Detalus Advisors, LLC

SEC CIK: 0001799677
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

SO holding history

Southern Co in every 13F filed by Detalus 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): 13,936
Value: $1.33M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of SO by Detalus Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	13,936	$1.33M	0.3%	+99+0.7%	Added	Holders
Q1 2026	13,837	$1.34M	0.3%	+54+0.4%	Added	Holders
Q4 2025	13,783	$1.20M	0.3%	−393−2.8%	Reduced	Holders
Q3 2025	14,176	$1.34M	0.3%	+241+1.7%	Added	Holders
Q2 2025	13,935	$1.28M	0.4%	−42−0.3%	Reduced	Holders
Q1 2025	13,977	$1.29M	0.4%	+42+0.3%	Added	Holders
Q4 2024	13,935	$1.15M	0.4%	+58+0.4%	Added	Holders
Q3 2024	13,877	$1.25M	0.4%	+3,614+35.2%	Added	Holders
Q2 2024	10,263	$796.1K	0.3%	−468−4.4%	Reduced	Holders
Q1 2024	10,731	$769.9K	0.3%	−350−3.2%	Reduced	Holders
Q4 2023	11,081	$777.0K	0.3%	+67+0.6%	Added	Holders
Q3 2023	11,014	$712.8K	0.3%	−490−4.3%	Reduced	Holders
Q2 2023	11,504	$808.1K	0.4%	+580+5.3%	Added	Holders
Q1 2023	10,924	$760.1K	0.4%	−284−2.5%	Reduced	Holders
Q4 2022	11,208	$800.3K	0.4%	+89+0.8%	Added	Holders
Q3 2022	11,119	$756.0K	0.5%	−128−1.1%	Reduced	Holders
Q2 2022	11,247	$802.0K	0.5%	−6,313−36.0%	Reduced	Holders
Q1 2022	17,560	$1.27M	0.7%	+202+1.2%	Added	Holders
Q4 2021	17,358	$1.19M	0.6%	−737−4.1%	Reduced	Holders
Q3 2021	18,095	$1.12M	0.6%	+851+4.9%	Added	Holders
Q2 2021	17,244	$1.04M	0.6%	+475+2.8%	Added	Holders
Q1 2021	16,769	$1.04M	0.6%	–	–	Holders

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