Position in SO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$457,302
+$666 QoQ
Shares Held
4,778
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#1,469
of 2,360 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 20264WEALTH ADVISORS, INC. holds $864,905 across 2 Utilities - Regulated Electric names. SO ranks #1 (52.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
4,778 | $457,302 | |
| 2 | NEE |
Nextera Energy Inc
|
4,644 | $407,603 |
All Filings in SO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $457,302 | 4,778 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $456,636 | 4,731 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $365,978 | 4,197 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $402,582 | 4,248 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $365,758 | 3,983 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $369,455 | 4,018 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $348,378 | 4,232 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||