Wills Financial Group LLC

Position in SO — Southern Co

CIK 2059579 RICHMOND, VA

Position in SO

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

Position Value

$4,212,962

-$102,543 QoQ

Shares Held

44,018

-1.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.70%

of 13F equity value

Holder Rank

#514

of 2,360 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Wills Financial Group LLC holds $13,495,819 across 4 Utilities - Regulated Electric names. SO ranks #2 (31.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	73,643	$5,029,080
2	SO	Southern Co This page	44,018	$4,212,962
3	NEE	Nextera Energy Inc	34,000	$2,984,180
4	DUK	Duke Energy CORP	10,030	$1,269,597

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,212,962	44,018	-1.5%	Shares	Sole	2026-08-14
2026-03-31	$4,315,505	44,711	-0.7%	Shares	Sole	2026-05-14
2025-12-31	$3,925,395	45,016	+2.9%	Shares	Sole	2026-02-11
2025-09-30	$4,147,135	43,760	+0.7%	Shares	Sole	2025-11-14
2025-06-30	$3,991,023	43,461	+4.8%	Shares	Sole	2025-08-13
2025-03-31	$3,812,890	41,467	—	Shares	Sole	2025-05-09
No filing history on record for this holder in this stock.