Strategies Wealth Advisors, LLC

Position in SO — Southern Co

CIK 1976435 GRAND RAPIDS, MI

Position in SO

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

Position Value

$649,583

+$37,357 QoQ

Shares Held

6,787

+7.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#1,249

of 2,354 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Strategies Wealth Advisors, LLC holds $2,664,576 across 4 Utilities - Regulated Electric names. SO ranks #2 (24.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	16,109	$1,413,886
2	SO	Southern Co This page	6,787	$649,583
3	PEG	Public Service Enterprise Group Inc	4,936	$400,605
4	DUK	Duke Energy CORP	1,584	$200,502

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$649,583	6,787	+7.0%	Shares	Sole	2026-08-14
2026-03-31	$612,226	6,343	-0.3%	Shares	Sole	2026-05-15
2025-12-31	$554,504	6,359	+0.3%	Shares	Sole	2026-02-13
2025-09-30	$600,747	6,339	+0.0%	Shares	Sole	2025-11-12
2025-06-30	$581,926	6,337	+0.0%	Shares	Sole	2025-08-08
2025-03-31	$582,503	6,335	—	Shares	Sole	2025-05-14
No filing history on record for this holder in this stock.