BURNS J W & CO INC/NY

Position in SO — Southern Co

CIK 1047339 DEWITT, NY

Position in SO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,246,622

-$31,302 QoQ

Shares Held

13,025

-1.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#923

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

BURNS J W & CO INC/NY holds $3,361,716 across 5 Utilities - Regulated Electric names. SO ranks #1 (37.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	13,025	$1,246,622
2	NEE	Nextera Energy Inc	12,802	$1,123,631
3	ED	Consolidated Edison Inc	4,891	$541,091
4	DUK	Duke Energy CORP	1,905	$241,134
5	OGE	Oge Energy Corp.	4,300	$209,238

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,246,622	13,025	-1.6%	Shares	Sole	2026-07-15
2026-03-31	$1,277,924	13,240	-8.4%	Shares	Sole	2026-04-17
2025-12-31	$1,260,563	14,456	-9.8%	Shares	Sole	2026-01-12
2025-09-30	$1,519,352	16,032	-4.9%	Shares	Sole	2025-10-20
2025-06-30	$1,547,978	16,857	-2.2%	Shares	Sole	2025-07-10
2025-03-31	$1,584,482	17,232	-0.5%	Shares	Sole	2025-04-08
2024-12-31	$1,425,041	17,311	-3.0%	Shares	Sole	2025-01-13
2024-09-30	$1,608,901	17,841	-3.8%	Shares	Sole	2024-10-04
2024-06-30	$1,438,225	18,541	-4.1%	Shares	Sole	2024-07-23
2024-03-31	$1,387,451	19,340	-5.3%	Shares	Sole	2024-04-17
2023-12-31	$1,431,499	20,415	-2.2%	Shares	Sole	2024-01-18
2023-09-30	$1,351,353	20,880	-3.1%	Shares	Sole	2023-11-13
2023-06-30	$1,514,238	21,555	-1.4%	Shares	Sole	2023-07-12
2023-03-31	$1,520,670	21,855	-0.6%	Shares	Sole	2023-04-17
2022-12-31	$1,569,734	21,982	+0.7%	Shares	Sole	2023-01-13
2022-09-30	$1,484,916	21,837	+3.2%	Shares	Sole	2022-10-04
2022-06-30	$1,509,062	21,162	-2.7%	Shares	Sole	2022-07-14
2022-03-31	$1,576,874	21,747	-8.1%	Shares	Sole	2022-04-08
2021-12-31	$1,623,425	23,672	-0.4%	Shares	Sole	2022-01-20
2021-09-30	$1,473,150	23,772	-2.8%	Shares	Sole	2021-10-13
2021-06-30	$1,479,772	24,455	-0.3%	Shares	Sole	2021-07-12
2021-03-31	$1,524,163	24,520	-0.2%	Shares	Sole	2021-04-16
2020-12-31	$1,509,703	24,576	-2.3%	Shares	Sole	2021-01-12
2020-09-30	$1,363,958	25,156	-9.3%	Shares	Sole	2020-10-06
2020-06-30	$1,437,593	27,726	-1.0%	Shares	Sole	2020-07-06
2020-03-31	$1,515,703	27,996	—	Shares	Sole	2020-04-06
No filing history on record for this holder in this stock.