Cahaba Wealth Management, Inc.

SEC CIK: 0001716399
Latest filing: Jul 31, 2026

SEC filings (opens in a new tab)

SO holding history

Southern Co in every 13F filed by Cahaba Wealth Management, Inc., 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): 373,857
Value: $35.8M
% of portfolio: 2.2%
Quarters held: 22; Since Q1 2021

Holdings of SO by Cahaba Wealth Management, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	373,857	$35.8M	2.2%	−15,721−4.0%	Reduced	Holders
Q1 2026	389,578	$37.6M	2.6%	+49,881+14.7%	Added	Holders
Q4 2025	339,697	$29.6M	2.1%	−3,662−1.1%	Reduced	Holders
Q3 2025	343,359	$32.5M	2.4%	−7,490−2.1%	Reduced	Holders
Q2 2025	350,849	$32.2M	2.5%	+31,023+9.7%	Added	Holders
Q1 2025	319,826	$29.4M	2.4%	+41,373+14.9%	Added	Holders
Q4 2024	278,453	$22.9M	1.9%	+6,996+2.6%	Added	Holders
Q3 2024	271,457	$24.5M	2.0%	−2,587−0.9%	Reduced	Holders
Q2 2024	274,044	$21.3M	1.9%	−26,061−8.7%	Reduced	Holders
Q1 2024	300,105	$21.5M	2.0%	+3,824+1.3%	Added	Holders
Q4 2023	296,281	$20.8M	2.1%	+10,736+3.8%	Added	Holders
Q3 2023	285,545	$18.5M	2.0%	+20,340+7.7%	Added	Holders
Q2 2023	265,205	$18.6M	2.0%	+18,042+7.3%	Added	Holders
Q1 2023	247,163	$17.2M	2.0%	+12,757+5.4%	Added	Holders
Q4 2022	234,406	$16.7M	2.1%	+361+0.2%	Added	Holders
Q3 2022	234,045	$15.9M	2.2%	−533−0.2%	Reduced	Holders
Q2 2022	234,578	$16.7M	2.4%	−9,433−3.9%	Reduced	Holders
Q1 2022	244,011	$17.9M	2.5%	+47,420+24.1%	Added	Holders
Q4 2021	196,591	$13.5M	1.8%	+79,065+67.3%	Added	Holders
Q3 2021	117,526	$7.28M	1.1%	+4,102+3.6%	Added	Holders
Q2 2021	113,424	$7.24M	1.1%	+19,752+21.1%	Added	Holders
Q1 2021	93,672	$5.82M	0.9%	–	–	Holders

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