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Livermore
Livermore
ZHEN

Northstar Advisory Group, LLC

SEC CIK
0001816000
Latest filing
Jul 14, 2026

SO holding history

Southern Co in every 13F filed by Northstar Advisory Group, 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)
7,659
Value
$733.1K
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of SO by Northstar Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,659$733.1K0.2%+5+0.1%AddedHolders
Q1 20267,654$738.8K0.3%+98+1.3%AddedHolders
Q4 20257,556$658.9K0.2%+34+0.5%AddedHolders
Q3 20257,522$712.9K0.3%−53−0.7%ReducedHolders
Q2 20257,575$695.6K0.3%−135−1.8%ReducedHolders
Q1 20257,710$709.0K0.5%−496−6.0%ReducedHolders
Q4 20248,206$675.5K0.3%+504+6.5%AddedHolders
Q3 20247,702$694.5K0.4%+146+1.9%AddedHolders
Q2 20247,556$586.1K0.3%−38−0.5%ReducedHolders
Q1 20247,594$594.2K0.4%+187+2.5%AddedHolders
Q4 20237,407$519.4K0.3%+5+0.1%AddedHolders
Q3 20237,402$479.1K0.3%+42+0.6%AddedHolders
Q2 20237,360$517.0K0.3%−55−0.7%ReducedHolders
Q1 20237,415$515.9K0.4%+149+2.1%AddedHolders
Q4 20227,266$518.8K0.4%+5+0.1%AddedHolders
Q3 20227,261$494.0K0.4%−27−0.4%ReducedHolders
Q2 20227,288$520.0K0.4%+9+0.1%AddedHolders
Q1 20227,279$528.0K0.3%+635+9.6%AddedHolders
Q4 20216,644$456.0K0.3%+6,644NewHolders
Q3 20210$00.0%−6,535−100.0%Sold outHolders
Q2 20216,535$395.0K0.2%−625−8.7%ReducedHolders
Q1 20217,160$445.0K0.3%––Holders

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