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Livermore
Livermore
ZHEN

Valley Brook Capital Group

SEC CIK
0001851418
Latest filing
Jul 27, 2026

SO holding history

Southern Co in every 13F filed by Valley Brook Capital Group, 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)
8,654
Value
$828.3K
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of SO by Valley Brook Capital Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,654$828.3K0.5%+203+2.4%AddedHolders
Q1 20268,451$815.7K0.5%+337+4.2%AddedHolders
Q4 20258,114$707.5K0.5%−297−3.5%ReducedHolders
Q3 20258,411$797.1K0.5%+20.0%AddedHolders
Q2 20258,409$772.2K0.6%+52+0.6%AddedHolders
Q1 20258,357$768.4K0.6%+53+0.6%AddedHolders
Q4 20248,304$683.6K0.5%−348−4.0%ReducedHolders
Q3 20248,652$780.2K0.6%+20.0%AddedHolders
Q2 20248,650$671.0K0.5%+20.0%AddedHolders
Q1 20248,648$620.4K0.5%−672−7.2%ReducedHolders
Q4 20239,320$653.5K0.6%−1,023−9.9%ReducedHolders
Q3 202310,343$669.4K0.7%−97−0.9%ReducedHolders
Q2 202310,440$733.4K0.7%−23−0.2%ReducedHolders
Q1 202310,463$728.0K0.7%+996+10.5%AddedHolders
Q4 20229,467$676.1K0.6%+2,958+45.4%AddedHolders
Q3 20226,509$442.0K0.5%−4−0.1%ReducedHolders
Q2 20226,513$464.0K0.5%−199−3.0%ReducedHolders
Q1 20226,712$486.0K0.4%+20.0%AddedHolders
Q4 20216,710$460.0K0.4%+351+5.5%AddedHolders
Q3 20216,359$394.0K0.4%−99−1.5%ReducedHolders
Q2 20216,458$390.0K0.4%+184+2.9%AddedHolders
Q1 20216,274$390.0K0.4%––Holders

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