Wealth Alliance

SEC CIK: 0001793904
Latest filing: Aug 11, 2026

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SO holding history

Southern Co in every 13F filed by Wealth Alliance, 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): 7,678
Value: $734.9K
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of SO by Wealth Alliance, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	7,678	$734.9K	0.1%	−17−0.2%	Reduced	Holders
Q1 2026	7,695	$742.7K	0.1%	−409−5.0%	Reduced	Holders
Q4 2025	8,104	$706.7K	0.1%	+367+4.7%	Added	Holders
Q3 2025	7,737	$733.2K	0.1%	−1,099−12.4%	Reduced	Holders
Q2 2025	8,836	$811.4K	0.1%	−1,856−17.4%	Reduced	Holders
Q1 2025	10,692	$983.1K	0.1%	−6−0.1%	Reduced	Holders
Q4 2024	10,698	$880.7K	0.1%	−6−0.1%	Reduced	Holders
Q3 2024	10,704	$965.3K	0.1%	−4,945−31.6%	Reduced	Holders
Q2 2024	15,649	$1.21M	0.2%	−2,763−15.0%	Reduced	Holders
Q1 2024	18,412	$1.32M	0.2%	+460+2.6%	Added	Holders
Q4 2023	17,952	$1.26M	0.2%	−105−0.6%	Reduced	Holders
Q3 2023	18,057	$1.17M	0.2%	+568+3.2%	Added	Holders
Q2 2023	17,489	$1.23M	0.2%	−215−1.2%	Reduced	Holders
Q1 2023	17,704	$1.23M	0.2%	+732+4.3%	Added	Holders
Q4 2022	16,972	$1.21M	0.2%	+659+4.0%	Added	Holders
Q3 2022	16,313	$1.11M	0.2%	+407+2.6%	Added	Holders
Q2 2022	15,906	$1.14M	0.2%	−1,691−9.6%	Reduced	Holders
Q1 2022	17,597	$1.28M	0.3%	+87+0.5%	Added	Holders
Q4 2021	17,510	$1.20M	0.2%	+1,405+8.7%	Added	Holders
Q3 2021	16,105	$998.0K	0.2%	+46+0.3%	Added	Holders
Q2 2021	16,059	$972.0K	0.2%	+2,932+22.3%	Added	Holders
Q1 2021	13,127	$816.0K	0.2%	–	–	Holders

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