HCR Wealth Advisors

SEC CIK: 0001697715
Latest filing: Jul 13, 2026

SEC filings (opens in a new tab)

SO holding history

Southern Co in every 13F filed by HCR Wealth Advisors, 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 (Q3 2023): 0; Sold out in Q3 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q2 2023

Holdings of SO by HCR Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	0	$0	0.0%	−3,708−100.0%	Sold out	Holders
Q2 2023	3,708	$260.5K	<0.1%	+3,708	New	Holders