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Livermore
Livermore
ZHEN

Alaethes Wealth LLC

SEC CIK
0001859677
Latest filing
Aug 14, 2026

SO holding history

Southern Co in every 13F filed by Alaethes Wealth 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)
23,659
Value
$2.26M
% of portfolio
0.7%
Quarters held
20
Since Q1 2021
Holdings of SO by Alaethes Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202623,659$2.26M0.7%+42+0.2%AddedHolders
Q1 202623,617$2.28M0.7%+726+3.2%AddedHolders
Q4 202522,891$2.00M0.6%−747−3.2%ReducedHolders
Q3 202523,638$2.24M0.6%+2,686+12.8%AddedHolders
Q2 202520,952$1.92M0.6%+18,702+831.2%AddedHolders
Q1 20252,250$206.9K0.1%+2,250NewHolders
Q3 20240$00.0%−3,905−100.0%Sold outHolders
Q2 20243,905$302.9K0.1%00.0%UnchangedHolders
Q1 20243,905$280.1K0.1%00.0%UnchangedHolders
Q4 20233,905$273.8K0.1%00.0%UnchangedHolders
Q3 20233,905$252.7K0.1%00.0%UnchangedHolders
Q2 20233,905$274.3K0.2%00.0%UnchangedHolders
Q1 20233,905$271.7K0.2%+180+4.8%AddedHolders
Q4 20223,725$266.0K0.2%00.0%UnchangedHolders
Q3 20223,725$253.0K0.2%00.0%UnchangedHolders
Q2 20223,725$266.0K0.2%−1,550−29.4%ReducedHolders
Q1 20225,275$382.0K0.2%−25−0.5%ReducedHolders
Q4 20215,300$363.0K0.2%−3,483−39.7%ReducedHolders
Q3 20218,783$544.0K0.4%−522−5.6%ReducedHolders
Q2 20219,305$563.0K0.4%00.0%UnchangedHolders
Q1 20219,305$578.0K0.5%––Holders

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