Richwood Investment Advisors, LLC

Position in SO — Southern Co

CIK 1911900 Cincinnati, OH

Position in SO

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$664,514

+$38,775 QoQ

Shares Held

6,943

+7.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.83%

of 13F equity value

Holder Rank

#1,239

of 2,360 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Richwood Investment Advisors, LLC holds $1,640,216 across 4 Utilities - Regulated Electric names. SO ranks #1 (40.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	6,943	$664,514
2	ED	Consolidated Edison Inc	3,959	$437,984
3	DUK	Duke Energy CORP	2,375	$300,627
4	AEP	American Electric Power Co Inc	1,733	$237,091

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$664,514	6,943	+7.1%	Shares	Sole	2026-07-29
2026-03-31	$625,739	6,483	0.0%	Shares	Sole	2026-05-15
2025-12-31	$565,317	6,483	-8.8%	Shares	Sole	2026-02-12
2025-09-30	$673,625	7,108	0.0%	Shares	Sole	2025-10-16
2025-06-30	$652,727	7,108	0.0%	Shares	Sole	2025-07-23
2025-03-31	$653,580	7,108	-5.6%	Shares	Sole	2025-05-15
2024-12-31	$620,116	7,533	-2.5%	Shares	Sole	2025-02-11
2024-09-30	$696,911	7,728	-0.3%	Shares	Sole	2024-10-15
2024-06-30	$601,400	7,753	-3.7%	Shares	Sole	2024-07-26
2024-03-31	$577,722	8,053	0.0%	Shares	Sole	2024-05-13
2023-12-31	$564,676	8,053	+2.4%	Shares	Sole	2024-02-09
2023-09-30	$509,216	7,868	-4.0%	Shares	Sole	2023-10-30
2023-06-30	$575,558	8,193	+4.0%	Shares	Sole	2023-07-21
2023-03-31	$548,290	7,880	0.0%	Shares	Sole	2023-04-19
2022-12-31	$562,710	7,880	0.0%	Shares	Sole	2023-02-08
2022-09-30	$535,840	7,880	-2.6%	Shares	Sole	2022-10-27
2022-06-30	$576,897	8,090	+2.9%	Shares	Sole	2022-07-22
2022-03-31	$570,291	7,865	+34.1%	Shares	Sole	2022-04-28
2021-12-31	$402,221	5,865	—	Shares	Sole	2022-02-17
No filing history on record for this holder in this stock.