Southern Company shares owned by Davis Investment Partners
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Davis Investment Partners
from 13F filings
Historical chart of Davis Investment Partners investment in Southern Company
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Quarterly reported holdings in Southern Company by Davis Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $277k | 2.9k | 94.80 |
| 2025-06-30 | $291k | 3.2k | 92.29 |
| 2025-03-31 | $482k | 5.3k | 91.16 |
| 2024-12-31 | $430k | 5.3k | 81.32 |
| 2024-09-30 | $484k | 5.3k | 91.60 |
| 2024-06-30 | $423k | 5.3k | 79.99 |
| 2024-03-31 | $369k | 5.3k | 69.78 |
| 2023-12-31 | $379k | 5.3k | 71.71 |
| 2023-09-30 | $330k | 5.1k | 64.59 |
| 2023-06-30 | $364k | 5.1k | 71.07 |
| 2023-03-31 | $363k | 5.2k | 69.63 |
| 2022-12-31 | $350k | 5.2k | 67.13 |