WestEnd Advisors, LLC

Position in SO — Southern Co

CIK 1351731 CHARLOTTE, NC

Position in SO

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$4,976

+$440 QoQ

Shares Held

+10.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#2,313

of 2,359 holders

Holding Since

Jun 2022

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

WestEnd Advisors, LLC holds $51,083 across 23 Utilities - Regulated Electric names. SO ranks #2 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	95	$8,338
2	SO	Southern Co This page	52	$4,976
3	DUK	Duke Energy CORP	35	$4,430
4	AEP	American Electric Power Co Inc	25	$3,420
5	D	Dominion Energy, Inc	41	$2,799
6	ETR	Entergy Corp /De/	21	$2,412
7	XEL	Xcel Energy Inc	29	$2,328
8	EXC	Exelon Corp	47	$2,191

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,976	52	+10.6%	Shares	Sole	2026-07-22
2026-03-31	$4,536	47	0.0%	Shares	Sole	2026-04-22
2025-12-31	$4,098	47	-6.0%	Shares	Sole	2026-01-27
2025-09-30	$4,738	50	+233.3%	Shares	Sole	2025-10-22
2024-09-30	$1,352	15	-6.2%	Shares	Sole	2024-10-25
2024-06-30	$1,241	16	-5.9%	Shares	Sole	2024-07-29
2024-03-31	$1,219	17	0.0%	Shares	Sole	2024-05-07
2023-12-31	$1,192	17	-39.3%	Shares	Sole	2024-01-18
2023-09-30	$1,812	28	+21.7%	Shares	Sole	2023-10-19
2023-03-31	$1,739	25	—	Principal	Other	2023-04-28
2022-12-31	$1,642	23	+35.3%	Shares	Sole	2023-01-31
2022-09-30	$1,156	17	+41.7%	Shares	Sole	2022-10-27
2022-06-30	$855	12	—	Shares	Sole	2022-07-28
No filing history on record for this holder in this stock.