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Livermore
Livermore
ZHEN

Aptus Capital Advisors, LLC

SEC CIK
0001664193
Latest filing
Aug 12, 2026

SO holding history

Southern Co in every 13F filed by Aptus Capital 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)
342,150
Value
$32.7M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of SO by Aptus Capital Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026342,150$32.7M0.2%−38,956−10.2%ReducedHolders
Q1 2026381,106$36.8M0.3%−10,139−2.6%ReducedHolders
Q4 2025391,245$34.1M0.3%+9,895+2.6%AddedHolders
Q3 2025381,350$36.1M0.3%+7,912+2.1%AddedHolders
Q2 2025373,438$34.3M0.3%+40,245+12.1%AddedHolders
Q1 2025333,193$30.6M0.3%+23,889+7.7%AddedHolders
Q4 2024309,304$25.5M0.3%+41,935+15.7%AddedHolders
Q3 2024267,369$24.1M0.4%+45,936+20.7%AddedHolders
Q2 2024221,433$17.2M0.3%+39,294+21.6%AddedHolders
Q1 2024182,139$13.1M0.3%+18,624+11.4%AddedHolders
Q4 2023163,515$11.5M0.3%−11,991−6.8%ReducedHolders
Q3 2023175,506$11.4M0.3%+9,192+5.5%AddedHolders
Q2 2023166,314$11.7M0.3%−8,946−5.1%ReducedHolders
Q1 2023175,260$12.2M0.3%−7,956−4.3%ReducedHolders
Q4 2022183,216$13.1M0.4%+129,213+239.3%AddedHolders
Q3 202254,003$3.67M0.1%+3,236+6.4%AddedHolders
Q2 202250,767$3.62M0.1%+2,765+5.8%AddedHolders
Q1 202248,002$3.48M0.1%+13,100+37.5%AddedHolders
Q4 202134,902$2.39M0.1%−3,252−8.5%ReducedHolders
Q3 202138,154$2.36M0.1%+7,693+25.3%AddedHolders
Q2 202130,461$1.84M0.1%+5,613+22.6%AddedHolders
Q1 202124,848$1.54M0.1%––Holders

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