Strategic Planning Group, LLC
- SEC CIK
- 0001875525
- Latest filing
- Jul 16, 2026
SO holding history
Southern Co in every 13F filed by Strategic Planning 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 (Q3 2025)
- 0
- Sold out in Q3 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 3
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 0 | $0 | 0.0% | −48,484−100.0% | Sold out | Holders |
| Q2 2025 | 48,484 | $4.45M | 0.7% | +48,484 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −17,517−100.0% | Sold out | Holders |
| Q1 2024 | 17,517 | $1.26M | 0.3% | +3,032+20.9% | Added | Holders |
| Q4 2023 | 14,485 | $1.02M | 0.3% | – | No prior filing | Holders |