Davis Capital Management

Position in SO — Southern Co

CIK 1811806 JACKSONVILLE, FL

Position in SO

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$851,627

-$30,469 QoQ

Shares Held

8,898

-2.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.90%

of 13F equity value

Holder Rank

#1,103

of 2,360 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Davis Capital Management holds $2,814,114 across 24 Utilities - Regulated Electric names. SO ranks #2 (30.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EVRG	Evergy, Inc.	20,624	$1,782,532
2	SO	Southern Co This page	8,898	$851,627
3	NEE	Nextera Energy Inc	1,655	$145,259
4	DUK	Duke Energy CORP	118	$14,936
5	AEP	American Electric Power Co Inc	18	$2,462
6	D	Dominion Energy, Inc	24	$1,638
7	EXC	Exelon Corp	35	$1,631
8	XEL	Xcel Energy Inc	18	$1,445

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$851,627	8,898	-2.6%	Shares	Sole	2026-07-16
2026-03-31	$882,096	9,139	-0.0%	Shares	Sole	2026-04-16
2025-12-31	$797,008	9,140	-1.3%	Shares	Sole	2026-01-28
2025-09-30	$877,664	9,261	-0.6%	Shares	Sole	2025-10-21
2025-03-31	$856,606	9,316	-23.6%	Shares	Sole	2025-04-11
2024-12-31	$1,004,386	12,201	-43.7%	Shares	Sole	2025-01-17
2024-09-30	$1,955,463	21,684	-1.9%	Shares	Sole	2024-10-01
2024-06-30	$1,715,382	22,114	-0.8%	Shares	Sole	2024-07-02
2024-03-31	$1,598,654	22,284	+3.9%	Shares	Sole	2024-04-05
2023-12-31	$1,504,284	21,453	+35.1%	Shares	Sole	2024-02-14
2020-06-30	$823,274	15,878	-2.8%	Shares	Sole	2020-07-29
2020-03-31	$884,431	16,336	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.