Octavia Wealth Advisors, LLC

Position in SO — Southern Co

CIK 1841259 CINCINNATI, OH

Position in SO

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$255,832

-$15,582 QoQ

Shares Held

2,673

-4.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,853

of 2,360 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Octavia Wealth Advisors, LLC holds $1,069,799 across 3 Utilities - Regulated Electric names. SO ranks #3 (23.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	3,910	$494,927
2	AEP	American Electric Power Co Inc	2,332	$319,040
3	SO	Southern Co This page	2,673	$255,832

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$255,832	2,673	-4.9%	Shares	Sole	2026-07-14
2026-03-31	$271,414	2,812	-0.5%	Shares	Sole	2026-04-10
2025-12-31	$246,427	2,826	-8.1%	Shares	Sole	2026-01-23
2025-09-30	$291,417	3,075	+14.6%	Shares	Sole	2025-10-28
2025-06-30	$246,471	2,684	-7.2%	Shares	Sole	2025-07-16
2025-03-31	$265,919	2,892	0.0%	Shares	Sole	2025-04-14
2024-12-31	$238,069	2,892	-8.2%	Shares	Sole	2025-01-17
2024-09-30	$284,067	3,150	+0.1%	Shares	Sole	2024-10-10
2024-06-30	$244,112	3,147	+2.9%	Shares	Sole	2024-08-02
2024-03-31	$219,309	3,057	-10.2%	Shares	Sole	2024-04-15
2023-12-31	$238,688	3,404	-7.0%	Shares	Sole	2024-01-30
2023-09-30	$237,004	3,662	+9.9%	Shares	Sole	2023-10-30
2023-06-30	$234,002	3,331	+3.2%	Shares	Sole	2023-07-18
2023-03-31	$224,604	3,228	+2.5%	Shares	Sole	2023-04-20
2022-12-31	$224,941	3,150	+2.2%	Shares	Sole	2023-01-19
2022-09-30	$209,576	3,082	+5.0%	Shares	Sole	2022-10-17
2022-06-30	$209,223	2,934	-20.5%	Shares	Sole	2022-07-18
2022-03-31	$267,634	3,691	+1.2%	Shares	Sole	2022-04-20
2021-12-31	$250,042	3,646	+6.1%	Shares	Sole	2022-01-28
2021-09-30	$213,052	3,438	-7.1%	Shares	Sole	2021-11-12
2021-03-31	$230,116	3,702	+2.2%	Shares	Sole	2021-05-10
2020-12-31	$222,560	3,623	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.