W ADVISORS, LLC

Position in SO — Southern Co

CIK 1929907 Germantown, TN

Position in SO

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$695,906

+$6,465 QoQ

Shares Held

7,271

+1.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.73%

of 13F equity value

Holder Rank

#1,218

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

W ADVISORS, LLC holds $2,084,452 across 3 Utilities - Regulated Electric names. SO ranks #2 (33.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	10,717	$940,631
2	SO	Southern Co This page	7,271	$695,906
3	AEP	American Electric Power Co Inc	3,274	$447,915

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$695,906	7,271	+1.8%	Shares	Sole	2026-07-31
2026-03-31	$689,441	7,143	-0.3%	Shares	Other	2026-04-29
2025-12-31	$624,787	7,165	-0.7%	Shares	Other	2026-02-13
2025-09-30	$683,670	7,214	-9.9%	Shares	Other	2025-11-14
2025-06-30	$735,282	8,007	-0.2%	Shares	Other	2025-08-07
2025-03-31	$737,622	8,022	+0.7%	Shares	Other	2025-05-13
2024-12-31	$655,925	7,968	-0.3%	Shares	Sole	2025-01-22
2024-09-30	$720,357	7,988	+1.1%	Shares	Other	2024-10-28
2024-06-30	$612,880	7,901	+0.6%	Shares	Other	2024-08-06
2024-03-31	$563,158	7,850	+0.5%	Shares	Other	2024-04-25
2023-12-31	$547,917	7,814	+3.8%	Shares	Other	2024-02-06
2023-09-30	$487,147	7,527	-2.6%	Shares	Other	2023-11-13
2023-06-30	$542,821	7,727	0.0%	Shares	Other	2023-08-04
2023-03-31	$537,643	7,727	-1.3%	Shares	Sole	2023-08-07
2022-12-31	$559,282	7,832	-8.8%	Shares	Sole	2023-02-07
2022-09-30	$583,916	8,587	-0.1%	Shares	Sole	2022-10-24
2022-06-30	$612,908	8,595	+0.2%	Shares	Sole	2022-08-26
2022-03-31	$621,700	8,574	+6.3%	Shares	Sole	2022-08-26
2021-12-31	$553,234	8,067	—	Shares	Other	2022-08-15
No filing history on record for this holder in this stock.