The Southern Company
IT ˙ BIT ˙ US8425871071
78,00 € 0,00 (0,00%)
2026-06-03
DEL PRIS
SecurityIT:1SO / The Southern Company
InstitutionCourier Capital Llc
Latest Disclosed Ownership33,446 shares
Latest Disclosed Value $ 3,228,232
Courier Capital Llc reports 0.20% increase in ownership of 1SO / The Southern Company

On April 23, 2026 - Courier Capital Llc filed a 13F-HR/A form disclosing ownership of 33,446 shares of The Southern Company (IT:1SO) valued at $2,886,055 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 33,378 shares of The Southern Company. This represents a change in shares of 0.20% during the quarter. The current value of the position is $2,608,788 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-23 2026-03-31 13F/A-1 SOUTHERN COM 842587107 33,446 68 0.20 3,228 10.93 0.1805
2026-04-20 2026-03-31 13F SOUTHERN COM 842587107 33,446 68 0.20 3,228 10.93 0.1805
2026-01-29 2025-12-31 13F SOUTHERN COM 842587107 33,378 2,741 8.95 2,911 0.24 0.1634
2025-10-29 2025-09-30 13F SOUTHERN COM 842587107 30,637 -52 -0.17 2,903 3.02 0.1663
2025-07-28 2025-06-30 13F SOUTHERN COM 842587107 30,689 -651 -2.08 2,818 -2.19 0.1711
2025-04-14 2025-03-31 13F SOUTHERN COM 842587107 31,340 1,320 4.40 2,882 16.59 0.1886
2025-01-13 2024-12-31 13F SOUTHERN COM 842587107 30,020 -2,368 -7.31 2,471 -15.38 0.1705
2024-10-22 2024-09-30 13F SOUTHERN COM 842587107 32,388 22,766 236.60 2,921 291.42 0.2001
2024-07-23 2024-06-30 13F SOUTHERN COM 842587107 9,622 -20,996 -68.57 746 -66.03 0.0593
2024-04-16 2024-03-31 13F SOUTHERN COM 842587107 30,618 -4,473 -12.75 2,197 -10.73 0.1589
2024-01-17 2023-12-31 13F SOUTHERN COM 842587107 35,091 984 2.89 2,461 11.46 0.1868
2023-10-13 2023-09-30 13F SOUTHERN COM 842587107 34,107 -44 -0.13 2,207 -8.00 0.1830
2023-07-31 2023-06-30 13F SOUTHERN COM 842587107 34,151 28,874 547.17 2,399 553.68 0.1889
2023-05-18 2023-03-31 13F SOUTHERN COM 842587107 5,277 -52 -0.98 367 -3.42 0.0406
2023-01-24 2022-12-31 13F SOUTHERN COM 842587107 5,329 0 0.00 381 4.97 0.0439
2022-10-18 2022-09-30 13F SOUTHERN COM 842587107 5,329 106 2.03 362 -2.69 0.0448
2022-07-20 2022-06-30 13F SOUTHERN COM 842587107 5,223 1,000 23.68 372 21.57 0.0436
2022-05-02 2022-03-31 13F SOUTHERN COM 842587107 4,223 -166 -3.78 306 1.66 0.0306
2022-01-18 2021-12-31 13F SOUTHERN COM 842587107 4,389 -198 -4.32 301 5.99 0.0280
2021-10-14 2021-09-30 13F SOUTHERN COM 842587107 4,587 0 0.00 284 2.16 0.0270
2021-07-12 2021-06-30 13F SOUTHERN COM 842587107 4,587 325 7.63 278 4.91 0.0264
2021-04-12 2021-03-31 13F SOUTHERN COM 842587107 4,262 0 0.00 265 1.15 0.0268
2021-02-10 2020-12-31 13F SOUTHERN COM 842587107 4,262 498 13.23 262 15.93 0.0284
2020-11-09 2020-09-30 13F SOUTHERN COM 842587107 3,764 3,764 226 0.0271
2020-07-06 2020-06-30 13F SOUTHERN COM 842587107 0 -3,764 -100.00 0 -100.00
2020-04-22 2020-03-31 13F SOUTHERN COM 842587107 3,764 0 0.00 209 -12.18 0.0310
2020-01-10 2019-12-31 13F SOUTHERN COM 842587107 3,764 149 4.12 238 7.21 0.0279
2019-10-04 2019-09-30 13F SOUTHERN COM 842587107 3,615 3,615 222 0.0289
2018-04-27 2018-03-31 13F SOUTHERN COM 842587107 0 -4,408 -100.00 0 -100.00
2018-01-25 2017-12-31 13F SOUTHERN COM 842587107 4,408 -100 -2.22 212 -4.50 0.0272
2017-11-03 2017-09-30 13F SOUTHERN COM 842587107 4,508 -2,001 -30.74 222 -28.85 0.0310
2017-08-10 2017-06-30 13F SOUTHERN COM 842587107 6,509 -13 -0.20 312 -4.00 0.0534
2017-04-19 2017-03-31 13F SOUTHERN COM 842587107 6,522 -79 -1.20 325 0.00 0.0572
2017-01-31 2016-12-31 13F SOUTHERN COM 842587107 6,601 -332 -4.79 325 -8.71 0.0620
2016-11-15 2016-09-30 13F SOUTHERN COM 842587107 6,933 19 0.27 356 -4.04 0.0705
2016-08-01 2016-06-30 13F SOUTHERN COM 842587107 6,914 20 0.29 371 3.92 0.0741
2016-05-16 2016-03-31 13F SOUTHERN COM 842587107 6,894 278 4.20 357 15.16 0.0743
2016-02-10 2015-12-31 13F SOUTHERN COM 842587107 6,616 71 1.08 310 5.80 0.0666
2015-10-21 2015-09-30 13F SOUTHERN COM 842587107 6,545 22 0.34 293 7.33 0.0645
2015-08-03 2015-06-30 13F SOUTHERN COM 842587107 6,523 222 3.52 273 -2.15 0.0550
2015-04-28 2015-03-31 13F SOUTHERN COM 842587107 6,301 20 0.32 279 -9.42 0.0551
2015-01-22 2014-12-31 13F SOUTHERN COM 842587107 6,281 18 0.29 308 12.82 0.0620
2014-11-04 2014-09-30 13F SOUTHERN COM 842587107 6,263 -980 -13.53 273 -17.02 0.0552
2014-08-06 2014-06-30 13F SOUTHERN COM 842587107 7,243 -85 -1.16 329 2.17 0.0650
2014-05-02 2014-03-31 13F SOUTHERN COM 842587107 7,328 19 0.26 322 7.33 0.0664
2014-02-14 2013-12-31 13F SOUTHERN COM 842587107 7,309 420 6.10 300 5.63 0.0639
2013-11-14 2013-09-30 13F SOUTHERN COM 842587107 6,889 19 0.28 284 -6.27 0.0652
2013-08-01 2013-06-30 13F SOUTHERN COM 842587107 6,870 6,870 303 0.0755
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.