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Livermore
Livermore
ZHEN

Regent Peak Wealth Advisors LLC

SEC CIK
0001803329
Latest filing
Jul 10, 2026

SO holding history

Southern Co in every 13F filed by Regent Peak Wealth 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)
20,560
Value
$1.97M
% of portfolio
0.4%
Quarters held
21
Since Q1 2021
Holdings of SO by Regent Peak Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,560$1.97M0.4%+7,280+54.8%AddedHolders
Q1 202613,280$1.28M0.3%−2,479−15.7%ReducedHolders
Q4 202515,759$1.37M0.3%−4,745−23.1%ReducedHolders
Q3 202520,504$1.94M0.4%–No prior filingHolders
Q2 2025––––Not filedHolders
Q1 202518,085$1.66M0.4%−100−0.5%ReducedHolders
Q4 202418,185$1.50M0.3%+61+0.3%AddedHolders
Q3 202418,124$1.63M0.4%−378−2.0%ReducedHolders
Q2 202418,502$1.44M0.4%+188+1.0%AddedHolders
Q1 202418,314$1.31M0.3%+49+0.3%AddedHolders
Q4 202318,265$1.28M0.3%−4,649−20.3%ReducedHolders
Q3 202322,914$1.48M0.5%−45−0.2%ReducedHolders
Q2 202322,959$1.61M0.5%−3,169−12.1%ReducedHolders
Q1 202326,128$1.82M0.6%−39,053−59.9%ReducedHolders
Q4 202265,181$4.90M1.6%−539−0.8%ReducedHolders
Q3 202265,720$4.87M1.7%+45,100+218.7%AddedHolders
Q2 202220,620$1.47M0.5%+50+0.2%AddedHolders
Q1 202220,570$1.49M0.4%+98+0.5%AddedHolders
Q4 202120,472$1.40M0.4%+80+0.4%AddedHolders
Q3 202120,392$1.26M0.4%+32+0.2%AddedHolders
Q2 202120,360$1.30M0.4%+6,392+45.8%AddedHolders
Q1 202113,968$868.0K0.3%––Holders

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