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Smith Group Asset Management, LLC

SEC CIK
0001893134
Latest filing
Aug 3, 2026

SO holding history

Southern Co in every 13F filed by Smith Group Asset Management, 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 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q3 2021
Holdings of SO by Smith Group Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−18,478−100.0%Sold outHolders
Q1 202418,478$1.33M0.1%−7,700−29.4%ReducedHolders
Q4 202326,178$1.84M0.1%–No prior filingHolders
Q2 2022––––Not filedHolders
Q1 2022128$10.0K<0.1%00.0%UnchangedHolders
Q4 2021128$9.00K<0.1%00.0%UnchangedHolders
Q3 2021128$8.00K<0.1%–No prior filingHolders