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Livermore
Livermore
ZHEN

Lebenthal Global Advisors, LLC

SEC CIK
0001845766
Latest filing
Jul 30, 2026

SO holding history

Southern Co in every 13F filed by Lebenthal Global 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)
17,448
Value
$1.67M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of SO by Lebenthal Global Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,448$1.67M0.2%+427+2.5%AddedHolders
Q1 202617,021$1.64M0.2%+700+4.3%AddedHolders
Q4 202516,321$1.42M0.2%+992+6.5%AddedHolders
Q3 202515,329$1.45M0.3%+618+4.2%AddedHolders
Q2 202514,711$1.35M0.3%+119+0.8%AddedHolders
Q1 202514,592$1.34M0.3%+1,084+8.0%AddedHolders
Q4 202413,508$1.11M0.2%+827+6.5%AddedHolders
Q3 202412,681$1.14M0.2%+6,089+92.4%AddedHolders
Q2 20246,592$511.3K0.1%+1,124+20.6%AddedHolders
Q1 20245,468$392.3K0.1%+209+4.0%AddedHolders
Q4 20235,259$368.8K0.1%−32−0.6%ReducedHolders
Q3 20235,291$342.4K0.1%00.0%UnchangedHolders
Q2 20235,291$371.7K0.1%+40+0.8%AddedHolders
Q1 20235,251$365.4K0.1%−150−2.8%ReducedHolders
Q4 20225,401$385.7K0.1%+100+1.9%AddedHolders
Q3 20225,301$360.0K0.2%00.0%UnchangedHolders
Q2 20225,301$378.0K0.2%+300+6.0%AddedHolders
Q1 20225,001$362.0K0.2%+50+1.0%AddedHolders
Q4 20214,951$339.0K0.1%−130−2.6%ReducedHolders
Q3 20215,081$314.0K0.2%00.0%UnchangedHolders
Q2 20215,081$307.0K0.2%00.0%UnchangedHolders
Q1 20215,081$315.0K0.2%––Holders

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