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Burney Company’s Southern Company SO Stock Holding History

Burney Company’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.1M Buy
11,467
+1
+0% +$94 0.03% 336
2026
Q1 		$1.11M Sell
11,466
-569
-5% -$52.6K 0.03% 311
2025
Q4 		$1.05M Buy
12,035
+604
+5% +$55.1K 0.03% 323
2025
Q3 		$1.08M Sell
11,431
-1
-0% -$93 0.03% 304
2025
Q2 		$1.05M Buy
11,432
+146
+1% +$13.1K 0.04% 306
2025
Q1 		$1.04M Sell
11,286
-1,499
-12% -$130K 0.04% 305
2024
Q4 		$1.05M Sell
12,785
-225
-2% -$19.7K 0.04% 310
2024
Q3 		$1.17M Sell
13,010
-197
-1% -$16.8K 0.04% 292
2024
Q2 		$1.02M Sell
13,207
-59
-0.4% -$4.47K 0.04% 313
2024
Q1 		$952K Sell
13,266
-800
-6% -$55.2K 0.04% 342
2023
Q4 		$986K Sell
14,066
-298
-2% -$20.5K 0.04% 334
2023
Q3 		$930K Buy
14,364
+601
+4% +$41.7K 0.04% 318
2023
Q2 		$967K Buy
13,763
+207
+2% +$14.8K 0.04% 319
2023
Q1 		$943K Buy
13,556
+20
+0.1% +$1.35K 0.05% 320
2022
Q4 		$967K Hold
13,536
– – 0.05% 301
2022
Q3 		$920K Buy
13,536
+421
+3% +$31.9K 0.05% 312
2022
Q2 		$935K Sell
13,115
-87
-0.7% -$6.39K 0.05% 313
2022
Q1 		$957K Hold
13,202
– – 0.04% 335
2021
Q4 		$905K Buy
13,202
+1,324
+11% +$84.4K 0.04% 340
2021
Q3 		$736K Sell
11,878
-152
-1% -$9.79K 0.03% 357
2021
Q2 		$728K Sell
12,030
-5
-0% -$320 0.03% 373
2021
Q1 		$748K Buy
12,035
+1,755
+17% +$105K 0.04% 351
2020
Q4 		$631K Hold
10,280
– – 0.03% 344
2020
Q3 		$557K Sell
10,280
-2,247
-18% -$120K 0.03% 343
2020
Q2 		$650K Sell
12,527
-245
-2% -$13.6K 0.04% 311
2020
Q1 		$691K Sell
12,772
-915
-7% -$58K 0.05% 270
2019
Q4 		$872K Buy
13,687
+2,144
+19% +$133K 0.05% 287
2019
Q3 		$713K Sell
11,543
-2,248
-16% -$130K 0.04% 294
2019
Q2 		$762K Buy
13,791
+1,152
+9% +$61.7K 0.05% 290
2019
Q1 		$653K Sell
12,639
-653
-5% -$32K 0.04% 302
2018
Q4 		$584K Buy
13,292
+360
+3% +$16.4K 0.04% 290
2018
Q3 		$564K Sell
12,932
-3,658
-22% -$169K 0.03% 313
2018
Q2 		$768K Buy
16,590
+2,411
+17% +$108K 0.05% 277
2018
Q1 		$633K Sell
14,179
-4,061
-22% -$180K 0.04% 273
2017
Q4 		$877K Buy
18,240
+4,448
+32% +$227K 0.05% 256
2017
Q3 		$675K Buy
13,792
+2,001
+17% +$97K 0.04% 261
2017
Q2 		$569K Sell
11,791
-2,296
-16% -$115K 0.04% 265
2017
Q1 		$701K Buy
14,087
+421
+3% +$20.8K 0.05% 246
2016
Q4 		$672K Buy
13,666
+174
+1% +$8.55K 0.05% 241
2016
Q3 		$711K Sell
13,492
-201
-1% -$10.6K 0.05% 230
2016
Q2 		$734K Buy
13,693
+3
+0% +$151 0.05% 226
2016
Q1 		$708K Buy
13,690
+24
+0.2% +$1.17K 0.05% 235
2015
Q4 		$644K Sell
13,666
-2,521
-16% -$114K 0.05% 231
2015
Q3 		$724K Buy
16,187
+504
+3% +$22.1K 0.06% 215
2015
Q2 		$657K Buy
15,683
+114
+0.7% +$4.97K 0.04% 242
2015
Q1 		$689K Buy
15,569
+84
+0.5% +$3.99K 0.05% 246
2014
Q4 		$760K Buy
15,485
+864
+6% +$40.8K 0.06% 232
2014
Q3 		$638K Buy
14,621
+3
+0% +$132 0.05% 247
2014
Q2 		$663K Sell
14,618
-47
-0.3% -$2.08K 0.06% 252
2014
Q1 		$644K Buy
14,665
+1,283
+10% +$53.8K 0.06% 248
2013
Q4 		$550K Buy
13,382
+410
+3% +$16.9K 0.05% 269
2013
Q3 		$534K Sell
12,972
-179
-1% -$7.71K 0.06% 264
2013
Q2 		$580K Buy
+13,151
New +$605K 0.07% 239

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Burney Company's SO Position: Q2 2026 in Review

Burney Company increased its Southern Company (SO) stake by 0.01% in Q2 2026, buying an estimated $94 and bringing the position to 11,467 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #336.

Burney Company first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.17M in Q3 2024. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Burney Company held 11,467 shares of Southern Company worth $1.1M as of Q2 2026.
  • Burney Company bought 1 Southern Company share in Q2 2026, an estimated $94.
  • Southern Company made up 0.03% of Burney Company's portfolio in Q2 2026, its #336 holding.
  • Burney Company first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
  • Burney Company's Southern Company position peaked at $1.17M in Q3 2024.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.