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Livermore
Livermore
ZHEN

Visionary Wealth Advisors

SEC CIK
0001802984
Latest filing
Aug 13, 2026

SO holding history

Southern Co in every 13F filed by Visionary 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)
112,104
Value
$10.7M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of SO by Visionary Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026112,104$10.7M0.4%+5,208+4.9%AddedHolders
Q1 2026106,896$10.3M0.5%+5,987+5.9%AddedHolders
Q4 2025100,909$8.80M0.4%+1,712+1.7%AddedHolders
Q3 202599,197$9.40M0.4%+702+0.7%AddedHolders
Q2 202598,495$9.04M0.5%+2,275+2.4%AddedHolders
Q1 202596,220$8.85M0.5%−2,512−2.5%ReducedHolders
Q4 202498,732$8.13M0.5%+409+0.4%AddedHolders
Q3 202498,323$8.87M0.5%−9,708−9.0%ReducedHolders
Q2 2024108,031$8.38M0.5%+2,832+2.7%AddedHolders
Q1 2024105,199$7.55M0.5%+11,221+11.9%AddedHolders
Q4 202393,978$6.59M0.5%+1,122+1.2%AddedHolders
Q3 202392,856$6.01M0.5%+540+0.6%AddedHolders
Q2 202392,316$6.49M0.5%+1,392+1.5%AddedHolders
Q1 202390,924$6.33M0.5%+5,926+7.0%AddedHolders
Q4 202284,998$6.07M0.6%+5,853+7.4%AddedHolders
Q3 202279,145$5.38M0.6%+2,555+3.3%AddedHolders
Q2 202276,590$5.46M0.5%+5,745+8.1%AddedHolders
Q1 202270,845$5.14M0.4%+7,658+12.1%AddedHolders
Q4 202163,187$4.33M0.4%+4,190+7.1%AddedHolders
Q3 202158,997$3.66M0.4%+581+1.0%AddedHolders
Q2 202158,416$3.54M0.4%+1,214+2.1%AddedHolders
Q1 202157,202$3.56M0.4%––Holders

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