Foster Victor Wealth Advisors, LLC

Position in SO — Southern Co

CIK 1769063 GREENVILLE, SC

Position in SO

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$10,127,840

+$606,142 QoQ

Shares Held

105,818

+7.3% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#323

of 2,354 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Foster Victor Wealth Advisors, LLC holds $46,203,291 across 5 Utilities - Regulated Electric names. SO ranks #3 (21.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	108,870	$14,894,504
2	NEE	Nextera Energy Inc	120,625	$10,587,256
3	SO	Southern Co This page	105,818	$10,127,840
4	PPL	PPL Corp	264,020	$9,597,127
5	DUK	Duke Energy CORP	7,873	$996,564

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,127,840	105,818	+7.3%	Shares	Sole	2026-07-22
2026-03-31	$9,521,698	98,650	+7.7%	Shares	Sole	2026-04-20
2025-12-31	$7,988,915	91,616	+4.7%	Shares	Sole	2026-01-26
2025-09-30	$8,294,839	87,526	+4.8%	Shares	Sole	2025-10-10
2025-06-30	$7,672,488	83,551	+3.8%	Shares	Sole	2025-07-15
2025-03-31	$7,400,411	80,483	+3.9%	Shares	Sole	2025-04-17
2024-12-31	$6,379,223	77,493	+4.8%	Shares	Sole	2025-01-23
2024-09-30	$6,665,474	73,913	+3.2%	Shares	Sole	2024-10-15
2024-06-30	$5,556,649	71,634	-51.3%	Shares	Sole	2024-07-18
2024-03-31	$10,551,734	147,083	+4.4%	Shares	Sole	2024-04-26
2023-12-31	$9,881,029	140,916	+2.4%	Shares	Sole	2024-01-19
2023-09-30	$8,909,743	137,666	+104.3%	Shares	Sole	2023-10-16
2023-06-30	$4,734,850	67,400	+3.2%	Shares	Sole	2023-07-17
2023-03-31	$4,543,782	65,303	+6.6%	Shares	Sole	2023-04-20
2022-12-31	$4,374,933	61,265	+9.3%	Shares	Sole	2023-01-27
2022-09-30	$3,809,972	56,029	+3.5%	Shares	Sole	2022-10-24
2022-06-30	$3,859,011	54,116	+7.1%	Shares	Sole	2022-07-19
2022-03-31	$3,664,075	50,532	+14.3%	Shares	Sole	2022-04-14
2021-12-31	$3,033,019	44,226	+10.9%	Shares	Sole	2022-01-19
2021-09-30	$2,471,921	39,889	+4.2%	Shares	Sole	2021-10-08
2021-06-30	$2,315,596	38,268	+9.8%	Shares	Sole	2021-07-29
2021-03-31	$2,166,151	34,848	+16.7%	Shares	Sole	2021-04-23
2020-12-31	$1,833,746	29,851	+5.0%	Shares	Sole	2021-02-08
2020-09-30	$1,540,878	28,419	+13.3%	Shares	Sole	2020-10-26
2020-06-30	$1,300,553	25,083	+21.6%	Shares	Sole	2020-08-03
2020-03-31	$1,116,962	20,631	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.