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Livermore
Livermore
ZHEN

CWS Financial Advisors, LLC

SEC CIK
0001802459
Latest filing
Jul 30, 2026

SO holding history

Southern Co in every 13F filed by CWS Financial Advisors, LLC, 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)
18,002
Value
$1.72M
% of portfolio
0.4%
Quarters held
21
Since Q1 2021
Holdings of SO by CWS Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,002$1.72M0.4%+955+5.6%AddedHolders
Q1 202617,047$1.65M0.4%+1,140+7.2%AddedHolders
Q4 202515,907$1.39M0.4%+1,634+11.4%AddedHolders
Q3 202514,273$1.35M0.4%+860+6.4%AddedHolders
Q2 202513,413$1.23M0.4%+1,458+12.2%AddedHolders
Q1 202511,955$1.10M0.3%+28+0.2%AddedHolders
Q4 202411,927$981.9K0.3%+61+0.5%AddedHolders
Q3 202411,866$1.07M0.4%+871+7.9%AddedHolders
Q2 202410,995$852.9K0.3%+1,372+14.3%AddedHolders
Q1 20249,623$690.3K0.3%−11,020−53.4%ReducedHolders
Q4 202320,643$1.45M0.5%+527+2.6%AddedHolders
Q3 202320,116$1.30M0.5%−237−1.2%ReducedHolders
Q2 202320,353$1.43M0.5%−1,982−8.9%ReducedHolders
Q1 202322,335$1.55M0.6%−477−2.1%ReducedHolders
Q4 202222,812$1.42M0.6%−773−3.3%ReducedHolders
Q3 202223,585$1.60M0.8%+12+0.1%AddedHolders
Q2 202223,573$1.68M0.8%−750−3.1%ReducedHolders
Q1 202224,323$1.76M0.7%+1,126+4.9%AddedHolders
Q4 202123,197$1.59M0.6%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 202123,122$1.40M0.6%+310+1.4%AddedHolders
Q1 202122,812$1.42M0.6%––Holders

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