ICW Investment Advisors LLC

Position in SO — Southern Co

CIK 1794820 Scottsdale, AZ

Position in SO

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,910,180

-$15,876 QoQ

Shares Held

19,958

+0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#776

of 2,359 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

ICW Investment Advisors LLC holds $7,168,928 across 5 Utilities - Regulated Electric names. SO ranks #2 (26.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	25,467	$2,235,238
2	SO	Southern Co This page	19,958	$1,910,180
3	WEC	Wec Energy Group, Inc.	15,311	$1,787,865
4	MGEE	Mge Energy Inc	8,788	$716,573
5	D	Dominion Energy, Inc	7,601	$519,072

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,910,180	19,958	+0.0%	Shares	Sole	2026-08-05
2026-03-31	$1,926,056	19,955	+4.5%	Shares	Sole	2026-05-11
2025-12-31	$1,664,909	19,093	-0.5%	Shares	Sole	2026-02-09
2025-09-30	$1,817,878	19,182	+3.3%	Shares	Sole	2025-11-06
2025-06-30	$1,706,017	18,578	+0.8%	Shares	Sole	2025-08-14
2025-03-31	$1,694,454	18,428	+0.3%	Shares	Sole	2025-05-15
2024-12-31	$1,513,041	18,380	+1.8%	Shares	Sole	2025-02-11
2024-09-30	$1,628,290	18,056	+1.1%	Shares	Sole	2024-11-12
2024-06-30	$1,386,020	17,868	-1.5%	Shares	Sole	2024-08-05
2024-03-31	$1,301,148	18,137	+0.7%	Shares	Sole	2024-05-09
2023-12-31	$1,262,440	18,004	+1.5%	Shares	Sole	2024-02-05
2023-09-30	$1,148,003	17,738	+2.7%	Shares	Sole	2023-11-13
2023-06-30	$1,213,358	17,272	+1.1%	Shares	Sole	2023-08-09
2023-03-31	$1,188,426	17,080	+3.6%	Shares	Sole	2023-05-10
2022-12-31	$1,176,908	16,481	+2.1%	Shares	Sole	2023-01-26
2022-09-30	$1,097,384	16,138	+0.7%	Shares	Sole	2022-11-04
2022-06-30	$1,143,170	16,031	+0.3%	Shares	Sole	2022-08-11
2022-03-31	$1,158,782	15,981	+0.9%	Shares	Sole	2022-05-12
2021-12-31	$1,086,375	15,841	+5.3%	Shares	Sole	2022-02-03
2021-09-30	$931,904	15,038	+1.6%	Shares	Sole	2021-11-12
2021-06-30	$895,669	14,802	+2.4%	Shares	Sole	2021-08-05
2021-03-31	$898,833	14,460	+4.6%	Shares	Sole	2021-05-07
2020-12-31	$849,208	13,824	-2.7%	Shares	Sole	2021-02-01
2020-09-30	$770,520	14,211	+3.2%	Shares	Sole	2020-11-10
2020-06-30	$714,337	13,777	+3.7%	Shares	Sole	2020-08-13
2020-03-31	$719,466	13,289	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.