PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

Position in SO — Southern Co

CIK 1989941 LEAWOOD, KS

Position in SO

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$234,585

+$1,393 QoQ

Shares Held

2,451

+1.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,930

of 2,359 holders

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC holds $16,655,463 across 5 Utilities - Regulated Electric names. SO ranks #4 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	108,428	$9,516,725
2	EVRG	Evergy, Inc.	40,179	$3,472,670
3	XEL	Xcel Energy Inc	40,527	$3,254,318
4	SO	Southern Co This page	2,451	$234,585
5	PCG	PG&E Corp	10,533	$177,165

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$234,585	2,451	+1.4%	Shares	Sole	2026-07-20
2026-03-31	$233,192	2,416	+0.5%	Shares	Sole	2026-04-30
2025-12-31	$209,716	2,405	-0.3%	Shares	Sole	2026-02-06
2025-09-30	$228,680	2,413	+0.3%	Shares	Sole	2025-11-13
2025-06-30	$220,851	2,405	0.0%	Shares	Sole	2025-08-15
2025-03-31	$221,139	2,405	0.0%	Shares	Sole	2025-05-02
2024-09-30	$216,882	2,405	—	Shares	Sole	2024-11-13
No filing history on record for this holder in this stock.