Stratos Wealth Advisors, LLC

Position in SO — Southern Co

CIK 1707202 BEACHWOOD, OH

Position in SO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$528,989

-$2,353 QoQ

Shares Held

5,527

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,364

of 2,354 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Stratos Wealth Advisors, LLC holds $5,307,312 across 5 Utilities - Regulated Electric names. SO ranks #5 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ES	Eversource Energy	25,663	$1,854,665
2	NEE	Nextera Energy Inc	13,744	$1,206,310
3	DUK	Duke Energy CORP	8,361	$1,058,335
4	AEP	American Electric Power Co Inc	4,817	$659,013
5	SO	Southern Co This page	5,527	$528,989

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$528,989	5,527	+0.4%	Shares	Sole	2026-08-11
2026-03-31	$531,342	5,505	-0.1%	Shares	Sole	2026-04-28
2025-12-31	$480,472	5,510	-0.8%	Shares	Sole	2026-01-20
2025-09-30	$526,163	5,552	-0.9%	Shares	Sole	2025-11-06
2025-06-30	$514,707	5,605	-0.3%	Shares	Sole	2025-07-29
2025-03-31	$517,034	5,623	-6.3%	Shares	Sole	2025-04-30
2024-12-31	$493,837	5,999	-7.8%	Shares	Sole	2025-01-27
2024-09-30	$586,891	6,508	-2.9%	Shares	Sole	2024-10-17
2024-06-30	$520,106	6,705	+62.3%	Shares	Sole	2024-07-24
2024-03-31	$296,429	4,132	-91.5%	Shares	Sole	2024-04-16
2023-12-31	$3,394,158	48,405	-10.0%	Shares	Sole	2024-01-24
2023-09-30	$3,479,411	53,761	-9.9%	Shares	Sole	2023-10-24
2023-06-30	$4,193,082	59,688	-3.7%	Shares	Sole	2023-07-18
2023-03-31	$4,310,620	61,952	+0.1%	Shares	Sole	2023-04-27
2022-12-31	$4,420,707	61,906	+3.3%	Shares	Sole	2023-01-19
2022-09-30	$4,073,404	59,903	-1.1%	Shares	Sole	2022-10-24
2022-06-30	$4,321,100	60,596	-0.7%	Shares	Sole	2022-07-22
2022-03-31	$4,426,010	61,040	-3.4%	Shares	Sole	2022-04-26
2021-12-31	$4,331,649	63,162	+0.8%	Shares	Sole	2022-01-14
2021-09-30	$3,884,527	62,684	+2.8%	Shares	Sole	2021-10-19
2021-06-30	$3,688,629	60,959	+2.5%	Shares	Sole	2021-07-19
2021-03-31	$3,695,101	59,445	-12.7%	Shares	Sole	2021-04-27
2020-12-31	$4,182,830	68,091	+0.7%	Shares	Sole	2021-01-29
2020-09-30	$3,667,766	67,646	-0.2%	Shares	Sole	2020-10-29
2020-06-30	$3,513,615	67,765	—	Shares	Sole	2020-07-28
No filing history on record for this holder in this stock.