SOUTHERN CO

Ticker: SO CUSIP: 842587107 Class: COM

CARRET ASSET MANAGEMENT, LLC's Holding History (CIK: 0000791490)

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

Q4 2025

Shares 71,863 Value ($000) $6,266 Avg Close $90.89 Range $83.80 - $100.02

Q3 2025

Shares 72,753 Value ($000) $6,895 Avg Close $92.22 Range $88.94 - $94.90

Q2 2025

Shares 72,546 Value ($000) $6,662 Avg Close $87.99 Range $81.08 - $91.39

Q1 2025

Shares 73,224 Value ($000) $6,733 Avg Close $84.13 Range $77.85 - $91.22

Q4 2024

Shares 73,724 Value ($000) $6,069 Avg Close $84.51 Range $78.74 - $90.64

Q3 2024

Shares 73,876 Value ($000) $6,662 Avg Close $81.63 Range $73.25 - $87.19

Q2 2024

Shares 76,026 Value ($000) $5,897 Avg Close $71.79 Range $63.69 - $76.94

Q1 2024

Shares 76,309 Value ($000) $5,474 Avg Close $64.75 Range $61.67 - $67.82

Q4 2023

Shares 76,244 Value ($000) $5,346 Avg Close $63.75 Range $56.88 - $68.52

Q3 2023

Shares 76,517 Value ($000) $4,952 Avg Close $63.78 Range $59.47 - $67.53

Q2 2023

Shares 76,942 Value ($000) $5,405 Avg Close $65.30 Range $61.83 - $68.67

Q1 2023

Shares 79,152 Value ($000) $5,507 Avg Close $60.67 Range $55.92 - $65.49

Q4 2022

Shares 83,347 Value ($000) $6 Avg Close $59.62 Range $53.86 - $65.30

Q3 2022

Shares 83,547 Value ($000) $5,681 Avg Close $66.95 Range $60.20 - $71.48

Q2 2022

Shares 83,827 Value ($000) $5,978 Avg Close $64.29 Range $56.98 - $67.30

Q1 2022

Shares 87,947 Value ($000) $6,377 Avg Close $58.69 Range $53.82 - $63.77

Q4 2021

Shares 88,802 Value ($000) $6,090 Avg Close $54.72 Range $52.45 - $59.41

Q3 2021

Shares 89,152 Value ($000) $5,525 Avg Close $54.69 Range $51.20 - $57.64

Q2 2021

Shares 91,102 Value ($000) $5,513 Avg Close $53.77 Range $50.79 - $55.98

Q1 2021

Shares 90,852 Value ($000) $5,647 Avg Close $49.84 Range $47.42 - $52.36

Q4 2020

Shares 91,122 Value ($000) $5,598 Avg Close $49.52 Range $44.23 - $53.74

Q3 2020

Shares 91,107 Value ($000) $4,940 Avg Close $43.54 Range $41.64 - $45.59

Q2 2020

Shares 90,007 Value ($000) $4,667 Avg Close $44.76 Range $39.42 - $49.51

Q1 2020

Shares 89,057 Value ($000) $4,822 Avg Close $50.47 Range $33.58 - $56.40

Q4 2019

Shares 89,457 Value ($000) $5,698 Avg Close $48.90 Range $47.42 - $50.97

Q3 2019

Shares 88,407 Value ($000) $5,461 Avg Close $45.27 Range $42.29 - $48.97

Q2 2019

Shares 89,867 Value ($000) $4,968 Avg Close $41.35 Range $39.08 - $43.92

Q1 2019

Shares 95,517 Value ($000) $4,936 Avg Close $37.42 Range $32.82 - $40.43

Q4 2018

Shares 99,697 Value ($000) $4,379 Avg Close $34.25 Range $31.84 - $36.40

Q3 2018

Shares 100,088 Value ($000) $4,364 Avg Close $34.28 Range $31.88 - $36.55

Q2 2018

Shares 100,078 Value ($000) $4,635 Avg Close $32.85 Range $31.37 - $34.64

Q1 2018

Shares 101,273 Value ($000) $4,523 Avg Close $32.15 Range $30.69 - $34.60

Q4 2017

Shares 101,968 Value ($000) $4,904 Avg Close $36.45 Range $34.49 - $38.09

Q3 2017

Shares 104,452 Value ($000) $5,133 Avg Close $34.30 Range $32.85 - $36.16

Q2 2017

