Claro Advisors LLC

SEC CIK: 0001764386
Latest filing: Jul 30, 2026

SEC filings (opens in a new tab)

SO holding history

Southern Co in every 13F filed by Claro Advisors 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): 9,987
Value: $955.8K
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of SO by Claro Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	9,987	$955.8K	0.1%	−15−0.1%	Reduced	Holders
Q1 2026	10,002	$965.4K	0.1%	−228−2.2%	Reduced	Holders
Q4 2025	10,230	$892.0K	0.1%	−23−0.2%	Reduced	Holders
Q3 2025	10,253	$971.7K	0.1%	−743−6.8%	Reduced	Holders
Q2 2025	10,996	$1.01M	0.2%	−10,656−49.2%	Reduced	Holders
Q1 2025	21,652	$1.99M	0.3%	−702−3.1%	Reduced	Holders
Q4 2024	22,354	$1.84M	0.2%	−3,883−14.8%	Reduced	Holders
Q3 2024	26,237	$2.37M	0.3%	+1,160+4.6%	Added	Holders
Q2 2024	25,077	$1.95M	0.3%	+1,013+4.2%	Added	Holders
Q1 2024	24,064	$1.73M	0.3%	+864+3.7%	Added	Holders
Q4 2023	23,200	$1.63M	0.4%	−1,150−4.7%	Reduced	Holders
Q3 2023	24,350	$1.58M	0.4%	+1,610+7.1%	Added	Holders
Q2 2023	22,740	$1.60M	0.4%	+1,344+6.3%	Added	Holders
Q1 2023	21,396	$1.49M	0.4%	+822+4.0%	Added	Holders
Q4 2022	20,574	$1.47M	0.5%	+8,819+75.0%	Added	Holders
Q3 2022	11,755	$838.0K	0.3%	00.0%	Unchanged	Holders
Q2 2022	11,755	$838.0K	0.3%	+2,253+23.7%	Added	Holders
Q1 2022	9,502	$652.0K	0.2%	00.0%	Unchanged	Holders
Q4 2021	9,502	$652.0K	0.2%	+280+3.0%	Added	Holders
Q3 2021	9,222	$571.0K	0.2%	+571+6.6%	Added	Holders
Q2 2021	8,651	$523.0K	0.2%	+193+2.3%	Added	Holders
Q1 2021	8,458	$526.0K	0.3%	–	–	Holders

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