CANANDAIGUA NATIONAL BANK & TRUST CO

Bank

Position in SO — Southern Co

CIK 1074266 CANANDAIGUA, NY

Position in SO

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$3,552,276

+$38,116 QoQ

Shares Held

37,115

-7.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#557

of 2,356 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Utilities · as of Jun 30, 2026

CANANDAIGUA NATIONAL BANK & TRUST CO holds $15,444,278 across 7 Utilities - Regulated Electric names. SO ranks #2 (23.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	78,190	$6,862,736
2	SO	Southern Co This page	37,115	$3,552,276
3	DUK	Duke Energy CORP	16,828	$2,130,088
4	D	Dominion Energy, Inc	20,011	$1,366,551
5	ETR	Entergy Corp /De/	7,579	$870,523
6	ED	Consolidated Edison Inc	3,003	$332,221
7	EXC	Exelon Corp	7,076	$329,883

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,552,276	37,115	-7.9%	Shares	Sole	2026-07-07
2025-12-31	$3,514,160	40,300	-2.2%	Shares	Sole	2026-01-30
2025-09-30	$3,904,239	41,197	-0.8%	Shares	Sole	2025-10-07
2025-06-30	$3,815,169	41,546	+2.7%	Shares	Sole	2025-07-08
2025-03-31	$3,719,101	40,447	-1.5%	Shares	Sole	2025-04-25
2024-12-31	$3,380,223	41,062	-2.2%	Shares	Sole	2025-01-06
2024-09-30	$3,788,010	42,005	-3.2%	Shares	Sole	2024-10-03
2024-06-30	$3,367,546	43,413	-0.9%	Shares	Sole	2024-07-11
2024-03-31	$3,142,498	43,804	-0.7%	Shares	Sole	2024-04-01
2023-12-31	$3,092,502	44,103	-3.0%	Shares	Sole	2024-01-04
2023-09-30	$2,941,524	45,450	-1.5%	Shares	Sole	2023-10-10
2023-06-30	$3,241,335	46,140	-1.7%	Shares	Sole	2023-07-03
2023-03-31	$3,267,059	46,954	+4.5%	Shares	Sole	2023-04-11
2020-03-31	$2,432,022	44,921	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.