Capital & Planning, LLC
- SEC CIK
- 0002053750
- Latest filing
- Sep 2, 2026
SO holding history
Southern Co in every 13F filed by Capital & Planning, 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)
- 150,547
- Value
- $14.4M
- % of portfolio
- 7.4%
- Quarters held
- 7
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 150,547 | $14.4M | 7.4% | +7,213+5.0% | Added | Holders |
| Q1 2026 | 143,334 | $13.8M | 8.4% | +127,434+801.5% | Added | Holders |
| Q4 2025 | 15,900 | $1.39M | 6.4% | −125,873−88.8% | Reduced | Holders |
| Q3 2025 | 141,773 | $13.4M | 8.3% | +2,595+1.9% | Added | Holders |
| Q2 2025 | 139,178 | $12.8M | 8.7% | +2,182+1.6% | Added | Holders |
| Q1 2025 | 136,996 | $12.6M | 9.4% | +1,458+1.1% | Added | Holders |
| Q4 2024 | 135,538 | $11.2M | 8.2% | – | No prior filing | Holders |