COURIER CAPITAL LLC

Position in SO — Southern Co

CIK 1015247 BUFFALO, NY

Position in SO

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$3,151,347

-$76,860 QoQ

Shares Held

32,926

-1.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#598

of 2,354 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

COURIER CAPITAL LLC holds $12,457,766 across 8 Utilities - Regulated Electric names. SO ranks #1 (25.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	32,926	$3,151,347
2	NEE	Nextera Energy Inc	25,648	$2,251,124
3	DUK	Duke Energy CORP	16,917	$2,141,353
4	AEP	American Electric Power Co Inc	15,014	$2,054,065
5	D	Dominion Energy, Inc	26,022	$1,777,042
6	PEG	Public Service Enterprise Group Inc	5,676	$460,664
7	ED	Consolidated Edison Inc	3,605	$398,821
8	EIX	Edison International	3,000	$223,350

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,151,347	32,926	-1.6%	Shares	Sole	2026-07-16
2026-03-31	$3,228,207	33,446	+0.2%	Shares	Sole	2026-04-23
2025-12-31	$2,910,561	33,378	+8.9%	Shares	Sole	2026-01-29
2025-09-30	$2,903,468	30,637	-0.2%	Shares	Sole	2025-10-29
2025-06-30	$2,818,170	30,689	-2.1%	Shares	Sole	2025-07-28
2025-03-31	$2,881,713	31,340	+4.4%	Shares	Sole	2025-04-14
2024-12-31	$2,471,246	30,020	-7.3%	Shares	Sole	2025-01-13
2024-09-30	$2,920,749	32,388	+236.6%	Shares	Sole	2024-10-22
2024-06-30	$746,378	9,622	-68.6%	Shares	Sole	2024-07-23
2024-03-31	$2,196,535	30,618	-12.7%	Shares	Sole	2024-04-16
2023-12-31	$2,460,580	35,091	+2.9%	Shares	Sole	2024-01-17
2023-09-30	$2,207,405	34,107	-0.1%	Shares	Sole	2023-10-13
2023-06-30	$2,399,107	34,151	+547.2%	Shares	Sole	2023-07-31
2023-03-31	$367,173	5,277	-1.0%	Shares	Sole	2023-05-18
2022-12-31	$380,543	5,329	0.0%	Shares	Sole	2023-01-24
2022-09-30	$362,372	5,329	+2.0%	Shares	Sole	2022-10-18
2022-06-30	$372,452	5,223	+23.7%	Shares	Sole	2022-07-20
2022-03-31	$306,209	4,223	-3.8%	Shares	Sole	2022-05-02
2021-12-31	$300,997	4,389	-4.3%	Shares	Sole	2022-01-18
2021-09-30	$284,256	4,587	0.0%	Shares	Sole	2021-10-14
2021-06-30	$277,559	4,587	+7.6%	Shares	Sole	2021-07-12
2021-03-31	$264,925	4,262	0.0%	Shares	Sole	2021-04-12
2020-12-31	$261,814	4,262	+13.2%	Shares	Sole	2021-02-10
2020-09-30	$204,084	3,764	0.0%	Shares	Sole	2020-11-09
2020-03-31	$203,782	3,764	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.