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Livermore
Livermore
ZHEN

D.A. Davidson & Co.

SEC CIK
0001080107
Latest filing
Jul 24, 2026

SO holding history

Southern Co in every 13F filed by D.A. Davidson & Co., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SO overviewAll 13F holders of SOFull Q2 2026 holdings

Shares (Q2 2026)
107,859
Value
$10.3M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of SO by D.A. Davidson & Co., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026107,859$10.3M0.1%+1,312+1.2%AddedHolders
Q1 2026106,547$10.3M0.1%+7,161+7.2%AddedHolders
Q4 202599,386$8.67M0.1%+16,878+20.5%AddedHolders
Q3 202582,508$7.82M0.1%+3,433+4.3%AddedHolders
Q2 202579,075$7.26M0.1%+5,931+8.1%AddedHolders
Q1 202573,144$6.73M0.1%+2,337+3.3%AddedHolders
Q4 202470,807$5.83M<0.1%+181+0.3%AddedHolders
Q3 202470,626$6.37M0.1%−320−0.5%ReducedHolders
Q2 202470,946$5.50M<0.1%−2,340−3.2%ReducedHolders
Q1 202473,286$5.26M<0.1%+253+0.3%AddedHolders
Q4 202373,033$5.12M0.1%+650+0.9%AddedHolders
Q3 202372,383$4.68M0.1%−342−0.5%ReducedHolders
Q2 202372,725$5.11M0.1%−2,011−2.7%ReducedHolders
Q1 202374,736$5.20M0.1%+4,064+5.8%AddedHolders
Q4 202270,672$5.05M0.1%−101−0.1%ReducedHolders
Q3 202270,773$4.81M0.1%−1,724−2.4%ReducedHolders
Q2 202272,497$5.17M0.1%−1,525−2.1%ReducedHolders
Q1 202274,022$5.37M0.1%+5,469+8.0%AddedHolders
Q4 202168,553$4.70M0.1%+1,795+2.7%AddedHolders
Q3 202166,758$4.14M<0.1%+893+1.4%AddedHolders
Q2 202165,865$3.98M<0.1%+5,858+9.8%AddedHolders
Q1 202160,007$3.73M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.