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Livermore
Livermore
ZHEN

GEM Asset Management, LLC

SEC CIK
0001963319
Latest filing
Jul 21, 2026

SO holding history

Southern Co in every 13F filed by GEM 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 2026)
4,230
Value
$404.9K
% of portfolio
0.2%
Quarters held
15
Since Q4 2022
Holdings of SO by GEM Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,230$404.9K0.2%00.0%UnchangedHolders
Q1 20264,230$408.3K0.2%−49−1.1%ReducedHolders
Q4 20254,279$369.1K0.2%−11−0.3%ReducedHolders
Q3 20254,290$413.6K0.2%00.0%UnchangedHolders
Q2 20254,290$393.2K0.2%+60+1.4%AddedHolders
Q1 20254,230$388.4K0.2%00.0%UnchangedHolders
Q4 20244,230$348.2K0.2%00.0%UnchangedHolders
Q3 20244,230$376.0K0.2%+400+10.4%AddedHolders
Q2 20243,830$297.1K0.2%00.0%UnchangedHolders
Q1 20243,830$267.3K0.2%00.0%UnchangedHolders
Q4 20233,830$268.6K0.2%00.0%UnchangedHolders
Q3 20233,830$247.9K0.2%00.0%UnchangedHolders
Q2 20233,830$269.1K0.2%00.0%UnchangedHolders
Q1 20233,830$266.5K0.2%00.0%UnchangedHolders
Q4 20223,830$273.5K0.2%–No prior filingHolders