CANANDAIGUA NATIONAL CORP

Position in SO — Southern Co

CIK 759458 CANANDAIGUA, NY

Position in SO

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$3,743,624

+$218,827 QoQ

Shares Held

38,786

-21.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

12 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Utilities · as of Mar 31, 2026

CANANDAIGUA NATIONAL CORP holds $16,486,500 across 8 Utilities - Regulated Electric names. SO ranks #2 (22.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	78,709	$7,310,491
2	SO	Southern Co This page	38,786	$3,743,624
3	DUK	Duke Energy CORP	17,710	$2,318,947
4	D	Dominion Energy, Inc	21,828	$1,349,406
5	ETR	Entergy Corp /De/	7,579	$851,576
6	EXC	Exelon Corp	7,076	$346,865
7	ED	Consolidated Edison Inc	3,003	$339,879
8	NWE	NorthWestern Energy Group, Inc.	3,423	$225,712

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,743,624	38,786	-21.4%	Shares	Sole	2026-04-08
2022-12-31	$3,524,797	49,360	+2.6%	Shares	Sole	2023-01-25
2022-09-30	$3,270,936	48,102	-32.4%	Shares	Sole	2022-10-05
2022-06-30	$5,073,136	71,142	+0.8%	Shares	Sole	2022-07-05
2022-03-31	$5,120,076	70,612	+43.9%	Shares	Sole	2022-05-09
2021-12-31	$3,364,191	49,055	-0.5%	Shares	Sole	2022-01-04
2021-09-30	$3,054,377	49,288	+6.5%	Shares	Sole	2021-10-04
2021-06-30	$2,800,221	46,277	+2.4%	Shares	Sole	2021-07-06
2021-03-31	$2,807,891	45,172	-0.2%	Shares	Sole	2021-04-05
2020-12-31	$2,779,523	45,247	-2.1%	Shares	Sole	2021-02-11
2020-09-30	$2,505,289	46,206	-4.5%	Shares	Sole	2020-10-19
2020-06-30	$2,507,725	48,365	—	Shares	Sole	2020-07-07
No filing history on record for this holder in this stock.