Nicholas Hoffman & Company, LLC.

SEC CIK: 0001678953
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

SO holding history

Southern Co in every 13F filed by Nicholas Hoffman & Company, LLC., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SO overview All 13F holders of SO Full Q2 2026 holdings

Shares (Q2 2026): 73,433
Value: $7.03M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of SO by Nicholas Hoffman & Company, LLC., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	73,433	$7.03M	0.1%	−122−0.2%	Reduced	Holders
Q1 2026	73,555	$7.10M	0.2%	+122+0.2%	Added	Holders
Q4 2025	73,433	$6.40M	0.1%	+572+0.8%	Added	Holders
Q3 2025	72,861	$6.91M	0.2%	−360.0%	Reduced	Holders
Q2 2025	72,897	$6.69M	0.2%	−60.0%	Reduced	Holders
Q1 2025	72,903	$6.70M	0.3%	+40,209+123.0%	Added	Holders
Q4 2024	32,694	$2.69M	0.1%	−229−0.7%	Reduced	Holders
Q3 2024	32,923	$2.97M	0.1%	+160.0%	Added	Holders
Q2 2024	32,907	$2.55M	0.1%	−393−1.2%	Reduced	Holders
Q1 2024	33,300	$2.39M	0.1%	−896−2.6%	Reduced	Holders
Q4 2023	34,196	$2.40M	0.1%	+666+2.0%	Added	Holders
Q3 2023	33,530	$2.17M	0.2%	+1,054+3.2%	Added	Holders
Q2 2023	32,476	$2.28M	0.1%	+126+0.4%	Added	Holders
Q1 2023	32,350	$2.25M	0.2%	−627−1.9%	Reduced	Holders
Q4 2022	32,977	$2.35M	0.3%	−148−0.4%	Reduced	Holders
Q3 2022	33,125	$2.25M	0.1%	+100.0%	Added	Holders
Q2 2022	33,115	$2.36M	0.1%	+110.0%	Added	Holders
Q1 2022	33,104	$2.40M	0.1%	+430+1.3%	Added	Holders
Q4 2021	32,674	$2.24M	0.1%	−768−2.3%	Reduced	Holders
Q3 2021	33,442	$2.07M	0.4%	−225−0.7%	Reduced	Holders
Q2 2021	33,667	$2.04M	0.4%	+954+2.9%	Added	Holders
Q1 2021	32,713	$2.03M	0.4%	–	–	Holders

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