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Davidson Investment Advisors’s Southern Company SO Stock Holding History

Davidson Investment Advisors’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 		$699K Hold
7,300
– – 0.03% 97
2026
Q1 		$705K Sell
7,300
-675
-8% -$62.4K 0.03% 98
2025
Q4 		$695K Sell
7,975
-164,192
-95% -$15M 0.03% 100
2025
Q3 		$16.3M Sell
172,167
-1,246
-0.7% -$116K 0.69% 61
2025
Q2 		$15.9M Buy
173,413
+1,905
+1% +$171K 0.72% 62
2025
Q1 		$15.8M Sell
171,508
-52,332
-23% -$4.53M 0.78% 59
2024
Q4 		$18.4M Sell
223,840
-7,774
-3% -$682K 0.9% 45
2024
Q3 		$20.9M Buy
231,614
+1,240
+0.5% +$106K 1.01% 33
2024
Q2 		$17.9M Sell
230,374
-5,962
-3% -$452K 0.92% 41
2024
Q1 		$17M Buy
236,336
+830
+0.4% +$57.3K 0.88% 47
2023
Q4 		$16.5M Sell
235,506
-1,489
-0.6% -$102K 0.95% 48
2023
Q3 		$15.3M Buy
236,995
+469
+0.2% +$32.5K 0.98% 42
2023
Q2 		$16.6M Sell
236,526
-505
-0.2% -$36.2K 1.05% 36
2023
Q1 		$16.5M Buy
237,031
+3,310
+1% +$223K 1.08% 33
2022
Q4 		$16.7M Sell
233,721
-2,351
-1% -$157K 1.3% 27
2022
Q3 		$16.1M Buy
236,072
+6,953
+3% +$527K 1.35% 21
2022
Q2 		$16.3M Buy
229,119
+230
+0.1% +$16.9K 1.39% 22
2022
Q1 		$16.6M Sell
228,889
-37,212
-14% -$2.52M 1.2% 27
2021
Q4 		$18.2M Sell
266,101
-821
-0.3% -$52.3K 1.3% 27
2021
Q3 		$16.5M Buy
266,922
+1,428
+0.5% +$91.9K 1.29% 27
2021
Q2 		$16.1M Sell
265,494
-4,420
-2% -$283K 1.29% 29
2021
Q1 		$16.8M Sell
269,914
-8,865
-3% -$531K 1.42% 22
2020
Q4 		$17.1M Sell
278,779
-4,880
-2% -$293K 1.58% 20
2020
Q3 		$15.4M Sell
283,659
-10,865
-4% -$581K 1.64% 15
2020
Q2 		$15.3M Buy
294,524
+34,097
+13% +$1.9M 1.69% 17
2020
Q1 		$14.1M Sell
260,427
-5,770
-2% -$366K 1.82% 16
2019
Q4 		$17M Sell
266,197
-1,409
-0.5% -$87.3K 1.65% 18
2019
Q3 		$16.5M Sell
267,606
-2,018
-0.7% -$117K 1.72% 16
2019
Q2 		$14.9M Sell
269,624
-2,897
-1% -$155K 1.55% 20
2019
Q1 		$14.1M Buy
272,521
+2,715
+1% +$133K 1.48% 21
2018
Q4 		$11.8M Buy
269,806
+2,416
+0.9% +$110K 1.37% 23
2018
Q3 		$11.7M Buy
267,390
+7,375
+3% +$340K 1.16% 28
2018
Q2 		$12M Buy
260,015
+77,178
+42% +$3.45M 1.26% 26
2018
Q1 		$8.17M Buy
182,837
+164
+0.1% +$7.28K 0.88% 51
2017
Q4 		$8.79M Buy
182,673
+2,368
+1% +$121K 0.91% 50
2017
Q3 		$8.86M Buy
180,305
+107,280
+147% +$5.2M 0.96% 49
2017
Q2 		$3.5M Buy
+73,025
New +$3.66M 0.49% 72

Other funds holding SO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Davidson Investment Advisors's SO Position: Q2 2026 in Review

Davidson Investment Advisors held its Southern Company (SO) position steady in Q2 2026 at 7,300 shares worth $699K. The position accounts for 0.03% of the portfolio, ranked #97.

Davidson Investment Advisors first reported a position in SO in Q2 2017 and has held it in 37 quarters since. The position peaked at $20.9M in Q3 2024. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Davidson Investment Advisors held 7,300 shares of Southern Company worth $699K as of Q2 2026.
  • Davidson Investment Advisors left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.03% of Davidson Investment Advisors's portfolio in Q2 2026, its #97 holding.
  • Davidson Investment Advisors first reported a position in Southern Company in Q2 2017 and has held it in 37 quarters since.
  • Davidson Investment Advisors's Southern Company position peaked at $20.9M in Q3 2024.
  • 1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Davidson Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.