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Code Waechter LLC

SEC CIK
0002039212
Latest filing
Jul 31, 2026

SO holding history

Southern Co in every 13F filed by Code Waechter 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)
2,676
Value
$256.1K
% of portfolio
0.1%
Quarters held
6
Since Q1 2025
Holdings of SO by Code Waechter LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,676$256.1K0.1%+33+1.2%AddedHolders
Q1 20262,643$255.1K0.2%−711−21.2%ReducedHolders
Q4 20253,354$292.5K0.2%−532−13.7%ReducedHolders
Q3 20253,886$387.4K0.3%−779−16.7%ReducedHolders
Q2 20254,665$428.4K0.3%+1,492+47.0%AddedHolders
Q1 20253,173$292.0K0.2%+3,173NewHolders