ADIRONDACK TRUST CO

Bank

Position in SO — Southern Co

CIK 1054257 SARATOGA SPRINGS, NY

Position in SO

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,097,793

-$14,020 QoQ

Shares Held

11,470

-0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#976

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 88% Shared 12% None 0%

Utilities · as of Jun 30, 2026

ADIRONDACK TRUST CO holds $4,913,584 across 14 Utilities - Regulated Electric names. SO ranks #2 (22.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	21,901	$1,922,250
2	SO	Southern Co This page	11,470	$1,097,793
3	DUK	Duke Energy CORP	6,720	$850,617
4	D	Dominion Energy, Inc	3,362	$229,590
5	CNP	Centerpoint Energy Inc	5,000	$220,200
6	ETR	Entergy Corp /De/	1,751	$201,119
7	DTE	Dte Energy Co	1,200	$182,843
8	EXC	Exelon Corp	1,838	$85,686

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,097,793	11,470	-0.4%	Shares	Sole	2026-07-16
2026-03-31	$1,111,813	11,519	-15.6%	Shares	Sole	2026-04-03
2025-12-31	$1,190,105	13,648	-2.3%	Shares	Sole	2026-01-08
2025-09-30	$1,323,747	13,968	-1.3%	Shares	Sole	2025-10-20
2025-06-30	$1,299,944	14,156	-6.6%	Shares	Sole	2025-07-11
2025-03-31	$1,393,041	15,150	-5.1%	Shares	Sole	2025-04-03
2024-12-31	$1,314,650	15,970	-0.5%	Shares	Sole	2025-01-17
2024-09-30	$1,446,938	16,045	-1.1%	Shares	Sole	2024-10-08
2024-06-30	$1,259,038	16,231	-0.7%	Shares	Sole	2024-07-09
2024-03-31	$1,172,876	16,349	-1.2%	Shares	Sole	2024-04-09
2023-12-31	$1,160,836	16,555	-5.1%	Shares	Sole	2024-03-29
2023-09-30	$1,129,234	17,448	-1.3%	Shares	Sole	2023-10-31
2023-06-30	$1,241,528	17,673	-3.2%	Shares	Sole	2023-08-09
2023-03-31	$1,270,669	18,262	+9.7%	Shares	Sole	2023-04-28
2022-12-31	$1,189,261	16,654	+2.2%	Shares	Sole	2023-01-13
2022-09-30	$1,107,584	16,288	+6.8%	Shares	Sole	2022-10-13
2022-06-30	$1,087,405	15,249	+4.4%	Shares	Sole	2022-07-06
2022-03-31	$1,058,717	14,601	+8.8%	Shares	Sole	2022-04-05
2021-12-31	$920,480	13,422	+0.0%	Shares	Sole	2022-01-13
2021-09-30	$831,450	13,417	-0.1%	Shares	Sole	2021-11-16
2021-06-30	$812,769	13,432	+2.4%	Shares	Sole	2021-07-15
2021-03-31	$815,663	13,122	+1.7%	Shares	Sole	2021-04-16
2020-12-31	$792,876	12,907	-1.4%	Shares	Sole	2021-02-12
2020-09-30	$709,576	13,087	-1.2%	Shares	Sole	2020-10-05
2020-06-30	$686,856	13,247	0.0%	Shares	Sole	2020-08-19
2020-03-31	$717,192	13,247	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.