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Livermore
Livermore
ZHEN

Waterford Advisors, LLC

SEC CIK
0001960657
Latest filing
Aug 14, 2026

SO holding history

Southern Co in every 13F filed by Waterford Advisors, 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)
2,671
Value
$255.6K
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of SO by Waterford Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,671$255.6K0.1%00.0%UnchangedHolders
Q1 20262,671$258.9K0.1%00.0%UnchangedHolders
Q4 20252,671$232.9K0.1%00.0%UnchangedHolders
Q3 20252,671$253.1K0.1%−349,032−99.2%ReducedHolders
Q2 2025351,703$245.3K0.1%+349,032+13,067.5%AddedHolders
Q1 20252,671$245.6K0.1%00.0%UnchangedHolders
Q4 20242,671$219.9K0.1%00.0%UnchangedHolders
Q3 20242,671$240.9K0.1%−420−13.6%ReducedHolders
Q2 20243,091$239.8K0.1%00.0%UnchangedHolders
Q1 20243,091$221.7K0.1%−380−10.9%ReducedHolders
Q4 20233,471$243.4K0.1%+200+6.1%AddedHolders
Q3 20233,271$211.7K0.1%−265−7.5%ReducedHolders
Q2 20233,536$248.0K0.1%00.0%UnchangedHolders
Q1 20233,536$246.0K0.1%00.0%UnchangedHolders
Q4 20223,536$253.0K0.1%–No prior filingHolders