Skip to main content

Davidson Trust Co

SEC CIK
0001133119
Latest filing
Jul 29, 2026

SO holding history

Southern Co in every 13F filed by Davidson Trust 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)
6,864
Value
$657.0K
% of portfolio
0.3%
Quarters held
6
Since Q1 2025
Holdings of SO by Davidson Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,864$657.0K0.3%+102+1.5%AddedHolders
Q1 20266,762$652.7K0.3%+100+1.5%AddedHolders
Q4 20256,662$580.9K0.2%−391−5.5%ReducedHolders
Q3 20257,053$668.4K0.3%+391+5.9%AddedHolders
Q2 20256,662$611.8K0.3%−383−5.4%ReducedHolders
Q1 20257,045$647.8K0.3%+7,045NewHolders