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Fundamentun, LLC

SEC CIK
0001707206
Latest filing
Aug 11, 2026

SO holding history

Southern Co in every 13F filed by Fundamentun, LLC, 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 (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q3 2021
Holdings of SO by Fundamentun, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−4,139−100.0%Sold outHolders
Q4 20234,139$290.3K<0.1%−142−3.3%ReducedHolders
Q3 20234,281$277.1K<0.1%−285−6.2%ReducedHolders
Q2 20234,566$320.8K<0.1%−9−0.2%ReducedHolders
Q1 20234,575$318.4K0.1%+673+17.2%AddedHolders
Q4 20223,902$278.7K<0.1%−359−8.4%ReducedHolders
Q3 20224,261$290.0K0.1%+1,085+34.2%AddedHolders
Q2 20223,176$227.0K<0.1%+248+8.5%AddedHolders
Q1 20222,928$212.0K<0.1%+2,928NewHolders
Q4 20210$00.0%−8,326−100.0%Sold outHolders
Q3 20218,326$516.0K0.1%+8,326NewHolders