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Livermore
Livermore
ZHEN

Arkadios Wealth Advisors

SEC CIK
0001800798
Latest filing
Aug 10, 2026

SO holding history

Southern Co in every 13F filed by Arkadios Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SO overviewAll 13F holders of SOFull Q2 2026 holdings

Shares (Q2 2026)
208,779
Value
$20.0M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of SO by Arkadios Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026208,779$20.0M0.3%+6,336+3.1%AddedHolders
Q1 2026202,443$19.5M0.3%+48,273+31.3%AddedHolders
Q4 2025154,170$13.4M0.3%+9,661+6.7%AddedHolders
Q3 2025144,509$13.7M0.3%+15,043+11.6%AddedHolders
Q2 2025129,466$11.9M0.4%+12,388+10.6%AddedHolders
Q1 2025117,078$10.8M0.4%+8,070+7.4%AddedHolders
Q4 2024109,008$8.97M0.5%+5,013+4.8%AddedHolders
Q3 2024103,995$9.38M0.5%−3,562−3.3%ReducedHolders
Q2 2024107,557$8.34M0.6%+3,034+2.9%AddedHolders
Q1 2024104,523$7.50M0.6%+1,902+1.9%AddedHolders
Q4 2023102,621$7.20M0.6%+526+0.5%AddedHolders
Q3 2023102,095$6.61M0.6%+37,054+57.0%AddedHolders
Q2 202365,041$4.57M0.5%−274−0.4%ReducedHolders
Q1 202365,315$4.54M0.5%+2,296+3.6%AddedHolders
Q4 202263,019$4.50M0.6%+10,472+19.9%AddedHolders
Q3 202252,547$3.57M0.5%+7,977+17.9%AddedHolders
Q2 202244,570$3.18M0.5%+4,910+12.4%AddedHolders
Q1 202239,660$2.88M0.4%+14,462+57.4%AddedHolders
Q4 202125,198$1.73M0.2%+4,235+20.2%AddedHolders
Q3 202120,963$1.30M0.2%+7,949+61.1%AddedHolders
Q2 202113,014$787.0K0.1%+5,480+72.7%AddedHolders
Q1 20217,534$468.0K0.1%––Holders

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