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Livermore
Livermore
ZHEN

Paces Ferry Wealth Advisors, LLC

SEC CIK
0001819919
Latest filing
Aug 13, 2026

SO holding history

Southern Co in every 13F filed by Paces Ferry 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)
2,870
Value
$274.7K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of SO by Paces Ferry Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,870$274.7K0.1%−267−8.5%ReducedHolders
Q1 20263,137$302.8K0.1%−180−5.4%ReducedHolders
Q4 20253,317$289.2K0.1%−550−14.2%ReducedHolders
Q3 20253,867$366.5K0.2%−5−0.1%ReducedHolders
Q2 20253,872$355.6K0.2%−106−2.7%ReducedHolders
Q1 20253,978$365.8K0.2%+15+0.4%AddedHolders
Q4 20243,963$326.3K0.2%+11+0.3%AddedHolders
Q3 20243,952$356.4K0.2%−55−1.4%ReducedHolders
Q2 20244,007$310.8K0.2%−190−4.5%ReducedHolders
Q1 20244,197$301.1K0.2%−759−15.3%ReducedHolders
Q4 20234,956$347.5K0.2%+454+10.1%AddedHolders
Q3 20234,502$291.4K0.2%−346−7.1%ReducedHolders
Q2 20234,848$340.6K0.3%−2,511−34.1%ReducedHolders
Q1 20237,359$512.0K0.4%+4,523+159.5%AddedHolders
Q4 20222,836$202.5K0.2%−5,627−66.5%ReducedHolders
Q3 20228,463$575.0K0.6%−323−3.7%ReducedHolders
Q2 20228,786$627.0K0.6%−801−8.4%ReducedHolders
Q1 20229,587$695.0K0.6%+5+0.1%AddedHolders
Q4 20219,582$657.0K0.5%+341+3.7%AddedHolders
Q3 20219,241$573.0K0.5%+337+3.8%AddedHolders
Q2 20218,904$539.0K0.4%+212+2.4%AddedHolders
Q1 20218,692$540.0K0.5%––Holders

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