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Livermore
Livermore
ZHEN

TruWealth Advisors, LLC

SEC CIK
0001834985
Latest filing
Apr 9, 2026

SO holding history

Southern Co in every 13F filed by TruWealth 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 Q1 2026 holdings

Shares (Q1 2026)
5,708
Value
$550.9K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of SO by TruWealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20265,708$550.9K<0.1%−109−1.9%ReducedHolders
Q4 20255,817$507.2K<0.1%−16−0.3%ReducedHolders
Q3 20255,833$552.8K<0.1%+464+8.6%AddedHolders
Q2 20255,369$493.0K<0.1%−10.0%ReducedHolders
Q1 20255,370$493.7K<0.1%−67−1.2%ReducedHolders
Q4 20245,437$447.5K<0.1%+204+3.9%AddedHolders
Q3 20245,233$471.9K<0.1%−204−3.8%ReducedHolders
Q2 20245,437$421.7K<0.1%+105+2.0%AddedHolders
Q1 20245,332$382.5K<0.1%+257+5.1%AddedHolders
Q4 20235,075$355.9K<0.1%−131−2.5%ReducedHolders
Q3 20235,206$336.9K<0.1%+126+2.5%AddedHolders
Q2 20235,080$356.9K<0.1%00.0%UnchangedHolders
Q1 20235,080$353.5K<0.1%+1,353+36.3%AddedHolders
Q4 20223,727$266.1K<0.1%−212−5.4%ReducedHolders
Q3 20223,939$268.0K<0.1%+2+0.1%AddedHolders
Q2 20223,937$281.0K<0.1%+302+8.3%AddedHolders
Q1 20223,635$264.0K<0.1%+2+0.1%AddedHolders
Q4 20213,633$249.0K<0.1%+2+0.1%AddedHolders
Q3 20213,631$225.0K<0.1%+2+0.1%AddedHolders
Q2 20213,629$220.0K<0.1%+5+0.1%AddedHolders
Q1 20213,624$225.0K<0.1%––Holders

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