Burney Co Portfolio Shifts in Q2 2026: Focus on Energy and Utilities

Burney Co has made notable adjustments to its investment portfolio as of June 30th, 2026. The firm's strategy appears focused on capitalizing on specific sectors showing strong performance or potential during this period.

Among the most significant actions were new positions initiated in several stocks and substantial increases in existing holdings. Notably, Burney Co disclosed a 100% increase in shares for COEUR MNG INC (CDE), TALOS ENERGY INC (TALO), and PRIMO BRANDS CORPORATION (741623102). These additions suggest confidence in the prospects of these companies, particularly within the Energy sector. Furthermore, a large position was built in PG&E CORP (PCG) with an 86.37% increase in shares over the prior period.

Investment interest also appears to have shifted towards Financial Services and Technology sectors based on disclosed buys. Significant purchases were noted for CITIGROUP INC (C), KLA CORP (KLAC), and DELUXE CORP MEDIUM TERM NTS (DLX). The substantial increase in C shares, a major financial institution, indicates strong conviction from Burney Co.

Conversely, the investor also reported significant sales activities. Shares of ELDOURADO GOLD CORP NEW (EGO) were sold at a 161.61% decrease, while other holdings like PARKER-HANNIFIN CORP (PH), NVIDIA CORPORATION (NVDA), and SKYWORKS SOLUTIONS INC (SWKS) saw substantial reductions or exits.

Burney Co's portfolio changes reflect targeted buying in specific areas such as Energy, Utilities, Financial Services, and Technology. The firm appears to have a proactive approach, adding new positions while strategically reducing exposure elsewhere during this quarter.