IVC Wealth Advisors LLC

Position in SO — Southern Co

CIK 1842811 SILVERDALE, PA

Position in SO

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

Position Value

$538,464

-$7,839 QoQ

Shares Held

5,626

-0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#1,360

of 2,359 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

IVC Wealth Advisors LLC holds $2,164,797 across 5 Utilities - Regulated Electric names. SO ranks #2 (24.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEG	Public Service Enterprise Group Inc	8,324	$675,575
2	SO	Southern Co This page	5,626	$538,464
3	AEP	American Electric Power Co Inc	2,493	$341,067
4	ED	Consolidated Edison Inc	3,074	$340,076
5	DUK	Duke Energy CORP	2,130	$269,615

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$538,464	5,626	-0.6%	Shares	Sole	2026-07-14
2026-03-31	$546,303	5,660	-1.4%	Shares	Sole	2026-04-16
2025-12-31	$500,615	5,741	+3.0%	Shares	Sole	2026-01-16
2025-09-30	$528,437	5,576	+1.3%	Shares	Sole	2025-10-09
2025-06-30	$505,432	5,504	-3.7%	Shares	Sole	2025-07-22
2025-03-31	$525,586	5,716	+0.1%	Shares	Sole	2025-04-08
2024-12-31	$470,211	5,712	-27.2%	Shares	Sole	2025-01-17
2024-09-30	$707,732	7,848	+0.5%	Shares	Sole	2024-10-24
2024-06-30	$605,511	7,806	+18.3%	Shares	Sole	2024-07-16
2024-03-31	$473,555	6,601	+4.1%	Shares	Sole	2024-04-19
2023-12-31	$444,771	6,343	-4.8%	Shares	Sole	2024-01-10
2023-09-30	$431,229	6,663	-0.7%	Shares	Sole	2023-10-05
2023-06-30	$471,447	6,711	+2.9%	Shares	Sole	2023-07-13
2023-03-31	$453,870	6,523	-11.7%	Shares	Sole	2023-04-13
2022-12-31	$527,719	7,390	-5.7%	Shares	Sole	2023-01-17
2022-09-30	$532,644	7,833	+17.9%	Shares	Sole	2022-10-12
2022-06-30	$473,569	6,641	-2.3%	Shares	Sole	2022-07-11
2022-03-31	$492,777	6,796	+2.6%	Shares	Sole	2022-04-27
2021-12-31	$454,342	6,625	+3.4%	Shares	Sole	2022-01-13
2021-09-30	$397,165	6,409	-6.0%	Shares	Sole	2021-10-08
2021-06-30	$412,496	6,817	+7.1%	Shares	Sole	2021-07-13
2021-03-31	$395,772	6,367	+5.4%	Shares	Sole	2021-04-20
2020-12-31	$371,160	6,042	—	Shares	Sole	2021-02-01
No filing history on record for this holder in this stock.