BURNEY CO/

Position in SO — Southern Co

CIK 940445 RESTON, VA

Position in SO

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

Position Value

$1,097,506

-$9,192 QoQ

Shares Held

11,467

+0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#977

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

BURNEY CO/ holds $28,823,386 across 12 Utilities - Regulated Electric names. SO ranks #8 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PCG	PG&E Corp	430,996	$7,249,352
2	EIX	Edison International	83,313	$6,202,652
3	ES	Eversource Energy	63,108	$4,560,815
4	PNW	Pinnacle West Capital Corp	23,036	$2,464,852
5	ETR	Entergy Corp /De/	14,220	$1,633,309
6	D	Dominion Energy, Inc	18,978	$1,296,007
7	HE	Hawaiian Electric Industries Inc	84,369	$1,141,512
8	SO	Southern Co This page	11,467	$1,097,506

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,097,506	11,467	+0.0%	Shares	Sole	2026-07-15
2026-03-31	$1,106,698	11,466	-4.7%	Shares	Sole	2026-04-29
2025-12-31	$1,049,452	12,035	+5.3%	Shares	Sole	2026-01-23
2025-09-30	$1,083,315	11,431	-0.0%	Shares	Sole	2025-10-16
2025-06-30	$1,049,800	11,432	+1.3%	Shares	Sole	2025-08-05
2025-03-31	$1,037,747	11,286	-11.7%	Shares	Sole	2025-05-06
2024-12-31	$1,052,461	12,785	-1.7%	Shares	Sole	2025-01-14
2024-09-30	$1,173,241	13,010	-1.5%	Shares	Sole	2024-10-18
2024-06-30	$1,024,466	13,207	-0.4%	Shares	Sole	2024-07-29
2024-03-31	$951,702	13,266	-5.7%	Shares	Sole	2024-05-22
2023-12-31	$986,307	14,066	-2.1%	Shares	Sole	2024-02-12
2023-09-30	$929,638	14,364	+4.4%	Shares	Sole	2023-11-08
2023-06-30	$966,850	13,763	+1.5%	Shares	Sole	2023-08-09
2023-03-31	$943,226	13,556	+0.1%	Shares	Sole	2023-05-10
2022-12-31	$966,605	13,536	0.0%	Shares	Sole	2023-02-06
2022-09-30	$920,448	13,536	+3.2%	Shares	Sole	2022-11-15
2022-06-30	$935,230	13,115	-0.7%	Shares	Sole	2022-08-12
2022-03-31	$957,277	13,202	0.0%	Shares	Sole	2022-05-09
2021-12-31	$905,393	13,202	+11.1%	Shares	Sole	2022-02-11
2021-09-30	$736,079	11,878	-1.3%	Shares	Sole	2021-11-12
2021-06-30	$727,935	12,030	-0.0%	Shares	Sole	2021-08-06
2021-03-31	$748,095	12,035	+17.1%	Shares	Sole	2021-05-13
2020-12-31	$631,500	10,280	0.0%	Shares	Sole	2021-02-11
2020-09-30	$557,381	10,280	-17.9%	Shares	Sole	2020-12-14
2020-06-30	$649,524	12,527	-1.9%	Shares	Sole	2020-08-13
2020-03-31	$691,476	12,772	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.