Laurel Wealth Advisors LLC

Position in SO — Southern Co

CIK 1757128 CHARLOTTE, NC

Position in SO

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$4,371,458

-$99,831 QoQ

Shares Held

45,674

-1.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#505

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Laurel Wealth Advisors LLC holds $25,717,169 across 3 Utilities - Regulated Electric names. SO ranks #2 (17.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	163,580	$20,705,956
2	SO	Southern Co This page	45,674	$4,371,458
3	NEE	Nextera Energy Inc	7,289	$639,755

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,371,458	45,674	-1.4%	Shares	Sole	2026-07-17
2026-03-31	$4,471,289	46,325	-1.0%	Shares	Sole	2026-05-13
2025-12-31	$4,080,960	46,800	-1.1%	Shares	Sole	2026-01-30
2025-09-30	$4,486,411	47,340	-1.7%	Shares	Sole	2025-11-12
2025-06-30	$4,421,339	48,147	+0.2%	Shares	Sole	2025-11-24
2025-03-31	$4,419,117	48,060	-2.2%	Shares	Sole	2025-04-15
2024-12-31	$4,046,521	49,156	+1.9%	Shares	Sole	2025-01-14
2024-09-30	$4,349,561	48,232	+1.3%	Shares	Sole	2024-11-05
2024-06-30	$3,693,030	47,609	-5.0%	Shares	Sole	2024-07-31
2024-03-31	$3,594,532	50,105	+0.7%	Shares	Sole	2024-05-13
2023-12-31	$3,488,540	49,751	+2.0%	Shares	Sole	2024-02-13
2023-09-30	$3,155,229	48,752	-7.2%	Shares	Sole	2023-11-14
2023-06-30	$3,691,426	52,547	-3.5%	Shares	Sole	2023-08-15
2023-03-31	$3,787,100	54,428	+5.3%	Shares	Sole	2023-05-08
2022-12-31	$3,692,111	51,703	+9.9%	Shares	Sole	2023-02-07
2022-09-30	$3,199,264	47,048	+2.1%	Shares	Sole	2022-11-15
2022-06-30	$3,285,251	46,070	+3.1%	Shares	Sole	2022-08-12
2022-03-31	$3,239,021	44,670	+18.7%	Shares	Sole	2022-05-02
2021-12-31	$2,580,391	37,626	+4.9%	Shares	Sole	2022-02-01
2021-09-30	$2,222,739	35,868	+7.0%	Shares	Sole	2021-11-12
2021-06-30	$2,029,263	33,536	+14.2%	Shares	Sole	2021-08-02
2021-03-31	$1,825,204	29,363	+19.4%	Shares	Sole	2021-05-04
2020-12-31	$1,511,055	24,598	+16.6%	Shares	Sole	2021-02-04
2020-09-30	$1,144,042	21,100	-4.4%	Shares	Sole	2020-11-10
2020-06-30	$1,144,485	22,073	-4.1%	Shares	Sole	2020-08-06
2020-03-31	$1,246,735	23,028	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.