Meriwether Wealth & Planning, LLC
- SEC CIK
- 0002055554
- Latest filing
- Jul 8, 2026
SO holding history
Southern Co in every 13F filed by Meriwether Wealth & 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)
- 2,712
- Value
- $259.6K
- % of portfolio
- 0.1%
- Quarters held
- 7
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 2,712 | $259.6K | 0.1% | +50+1.9% | Added | Holders |
| Q1 2026 | 2,662 | $256.9K | 0.1% | +20+0.8% | Added | Holders |
| Q4 2025 | 2,642 | $230.4K | 0.1% | +15+0.6% | Added | Holders |
| Q3 2025 | 2,627 | $249.0K | 0.1% | +85+3.3% | Added | Holders |
| Q2 2025 | 2,542 | $233.4K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 2,542 | $233.7K | 0.2% | 00.0% | Unchanged | Holders |
| Q4 2024 | 2,542 | $209.3K | 0.1% | – | No prior filing | Holders |