High Net Worth Advisory Group LLC

Position in SO — Southern Co

CIK 1919142 NAPLES, FL

Position in SO

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

Position Value

$1,519,300

-$12,858 QoQ

Shares Held

15,874

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.82%

of 13F equity value

Holder Rank

#858

of 2,360 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

High Net Worth Advisory Group LLC holds $3,857,749 across 5 Utilities - Regulated Electric names. SO ranks #1 (39.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	15,874	$1,519,300
2	DUK	Duke Energy CORP	5,827	$737,581
3	NEE	Nextera Energy Inc	7,645	$671,001
4	AEP	American Electric Power Co Inc	4,853	$663,938
5	NGG	National Grid PLC	3,209	$265,929

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,519,300	15,874	0.0%	Shares	Sole	2026-07-29
2026-03-31	$1,532,158	15,874	0.0%	Shares	Sole	2026-04-17
2025-12-31	$1,384,212	15,874	0.0%	Shares	Sole	2026-01-23
2025-09-30	$1,504,378	15,874	+1.1%	Shares	Sole	2025-10-29
2025-06-30	$1,441,731	15,700	-1.2%	Shares	Sole	2025-07-10
2025-03-31	$1,460,993	15,889	-6.9%	Shares	Sole	2025-04-09
2024-12-31	$1,405,202	17,070	0.0%	Shares	Sole	2025-01-21
2024-09-30	$1,539,372	17,070	0.0%	Shares	Sole	2024-10-11
2024-06-30	$1,324,119	17,070	+0.5%	Shares	Sole	2024-07-17
2024-03-31	$1,218,216	16,981	+3.8%	Shares	Sole	2024-04-12
2023-12-31	$1,147,443	16,364	-10.8%	Shares	Sole	2024-01-08
2023-09-30	$1,187,870	18,354	-3.6%	Shares	Sole	2023-10-05
2023-06-30	$1,336,998	19,032	+3.5%	Shares	Sole	2023-07-07
2023-03-31	$1,279,158	18,384	+2.0%	Shares	Sole	2023-04-20
2022-12-31	$1,286,808	18,020	+63.5%	Shares	Sole	2023-02-14
2022-09-30	$749,632	11,024	0.0%	Shares	Sole	2022-10-24
2022-06-30	$786,121	11,024	-0.9%	Shares	Sole	2022-08-10
2022-03-31	$806,601	11,124	0.0%	Shares	Sole	2022-08-10
2021-12-31	$762,883	11,124	—	Shares	Sole	2022-08-10
No filing history on record for this holder in this stock.