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Livermore
Livermore
ZHEN

EPG Wealth Management LLC

SEC CIK
0001803058
Latest filing
Jul 28, 2026

SO holding history

Southern Co in every 13F filed by EPG Wealth Management 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)
14,930
Value
$1.43M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of SO by EPG Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,930$1.43M0.3%−865−5.5%ReducedHolders
Q1 202615,795$1.52M0.4%+143+0.9%AddedHolders
Q4 202515,652$1.36M0.4%−621−3.8%ReducedHolders
Q3 202516,273$1.54M0.4%+353+2.2%AddedHolders
Q2 202515,920$1.46M0.4%−1,391−8.0%ReducedHolders
Q1 202517,311$1.59M0.4%+364+2.1%AddedHolders
Q4 202416,947$1.40M0.4%−182−1.1%ReducedHolders
Q3 202417,129$1.54M0.4%+17,129AddedHolders
Q2 20240$784.2K0.2%−10,273−100.0%ReducedHolders
Q1 202410,273$737.0K0.2%+24+0.2%AddedHolders
Q4 202310,249$691.9K0.2%+40.0%AddedHolders
Q3 202310,245$663.1K0.2%+29+0.3%AddedHolders
Q2 202310,216$717.7K0.2%+22+0.2%AddedHolders
Q1 202310,194$709.3K0.2%+374+3.8%AddedHolders
Q4 20229,820$701.2K0.3%+22+0.2%AddedHolders
Q3 20229,798$666.0K0.3%−19−0.2%ReducedHolders
Q2 20229,817$700.0K0.3%−70−0.7%ReducedHolders
Q1 20229,887$717.0K0.2%+960+10.8%AddedHolders
Q4 20218,927$612.0K0.2%+2,204+32.8%AddedHolders
Q3 20216,723$417.0K0.2%+66+1.0%AddedHolders
Q2 20216,657$403.0K0.2%−55−0.8%ReducedHolders
Q1 20216,712$417.0K0.2%––Holders

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