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Livermore
Livermore
ZHEN

Eagle Wealth Strategies LLC

SEC CIK
0002009882
Latest filing
Jul 9, 2026

SO holding history

Southern Co in every 13F filed by Eagle Wealth Strategies 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)
3,166
Value
$303.0K
% of portfolio
0.1%
Quarters held
11
Since Q4 2023
Holdings of SO by Eagle Wealth Strategies LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,166$303.0K0.1%00.0%UnchangedHolders
Q1 20263,166$305.6K0.1%+10+0.3%AddedHolders
Q4 20253,156$275.2K0.1%−12−0.4%ReducedHolders
Q3 20253,168$300.2K0.1%+12+0.4%AddedHolders
Q2 20253,156$289.8K0.2%00.0%UnchangedHolders
Q1 20253,156$290.2K0.2%−238−7.0%ReducedHolders
Q4 20243,394$279.4K0.2%00.0%UnchangedHolders
Q3 20243,394$306.0K0.2%00.0%UnchangedHolders
Q2 20243,394$263.3K0.2%00.0%UnchangedHolders
Q1 20243,394$241.3K0.2%00.0%UnchangedHolders
Q4 20233,394$238.0K0.1%–No prior filingHolders