Faithward Advisors, LLC

Position in SO — Southern Co

CIK 1695078 LANCASTER, PA

Position in SO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$796,211

+$119,191 QoQ

Shares Held

8,319

+7.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,148

of 2,360 holders

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Faithward Advisors, LLC holds $3,102,917 across 6 Utilities - Regulated Electric names. SO ranks #2 (25.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	12,242	$1,074,480
2	SO	Southern Co This page	8,319	$796,211
3	WEC	Wec Energy Group, Inc.	3,984	$465,211
4	PPL	PPL Corp	7,780	$282,803
5	XEL	Xcel Energy Inc	3,175	$254,952
6	ETR	Entergy Corp /De/	1,996	$229,260

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$796,211	8,319	+7.1%	Shares	Sole	2026-08-12
2025-12-31	$677,020	7,764	-0.3%	Shares	Sole	2026-02-17
2025-09-30	$737,689	7,784	+0.5%	Shares	Sole	2025-11-19
2025-06-30	$711,498	7,748	-3.3%	Shares	Sole	2025-08-14
2025-03-31	$736,519	8,010	+2.7%	Shares	Sole	2025-05-16
2024-12-31	$642,260	7,802	+0.3%	Shares	Sole	2025-02-13
2024-09-30	$701,690	7,781	0.0%	Shares	Sole	2024-11-14
2024-06-30	$603,572	7,781	+1.9%	Shares	Sole	2024-08-14
2024-03-31	$547,878	7,637	+131.6%	Shares	Sole	2024-05-15
2023-12-31	$231,254	3,298	-6.0%	Shares	Sole	2024-02-15
2023-09-30	$226,973	3,507	—	Shares	Sole	2023-11-15
No filing history on record for this holder in this stock.