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Livermore
Livermore
ZHEN

CX Institutional

SEC CIK
0001737089
Latest filing
Jul 1, 2026

SO holding history

Southern Co in every 13F filed by CX Institutional, 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)
21,222
Value
$2.03M
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of SO by CX Institutional, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,222$2.03M0.1%−1,824−7.9%ReducedHolders
Q1 202623,046$2.22M0.1%−407−1.7%ReducedHolders
Q4 202523,453$2.04M0.1%−1,817−7.2%ReducedHolders
Q3 202525,270$2.40M0.1%+16,893+201.7%AddedHolders
Q2 20258,377$769.0K<0.1%+268+3.3%AddedHolders
Q1 20258,109$746.0K<0.1%+634+8.5%AddedHolders
Q4 20247,475$615.4K<0.1%+1,050+16.3%AddedHolders
Q3 20246,425$579.4K<0.1%+70+1.1%AddedHolders
Q2 20246,355$493.0K<0.1%+176+2.8%AddedHolders
Q1 20246,179$443.3K<0.1%−191−3.0%ReducedHolders
Q4 20236,370$446.7K<0.1%−727−10.2%ReducedHolders
Q3 20237,097$459.3K<0.1%−107−1.5%ReducedHolders
Q2 20237,204$506.1K<0.1%+241+3.5%AddedHolders
Q1 20236,963$481.4K<0.1%+821+13.4%AddedHolders
Q4 20226,142$438.6K<0.1%+2,823+85.1%AddedHolders
Q3 20223,319$226.0K<0.1%−105−3.1%ReducedHolders
Q2 20223,424$244.0K<0.1%+552+19.2%AddedHolders
Q1 20222,872$208.0K<0.1%+2,872NewHolders
Q4 20210$00.0%−2,420−100.0%Sold outHolders
Q3 20212,420$150.0K<0.1%+530+28.0%AddedHolders
Q2 20211,890$114.0K<0.1%+215+12.8%AddedHolders
Q1 20211,675$104.0K<0.1%––Holders

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