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Livermore
Livermore
ZHEN

Chesapeake Wealth Management

SEC CIK
0001730383
Latest filing
Aug 13, 2026

SO holding history

Southern Co in every 13F filed by Chesapeake Wealth Management, 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 (Q2 2026)
9,095
Value
$870.5K
% of portfolio
0.2%
Quarters held
17
Since Q1 2022
Holdings of SO by Chesapeake Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,095$870.5K0.2%+84+0.9%AddedHolders
Q1 20269,011$869.7K0.3%−17−0.2%ReducedHolders
Q4 20259,028$787.2K0.2%+962+11.9%AddedHolders
Q3 20258,066$764.4K0.2%+265+3.4%AddedHolders
Q2 20257,801$716.4K0.2%+4,628+145.9%AddedHolders
Q1 20253,173$291.8K0.1%−60−1.9%ReducedHolders
Q4 20243,233$266.1K0.1%00.0%UnchangedHolders
Q3 20243,233$291.6K0.1%00.0%UnchangedHolders
Q2 20243,233$250.8K0.1%00.0%UnchangedHolders
Q1 20243,233$231.9K0.1%+3,233NewHolders
Q4 20230$00.0%−3,173−100.0%Sold outHolders
Q3 20233,173$205.4K0.1%−100−3.1%ReducedHolders
Q2 20233,273$229.9K0.1%−1,175−26.4%ReducedHolders
Q1 20234,448$309.5K0.1%−225−4.8%ReducedHolders
Q4 20224,673$333.7K0.1%−600−11.4%ReducedHolders
Q3 20225,273$359.0K0.2%+1,000+23.4%AddedHolders
Q2 20224,273$304.0K0.1%00.0%UnchangedHolders
Q1 20224,273$310.0K0.1%+4,273NewHolders