Skip to main content
Livermore
Livermore
ZHEN

Integris Wealth Management, LLC

SEC CIK
0001750852
Latest filing
Jul 10, 2026

SO holding history

Southern Co in every 13F filed by Integris Wealth Management, 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)
3,488
Value
$333.8K
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of SO by Integris Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,488$333.8K0.1%00.0%UnchangedHolders
Q1 20263,488$336.7K0.1%00.0%UnchangedHolders
Q4 20253,488$304.2K0.1%00.0%UnchangedHolders
Q3 20253,488$330.6K0.1%00.0%UnchangedHolders
Q2 20253,488$320.3K0.1%00.0%UnchangedHolders
Q1 20253,488$320.7K0.1%−112−3.1%ReducedHolders
Q4 20243,600$296.4K0.1%00.0%UnchangedHolders
Q3 20243,600$324.6K0.1%00.0%UnchangedHolders
Q2 20243,600$279.3K0.1%00.0%UnchangedHolders
Q1 20243,600$258.3K0.1%00.0%UnchangedHolders
Q4 20233,600$252.4K0.1%00.0%UnchangedHolders
Q3 20233,600$233.0K0.1%00.0%UnchangedHolders
Q2 20233,600$252.9K0.1%00.0%UnchangedHolders
Q1 20233,600$250.5K0.1%00.0%UnchangedHolders
Q4 20223,600$257.1K0.1%–No prior filingHolders