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Livermore
Livermore
ZHEN

Burney Co

SEC CIK
0000940445
Latest filing
Jul 14, 2026

SO holding history

Southern Co in every 13F filed by Burney Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SO overviewAll 13F holders of SOFull Q2 2026 holdings

Shares (Q2 2026)
11,467
Value
$1.10M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SO by Burney Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,467$1.10M<0.1%+10.0%AddedHolders
Q1 202611,466$1.11M<0.1%−569−4.7%ReducedHolders
Q4 202512,035$1.05M<0.1%+604+5.3%AddedHolders
Q3 202511,431$1.08M<0.1%−10.0%ReducedHolders
Q2 202511,432$1.05M<0.1%+146+1.3%AddedHolders
Q1 202511,286$1.04M<0.1%−1,499−11.7%ReducedHolders
Q4 202412,785$1.05M<0.1%−225−1.7%ReducedHolders
Q3 202413,010$1.17M<0.1%−197−1.5%ReducedHolders
Q2 202413,207$1.02M<0.1%−59−0.4%ReducedHolders
Q1 202413,266$951.7K<0.1%−800−5.7%ReducedHolders
Q4 202314,066$986.3K<0.1%−298−2.1%ReducedHolders
Q3 202314,364$929.7K<0.1%+601+4.4%AddedHolders
Q2 202313,763$966.8K<0.1%+207+1.5%AddedHolders
Q1 202313,556$943.2K<0.1%+20+0.1%AddedHolders
Q4 202213,536$966.6K<0.1%00.0%UnchangedHolders
Q3 202213,536$920.0K0.1%+421+3.2%AddedHolders
Q2 202213,115$935.0K<0.1%−87−0.7%ReducedHolders
Q1 202213,202$957.0K<0.1%00.0%UnchangedHolders
Q4 202113,202$905.0K<0.1%+1,324+11.1%AddedHolders
Q3 202111,878$736.0K<0.1%−152−1.3%ReducedHolders
Q2 202112,030$728.0K<0.1%−50.0%ReducedHolders
Q1 202112,035$748.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.