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Livermore
Livermore
ZHEN

Graves-Light Private Wealth Management, Inc.

SEC CIK
0001759803
Latest filing
Jul 7, 2026

SO holding history

Southern Co in every 13F filed by Graves-Light Private Wealth Management, Inc., 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)
8,470
Value
$810.7K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of SO by Graves-Light Private Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,470$810.7K0.1%+11+0.1%AddedHolders
Q1 20268,459$816.5K0.1%+10+0.1%AddedHolders
Q4 20258,449$736.8K0.1%+11+0.1%AddedHolders
Q3 20258,438$799.6K0.1%+20.0%AddedHolders
Q2 20258,436$774.7K0.1%−976−10.4%ReducedHolders
Q1 20259,412$865.4K0.1%+10+0.1%AddedHolders
Q4 20249,402$774.0K0.1%00.0%UnchangedHolders
Q3 20249,402$847.9K0.1%−527−5.3%ReducedHolders
Q2 20249,929$764.6K0.1%00.0%UnchangedHolders
Q1 20249,929$712.3K0.1%+10.0%AddedHolders
Q4 20239,928$696.2K0.1%00.0%UnchangedHolders
Q3 20239,928$645.0K0.1%−599−5.7%ReducedHolders
Q2 202310,527$739.5K0.1%+512+5.1%AddedHolders
Q1 202310,015$696.8K0.1%+10.0%AddedHolders
Q4 202210,014$715.1K0.1%+10.0%AddedHolders
Q3 202210,013$681.0K0.1%−145−1.4%ReducedHolders
Q2 202210,158$724.0K0.1%+10.0%AddedHolders
Q1 202210,157$737.0K0.1%00.0%UnchangedHolders
Q4 202110,157$697.0K0.1%+10.0%AddedHolders
Q3 202110,156$629.0K0.1%−31−0.3%ReducedHolders
Q2 202110,187$616.0K0.1%+10.0%AddedHolders
Q1 202110,186$633.0K0.1%––Holders

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