Skip to main content
Livermore
Livermore
ZHEN

Davidson Investment Advisors

SEC CIK
0001140771
Latest filing
Jul 21, 2026

SO holding history

Southern Co in every 13F filed by Davidson Investment Advisors, 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)
7,300
Value
$698.7K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SO by Davidson Investment Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,300$698.7K<0.1%00.0%UnchangedHolders
Q1 20267,300$704.6K<0.1%−675−8.5%ReducedHolders
Q4 20257,975$695.4K<0.1%−164,192−95.4%ReducedHolders
Q3 2025172,167$16.3M0.7%−1,246−0.7%ReducedHolders
Q2 2025173,413$15.9M0.7%+1,905+1.1%AddedHolders
Q1 2025171,508$15.8M0.8%−52,332−23.4%ReducedHolders
Q4 2024223,840$18.4M0.9%−7,774−3.4%ReducedHolders
Q3 2024231,614$20.9M1.0%+1,240+0.5%AddedHolders
Q2 2024230,374$17.9M0.9%−5,962−2.5%ReducedHolders
Q1 2024236,336$17.0M0.9%+830+0.4%AddedHolders
Q4 2023235,506$16.5M0.9%−1,489−0.6%ReducedHolders
Q3 2023236,995$15.3M1.0%+469+0.2%AddedHolders
Q2 2023236,526$16.6M1.0%−505−0.2%ReducedHolders
Q1 2023237,031$16.5M1.1%+3,310+1.4%AddedHolders
Q4 2022233,721$16.7M1.3%−2,351−1.0%ReducedHolders
Q3 2022236,072$16.1M1.3%+6,953+3.0%AddedHolders
Q2 2022229,119$16.3M1.4%+230+0.1%AddedHolders
Q1 2022228,889$16.6M1.2%−37,212−14.0%ReducedHolders
Q4 2021266,101$18.2M1.3%−821−0.3%ReducedHolders
Q3 2021266,922$16.5M1.3%+1,428+0.5%AddedHolders
Q2 2021265,494$16.1M1.3%−4,420−1.6%ReducedHolders
Q1 2021269,914$16.8M1.4%––Holders

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