HBW ADVISORY SERVICES LLC

Position in SO — Southern Co

CIK 1790525 SIMI VALLEY, CA

Position in SO

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$996,149

+$8,267 QoQ

Shares Held

10,408

+1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#1,024

of 2,360 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

HBW ADVISORY SERVICES LLC holds $6,518,957 across 6 Utilities - Regulated Electric names. SO ranks #3 (15.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	22,172	$3,033,351
2	NEE	Nextera Energy Inc	11,892	$1,043,760
3	SO	Southern Co This page	10,408	$996,149
4	D	Dominion Energy, Inc	14,435	$985,766
5	DUK	Duke Energy CORP	2,046	$258,982
6	EVRG	Evergy, Inc.	2,325	$200,949

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$996,149	10,408	+1.7%	Shares	Sole	2026-07-16
2026-03-31	$987,882	10,235	-1.0%	Shares	Sole	2026-05-04
2025-12-31	$901,212	10,335	-9.7%	Shares	Sole	2026-01-23
2025-09-30	$1,084,832	11,447	+2.2%	Shares	Sole	2025-10-16
2025-06-30	$1,028,587	11,201	+14.3%	Shares	Sole	2025-07-02
2025-03-31	$900,926	9,798	+4.2%	Shares	Sole	2025-04-09
2024-12-31	$773,808	9,400	+4.8%	Shares	Sole	2025-01-10
2024-09-30	$809,004	8,971	+219.4%	Shares	Sole	2024-10-04
2024-06-30	$217,894	2,809	—	Shares	Sole	2024-07-05
No filing history on record for this holder in this stock.