Wealthcare Advisory Partners LLC

SEC CIK: 0001683059
Latest filing: Jul 9, 2026

SEC filings (opens in a new tab)

SO holding history

Southern Co in every 13F filed by Wealthcare Advisory Partners 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): 50,770
Value: $4.86M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of SO by Wealthcare Advisory Partners LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	50,770	$4.86M	0.1%	−8,334−14.1%	Reduced	Holders
Q1 2026	59,104	$5.70M	0.1%	−222−0.4%	Reduced	Holders
Q4 2025	59,326	$5.17M	0.1%	+209+0.4%	Added	Holders
Q3 2025	59,117	$5.60M	0.1%	+61+0.1%	Added	Holders
Q2 2025	59,056	$5.42M	0.1%	+6,155+11.6%	Added	Holders
Q1 2025	52,901	$4.86M	0.1%	−951−1.8%	Reduced	Holders
Q4 2024	53,852	$4.43M	0.1%	−1,254−2.3%	Reduced	Holders
Q3 2024	55,106	$4.97M	0.1%	+1,661+3.1%	Added	Holders
Q2 2024	53,445	$4.15M	0.1%	−1,589−2.9%	Reduced	Holders
Q1 2024	55,034	$3.95M	0.1%	+3,201+6.2%	Added	Holders
Q4 2023	51,833	$3.63M	0.1%	+4,708+10.0%	Added	Holders
Q3 2023	47,125	$3.05M	0.1%	+1,955+4.3%	Added	Holders
Q2 2023	45,170	$3.17M	0.1%	−335−0.7%	Reduced	Holders
Q1 2023	45,505	$3.17M	0.1%	+506+1.1%	Added	Holders
Q4 2022	44,999	$3.21M	0.2%	+1,700+3.9%	Added	Holders
Q3 2022	43,299	$2.94M	0.2%	+33,858+358.6%	Added	Holders
Q2 2022	9,441	$673.0K	<0.1%	+381+4.2%	Added	Holders
Q1 2022	9,060	$657.0K	<0.1%	+519+6.1%	Added	Holders
Q4 2021	8,541	$586.0K	<0.1%	−1,968−18.7%	Reduced	Holders
Q3 2021	10,509	$651.0K	<0.1%	+1,636+18.4%	Added	Holders
Q2 2021	8,873	$537.0K	<0.1%	−5,121−36.6%	Reduced	Holders
Q1 2021	13,994	$870.0K	0.1%	–	–	Holders

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