MOSAIC FAMILY WEALTH PARTNERS, LLC

Position in SO — Southern Co

CIK 1965241 ST. LOUIS, MO

Position in SO

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$3,405,553

+$2,623,162 QoQ

Shares Held

35,582

+339.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.67%

of 13F equity value

Holder Rank

#569

of 2,360 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

MOSAIC FAMILY WEALTH PARTNERS, LLC holds $10,746,673 across 7 Utilities - Regulated Electric names. SO ranks #1 (31.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	35,582	$3,405,553
2	NEE	Nextera Energy Inc	25,742	$2,259,375
3	WEC	Wec Energy Group, Inc.	13,645	$1,593,326
4	AEE	Ameren Corp	13,682	$1,546,613
5	XEL	Xcel Energy Inc	10,895	$874,868
6	DUK	Duke Energy CORP	5,300	$670,874
7	AEP	American Electric Power Co Inc	2,895	$396,064

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,405,553	35,582	+339.0%	Shares	Sole	2026-08-05
2026-03-31	$782,391	8,106	+0.0%	Shares	Sole	2026-04-30
2025-12-31	$706,756	8,105	+3.1%	Shares	Sole	2026-02-13
2025-09-30	$744,702	7,858	+23.5%	Shares	Sole	2025-11-12
2025-06-30	$584,130	6,361	-2.7%	Shares	Sole	2025-08-11
2025-03-31	$601,353	6,540	+2.1%	Shares	Sole	2025-05-02
2024-12-31	$527,094	6,403	-1.7%	Shares	Sole	2025-02-18
2024-09-30	$587,432	6,514	+1.7%	Shares	Sole	2024-11-13
2024-06-30	$496,990	6,407	+0.4%	Shares	Sole	2024-08-06
2024-03-31	$457,701	6,380	+0.1%	Shares	Sole	2024-06-13
2023-12-31	$447,085	6,376	-2.3%	Shares	Sole	2024-02-13
2023-09-30	$422,427	6,527	+0.1%	Shares	Sole	2023-11-01
2023-06-30	$458,170	6,522	+3.2%	Shares	Sole	2023-08-08
2023-03-31	$439,606	6,318	-7.6%	Shares	Sole	2023-04-10
2022-12-31	$488,015	6,834	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.