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Livermore
Livermore
ZHEN

Probity Advisors, Inc.

SEC CIK
0001676603
Latest filing
Jul 31, 2026

SO holding history

Southern Co in every 13F filed by Probity Advisors, 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)
7,711
Value
$738.0K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of SO by Probity Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,711$738.0K0.1%−786−9.3%ReducedHolders
Q1 20268,497$820.1K0.1%+3,817+81.6%AddedHolders
Q4 20254,680$408.1K0.1%−222−4.5%ReducedHolders
Q3 20254,902$464.6K0.1%−498−9.2%ReducedHolders
Q2 20255,400$495.9K0.1%−500−8.5%ReducedHolders
Q1 20255,900$542.5K0.1%−200−3.3%ReducedHolders
Q4 20246,100$502.2K0.1%−100−1.6%ReducedHolders
Q3 20246,200$559.1K0.1%−400−6.1%ReducedHolders
Q2 20246,600$512.0K0.1%00.0%UnchangedHolders
Q1 20246,600$473.5K0.1%00.0%UnchangedHolders
Q4 20236,600$462.8K0.1%−200−2.9%ReducedHolders
Q3 20236,800$440.1K0.1%−300−4.2%ReducedHolders
Q2 20237,100$498.8K0.1%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 20227,462$532.9K0.1%00.0%UnchangedHolders
Q3 20227,462$507.0K0.1%00.0%UnchangedHolders
Q2 20227,462$532.0K0.1%−530−6.6%ReducedHolders
Q1 20227,992$579.0K0.1%−50−0.6%ReducedHolders
Q4 20218,042$552.0K0.1%00.0%UnchangedHolders
Q3 20218,042$498.0K0.1%00.0%UnchangedHolders
Q2 20218,042$487.0K0.1%00.0%UnchangedHolders
Q1 20218,042$500.0K0.1%––Holders

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