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Livermore
Livermore
ZHEN

Acorn Wealth Advisors, LLC

SEC CIK
0001730610
Latest filing
Jul 30, 2026

SO holding history

Southern Co in every 13F filed by Acorn Wealth Advisors, 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 (Q2 2026)
10,468
Value
$1.00M
% of portfolio
0.2%
Quarters held
21
Since Q2 2021
Holdings of SO by Acorn Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,468$1.00M0.2%+52+0.5%AddedHolders
Q1 202610,416$1.01M0.3%+74+0.7%AddedHolders
Q4 202510,342$901.8K0.3%+70+0.7%AddedHolders
Q3 202510,272$973.5K0.3%+68+0.7%AddedHolders
Q2 202510,204$937.0K0.3%+61+0.6%AddedHolders
Q1 202510,143$932.6K0.4%+85+0.8%AddedHolders
Q4 202410,058$828.0K0.3%+64+0.6%AddedHolders
Q3 20249,994$901.3K0.4%−209−2.0%ReducedHolders
Q2 202410,203$791.4K0.4%−126−1.2%ReducedHolders
Q1 202410,329$741.0K0.4%+732+7.6%AddedHolders
Q4 20239,597$673.0K0.4%+76+0.8%AddedHolders
Q3 20239,521$616.2K0.4%+95+1.0%AddedHolders
Q2 20239,426$662.2K0.5%+83+0.9%AddedHolders
Q1 20239,343$650.1K0.5%+85+0.9%AddedHolders
Q4 20229,258$661.0K0.5%+97+1.1%AddedHolders
Q3 20229,161$623.0K0.5%+83+0.9%AddedHolders
Q2 20229,078$647.0K0.5%−755−7.7%ReducedHolders
Q1 20229,833$713.0K0.5%+84+0.9%AddedHolders
Q4 20219,749$669.0K0.4%+83+0.9%AddedHolders
Q3 20219,666$599.0K0.4%+84+0.9%AddedHolders
Q2 20219,582$580.0K0.4%+9,582NewHolders