Enterprise Financial Services Corp

Position in SO — Southern Co

CIK 1025835 Clayton, MO

Position in SO

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$245,399

+$3,231 QoQ

Shares Held

2,564

+2.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,890

of 2,356 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 47% Shared 0% None 53%

Utilities · as of Jun 30, 2026

Enterprise Financial Services Corp holds $3,829,794 across 6 Utilities - Regulated Electric names. SO ranks #5 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	21,262	$1,866,165
2	AEE	Ameren Corp	8,050	$909,972
3	DUK	Duke Energy CORP	2,362	$298,981
4	EXC	Exelon Corp	5,862	$273,286
5	SO	Southern Co This page	2,564	$245,399
6	WEC	Wec Energy Group, Inc.	2,021	$235,991

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$245,399	2,564	+2.2%	Shares	Defined	2026-08-04
2026-03-31	$242,168	2,509	+14.8%	Shares	Defined	2026-05-05
2025-09-30	$207,072	2,185	-40.1%	Shares	Defined	2025-10-15
2024-09-30	$328,976	3,648	-4.4%	Shares	Defined	2024-11-12
2024-06-30	$295,851	3,814	-13.3%	Shares	Defined	2024-08-13
2024-03-31	$315,512	4,398	-9.2%	Shares	Defined	2024-05-14
2023-12-31	$339,591	4,843	+62.0%	Shares	Defined	2024-02-09
2023-06-30	$210,047	2,990	-1.7%	Shares	Defined	2023-08-14
2023-03-31	$211,662	3,042	+1.6%	Shares	Defined	2023-05-15
2022-12-31	$213,801	2,994	-0.8%	Shares	Defined	2023-02-14
2022-09-30	$205,156	3,017	-6.3%	Shares	Defined	2022-11-14
2022-06-30	$229,689	3,221	+1.7%	Shares	Defined	2022-08-09
2022-03-31	$229,566	3,166	+0.5%	Shares	Defined	2022-05-16
2021-12-31	$216,095	3,151	-11.9%	Shares	Defined	2022-02-14
2021-09-30	$221,666	3,577	+20.7%	Shares	Other	2021-11-15
2021-06-30	$179,289	2,963	-14.4%	Shares	Defined	2021-08-16
2021-03-31	$215,259	3,463	+1.2%	Shares	Defined	2021-05-13
2020-12-31	$210,150	3,421	+0.4%	Shares	Sole	2021-02-12
2020-09-30	$184,780	3,408	+1.0%	Shares	Sole	2020-11-13
2020-06-30	$174,993	3,375	-8.6%	Shares	Defined	2020-08-04
2020-03-31	$199,992	3,694	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.