Canandaigua National Corp’s Southern Company SO Stock Holding History

Canandaigua National Corp’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 Q1	$3.74M	Buy	+38,786	New	+$3.59M	0.34%	62
2022 Q4	$3.52M	Buy	49,360 +1,258	+3%	+$84.1K	0.6%	46
2022 Q3	$3.27M	Sell	48,102 -23,040	-32%	-$1.75M	0.58%	47
2022 Q2	$5.07M	Buy	71,142 +530	+0.8%	+$38.9K	0.9%	30
2022 Q1	$5.12M	Buy	70,612 +21,557	+44%	+$1.46M	0.78%	38
2021 Q4	$3.36M	Sell	49,055 -233	-0.5%	-$14.9K	0.5%	59
2021 Q3	$3.05M	Buy	49,288 +3,011	+7%	+$194K	0.5%	58
2021 Q2	$2.8M	Buy	46,277 +1,105	+2%	+$70.7K	0.45%	64
2021 Q1	$2.81M	Sell	45,172 -75	-0.2%	-$4.49K	0.47%	61
2020 Q4	$2.78M	Sell	45,247 -959	-2%	-$57.7K	0.49%	66
2020 Q3	$2.5M	Sell	46,206 -2,159	-4%	-$115K	0.44%	69
2020 Q2	$2.51M	Buy	+48,365	New	+$2.69M	0.46%	65

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Canandaigua National Corp's SO Position: Q1 2026 in Review

Canandaigua National Corp opened a new position in Southern Company (SO) in Q1 2026: 38,786 shares worth $3.74M. The stake represents 0.34% of the portfolio and ranks #62 among its holdings. This is a return to the name: Canandaigua National Corp previously reported a position in SO as recently as Q4 2022.

Canandaigua National Corp first reported a position in SO in Q2 2020 and has held it in 12 quarters since. The position peaked at $5.12M in Q1 2022. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Canandaigua National Corp held 38,786 shares of Southern Company worth $3.74M as of Q1 2026.
Southern Company was a new Canandaigua National Corp position in Q1 2026.
Southern Company made up 0.34% of Canandaigua National Corp's portfolio in Q1 2026, its #62 holding.
Canandaigua National Corp first reported a position in Southern Company in Q2 2020 and has held it in 12 quarters since.
Canandaigua National Corp's Southern Company position peaked at $5.12M in Q1 2022.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Canandaigua National Corp's 13F filing for Q1 2026, filed 8 Apr 2026.