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Enterprise Financial Services Corp (EFSC)’s Southern Company SO Stock Holding History

Enterprise Financial Services Corp (EFSC)’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$242K Buy
+2,509
New +$232K 0.12% 137
2025
Q4 		– Sell
-2,185
Closed -$207K – 169
2025
Q3 		$207K Buy
+2,185
New +$204K 0.11% 143
2024
Q4 		– Sell
-3,648
Closed -$329K – 160
2024
Q3 		$329K Sell
3,648
-166
-4% -$14.2K 0.19% 104
2024
Q2 		$296K Sell
3,814
-584
-13% -$44.3K 0.18% 111
2024
Q1 		$316K Sell
4,398
-445
-9% -$30.7K 0.19% 112
2023
Q4 		$340K Buy
+4,843
New +$333K 0.21% 106
2023
Q3 		– Sell
-2,990
Closed -$210K – 165
2023
Q2 		$210K Sell
2,990
-52
-2% -$3.73K 0.13% 151
2023
Q1 		$212K Buy
3,042
+48
+2% +$3.23K 0.14% 148
2022
Q4 		$214K Sell
2,994
-23
-0.8% -$1.54K 0.15% 139
2022
Q3 		$205K Sell
3,017
-204
-6% -$15.5K 0.15% 136
2022
Q2 		$230K Buy
3,221
+55
+2% +$4.04K 0.04% 245
2022
Q1 		$230K Buy
3,166
+15
+0.5% +$1.02K 0.04% 257
2021
Q4 		$216K Sell
3,151
-426
-12% -$27.2K 0.03% 282
2021
Q3 		$222K Buy
3,577
+614
+21% +$39.5K 0.03% 289
2021
Q2 		$180K Sell
2,963
-500
-14% -$32K 0.03% 228
2021
Q1 		$216K Buy
3,463
+42
+1% +$2.52K 0.04% 212
2020
Q4 		$210K Buy
3,421
+13
+0.4% +$782 0.04% 208
2020
Q3 		$185K Buy
3,408
+33
+1% +$1.76K 0.04% 215
2020
Q2 		$175K Sell
3,375
-319
-9% -$17.7K 0.04% 218
2020
Q1 		$200K Buy
3,694
+47
+1% +$2.98K 0.05% 191
2019
Q4 		$233K Buy
3,647
+22
+0.6% +$1.36K 0.05% 209
2019
Q3 		$224K Sell
3,625
-33
-0.9% -$1.91K 0.05% 206
2019
Q2 		$202K Buy
3,658
+256
+8% +$13.7K 0.04% 225
2019
Q1 		$176K Buy
3,402
+460
+16% +$22.5K 0.04% 239
2018
Q4 		$129K Sell
2,942
-288
-9% -$13.1K 0.08% 154
2018
Q3 		$141K Sell
3,230
-452
-12% -$20.8K 0.07% 164
2018
Q2 		$171K Buy
3,682
+306
+9% +$13.7K 0.09% 148
2018
Q1 		$151K Buy
3,376
+133
+4% +$5.91K 0.08% 158
2017
Q4 		$156K Buy
3,243
+351
+12% +$17.9K 0.08% 160
2017
Q3 		$142K Sell
2,892
-632
-18% -$30.6K 0.07% 169
2017
Q2 		$169K Buy
3,524
+699
+25% +$35K 0.08% 155
2017
Q1 		$141K Buy
2,825
+217
+8% +$10.7K 0.07% 172
2016
Q4 		$128K Buy
2,608
+490
+23% +$24.1K 0.06% 173
2016
Q3 		$109K Hold
2,118
– – 0.06% 180
2016
Q2 		$114K Hold
2,118
– – 0.07% 170
2016
Q1 		$110K Buy
2,118
+263
+14% +$12.8K 0.07% 166
2015
Q4 		$87K Sell
1,855
-550
-23% -$24.9K 0.05% 182
2015
Q3 		$108K Hold
2,405
– – 0.07% 159
2015
Q2 		$101K Hold
2,405
– – 0.06% 167
2015
Q1 		$106K Hold
2,405
– – 0.06% 174
2014
Q4 		$118K Buy
2,405
+550
+30% +$26K 0.07% 161
2014
Q3 		$81K Sell
1,855
-95
-5% -$4.17K 0.05% 195
2014
Q2 		$88K Hold
1,950
– – 0.05% 190
2014
Q1 		$86K Buy
1,950
+72
+4% +$3.02K 0.05% 184
2013
Q4 		$77K Sell
1,878
-1,783
-49% -$73.6K 0.04% 190
2013
Q3 		$151K Buy
3,661
+338
+10% +$14.6K 0.1% 133
2013
Q2 		$147K Buy
+3,323
New +$153K 0.1% 125

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s SO Position: Q1 2026 in Review

Enterprise Financial Services Corp (EFSC) opened a new position in Southern Company (SO) in Q1 2026: 2,509 shares worth $242K. The stake represents 0.12% of the portfolio and ranks #137 among its holdings. This is a return to the name: Enterprise Financial Services Corp (EFSC) previously reported a position in SO as recently as Q3 2025.

Enterprise Financial Services Corp (EFSC) first reported a position in SO in Q2 2013 and has held it in 47 quarters since. The position peaked at $340K in Q4 2023. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Enterprise Financial Services Corp (EFSC) held 2,509 shares of Southern Company worth $242K as of Q1 2026.
  • Southern Company was a new Enterprise Financial Services Corp (EFSC) position in Q1 2026.
  • Southern Company made up 0.12% of Enterprise Financial Services Corp (EFSC)'s portfolio in Q1 2026, its #137 holding.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Southern Company in Q2 2013 and has held it in 47 quarters since.
  • Enterprise Financial Services Corp (EFSC)'s Southern Company position peaked at $340K in Q4 2023.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q1 2026, filed 5 May 2026.