LVW Advisors, LLC

Position in SO — Southern Co

CIK 1576053 PITTSFORD, NY

Position in SO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$906,469

+$105,450 QoQ

Shares Held

9,471

+14.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,066

of 2,356 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

LVW Advisors, LLC holds $9,565,639 across 11 Utilities - Regulated Electric names. SO ranks #5 (9.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	12,538	$1,715,323
2	WEC	Wec Energy Group, Inc.	14,446	$1,686,859
3	DUK	Duke Energy CORP	11,871	$1,502,631
4	NEE	Nextera Energy Inc	16,697	$1,465,495
5	SO	Southern Co This page	9,471	$906,469
6	ETR	Entergy Corp /De/	6,619	$760,258
7	PEG	Public Service Enterprise Group Inc	6,674	$541,661
8	XEL	Xcel Energy Inc	3,352	$269,165

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$906,469	9,471	+14.1%	Shares	Sole	2026-07-15
2026-03-31	$801,019	8,299	-51.4%	Shares	Sole	2026-04-20
2025-12-31	$1,490,335	17,091	-18.1%	Shares	Sole	2026-01-14
2025-09-30	$1,978,039	20,872	-3.6%	Shares	Sole	2025-10-20
2025-06-30	$1,987,476	21,643	+10.1%	Shares	Sole	2025-07-17
2025-03-31	$1,807,093	19,653	+5.9%	Shares	Sole	2025-04-09
2024-12-31	$1,528,353	18,566	+10.4%	Shares	Sole	2025-01-16
2024-09-30	$1,516,647	16,818	+12.7%	Shares	Sole	2024-10-09
2024-06-30	$1,158,042	14,929	+21.6%	Shares	Sole	2024-07-15
2024-03-31	$880,823	12,278	+15.9%	Shares	Sole	2024-04-18
2023-12-31	$742,851	10,594	+67.4%	Shares	Sole	2024-01-16
2023-09-30	$409,677	6,330	—	Shares	Sole	2023-10-11
No filing history on record for this holder in this stock.