Skip to main content
Livermore
Livermore
ZHEN

Stokes Capital Advisors, LLC

SEC CIK
0001734460
Latest filing
Jul 22, 2026

SO holding history

Southern Co in every 13F filed by Stokes 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 overviewAll 13F holders of SOFull Q2 2026 holdings

Shares (Q2 2026)
7,183
Value
$687.5K
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of SO by Stokes Capital Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,183$687.5K0.1%+389+5.7%AddedHolders
Q1 20266,794$655.8K0.1%00.0%UnchangedHolders
Q4 20256,794$592.4K0.1%00.0%UnchangedHolders
Q3 20256,794$643.9K0.1%00.0%UnchangedHolders
Q2 20256,794$623.9K0.2%00.0%UnchangedHolders
Q1 20256,794$624.7K0.2%00.0%UnchangedHolders
Q4 20246,794$559.3K0.1%00.0%UnchangedHolders
Q3 20246,794$612.7K0.2%00.0%UnchangedHolders
Q2 20246,794$527.0K0.1%00.0%UnchangedHolders
Q1 20246,794$487.4K0.1%−125−1.8%ReducedHolders
Q4 20236,919$485.2K0.2%+70+1.0%AddedHolders
Q3 20236,849$443.3K0.2%00.0%UnchangedHolders
Q2 20236,849$481.1K0.2%00.0%UnchangedHolders
Q1 20236,849$476.6K0.2%00.0%UnchangedHolders
Q4 20226,849$489.1K0.2%+6,849NewHolders