W.G. Shaheen & Associates DBA Whitney & Co

Position in SO — Southern Co

CIK 1577001 ROCHESTER, NY

Position in SO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$359,965

-$1,985 QoQ

Shares Held

3,761

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,604

of 2,360 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

W.G. Shaheen & Associates DBA Whitney & Co holds $3,826,616 across 6 Utilities - Regulated Electric names. SO ranks #4 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	14,323	$1,959,529
2	NEE	Nextera Energy Inc	7,577	$665,033
3	ED	Consolidated Edison Inc	3,446	$381,230
4	SO	Southern Co This page	3,761	$359,965
5	EVRG	Evergy, Inc.	2,696	$233,015
6	DUK	Duke Energy CORP	1,800	$227,844

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$359,965	3,761	+0.3%	Shares	Sole	2026-07-28
2026-03-31	$361,950	3,750	+23.0%	Shares	Sole	2026-05-05
2025-12-31	$265,960	3,050	—	Shares	Sole	2026-01-30
No filing history on record for this holder in this stock.