Donaldson Capital Management, LLC Southern CO Transaction History

Donaldson Capital Management, LLC

  • $2.89 Billion
  • Q3 2025

A detailed history of Donaldson Capital Management, LLC transactions in Southern CO stock. As of the latest transaction made, Donaldson Capital Management, LLC holds 563,027 shares of SO stock, worth $51 Million. This represents 1.85% of its overall portfolio holdings.

Number of Shares
563,027
Previous 19,510 2785.84%
Holding current value
$51 Million
Previous $1.79 Million 2879.23%
% of portfolio
1.85%
Previous 0.07%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$90.83 - $96.0 $49.4 Million - $52.2 Million
543,517 Added 2785.84%
563,027 $53.4 Million
Q2 2025

Aug 07, 2025
SELL
$84.91 - $92.56 $35,322 - $38,504
-416 Reduced 2.09%
19,510 $1.79 Million
Q1 2025

Apr 15, 2025
SELL
$80.96 - $92.96 $44,528 - $51,128
-550 Reduced 2.69%
19,926 $1.83 Million
Q4 2024

Feb 07, 2025
SELL
$81.5 - $94.15 $64,548 - $74,566
-792 Reduced 3.72%
20,476 $1.69 Million
Q3 2024

Oct 29, 2024
SELL
$77.0 - $90.52 $140,602 - $165,289
-1,826 Reduced 7.91%
21,268 $1.92 Million
Q2 2024

Jul 31, 2024
SELL
$67.77 - $80.71 $184,469 - $219,692
-2,722 Reduced 10.54%
23,094 $1.79 Million
Q1 2024

Apr 22, 2024
SELL
$66.25 - $72.24 $211,602 - $230,734
-3,194 Reduced 11.01%
25,816 $1.85 Million
Q4 2023

Jan 30, 2024
SELL
$62.71 - $73.08 $135,704 - $158,145
-2,164 Reduced 6.94%
29,010 $2.03 Million
Q3 2023

Oct 11, 2023
SELL
$64.72 - $73.09 $36.2 Million - $40.9 Million
-559,956 Reduced 94.73%
31,174 $2.02 Million
Q2 2023

Jul 17, 2023
BUY
$68.97 - $75.66 $2.47 Million - $2.71 Million
35,881 Added 6.46%
591,130 $41.5 Million
Q1 2023

Apr 13, 2023
BUY
$62.32 - $72.5 $4.65 Million - $5.41 Million
74,673 Added 15.54%
555,249 $38.6 Million
Q4 2022

Feb 08, 2023
SELL
$63.44 - $72.26 $2.58 Million - $2.94 Million
-40,731 Reduced 7.81%
480,576 $34.3 Million
Q3 2022

Oct 13, 2022
BUY
$68.0 - $80.16 $20.7 Million - $24.4 Million
304,587 Added 140.54%
521,307 $35.4 Million
Q2 2022

Aug 11, 2022
BUY
$65.39 - $76.51 $12.8 Million - $15 Million
195,858 Added 938.83%
216,720 $15.5 Million
Q1 2022

May 13, 2022
SELL
$62.84 - $72.51 $93,128 - $107,459
-1,482 Reduced 6.63%
20,862 $1.51 Million
Q4 2021

Jan 21, 2022
BUY
$61.1 - $68.58 $32,077 - $36,004
525 Added 2.41%
22,344 $1.53 Million
Q3 2021

Nov 04, 2021
SELL
$61.34 - $67.32 $358,225 - $393,148
-5,840 Reduced 21.11%
21,819 $1.35 Million
Q2 2021

Jul 28, 2021
SELL
$60.46 - $66.42 $237,184 - $260,565
-3,923 Reduced 12.42%
27,659 $1.67 Million
Q1 2021

May 05, 2021
SELL
$56.72 - $62.32 $28.9 Million - $31.8 Million
-510,015 Reduced 94.17%
31,582 $1.96 Million
Q4 2020

Jan 11, 2021
BUY
$54.62 - $64.17 $7.26 Million - $8.53 Million
132,960 Added 32.54%
541,597 $33.3 Million
Q3 2020

Nov 02, 2020
SELL
$51.56 - $55.78 $71,977 - $77,868
-1,396 Reduced 0.34%
408,637 $22.2 Million
Q2 2020

Jul 27, 2020
BUY
$50.14 - $60.33 $1.56 Million - $1.88 Million
31,090 Added 8.2%
410,033 $21.3 Million
Q1 2020

Apr 16, 2020
BUY
$43.23 - $70.85 $15.9 Million - $26.1 Million
367,874 Added 3323.46%
378,943 $20.5 Million
Q4 2019

Jan 14, 2020
BUY
$60.33 - $63.86 $87,840 - $92,980
1,456 Added 15.15%
11,069 $705,000
Q3 2019

Nov 04, 2019
BUY
$54.84 - $61.98 $99,644 - $112,617
1,817 Added 23.31%
9,613 $594,000
Q2 2019

Aug 12, 2019
SELL
$51.2 - $56.28 $11,520 - $12,663
-225 Reduced 2.81%
7,796 $431,000
Q1 2019

Apr 01, 2019
SELL
$43.72 - $52.53 $6,339 - $7,616
-145 Reduced 1.78%
8,021 $415,000
Q4 2018

Feb 08, 2019
SELL
$42.79 - $47.56 $63,115 - $70,151
-1,475 Reduced 15.3%
8,166 $359,000
Q3 2018

Nov 06, 2018
BUY
$42.66 - $49.08 $101,317 - $116,565
2,375 Added 32.69%
9,641 $420,000
Q2 2018

Aug 07, 2018
SELL
$42.73 - $46.6 $11,750 - $12,815
-275 Reduced 3.65%
7,266 $336,000
Q1 2018

Apr 30, 2018
SELL
$42.92 - $47.2 $71,418 - $78,540
-1,664 Reduced 18.08%
7,541 $337,000
Q4 2017

Jan 30, 2018
BUY
$48.05 - $53.25 $442,300 - $490,166
9,205 New
9,205 $443,000
Q4 2017

Jan 26, 2018
SELL
$48.05 - $53.25 $438,936 - $486,438
-9,135 Closed
0 $0
Q3 2017

Nov 08, 2017
BUY
$47.92 - $50.64 $437,749 - $462,596
9,135
9,135 $449,000

Others Institutions Holding SO

# of Institutions
2,537
Shares Held
783M
Call Options Held
4.68M
Put Options Held
3.59M
View Full List

About SOUTHERN CO

SO Quotes by TradingView
  • Ticker SO
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 1,088,669,952
  • Market Cap $98.6B
  • Description
  • The Southern Company, through its subsidiaries, engages in the generation, transmission, and distribution of electricity. It operates through Gas Distribution Operations, Gas Pipeline Investments, Wholesale Gas Services, and Gas Marketing Services segments. The company also develops, constructs, acquires, owns, and manages power generation asset...
More about SO
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