Southern Company shares owned by Davy Asset Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Davy Asset Management
from 13F filings
Historical chart of Davy Asset Management investment in Southern Company
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All positions including Southern Company held by Davy Asset Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by Davy Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $533k | 5.6k | 94.77 |
| 2025-06-30 | $517k | 5.6k | 91.83 |
| 2025-03-31 | $517k | 5.6k | 91.95 |
| 2024-12-31 | $463k | 5.6k | 82.32 |
| 2024-09-30 | $507k | 5.6k | 90.18 |
| 2024-06-30 | $456k | 5.9k | 77.57 |
| 2024-03-31 | $434k | 6.1k | 71.74 |
| 2023-12-31 | $425k | 6.1k | 70.12 |
| 2023-09-30 | $392k | 6.1k | 64.72 |
| 2023-06-30 | $425k | 6.1k | 70.25 |
| 2023-03-31 | $421k | 6.1k | 69.58 |
| 2022-12-31 | $432k | 6.1k | 71.41 |
| 2022-09-30 | $412k | 6.1k | 68.05 |
| 2022-06-30 | $432k | 6.1k | 71.36 |
| 2022-03-31 | $480k | 6.6k | 72.50 |
| 2021-12-31 | $486k | 7.1k | 68.59 |
| 2021-09-30 | $439k | 7.1k | 61.95 |
| 2021-06-30 | $441k | 7.3k | 60.53 |
| 2021-03-31 | $453k | 7.3k | 62.17 |
| 2020-12-31 | $448k | 7.3k | 61.49 |
| 2020-09-30 | $395k | 7.3k | 54.21 |
| 2020-06-30 | $378k | 7.3k | 51.88 |
| 2020-03-31 | $421k | 7.8k | 54.20 |
| 2019-12-31 | $495k | 7.8k | 63.73 |
| 2019-09-30 | $480k | 7.8k | 61.80 |
| 2019-06-30 | $429k | 7.8k | 55.23 |
| 2018-12-31 | $619k | 14k | 43.92 |
| 2018-09-30 | $632k | 14k | 44.84 |
| 2018-06-30 | $484k | 14k | 35.58 |
| 2017-03-31 | $826k | 15k | 55.38 |
| 2016-12-31 | $829k | 15k | 55.58 |
| 2016-09-30 | $833k | 15k | 54.41 |
| 2016-06-30 | $884k | 15k | 57.37 |
| 2016-03-31 | $1.0M | 19k | 56.33 |
| 2015-12-31 | $992k | 19k | 52.92 |
| 2015-09-30 | $922k | 19k | 49.44 |
| 2015-06-30 | $888k | 19k | 46.41 |
| 2015-03-31 | $970k | 19k | 50.57 |
| 2014-12-31 | $1.0M | 20k | 50.96 |