Davidson Investment Advisors Southern CO Transaction History

Davidson Investment Advisors

  • $2.25 Billion
  • Q3 2025

A detailed history of Davidson Investment Advisors transactions in Southern CO stock. As of the latest transaction made, Davidson Investment Advisors holds 172,167 shares of SO stock, worth $15.6 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
172,167
Previous 173,413 0.72%
Holding current value
$15.6 Million
Previous $15.9 Million 2.46%
% of portfolio
0.73%
Previous 0.75%

Shares

35 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
SELL
$90.83 - $96.0 $113,174 - $119,616
-1,246 Reduced 0.72%
172,167 $16.3 Million
Q2 2025

Jul 28, 2025
BUY
$84.91 - $92.56 $161,753 - $176,326
1,905 Added 1.11%
173,413 $15.9 Million
Q1 2025

Apr 29, 2025
SELL
$80.96 - $92.96 $4.24 Million - $4.86 Million
-52,332 Reduced 23.38%
171,508 $15.8 Million
Q4 2024

Jan 31, 2025
SELL
$81.5 - $94.15 $633,581 - $731,922
-7,774 Reduced 3.36%
223,840 $18.4 Million
Q3 2024

Nov 13, 2024
BUY
$77.0 - $90.52 $95,480 - $112,244
1,240 Added 0.54%
231,614 $20.9 Million
Q2 2024

Jul 31, 2024
SELL
$67.77 - $80.71 $404,044 - $481,193
-5,962 Reduced 2.52%
230,374 $17.9 Million
Q1 2024

May 13, 2024
BUY
$66.25 - $72.24 $54,987 - $59,959
830 Added 0.35%
236,336 $17 Million
Q4 2023

Feb 09, 2024
SELL
$62.71 - $73.08 $93,375 - $108,816
-1,489 Reduced 0.63%
235,506 $16.5 Million
Q3 2023

Nov 08, 2023
BUY
$64.72 - $73.09 $30,353 - $34,279
469 Added 0.2%
236,995 $15.3 Million
Q2 2023

Aug 10, 2023
SELL
$68.97 - $75.66 $34,829 - $38,208
-505 Reduced 0.21%
236,526 $16.6 Million
Q1 2023

Aug 22, 2023
BUY
$62.32 - $72.5 $31,471 - $36,612
505 Added 0.21%
237,031 $16.5 Million
Q1 2023

May 02, 2023
BUY
$62.32 - $72.5 $206,279 - $239,975
3,310 Added 1.42%
237,031 $16.5 Million
Q4 2022

Feb 02, 2023
SELL
$63.44 - $72.26 $149,147 - $169,883
-2,351 Reduced 1.0%
233,721 $16.7 Million
Q3 2022

Nov 07, 2022
BUY
$68.0 - $80.16 $472,804 - $557,352
6,953 Added 3.03%
236,072 $16.1 Million
Q2 2022

Jul 27, 2022
BUY
$65.39 - $76.51 $15,039 - $17,597
230 Added 0.1%
229,119 $16.3 Million
Q1 2022

May 12, 2022
SELL
$62.84 - $72.51 $2.34 Million - $2.7 Million
-37,212 Reduced 13.98%
228,889 $16.6 Million
Q4 2021

Jan 28, 2022
SELL
$61.1 - $68.58 $50,163 - $56,304
-821 Reduced 0.31%
266,101 $18.2 Million
Q3 2021

Nov 03, 2021
BUY
$61.34 - $67.32 $87,593 - $96,132
1,428 Added 0.54%
266,922 $16.5 Million
Q2 2021

Aug 10, 2021
SELL
$60.46 - $66.42 $267,233 - $293,576
-4,420 Reduced 1.64%
265,494 $16.1 Million
Q1 2021

May 07, 2021
SELL
$56.72 - $62.32 $502,822 - $552,466
-8,865 Reduced 3.18%
269,914 $16.8 Million
Q4 2020

Feb 10, 2021
SELL
$54.62 - $64.17 $266,545 - $313,149
-4,880 Reduced 1.72%
278,779 $17.1 Million
Q3 2020

Nov 02, 2020
SELL
$51.56 - $55.78 $560,199 - $606,049
-10,865 Reduced 3.69%
283,659 $15.4 Million
Q2 2020

Aug 10, 2020
BUY
$50.14 - $60.33 $1.71 Million - $2.06 Million
34,097 Added 13.09%
294,524 $15.3 Million
Q1 2020

May 07, 2020
SELL
$43.23 - $70.85 $249,437 - $408,804
-5,770 Reduced 2.17%
260,427 $14.1 Million
Q4 2019

Feb 14, 2020
SELL
$60.33 - $63.86 $85,004 - $89,978
-1,409 Reduced 0.53%
266,197 $17 Million
Q3 2019

Nov 06, 2019
SELL
$54.84 - $61.98 $110,667 - $125,075
-2,018 Reduced 0.75%
267,606 $16.5 Million
Q2 2019

Aug 13, 2019
SELL
$51.2 - $56.28 $148,326 - $163,043
-2,897 Reduced 1.06%
269,624 $14.9 Million
Q1 2019

May 13, 2019
BUY
$43.72 - $52.53 $118,699 - $142,618
2,715 Added 1.01%
272,521 $0
Q4 2018

Jan 29, 2019
BUY
$42.79 - $47.56 $103,380 - $114,904
2,416 Added 0.9%
269,806 $11.9 Million
Q3 2018

Nov 13, 2018
BUY
$42.66 - $49.08 $314,617 - $361,965
7,375 Added 2.84%
267,390 $11.7 Million
Q2 2018

Aug 02, 2018
BUY
$42.73 - $46.6 $3.3 Million - $3.6 Million
77,178 Added 42.21%
260,015 $12 Million
Q1 2018

May 04, 2018
BUY
$42.92 - $47.2 $7,038 - $7,740
164 Added 0.09%
182,837 $8.17 Million
Q4 2017

Feb 08, 2018
BUY
$48.05 - $53.25 $113,782 - $126,096
2,368 Added 1.31%
182,673 $8.79 Million
Q3 2017

Nov 09, 2017
BUY
$47.92 - $50.64 $5.14 Million - $5.43 Million
107,280 Added 146.91%
180,305 $8.86 Million
Q2 2017

Aug 11, 2017
BUY
N/A
73,025
73,025 $3.5 Million

Others Institutions Holding SO

# of Institutions
2,538
Shares Held
783M
Call Options Held
4.68M
Put Options Held
3.59M
View Full List

About SOUTHERN CO

SO Quotes by TradingView
  • 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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