Gradient Capital Advisors, LLC

SEC CIK: 0001727917
Latest filing: Jul 13, 2026

SEC filings (opens in a new tab)

SO holding history

Southern Co in every 13F filed by Gradient Capital 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): 2,166
Value: $207.3K
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2025

Holdings of SO by Gradient Capital Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,166	$207.3K	<0.1%	+2+0.1%	Added	Holders
Q1 2026	2,164	$208.9K	0.1%	+2,164	New	Holders
Q4 2025	0	$0	0.0%	−2,180−100.0%	Sold out	Holders
Q3 2025	2,180	$206.6K	0.1%	+2,180	New	Holders