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Advocate Group LLC

SEC CIK
0001853401
Latest filing
Jul 17, 2026

SO holding history

Southern Co in every 13F filed by Advocate Group 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)
101,592
Value
$9.72M
% of portfolio
1.5%
Quarters held
17
Since Q2 2022
Holdings of SO by Advocate Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026101,592$9.72M1.5%+15,772+18.4%AddedHolders
Q1 202685,820$8.28M1.3%+340.0%AddedHolders
Q4 202585,786$7.48M1.2%−2,045−2.3%ReducedHolders
Q3 202587,831$8.32M1.4%−1,542−1.7%ReducedHolders
Q2 202589,373$8.21M1.5%−1,648−1.8%ReducedHolders
Q1 202591,021$8.37M1.5%−1,986−2.1%ReducedHolders
Q4 202493,007$7.66M1.4%−1,391−1.5%ReducedHolders
Q3 202494,398$8.51M1.5%+264+0.3%AddedHolders
Q2 202494,134$7.30M1.5%−562−0.6%ReducedHolders
Q1 202494,696$6.79M1.4%−540−0.6%ReducedHolders
Q4 202395,236$6.68M1.4%−5,669−5.6%ReducedHolders
Q3 2023100,905$6.53M1.5%−3,168−3.0%ReducedHolders
Q2 2023104,073$7.31M1.6%−4,071−3.8%ReducedHolders
Q1 2023108,144$7.52M1.6%−14,735−12.0%ReducedHolders
Q4 2022122,879$8.77M1.9%−8,637−6.6%ReducedHolders
Q3 2022131,516$8.94M2.2%−5,716−4.2%ReducedHolders
Q2 2022137,232$9.79M2.3%–No prior filingHolders