Principle Wealth Partners LLC

SEC CIK: 0001743413
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

SO holding history

Southern Co in every 13F filed by Principle Wealth Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SO overview All 13F holders of SO Full Q2 2026 holdings

Shares (Q2 2026): 100,553
Value: $9.62M
% of portfolio: 0.5%
Quarters held: 22; Since Q1 2021

Holdings of SO by Principle Wealth Partners LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	100,553	$9.62M	0.5%	+649+0.6%	Added	Holders
Q1 2026	99,904	$9.64M	0.6%	−647−0.6%	Reduced	Holders
Q4 2025	100,551	$8.77M	0.5%	−2,369−2.3%	Reduced	Holders
Q3 2025	102,920	$9.75M	0.6%	−1,397−1.3%	Reduced	Holders
Q2 2025	104,317	$9.58M	0.6%	−605−0.6%	Reduced	Holders
Q1 2025	104,922	$9.65M	0.7%	+2,015+2.0%	Added	Holders
Q4 2024	102,907	$8.47M	0.6%	+3,829+3.9%	Added	Holders
Q3 2024	99,078	$8.93M	0.6%	−293−0.3%	Reduced	Holders
Q2 2024	99,371	$7.71M	0.6%	+2,320+2.4%	Added	Holders
Q1 2024	97,051	$6.96M	0.5%	+4,888+5.3%	Added	Holders
Q4 2023	92,163	$6.46M	0.6%	+1,736+1.9%	Added	Holders
Q3 2023	90,427	$5.85M	0.6%	−440.0%	Reduced	Holders
Q2 2023	90,471	$6.36M	0.6%	−703−0.8%	Reduced	Holders
Q1 2023	91,174	$6.34M	0.7%	−1,297−1.4%	Reduced	Holders
Q4 2022	92,471	$6.60M	0.7%	−2,599−2.7%	Reduced	Holders
Q3 2022	95,070	$6.46M	0.8%	+122+0.1%	Added	Holders
Q2 2022	94,948	$6.77M	0.8%	−3,618−3.7%	Reduced	Holders
Q1 2022	98,566	$7.15M	0.8%	−1,502−1.5%	Reduced	Holders
Q4 2021	100,068	$6.86M	0.7%	+258+0.3%	Added	Holders
Q3 2021	99,810	$6.18M	0.7%	+1,132+1.1%	Added	Holders
Q2 2021	98,678	$5.97M	0.7%	+1,751+1.8%	Added	Holders
Q1 2021	96,927	$6.03M	0.7%	–	–	Holders

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