U.S. Capital Wealth Advisors, LLC

Position in SO — Southern Co

CIK 1808915 AUSTIN, TX

Position in SO

as of Mar 31, 2026 · filed Apr 7, 2026 Compact

Position Value

$3,816,497

-$98,608 QoQ

Shares Held

39,541

-11.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Mar 31, 2026

U.S. Capital Wealth Advisors, LLC holds $46,617,173 across 13 Utilities - Regulated Electric names. SO ranks #5 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	114,859	$15,055,717
2	ES	Eversource Energy	179,207	$12,415,460
3	NEE	Nextera Energy Inc	81,521	$7,571,670
4	EIX	Edison International	54,835	$4,012,825
5	SO	Southern Co This page	39,541	$3,816,497
6	DUK	Duke Energy CORP	8,300	$1,086,802
7	D	Dominion Energy, Inc	10,744	$664,194
8	XEL	Xcel Energy Inc	6,282	$499,042

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,816,497	39,541	-11.9%	Shares	Sole	2026-04-07
2025-12-31	$3,915,105	44,898	+26.5%	Shares	Sole	2026-01-23
2025-09-30	$3,364,808	35,505	+6.3%	Shares	Sole	2025-10-09
2025-06-30	$3,068,132	33,411	+2.5%	Shares	Sole	2025-07-14
2025-03-31	$2,996,374	32,587	+0.7%	Shares	Sole	2025-04-29
2024-12-31	$2,663,875	32,360	+17.1%	Shares	Sole	2025-01-24
2024-09-30	$2,492,304	27,637	-7.7%	Shares	Sole	2024-10-22
2024-06-30	$2,321,592	29,929	+5.9%	Shares	Sole	2024-07-11
2024-03-31	$2,026,655	28,250	-2.7%	Shares	Sole	2024-05-10
2023-12-31	$2,036,705	29,046	+283.5%	Shares	Sole	2024-02-06
2023-06-30	$532,073	7,574	-79.5%	Shares	Sole	2023-08-04
2022-12-31	$2,638,670	36,951	-73.5%	Shares	Sole	2023-02-03
2022-03-31	$10,127,616	139,672	+11.0%	Shares	Sole	2022-05-12
2021-12-31	$8,625,855	125,778	-0.5%	Shares	Sole	2022-01-21
2021-09-30	$7,830,653	126,362	—	Shares	Sole	2021-11-01
No filing history on record for this holder in this stock.