Excelsior Advisor Network LLC

SEC CIK: 0002110679
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

SO holding history

Southern Co in every 13F filed by Excelsior Advisor Network LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SO overview All 13F holders of SO Full Q2 2026 holdings

Shares (Q2 2026): 27,316
Value: $2.61M
% of portfolio: 0.3%
Quarters held: 3; Since Q4 2025

Holdings of SO by Excelsior Advisor Network LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	27,316	$2.61M	0.3%	+7,140+35.4%	Added	Holders
Q1 2026	20,176	$1.95M	0.7%	+4,826+31.4%	Added	Holders
Q4 2025	15,350	$1.34M	0.7%	–	No prior filing	Holders