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Enclave Advisors LLC

SEC CIK
0001836110
Latest filing
Jul 14, 2026

SO holding history

Southern Co in every 13F filed by Enclave 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)
2,783
Value
$266.4K
% of portfolio
<0.1%
Quarters held
8
Since Q3 2024
Holdings of SO by Enclave Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,783$266.4K<0.1%+42+1.5%AddedHolders
Q1 20262,741$264.6K<0.1%−105−3.7%ReducedHolders
Q4 20252,846$248.2K<0.1%−949−25.0%ReducedHolders
Q3 20253,795$359.7K0.1%−12−0.3%ReducedHolders
Q2 20253,807$349.6K0.1%+281+8.0%AddedHolders
Q1 20253,526$324.2K0.1%+14+0.4%AddedHolders
Q4 20243,512$289.1K<0.1%−60−1.7%ReducedHolders
Q3 20243,572$322.1K0.1%–No prior filingHolders