A detailed history of Davis Investment Partners, LLC transactions in Southern CO stock. As of the latest transaction made, Davis Investment Partners, LLC holds 2,921 shares of SO stock, worth $264,584. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,921
Previous 2,919 0.07%
Holding current value
$264,584
Previous $277 Million 7.99%
% of portfolio
0.09%
Previous 0.09%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 06, 2026

BUY
$90.58 - $99.72 $181 - $199
2 Added 0.07%
2,921 $255 Million
Q3 2025

Oct 20, 2025

SELL
$90.83 - $96.0 $21,254 - $22,464
-234 Reduced 7.42%
2,919 $277 Million
Q2 2025

Jul 08, 2025

SELL
$84.91 - $92.56 $181,452 - $197,800
-2,137 Reduced 40.4%
3,153 $291 Million
Q1 2025

Apr 15, 2025

BUY
$80.96 - $92.96 $80 - $92
1 Added 0.02%
5,290 $482 Million
Q4 2024

Jan 13, 2025

BUY
$81.5 - $94.15 $163 - $188
2 Added 0.04%
5,289 $430 Million
Q3 2024

Oct 07, 2024

BUY
$77.0 - $90.52 $77 - $90
1 Added 0.02%
5,287 $484 Million
Q2 2024

Jul 18, 2024

BUY
$67.77 - $80.71 $135 - $161
2 Added 0.04%
5,286 $423 Million
Q1 2024

Apr 15, 2024

BUY
$66.25 - $72.24 $66 - $72
1 Added 0.02%
5,284 $369 Million
Q4 2023

Jan 12, 2024

BUY
$62.71 - $73.08 $10,597 - $12,350
169 Added 3.3%
5,283 $379 Million
Q2 2023

Aug 01, 2023

SELL
$68.97 - $75.66 $7,034 - $7,717
-102 Reduced 1.96%
5,114 $363 Million
Q4 2022

Feb 14, 2023

BUY
$63.44 - $72.26 $330,903 - $376,908
5,216 New
5,216 $350 Million

Others Institutions Holding SO

About SOUTHERN CO


  • Ticker SO
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 1,088,669,952
  • Market Cap $98.6B
  • Description
  • The Southern Company, through its subsidiaries, engages in the generation, transmission, and distribution of electricity. It operates through Gas Distribution Operations, Gas Pipeline Investments, Wholesale Gas Services, and Gas Marketing Services segments. The company also develops, constructs, acquires, owns, and manages power generation asset...
More about SO
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