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Sunpointe, LLC

SEC CIK
0002012181
Latest filing
Jul 24, 2026

SO holding history

Southern Co in every 13F filed by Sunpointe, 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)
2,423
Value
$231.9K
% of portfolio
0.1%
Quarters held
10
Since Q4 2023
Holdings of SO by Sunpointe, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,423$231.9K0.1%+11+0.5%AddedHolders
Q1 20262,412$232.8K0.1%+2,412NewHolders
Q4 20250$00.0%−2,215−100.0%Sold outHolders
Q3 20252,215$209.9K0.1%−233−9.5%ReducedHolders
Q2 20252,448$224.8K0.1%−370−13.1%ReducedHolders
Q1 20252,818$259.1K0.1%−251−8.2%ReducedHolders
Q4 20243,069$252.6K0.1%+94+3.2%AddedHolders
Q3 20242,975$268.3K0.2%−878−22.8%ReducedHolders
Q2 20243,853$298.9K0.2%−1,018−20.9%ReducedHolders
Q1 20244,871$349.4K0.4%+191+4.1%AddedHolders
Q4 20234,680$328.2K0.4%–No prior filingHolders