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W Advisors, LLC

SEC CIK
0001929907
Latest filing
Jul 31, 2026

SO holding history

Southern Co in every 13F filed by W Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SO overviewAll 13F holders of SOFull Q2 2026 holdings

Shares (Q2 2026)
7,271
Value
$695.9K
% of portfolio
0.3%
Quarters held
19
Since Q4 2021
Holdings of SO by W Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,271$695.9K0.3%+128+1.8%AddedHolders
Q1 20267,143$689.5K0.4%−22−0.3%ReducedHolders
Q4 20257,165$624.8K0.3%−49−0.7%ReducedHolders
Q3 20257,214$683.7K0.4%−793−9.9%ReducedHolders
Q2 20258,007$735.3K0.4%−15−0.2%ReducedHolders
Q1 20258,022$737.6K0.5%+54+0.7%AddedHolders
Q4 20247,968$655.9K0.4%−20−0.3%ReducedHolders
Q3 20247,988$720.4K0.4%+87+1.1%AddedHolders
Q2 20247,901$612.9K0.4%+51+0.6%AddedHolders
Q1 20247,850$563.2K0.4%+36+0.5%AddedHolders
Q4 20237,814$548.0K0.4%+287+3.8%AddedHolders
Q3 20237,527$487.1K0.4%−200−2.6%ReducedHolders
Q2 20237,727$542.8K0.4%00.0%UnchangedHolders
Q1 20237,727$537.6K0.4%−105−1.3%ReducedHolders
Q4 20227,832$559.3K0.5%−755−8.8%ReducedHolders
Q3 20228,587$584.0K0.5%−8−0.1%ReducedHolders
Q2 20228,595$613.0K0.5%+21+0.2%AddedHolders
Q1 20228,574$621.0K0.5%+507+6.3%AddedHolders
Q4 20218,067$553.0K0.4%–No prior filingHolders