D.A. Davidson & Co’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.3M | Buy |
106,547
+7,161
| +7% | +$662K | 0.06% | 244 |
|
|
2025
Q4 | $8.67M | Buy |
99,386
+16,878
| +20% | +$1.54M | 0.05% | 268 |
|
|
2025
Q3 | $7.82M | Buy |
82,508
+3,433
| +4% | +$320K | 0.05% | 268 |
|
|
2025
Q2 | $7.26M | Buy |
79,075
+5,931
| +8% | +$533K | 0.05% | 257 |
|
|
2025
Q1 | $6.73M | Buy |
73,144
+2,337
| +3% | +$202K | 0.05% | 255 |
|
|
2024
Q4 | $5.83M | Buy |
70,807
+181
| +0.3% | +$15.9K | 0.05% | 282 |
|
|
2024
Q3 | $6.37M | Sell |
70,626
-320
| -0.5% | -$27.3K | 0.05% | 265 |
|
|
2024
Q2 | $5.5M | Sell |
70,946
-2,340
| -3% | -$177K | 0.05% | 281 |
|
|
2024
Q1 | $5.26M | Buy |
73,286
+253
| +0.3% | +$17.5K | 0.05% | 295 |
|
|
2023
Q4 | $5.12M | Buy |
73,033
+650
| +0.9% | +$44.6K | 0.05% | 278 |
|
|
2023
Q3 | $4.68M | Sell |
72,383
-342
| -0.5% | -$23.7K | 0.05% | 281 |
|
|
2023
Q2 | $5.11M | Sell |
72,725
-2,011
| -3% | -$144K | 0.05% | 261 |
|
|
2023
Q1 | $5.2M | Buy |
74,736
+4,064
| +6% | +$274K | 0.06% | 252 |
|
|
2022
Q4 | $5.05M | Sell |
70,672
-101
| -0.1% | -$6.75K | 0.06% | 245 |
|
|
2022
Q3 | $4.81M | Sell |
70,773
-1,724
| -2% | -$131K | 0.06% | 232 |
|
|
2022
Q2 | $5.17M | Sell |
72,497
-1,525
| -2% | -$112K | 0.06% | 233 |
|
|
2022
Q1 | $5.37M | Buy |
74,022
+5,469
| +8% | +$370K | 0.06% | 254 |
|
|
2021
Q4 | $4.7M | Buy |
68,553
+1,795
| +3% | +$114K | 0.05% | 272 |
|
|
2021
Q3 | $4.14M | Buy |
66,758
+893
| +1% | +$57.5K | 0.05% | 286 |
|
|
2021
Q2 | $3.98M | Buy |
65,865
+5,858
| +10% | +$375K | 0.05% | 299 |
|
|
2021
Q1 | $3.73M | Buy |
60,007
+6,342
| +12% | +$380K | 0.05% | 291 |
|
|
2020
Q4 | $3.3M | Buy |
53,665
+149
| +0.3% | +$8.96K | 0.05% | 264 |
|
|
2020
Q3 | $2.9M | Buy |
53,516
+6,562
| +14% | +$351K | 0.05% | 252 |
|
|
2020
Q2 | $2.44M | Sell |
46,954
-5,305
| -10% | -$295K | 0.05% | 269 |
|
|
2020
Q1 | $2.83M | Sell |
52,259
-6,233
| -11% | -$395K | 0.06% | 247 |
|
|
2019
Q4 | $3.73M | Sell |
58,492
-493
| -0.8% | -$30.6K | 0.06% | 238 |
|
|
2019
Q3 | $3.64M | Buy |
58,985
+199
| +0.3% | +$11.5K | 0.07% | 231 |
|
|
2019
Q2 | $3.25M | Sell |
58,786
-2,393
| -4% | -$128K | 0.06% | 240 |
|
|
2019
Q1 | $3.08M | Buy |
61,179
+3,362
| +6% | +$165K | 0.05% | 272 |
|
|
2018
Q4 | $2.54M | Buy |
57,817
+2,227
| +4% | +$101K | 0.05% | 283 |
|
|
2018
Q3 | $2.42M | Buy |
55,590
+207
| +0.4% | +$9.54K | 0.04% | 315 |
