Mutual Advisors, LLC

SEC CIK: 0001694080
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

SO holding history

Southern Co in every 13F filed by Mutual Advisors, 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): 34,878
Value: $3.34M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of SO by Mutual Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	34,878	$3.34M	0.1%	+2,473+7.6%	Added	Holders
Q1 2026	32,405	$3.13M	0.1%	+2,858+9.7%	Added	Holders
Q4 2025	29,547	$2.58M	0.1%	−613−2.0%	Reduced	Holders
Q3 2025	30,160	$2.90M	0.1%	−4,821−13.8%	Reduced	Holders
Q2 2025	34,981	$3.34M	0.1%	+1,398+4.2%	Added	Holders
Q1 2025	33,583	$3.04M	0.1%	+800+2.4%	Added	Holders
Q4 2024	32,783	$2.75M	0.1%	+4,443+15.7%	Added	Holders
Q3 2024	28,340	$2.65M	0.1%	+558+2.0%	Added	Holders
Q2 2024	27,782	$2.31M	0.1%	+1,084+4.1%	Added	Holders
Q1 2024	26,698	$1.92M	0.1%	−234−0.9%	Reduced	Holders
Q4 2023	26,932	$1.89M	0.1%	+1,580+6.2%	Added	Holders
Q3 2023	25,352	$1.64M	0.1%	+1,434+6.0%	Added	Holders
Q2 2023	23,918	$1.68M	0.1%	−771−3.1%	Reduced	Holders
Q1 2023	24,689	$1.72M	0.1%	+3,180+14.8%	Added	Holders
Q4 2022	21,509	$1.54M	0.1%	−327−1.5%	Reduced	Holders
Q3 2022	21,836	$1.49M	0.1%	−66−0.3%	Reduced	Holders
Q2 2022	21,902	$1.56M	0.1%	+3,764+20.8%	Added	Holders
Q1 2022	18,138	$1.31M	0.1%	−841−4.4%	Reduced	Holders
Q4 2021	18,979	$1.30M	0.1%	+213+1.1%	Added	Holders
Q3 2021	18,766	$1.16M	0.1%	+390+2.1%	Added	Holders
Q2 2021	18,376	$1.11M	0.1%	−140−0.8%	Reduced	Holders
Q1 2021	18,516	$1.15M	0.1%	–	–	Holders

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