KINGSWOOD WEALTH ADVISORS, LLC

Position in SO — Southern Co

CIK 1987855 SAN DIEGO, CA

Position in SO

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$7,086,081

+$160,289 QoQ

Shares Held

74,037

+3.2% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#403

of 2,360 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $27,980,578 across 15 Utilities - Regulated Electric names. SO ranks #2 (25.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	113,334	$9,947,325
2	SO	Southern Co This page	74,037	$7,086,081
3	DUK	Duke Energy CORP	27,047	$3,423,609
4	AEP	American Electric Power Co Inc	16,620	$2,273,782
5	ETR	Entergy Corp /De/	11,584	$1,330,538
6	D	Dominion Energy, Inc	13,752	$939,124
7	ED	Consolidated Edison Inc	5,172	$572,178
8	NGG	National Grid PLC	6,122	$507,330

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,086,081	74,037	+3.2%	Shares	Sole	2026-07-27
2026-03-31	$6,925,792	71,755	-2.7%	Shares	Sole	2026-04-28
2025-12-31	$6,427,424	73,709	+40.2%	Shares	Sole	2026-01-28
2025-09-30	$4,980,732	52,556	+122.7%	Shares	Sole	2025-10-23
2025-06-30	$2,166,820	23,596	+5.6%	Shares	Sole	2025-07-23
2025-03-31	$2,054,714	22,346	-0.6%	Shares	Sole	2025-07-25
2024-12-31	$1,850,553	22,480	-63.2%	Shares	Sole	2025-01-22
2024-09-30	$5,507,833	61,076	+149.6%	Shares	Sole	2024-10-21
2024-06-30	$1,898,370	24,473	+3.0%	Shares	Sole	2024-07-09
2024-03-31	$1,703,896	23,751	-8.5%	Shares	Sole	2024-04-15
2023-12-31	$1,820,455	25,962	+258.3%	Shares	Sole	2024-01-16
2023-09-30	$468,896	7,245	+57.1%	Shares	Sole	2023-10-24
2023-06-30	$323,993	4,612	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.