WT Wealth Management

SEC CIK: 0001780507
Latest filing: Jul 22, 2026

SEC filings (opens in a new tab)

SO holding history

Southern Co in every 13F filed by WT Wealth Management, 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 (Q4 2022): 0; Sold out in Q4 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2022

Holdings of SO by WT Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2022	0	$0	0.0%	−17,156−100.0%	Sold out	Holders
Q3 2022	17,156	$1.17M	0.6%	+93+0.5%	Added	Holders
Q2 2022	17,063	$1.22M	0.6%	+17,063	New	Holders