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Livermore
Livermore
ZHEN

Baugh & Associates, LLC

SEC CIK
0001730818
Latest filing
Jul 10, 2026

SO holding history

Southern Co in every 13F filed by Baugh & Associates, 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)
51,696
Value
$4.95M
% of portfolio
2.2%
Quarters held
22
Since Q1 2021
Holdings of SO by Baugh & Associates, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202651,696$4.95M2.2%−4,381−7.8%ReducedHolders
Q1 202656,077$5.41M2.3%−333−0.6%ReducedHolders
Q4 202556,410$4.58M2.3%−1,132−2.0%ReducedHolders
Q3 202557,542$5.04M2.5%−1,261−2.1%ReducedHolders
Q2 202558,803$5.01M2.6%−2,683−4.4%ReducedHolders
Q1 202561,486$5.45M2.8%−40.0%ReducedHolders
Q4 202461,490$4.91M2.5%−30.0%ReducedHolders
Q3 202461,493$5.38M2.8%+210+0.3%AddedHolders
Q2 202461,283$4.93M2.6%−2,431−3.8%ReducedHolders
Q1 202463,714$4.57M2.4%−630−1.0%ReducedHolders
Q4 202364,344$4.51M2.6%−722−1.1%ReducedHolders
Q3 202365,066$4.21M2.6%+2,092+3.3%AddedHolders
Q2 202362,974$4.42M2.7%+1,004+1.6%AddedHolders
Q1 202361,970$4.39M2.8%+4,066+7.0%AddedHolders
Q4 202257,904$4.13M2.7%−55−0.1%ReducedHolders
Q3 202257,959$3.94M2.8%−50−0.1%ReducedHolders
Q2 202258,009$4.14M2.8%−610−1.0%ReducedHolders
Q1 202258,619$4.25M2.5%−205−0.3%ReducedHolders
Q4 202158,824$4.03M2.2%00.0%UnchangedHolders
Q3 202158,824$3.65M2.2%−200.0%ReducedHolders
Q2 202158,844$3.56M2.2%−531−0.9%ReducedHolders
Q1 202159,375$3.69M2.4%––Holders

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