|
|
2018
Q2 | $2.56M | Sell |
55,383
-376
| -0.7% | -$16.8K | 0.05% | 293 |
|
|
2018
Q1 | $2.49M | Sell |
55,759
-6,053
| -10% | -$269K | 0.05% | 281 |
|
|
2017
Q4 | $2.97M | Buy |
61,812
+2,702
| +5% | +$138K | 0.06% | 249 |
|
|
2017
Q3 | $2.9M | Buy |
59,110
+4,927
| +9% | +$239K | 0.06% | 279 |
|
|
2017
Q2 | $2.59M | Sell |
54,183
-2,840
| -5% | -$142K | 0.06% | 257 |
|
|
2017
Q1 | $2.84M | Sell |
57,023
-56,560
| -50% | -$2.8M | 0.07% | 231 |
|
|
2016
Q4 | $5.59M | Buy |
113,583
+11,055
| +11% | +$543K | 0.13% | 159 |
|
|
2016
Q3 | $5.26M | Buy |
102,528
+12,534
| +14% | +$660K | 0.13% | 157 |
|
|
2016
Q2 | $4.83M | Buy |
89,994
+1,549
| +2% | +$77.9K | 0.14% | 141 |
|
|
2016
Q1 | $4.58M | Buy |
88,445
+258
| +0.3% | +$12.6K | 0.14% | 139 |
|
|
2015
Q4 | $4.13M | Buy |
88,187
+4,035
| +5% | +$183K | 0.13% | 151 |
|
|
2015
Q3 | $3.76M | Buy |
84,152
+4,848
| +6% | +$213K | 0.13% | 155 |
|
|
2015
Q2 | $3.32M | Buy |
79,304
+12,094
| +18% | +$527K | 0.11% | 186 |
|
|
2015
Q1 | $2.97M | Sell |
67,210
-2,175
| -3% | -$103K | 0.1% | 210 |
|
|
2014
Q4 | $3.41M | Buy |
69,385
+8,270
| +14% | +$391K | 0.11% | 192 |
|
|
2014
Q3 | $2.67M | Buy |
61,115
+1,840
| +3% | +$80.8K | 0.09% | 219 |
|
|
2014
Q2 | $2.69M | Buy |
59,275
+3,285
| +6% | +$145K | 0.09% | 226 |
|
|
2014
Q1 | $2.46M | Buy |
55,990
+904
| +2% | +$37.9K | 0.09% | 235 |
|
|
2013
Q4 | $2.26M | Buy |
55,086
+15,621
| +40% | +$645K | 0.08% | 233 |
|
|
2013
Q3 | $1.62M | Buy |
39,465
+5,491
| +16% | +$237K | 0.07% | 257 |
|
|
2013
Q2 | $1.5M | Buy |
+33,974
| New | +$1.56M | 0.07% | 252 |
|
Other funds holding SO
VCM
VPM
D.A. Davidson & Co's SO Position: Q1 2026 in Review
D.A. Davidson & Co increased its Southern Company (SO) stake by 7.2% in Q1 2026, buying an estimated $662K and bringing the position to 106,547 shares worth $10.3M. The position accounts for 0.06% of the portfolio, ranked #244.
D.A. Davidson & Co first reported a position in SO in Q2 2013 and has held it in 52 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- D.A. Davidson & Co held 106,547 shares of Southern Company worth $10.3M as of Q1 2026.
- D.A. Davidson & Co bought 7,161 Southern Company shares in Q1 2026, an estimated $662K.
- Southern Company made up 0.06% of D.A. Davidson & Co's portfolio in Q1 2026, its #244 holding.
- D.A. Davidson & Co first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.