Stonebridge Financial Group, LLC / MO

Position in SO — Southern Co

CIK 2109198 ST. LOUIS, MO

Position in SO

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$203,288

-$14,461 QoQ

Shares Held

2,124

-5.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#2,040

of 2,356 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Stonebridge Financial Group, LLC / MO holds $3,082,313 across 5 Utilities - Regulated Electric names. SO ranks #4 (6.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEE	Ameren Corp	16,260	$1,838,030
2	NEE	Nextera Energy Inc	5,151	$452,103
3	D	Dominion Energy, Inc	5,654	$386,111
4	SO	Southern Co This page	2,124	$203,288
5	DUK	Duke Energy CORP	1,602	$202,781

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$203,288	2,124	-5.9%	Shares	Sole	2026-07-24
2026-03-31	$217,749	2,256	—	Shares	Sole	2026-04-17
No filing history on record for this holder in this stock.