Visionary Wealth Advisors

Position in SO — Southern Co

CIK 1802984 O'FALLON, IL

Position in SO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$10,729,473

+$411,872 QoQ

Shares Held

112,104

+4.9% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

1.00%

of 13F equity value

Holder Rank

#308

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Visionary Wealth Advisors holds $32,244,812 across 6 Utilities - Regulated Electric names. SO ranks #1 (33.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	112,104	$10,729,473
2	NEE	Nextera Energy Inc	113,533	$9,964,791
3	DUK	Duke Energy CORP	77,162	$9,767,165
4	AEE	Ameren Corp	11,690	$1,321,437
5	D	Dominion Energy, Inc	3,493	$238,536
6	AEP	American Electric Power Co Inc	1,633	$223,410

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,729,473	112,104	+4.9%	Shares	Sole	2026-08-13
2026-03-31	$10,317,601	106,896	+5.9%	Shares	Sole	2026-05-13
2025-12-31	$8,799,264	100,909	+1.7%	Shares	Sole	2026-02-13
2025-09-30	$9,400,899	99,197	+0.7%	Shares	Sole	2025-11-13
2025-06-30	$9,044,795	98,495	+2.4%	Shares	Sole	2025-08-14
2025-03-31	$8,847,429	96,220	-2.5%	Shares	Sole	2025-05-14
2024-12-31	$8,127,618	98,732	+0.4%	Shares	Sole	2025-02-14
2024-09-30	$8,866,768	98,323	-9.0%	Shares	Sole	2024-11-12
2024-06-30	$8,379,964	108,031	+2.7%	Shares	Sole	2024-08-13
2024-03-31	$7,546,976	105,199	+11.9%	Shares	Sole	2024-05-15
2023-12-31	$6,589,737	93,978	+1.2%	Shares	Sole	2024-02-14
2023-09-30	$6,009,640	92,856	+0.6%	Shares	Sole	2023-11-13
2023-06-30	$6,485,199	92,316	+1.5%	Shares	Sole	2023-08-11
2023-03-31	$6,326,491	90,924	+7.0%	Shares	Sole	2023-05-15
2022-12-31	$6,069,707	84,998	+7.4%	Shares	Sole	2023-02-14
2022-09-30	$5,381,860	79,145	+3.3%	Shares	Sole	2022-11-14
2022-06-30	$5,461,632	76,590	+8.1%	Shares	Sole	2022-08-12
2022-03-31	$5,136,970	70,845	+12.1%	Shares	Sole	2022-05-12
2021-12-31	$4,333,364	63,187	+7.1%	Shares	Sole	2022-02-14
2021-09-30	$3,656,044	58,997	+1.0%	Shares	Sole	2021-11-12
2021-06-30	$3,534,752	58,416	+2.1%	Shares	Sole	2021-08-13
2021-03-31	$3,555,676	57,202	+7.8%	Shares	Sole	2021-05-18
2020-12-31	$3,260,028	53,069	+2.3%	Shares	Sole	2021-02-16
2020-09-30	$2,813,258	51,886	+1059.7%	Shares	Sole	2020-11-16
2020-06-30	$231,976	4,474	+0.9%	Shares	Sole	2020-08-14
2020-03-31	$240,110	4,435	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.