolders
Q4 202420,223$1.66M<0.1%+268+1.3%AddedHolders
Q3 202419,955$1.80M<0.1%+248+1.3%AddedHolders
Q2 202419,707$1.53M<0.1%+563+2.9%AddedHolders
Q1 202419,144$1.37M<0.1%−11,962−38.5%ReducedHolders
Q4 202331,106$2.18M<0.1%+9,434+43.5%AddedHolders
Q3 202321,672$1.40M<0.1%−304−1.4%ReducedHolders
Q2 202321,976$1.54M<0.1%−2,528−10.3%ReducedHolders
Q1 202324,504$1.70M<0.1%−616−2.5%ReducedHolders
Q4 202225,120$1.79M<0.1%+2,075+9.0%AddedHolders
Q3 202223,045$1.57M<0.1%+270+1.2%AddedHolders
Q2 202222,775$1.62M<0.1%+3,640+19.0%AddedHolders
Q1 202219,135$1.39M<0.1%+1,812+10.5%AddedHolders
Q4 202117,323$1.19M<0.1%+246+1.4%AddedHolders
Q3 202117,077$1.06M<0.1%+12,170+248.0%AddedHolders
Q2 20214,907$297.0K<0.1%−24,995−83.6%ReducedHolders
Q1 202129,902$1.86M<0.1%––Holders

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