Vest Financial, LLC

Position in SO — Southern Co

CIK 1709632 MCLEAN, VA

Position in SO

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$5,960,302

+$1,140,671 QoQ

Shares Held

61,752

+11.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Utilities · as of Mar 31, 2026

Vest Financial, LLC holds $186,583,053 across 5 Utilities - Regulated Electric names. SO ranks #4 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	734,376	$68,208,842
2	ED	Consolidated Edison Inc	498,694	$56,442,186
3	ES	Eversource Energy	725,475	$50,260,907
4	SO	Southern Co This page	61,752	$5,960,302
5	DUK	Duke Energy CORP	43,614	$5,710,816

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,960,302	61,752	+11.7%	Shares	Defined	2026-04-24
2025-12-31	$4,819,631	55,271	+19.4%	Shares	Sole	2026-01-30
2025-09-30	$4,385,576	46,276	+23.8%	Shares	Sole	2025-10-30
2025-06-30	$3,432,146	37,375	+39.3%	Shares	Sole	2025-07-25
2025-03-31	$2,467,754	26,838	+73.5%	Shares	Sole	2025-04-11
2024-12-31	$1,273,490	15,470	+42.6%	Shares	Sole	2025-01-28
2024-09-30	$978,002	10,845	+198.4%	Shares	Sole	2024-10-18
2024-06-30	$281,889	3,634	-2.0%	Shares	Sole	2024-08-08
2024-03-31	$266,155	3,710	—	Shares	Defined	2024-04-30
No filing history on record for this holder in this stock.