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Courier Capital’s Southern Company SO Stock Holding History

Courier Capital’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 		$3.15M Sell
32,926
-520
-2% -$49K 0.16% 128
2026
Q1 		$3.23M Buy
33,446
+68
+0.2% +$6.29K 0.18% 120
2025
Q4 		$2.91M Buy
33,378
+2,741
+9% +$250K 0.16% 124
2025
Q3 		$2.9M Sell
30,637
-52
-0.2% -$4.85K 0.17% 124
2025
Q2 		$2.82M Sell
30,689
-651
-2% -$58.5K 0.17% 122
2025
Q1 		$2.88M Buy
31,340
+1,320
+4% +$114K 0.19% 121
2024
Q4 		$2.47M Sell
30,020
-2,368
-7% -$208K 0.17% 118
2024
Q3 		$2.92M Buy
32,388
+22,766
+237% +$1.94M 0.2% 106
2024
Q2 		$746K Sell
9,622
-20,996
-69% -$1.59M 0.06% 194
2024
Q1 		$2.2M Sell
30,618
-4,473
-13% -$309K 0.16% 121
2023
Q4 		$2.46M Buy
35,091
+984
+3% +$67.6K 0.19% 112
2023
Q3 		$2.21M Sell
34,107
-44
-0.1% -$3.05K 0.18% 116
2023
Q2 		$2.4M Buy
34,151
+28,874
+547% +$2.07M 0.19% 112
2023
Q1 		$367K Sell
5,277
-52
-1% -$3.5K 0.04% 213
2022
Q4 		$381K Hold
5,329
– – 0.04% 208
2022
Q3 		$362K Buy
5,329
+106
+2% +$8.03K 0.04% 202
2022
Q2 		$372K Buy
5,223
+1,000
+24% +$73.4K 0.04% 203
2022
Q1 		$306K Sell
4,223
-166
-4% -$11.2K 0.03% 238
2021
Q4 		$301K Sell
4,389
-198
-4% -$12.6K 0.03% 248
2021
Q3 		$284K Hold
4,587
– – 0.03% 258
2021
Q2 		$278K Buy
4,587
+325
+8% +$20.8K 0.03% 265
2021
Q1 		$265K Hold
4,262
– – 0.03% 265
2020
Q4 		$262K Buy
4,262
+498
+13% +$29.9K 0.03% 251
2020
Q3 		$226K Buy
+3,764
New +$201K 0.03% 257
2020
Q2 		– Sell
-3,764
Closed -$209K – 276
2020
Q1 		$209K Hold
3,764
– – 0.03% 246
2019
Q4 		$238K Buy
3,764
+149
+4% +$9.23K 0.03% 265
2019
Q3 		$222K Buy
+3,615
New +$210K 0.03% 263
2018
Q1 		– Sell
-4,408
Closed -$212K – 310
2017
Q4 		$212K Sell
4,408
-100
-2% -$5.09K 0.03% 280
2017
Q3 		$222K Sell
4,508
-2,001
-31% -$97K 0.03% 262
2017
Q2 		$312K Sell
6,509
-13
-0.2% -$652 0.05% 202
2017
Q1 		$325K Sell
6,522
-79
-1% -$3.9K 0.06% 194
2016
Q4 		$325K Sell
6,601
-332
-5% -$16.3K 0.06% 189
2016
Q3 		$356K Buy
6,933
+19
+0.3% +$1K 0.07% 190
2016
Q2 		$371K Buy
6,914
+20
+0.3% +$1.01K 0.07% 190
2016
Q1 		$357K Buy
6,894
+278
+4% +$13.5K 0.07% 187
2015
Q4 		$310K Buy
6,616
+71
+1% +$3.22K 0.07% 202
2015
Q3 		$293K Buy
6,545
+22
+0.3% +$965 0.06% 206
2015
Q2 		$273K Buy
6,523
+222
+4% +$9.67K 0.06% 217
2015
Q1 		$279K Buy
6,301
+20
+0.3% +$950 0.06% 216
2014
Q4 		$308K Buy
6,281
+18
+0.3% +$850 0.06% 208
2014
Q3 		$273K Sell
6,263
-980
-14% -$43.1K 0.06% 219
2014
Q2 		$329K Sell
7,243
-85
-1% -$3.76K 0.07% 212
2014
Q1 		$322K Buy
7,328
+19
+0.3% +$796 0.07% 202
2013
Q4 		$300K Buy
7,309
+420
+6% +$17.3K 0.06% 218
2013
Q3 		$284K Buy
6,889
+19
+0.3% +$818 0.07% 216
2013
Q2 		$303K Buy
+6,870
New +$316K 0.08% 199

Other funds holding SO

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Courier Capital's SO Position: Q2 2026 in Review

Courier Capital reduced its Southern Company (SO) stake by 1.6% in Q2 2026, selling an estimated $49K and leaving 32,926 shares worth $3.15M. The position accounts for 0.16% of the portfolio, ranked #128.

Courier Capital first reported a position in SO in Q2 2013 and has held it in 46 quarters since. The position peaked at $3.23M in Q1 2026. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Courier Capital held 32,926 shares of Southern Company worth $3.15M as of Q2 2026.
  • Courier Capital sold 520 Southern Company shares in Q2 2026, an estimated $49K.
  • Southern Company made up 0.16% of Courier Capital's portfolio in Q2 2026, its #128 holding.
  • Courier Capital first reported a position in Southern Company in Q2 2013 and has held it in 46 quarters since.
  • Courier Capital's Southern Company position peaked at $3.23M in Q1 2026.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.