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ARS Wealth Advisors Group, LLC

SEC CIK
0001886707
Latest filing
Jul 16, 2026

SO holding history

Southern Co in every 13F filed by ARS Wealth Advisors 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)
110,226
Value
$10.5M
% of portfolio
0.8%
Quarters held
20
Since Q3 2021
Holdings of SO by ARS Wealth Advisors Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026110,226$10.5M0.8%+2,117+2.0%AddedHolders
Q1 2026108,109$10.4M0.9%+4,928+4.8%AddedHolders
Q4 2025103,181$9.00M0.8%+1,962+1.9%AddedHolders
Q3 2025101,219$9.59M0.9%+1,033+1.0%AddedHolders
Q2 2025100,186$9.20M1.1%+1,386+1.4%AddedHolders
Q1 202598,800$9.08M1.3%+2,255+2.3%AddedHolders
Q4 202496,545$7.95M1.1%−254−0.3%ReducedHolders
Q3 202496,799$8.73M1.1%+1,505+1.6%AddedHolders
Q2 202495,294$7.39M1.0%−1,441−1.5%ReducedHolders
Q1 202496,735$6.94M0.9%−11,334−10.5%ReducedHolders
Q4 2023108,069$7.58M1.1%−13,242−10.9%ReducedHolders
Q3 2023121,311$7.85M1.3%+1,722+1.4%AddedHolders
Q2 2023119,589$8.40M1.3%+1,457+1.2%AddedHolders
Q1 2023118,132$8.22M1.5%+36,872+45.4%AddedHolders
Q4 202281,260$5.80M1.0%−11,273−12.2%ReducedHolders
Q3 202292,533$6.29M1.0%+1,308+1.4%AddedHolders
Q2 202291,225$6.50M0.9%+77,421+560.9%AddedHolders
Q1 202213,804$1.00M0.2%−468−3.3%ReducedHolders
Q4 202114,272$979.0K0.2%−967−6.3%ReducedHolders
Q3 202115,239$944.0K0.2%–No prior filingHolders