River Wealth Advisors LLC

Position in SO — Southern Co

CIK 1642570 CAMP HILL, PA

Position in SO

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

Position Value

$610,342

-$5,166 QoQ

Shares Held

6,377

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,289

of 2,359 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

River Wealth Advisors LLC holds $5,066,159 across 5 Utilities - Regulated Electric names. SO ranks #2 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEG	Public Service Enterprise Group Inc	39,894	$3,237,797
2	SO	Southern Co This page	6,377	$610,342
3	NEE	Nextera Energy Inc	6,919	$607,280
4	PPL	PPL Corp	11,095	$403,303
5	ETR	Entergy Corp /De/	1,806	$207,437

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$610,342	6,377	0.0%	Shares	Sole	2026-08-04
2026-03-31	$615,508	6,377	-1.0%	Shares	Sole	2026-05-13
2025-12-31	$561,655	6,441	-0.2%	Shares	Sole	2026-02-13
2025-09-30	$611,835	6,456	+0.0%	Shares	Sole	2025-11-12
2025-06-30	$592,670	6,454	-0.6%	Shares	Sole	2025-08-13
2025-03-31	$597,307	6,496	-4.1%	Shares	Sole	2025-05-14
2024-12-31	$557,635	6,774	+0.3%	Shares	Sole	2025-02-13
2024-09-30	$608,985	6,753	+0.6%	Shares	Sole	2024-11-12
2024-06-30	$520,727	6,713	—	Shares	Sole	2024-08-13
No filing history on record for this holder in this stock.