Sound View Wealth Advisors Group, LLC

SEC CIK: 0001784777
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

SO holding history

Southern Co in every 13F filed by Sound View Wealth Advisors Group, 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): 86,522
Value: $8.28M
% of portfolio: 0.5%
Quarters held: 22; Since Q1 2021

Holdings of SO by Sound View Wealth Advisors Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	86,522	$8.28M	0.5%	−3,110−3.5%	Reduced	Holders
Q1 2026	89,632	$8.65M	0.6%	−154−0.2%	Reduced	Holders
Q4 2025	89,786	$7.83M	0.5%	−1,597−1.7%	Reduced	Holders
Q3 2025	91,383	$8.66M	0.6%	−3,446−3.6%	Reduced	Holders
Q2 2025	94,829	$8.71M	0.6%	+2,695+2.9%	Added	Holders
Q1 2025	92,134	$8.47M	0.7%	−1,899−2.0%	Reduced	Holders
Q4 2024	94,033	$7.74M	0.6%	+2,111+2.3%	Added	Holders
Q3 2024	91,922	$8.29M	0.7%	+4,603+5.3%	Added	Holders
Q2 2024	87,319	$6.77M	0.7%	−2,429−2.7%	Reduced	Holders
Q1 2024	89,748	$6.44M	0.7%	−2,755−3.0%	Reduced	Holders
Q4 2023	92,503	$6.49M	0.7%	+568+0.6%	Added	Holders
Q3 2023	91,935	$5.95M	0.7%	+1,205+1.3%	Added	Holders
Q2 2023	90,730	$6.37M	0.8%	−1,409−1.5%	Reduced	Holders
Q1 2023	92,139	$6.41M	0.9%	−364−0.4%	Reduced	Holders
Q4 2022	92,503	$6.49M	0.7%	+14,491+18.6%	Added	Holders
Q3 2022	78,012	$5.30M	1.2%	−2,007−2.5%	Reduced	Holders
Q2 2022	80,019	$5.71M	1.2%	−2,042−2.5%	Reduced	Holders
Q1 2022	82,061	$5.95M	1.1%	−1,113−1.3%	Reduced	Holders
Q4 2021	83,174	$5.70M	1.1%	+2,444+3.0%	Added	Holders
Q3 2021	80,730	$5.00M	1.0%	−2,611−3.1%	Reduced	Holders
Q2 2021	83,341	$5.04M	1.1%	−283−0.3%	Reduced	Holders
Q1 2021	83,624	$5.20M	1.2%	–	–	Holders

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