Crewe Advisors LLC

Position in SO — Southern Co

CIK 1730033 SALT LAKE CITY, UT

Position in SO

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$13,016

+$10,700 QoQ

Shares Held

136

+466.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#2,286

of 2,360 holders

Holding Since

Sep 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Crewe Advisors LLC holds $3,321,377 across 23 Utilities - Regulated Electric names. SO ranks #16 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	5,391	$682,392
2	WEC	Wec Energy Group, Inc.	4,494	$524,764
3	NWE	NorthWestern Energy Group, Inc.	5,970	$427,571
4	NEE	Nextera Energy Inc	3,830	$336,159
5	PNW	Pinnacle West Capital Corp	2,618	$280,126
6	PPL	PPL Corp	7,270	$264,264
7	ETR	Entergy Corp /De/	1,456	$167,236
8	AEP	American Electric Power Co Inc	1,172	$160,341

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,016	136	+466.7%	Shares	Sole	2026-07-24
2026-03-31	$2,316	24	-7.7%	Shares	Sole	2026-05-07
2025-12-31	$2,267	26	+116.7%	Shares	Sole	2026-01-16
2025-09-30	$1,137	12	-36.8%	Shares	Sole	2025-11-13
2025-06-30	$1,744	19	+58.3%	Shares	Sole	2025-07-30
2025-03-31	$1,103	12	+140.0%	Shares	Sole	2025-04-23
2024-12-31	$411	5	-54.5%	Shares	Sole	2025-01-27
2024-09-30	$991	11	-91.2%	Shares	Sole	2024-11-12
2023-03-31	$8,697	125	-62.7%	Shares	Sole	2023-05-12
2022-12-31	$23,922	335	-45.8%	Shares	Sole	2023-02-08
2022-09-30	$42,024	618	+27.7%	Shares	Sole	2022-11-14
2022-06-30	$34,514	484	+93.6%	Shares	Sole	2022-08-02
2022-03-31	$18,127	250	+495.2%	Shares	Sole	2022-04-27
2020-12-31	$2,580	42	-82.6%	Shares	Sole	2021-01-27
2020-09-30	$13,121	242	—	Shares	Sole	2020-10-13
No filing history on record for this holder in this stock.