TruWealth Advisors, LLC

Position in SO — Southern Co

CIK 1834985 Metairie, LA

Position in SO

as of Mar 31, 2026 · filed Apr 9, 2026 Compact

Position Value

$550,936

+$43,694 QoQ

Shares Held

5,708

-1.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Mar 31, 2026

TruWealth Advisors, LLC holds $11,769,032 across 4 Utilities - Regulated Electric names. SO ranks #3 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	78,400	$10,276,672
2	DUK	Duke Energy CORP	4,999	$654,569
3	SO	Southern Co This page	5,708	$550,936
4	ETR	Entergy Corp /De/	2,553	$286,855

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$550,936	5,708	-1.9%	Shares	Sole	2026-04-09
2025-12-31	$507,242	5,817	-0.3%	Shares	Sole	2026-01-07
2025-09-30	$552,793	5,833	+8.6%	Shares	Sole	2025-10-06
2025-06-30	$493,035	5,369	-0.0%	Shares	Sole	2025-07-07
2025-03-31	$493,771	5,370	-1.2%	Shares	Sole	2025-04-10
2024-12-31	$447,573	5,437	+3.9%	Shares	Sole	2025-01-15
2024-09-30	$471,911	5,233	-3.8%	Shares	Sole	2024-10-16
2024-06-30	$421,748	5,437	+2.0%	Shares	Sole	2024-07-16
2024-03-31	$382,517	5,332	+5.1%	Shares	Sole	2024-04-15
2023-12-31	$355,859	5,075	-2.5%	Shares	Sole	2024-01-10
2023-09-30	$336,932	5,206	+2.5%	Shares	Sole	2023-10-10
2023-06-30	$356,870	5,080	0.0%	Shares	Sole	2023-08-04
2023-03-31	$353,466	5,080	+36.3%	Shares	Sole	2023-04-25
2022-12-31	$266,145	3,727	-5.4%	Shares	Sole	2023-01-27
2022-09-30	$267,852	3,939	+0.1%	Shares	Sole	2022-10-24
2022-06-30	$280,747	3,937	+8.3%	Shares	Sole	2022-07-22
2022-03-31	$263,573	3,635	+0.1%	Shares	Sole	2022-04-27
2021-12-31	$249,151	3,633	+0.1%	Shares	Sole	2022-01-19
2021-09-30	$225,013	3,631	+0.1%	Shares	Sole	2021-10-29
2021-06-30	$219,590	3,629	+0.1%	Shares	Sole	2021-07-29
2021-03-31	$225,267	3,624	+3.9%	Shares	Sole	2021-05-10
2020-12-31	$214,267	3,488	—	Shares	Sole	2021-01-26
No filing history on record for this holder in this stock.