CWS Financial Advisors, LLC

Position in SO — Southern Co

CIK 1802459 KALAMAZOO, MI

Position in SO

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

Position Value

$1,722,971

+$77,595 QoQ

Shares Held

18,002

+5.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.92%

of 13F equity value

Holder Rank

#815

of 2,360 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

CWS Financial Advisors, LLC holds $4,976,924 across 6 Utilities - Regulated Electric names. SO ranks #1 (34.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	18,002	$1,722,971
2	ETR	Entergy Corp /De/	8,848	$1,016,281
3	WEC	Wec Energy Group, Inc.	7,054	$823,695
4	NEE	Nextera Energy Inc	7,559	$663,453
5	DUK	Duke Energy CORP	3,240	$410,119
6	LNT	Alliant Energy Corp	4,462	$340,405

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,722,971	18,002	+5.6%	Shares	Sole	2026-07-30
2026-03-31	$1,645,376	17,047	+7.2%	Shares	Sole	2026-04-27
2025-12-31	$1,387,090	15,907	+11.4%	Shares	Sole	2026-02-06
2025-09-30	$1,352,652	14,273	+6.4%	Shares	Sole	2025-11-04
2025-06-30	$1,231,715	13,413	+12.2%	Shares	Sole	2025-08-08
2025-03-31	$1,099,262	11,955	+0.2%	Shares	Sole	2025-05-14
2024-12-31	$981,830	11,927	+0.5%	Shares	Sole	2025-02-04
2024-09-30	$1,070,075	11,866	+7.9%	Shares	Sole	2024-11-14
2024-06-30	$852,882	10,995	+14.3%	Shares	Sole	2024-07-31
2024-03-31	$690,354	9,623	-53.4%	Shares	Sole	2024-05-01
2023-12-31	$1,447,487	20,643	+2.6%	Shares	Sole	2024-02-08
2023-09-30	$1,301,907	20,116	-1.2%	Shares	Sole	2023-11-14
2023-06-30	$1,429,798	20,353	-8.9%	Shares	Sole	2023-08-14
2023-03-31	$1,554,069	22,335	-2.1%	Shares	Sole	2023-05-09
2022-12-31	$1,629,004	22,812	-3.3%	Shares	Sole	2023-02-10
2022-09-30	$1,603,780	23,585	+0.1%	Shares	Sole	2022-11-09
2022-06-30	$1,680,990	23,573	-3.1%	Shares	Sole	2022-08-08
2022-03-31	$1,763,660	24,323	+4.9%	Shares	Sole	2022-05-03
2021-12-31	$1,590,850	23,197	+0.3%	Shares	Sole	2022-02-15
2021-06-30	$1,399,112	23,122	+1.4%	Shares	Sole	2021-08-06
2021-03-31	$1,417,993	22,812	+0.8%	Shares	Sole	2021-05-13
2020-12-31	$1,389,792	22,624	+0.3%	Shares	Sole	2021-02-12
2020-09-30	$1,222,715	22,551	-8.2%	Shares	Sole	2020-11-10
2020-06-30	$1,274,213	24,575	+16.5%	Shares	Sole	2020-08-11
2020-03-31	$1,141,596	21,086	—	Shares	Sole	2020-04-02
No filing history on record for this holder in this stock.