EARNED WEALTH ADVISORS, LLC

Position in SO — Southern Co

CIK 1905663 WALNUT CREEK, CA

Position in SO

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

Position Value

$231,618

-$57,748 QoQ

Shares Held

2,420

-19.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,943

of 2,360 holders

Holding Since

Sep 2024

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

EARNED WEALTH ADVISORS, LLC holds $1,248,569 across 4 Utilities - Regulated Electric names. SO ranks #3 (18.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	4,168	$527,585
2	NEE	Nextera Energy Inc	3,057	$268,312
3	SO	Southern Co This page	2,420	$231,618
4	D	Dominion Energy, Inc	3,237	$221,054

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$231,618	2,420	-19.3%	Shares	Sole	2026-08-14
2026-03-31	$289,366	2,998	+8.1%	Shares	Sole	2026-05-07
2025-12-31	$241,892	2,774	+2001.5%	Shares	Sole	2026-01-27
2024-09-30	$11,903	132	—	Shares	Sole	2024-11-01
No filing history on record for this holder in this stock.