World Investment Advisors

Position in SO — Southern Co

CIK 1652594 SANTA BARBARA, CA

Position in SO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,124,187

-$758,382 QoQ

Shares Held

22,194

-25.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#735

of 2,360 holders

Holding Since

Jun 2022

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

World Investment Advisors holds $40,782,098 across 25 Utilities - Regulated Electric names. SO ranks #7 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	97,995	$8,601,021
2	ETR	Entergy Corp /De/	64,313	$7,386,991
3	DUK	Duke Energy CORP	31,502	$3,987,523
4	WEC	Wec Energy Group, Inc.	27,344	$3,192,958
5	PEG	Public Service Enterprise Group Inc	36,358	$2,950,815
6	AEP	American Electric Power Co Inc	21,075	$2,883,270
7	SO	Southern Co This page	22,194	$2,124,187
8	ED	Consolidated Edison Inc	14,583	$1,613,317

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,124,187	22,194	-25.7%	Shares	Sole	2026-08-14
2026-03-31	$2,882,569	29,865	-0.8%	Shares	Sole	2026-04-27
2025-12-31	$2,624,720	30,100	+53.7%	Shares	Sole	2026-03-13
2025-09-30	$1,855,691	19,581	+10.4%	Shares	Sole	2025-10-15
2025-06-30	$1,628,696	17,736	-10.1%	Shares	Sole	2025-08-04
2025-03-31	$1,814,909	19,738	-7.9%	Shares	Sole	2025-04-29
2024-12-31	$1,764,117	21,430	+93.4%	Shares	Sole	2025-02-12
2024-09-30	$999,374	11,082	+106.4%	Shares	Sole	2024-11-25
2024-06-30	$416,473	5,369	+106.7%	Shares	Sole	2024-08-15
2022-06-30	$185,192	2,597	—	Shares	Sole	2022-08-09
No filing history on record for this holder in this stock.