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Livermore
Livermore
ZHEN

Old Port Advisors

SEC CIK
0001744348
Latest filing
Jul 21, 2026

SO holding history

Southern Co in every 13F filed by Old Port Advisors, 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)
17,577
Value
$1.68M
% of portfolio
0.3%
Quarters held
21
Since Q1 2021
Holdings of SO by Old Port Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,577$1.68M0.3%+474+2.8%AddedHolders
Q1 202617,103$1.65M0.4%−956−5.3%ReducedHolders
Q4 202518,059$1.57M0.4%−1,019−5.3%ReducedHolders
Q3 202519,078$1.81M0.5%−3,825−16.7%ReducedHolders
Q2 202522,903$2.10M0.6%−5,902−20.5%ReducedHolders
Q1 202528,805$2.65M0.8%−1,025−3.4%ReducedHolders
Q4 202429,830$2.46M0.7%+944+3.3%AddedHolders
Q3 202428,886$2.60M0.7%+561+2.0%AddedHolders
Q2 202428,325$2.20M0.7%+511+1.8%AddedHolders
Q1 202427,814$2.00M0.6%+2,008+7.8%AddedHolders
Q4 202325,806$1.81M0.6%+151+0.6%AddedHolders
Q3 202325,655$1.66M0.6%–No prior filingHolders
Q2 2023––––Not filedHolders
Q1 202324,791$1.78M0.6%+1,328+5.7%AddedHolders
Q4 202223,463$1.68M0.6%+1,109+5.0%AddedHolders
Q3 202222,354$1.54M0.6%+918+4.3%AddedHolders
Q2 202221,436$1.52M0.6%+768+3.7%AddedHolders
Q1 202220,668$1.53M0.5%+927+4.7%AddedHolders
Q4 202119,741$1.35M0.5%+843+4.5%AddedHolders
Q3 202118,898$1.19M0.4%+2,564+15.7%AddedHolders
Q2 202116,334$1.01M0.4%+7,960+95.1%AddedHolders
Q1 20218,374$521.0K0.2%––Holders

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