SOUTHERN CO

Ticker: SO CUSIP: 842587107 Class: COM

DIMENSIONAL FUND ADVISORS LP's Holding History (CIK: 0000354204)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 2,572,103 Value ($000) $224,297 Avg Close $90.89 Range $83.80 - $100.02
Q3 2025
Shares 2,526,346 Value ($000) $239,396 Avg Close $92.22 Range $88.94 - $94.90
Q2 2025
Shares 2,500,656 Value ($000) $229,606 Avg Close $87.99 Range $81.08 - $91.39
Q1 2025
Shares 2,486,295 Value ($000) $228,597 Avg Close $84.13 Range $77.85 - $91.22
Q4 2024
Shares 2,440,982 Value ($000) $200,943 Avg Close $84.51 Range $78.74 - $90.64
Q3 2024
Shares 2,376,654 Value ($000) $214,323 Avg Close $81.63 Range $73.25 - $87.19
Q2 2024
Shares 2,380,841 Value ($000) $184,694 Avg Close $71.79 Range $63.69 - $76.94
Q1 2024
Shares 2,083,829 Value ($000) $149,494 Avg Close $64.75 Range $61.67 - $67.82
Q4 2023
Shares 1,978,884 Value ($000) $138,760 Avg Close $63.75 Range $56.88 - $68.52
Q3 2023
Shares 1,960,043 Value ($000) $126,860 Avg Close $63.78 Range $59.47 - $67.53
Q2 2023
Shares 1,977,283 Value ($000) $138,891 Avg Close $65.30 Range $61.83 - $68.67
Q1 2023
Shares 1,949,310 Value ($000) $135,627 Avg Close $60.67 Range $55.92 - $65.49
Q4 2022
Shares 1,928,837 Value ($000) $138 Avg Close $59.62 Range $53.86 - $65.30
Q3 2022
Shares 1,888,128 Value ($000) $128,412 Avg Close $66.95 Range $60.20 - $71.48
Q2 2022
Shares 1,887,128 Value ($000) $134,560 Avg Close $64.29 Range $56.98 - $67.30
Q1 2022
Shares 1,912,115 Value ($000) $138,647 Avg Close $58.69 Range $53.82 - $63.77
Q4 2021
Shares 1,921,565 Value ($000) $131,777 Avg Close $54.72 Range $52.45 - $59.41
Q3 2021
Shares 1,903,328 Value ($000) $117,961 Avg Close $54.69 Range $51.20 - $57.64
Q2 2021
Shares 1,912,285 Value ($000) $115,711 Avg Close $53.77 Range $50.79 - $55.98
Q1 2021
Shares 1,924,269 Value ($000) $119,604 Avg Close $49.84 Range $47.42 - $52.36
Q4 2020
Shares 1,946,580 Value ($000) $119,567 Avg Close $49.52 Range $44.23 - $53.74
Q3 2020
Shares 1,916,423 Value ($000) $103,897 Avg Close $43.54 Range $41.64 - $45.59
Q2 2020
Shares 1,889,634 Value ($000) $97,972 Avg Close $44.76 Range $39.42 - $49.51
Q1 2020
Shares 1,874,993 Value ($000) $101,578 Avg Close $50.47 Range $33.58 - $56.40
Q4 2019
Shares 1,865,389 Value ($000) $118,819 Avg Close $48.90 Range $47.42 - $50.97
Q3 2019
Shares 1,846,485 Value ($000) $114,057 Avg Close $45.27 Range $42.29 - $48.97
Q2 2019
Shares 1,860,568 Value ($000) $102,848 Avg Close $41.35 Range $39.08 - $43.92
Q1 2019
Shares 1,845,497 Value ($000) $95,368 Avg Close $37.42 Range $32.82 - $40.43
Q4 2018
Shares 1,922,644 Value ($000) $84,443 Avg Close $34.25 Range $31.84 - $36.40
Q3 2018
Shares 1,817,412 Value ($000) $79,230 Avg Close $34.28 Range $31.88 - $36.55
Q2 2018
Shares 1,780,758 Value ($000) $82,468 Avg Close $32.85 Range $31.37 - $34.64
Q1 2018
Shares 1,758,655 Value ($000) $78,541 Avg Close $32.15 Range $30.69 - $34.60
Q4 2017
Shares 1,741,233 Value ($000) $83,739 Avg Close $36.45 Range $34.49 - $38.09
Q3 2017
Shares 1,730,714 Value ($000) $85,045 Avg Close $34.30 Range $32.85 - $36.16
Q2 2017
Shares 1,728,374 Value ($000) $82,760 Avg Close $35.09 Range $33.67 - $36.55
Q1 2017
Shares 1,706,194 Value ($000) $84,933 Avg Close $34.16 Range $32.95 - $35.78
Q4 2016
Shares 1,632,157 Value ($000) $80,289 Avg Close $33.55 Range $31.75 - $35.47
Q3 2016
Shares 1,575,269 Value ($000) $80,822 Avg Close $35.60 Range $33.96 - $36.72
Q2 2016
Shares 1,454,064 Value ($000) $77,962 Avg Close $33.63 Range $32.00 - $36.05
Q1 2016
Shares 1,400,263 Value ($000) $72,428 Avg Close $32.22 Range $30.23 - $34.37
Q4 2015
Shares 1,348,173 Value ($000) $63,087 Avg Close $29.62 Range $28.16 - $31.22
Q3 2015
Shares 1,262,139 Value ($000) $56,415 Avg Close $28.33 Range $26.85 - $30.41
Q2 2015
Shares 1,217,581 Value ($000) $51,018 Avg Close $27.79 Range $26.57 - $28.79
Q1 2015
Shares 1,115,376 Value ($000) $49,388 Avg Close $29.94 Range $27.60 - $33.32
Q4 2014
Shares 1,024,469 Value ($000) $50,321 Avg Close $29.49 Range $26.98 - $32.14
Q3 2014
Shares 973,227 Value ($000) $42,482 Avg Close $27.11 Range $25.94 - $27.84
Q2 2014
Shares 938,316 Value ($000) $42,576 Avg Close $26.97 Range $26.05 - $28.33
Q1 2014
Shares 895,565 Value ($000) $39,345 Avg Close $25.27 Range $24.07 - $26.63
Q4 2013
Shares 877,722 Value ($000) $36,082 Avg Close $24.56 Range $23.83 - $25.39
Q3 2013
Shares 876,663 Value ($000) $36,099 Avg Close $25.33 Range $23.99 - $26.71
Q2 2013
Shares 855,817 Value ($000) $37,766 Avg Close $26.74 Range $24.71 - $28.16