Westover Capital Advisors, LLC

Position in SO — Southern Co

CIK 1483467 WILMINGTON, DE

Position in SO

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$239,275

-$2,025 QoQ

Shares Held

2,500

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,915

of 2,359 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Westover Capital Advisors, LLC holds $2,155,310 across 6 Utilities - Regulated Electric names. SO ranks #5 (11.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETR	Entergy Corp /De/	6,000	$689,160
2	NEE	Nextera Energy Inc	4,521	$396,808
3	DUK	Duke Energy CORP	2,991	$378,600
4	EVRG	Evergy, Inc.	2,800	$242,004
5	SO	Southern Co This page	2,500	$239,275
6	EXC	Exelon Corp	4,493	$209,463

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$239,275	2,500	0.0%	Shares	Sole	2026-08-04
2026-03-31	$241,300	2,500	—	Shares	Sole	2026-05-05
No filing history on record for this holder in this stock.