Shares 107,827 Value ($000) $5,163 Avg Close $35.09 Range $33.67 - $36.55

Q1 2017

Shares 97,422 Value ($000) $4,850 Avg Close $34.16 Range $32.95 - $35.78

Q4 2016

Shares 100,147 Value ($000) $4,926 Avg Close $33.55 Range $31.75 - $35.47

Q3 2016

Shares 112,445 Value ($000) $5,768 Avg Close $35.60 Range $33.96 - $36.72

Q2 2016

Shares 114,589 Value ($000) $6,145 Avg Close $33.63 Range $32.00 - $36.05

Q1 2016

Shares 115,839 Value ($000) $5,992 Avg Close $32.22 Range $30.23 - $34.37

Q4 2015

Shares 117,293 Value ($000) $5,488 Avg Close $29.62 Range $28.16 - $31.22

Q3 2015

Shares 117,633 Value ($000) $5,258 Avg Close $28.33 Range $26.85 - $30.41

Q2 2015

Shares 117,142 Value ($000) $4,908 Avg Close $27.79 Range $26.57 - $28.79

Q1 2015

Shares 115,148 Value ($000) $5,099 Avg Close $29.94 Range $27.60 - $33.32

Q4 2014

Shares 113,595 Value ($000) $5,579 Avg Close $29.49 Range $26.98 - $32.14

Q3 2014

Shares 113,848 Value ($000) $4,969 Avg Close $27.11 Range $25.94 - $27.84

Q2 2014

Shares 115,005 Value ($000) $5,219 Avg Close $26.97 Range $26.05 - $28.33

Q1 2014

Shares 114,078 Value ($000) $5,013 Avg Close $25.27 Range $24.07 - $26.63

Q4 2013

Shares 109,783 Value ($000) $4,513 Avg Close $24.56 Range $23.83 - $25.39

Q3 2013

Shares 106,903 Value ($000) $4,402 Avg Close $25.33 Range $23.99 - $26.71

Q2 2013

Shares 106,847 Value ($000) $4,715 Avg Close $26.74 Range $24.71 - $28.16

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	71,863	$6,266	$90.89	$83.80 - $100.02
Q3 2025	72,753	$6,895	$92.22	$88.94 - $94.90
Q2 2025	72,546	$6,662	$87.99	$81.08 - $91.39
Q1 2025	73,224	$6,733	$84.13	$77.85 - $91.22
Q4 2024	73,724	$6,069	$84.51	$78.74 - $90.64
Q3 2024	73,876	$6,662	$81.63	$73.25 - $87.19
Q2 2024	76,026	$5,897	$71.79	$63.69 - $76.94
Q1 2024	76,309	$5,474	$64.75	$61.67 - $67.82
Q4 2023	76,244	$5,346	$63.75	$56.88 - $68.52
Q3 2023	76,517	$4,952	$63.78	$59.47 - $67.53
Q2 2023	76,942	$5,405	$65.30	$61.83 - $68.67
Q1 2023	79,152	$5,507	$60.67	$55.92 - $65.49
Q4 2022	83,347	$6	$59.62	$53.86 - $65.30
Q3 2022	83,547	$5,681	$66.95	$60.20 - $71.48
Q2 2022	83,827	$5,978	$64.29	$56.98 - $67.30
Q1 2022	87,947	$6,377	$58.69	$53.82 - $63.77
Q4 2021	88,802	$6,090	$54.72	$52.45 - $59.41
Q3 2021	89,152	$5,525	$54.69	$51.20 - $57.64
Q2 2021	91,102	$5,513	$53.77	$50.79 - $55.98
Q1 2021	90,852	$5,647	$49.84	$47.42 - $52.36
Q4 2020	91,122	$5,598	$49.52	$44.23 - $53.74
Q3 2020	91,107	$4,940	$43.54	$41.64 - $45.59
Q2 2020	90,007	$4,667	$44.76	$39.42 - $49.51
Q1 2020	89,057	$4,822	$50.47	$33.58 - $56.40
Q4 2019	89,457	$5,698	$48.90	$47.42 - $50.97
Q3 2019	88,407	$5,461	$45.27	$42.29 - $48.97
Q2 2019	89,867	$4,968	$41.35	$39.08 - $43.92
Q1 2019	95,517	$4,936	$37.42	$32.82 - $40.43
Q4 2018	99,697	$4,379	$34.25	$31.84 - $36.40
Q3 2018	100,088	$4,364	$34.28	$31.88 - $36.55
Q2 2018	100,078	$4,635	$32.85	$31.37 - $34.64
Q1 2018	101,273	$4,523	$32.15	$30.69 - $34.60
Q4 2017	101,968	$4,904	$36.45	$34.49 - $38.09
Q3 2017	104,452	$5,133	$34.30	$32.85 - $36.16
Q2 2017	107,827	$5,163	$35.09	$33.67 - $36.55
Q1 2017	97,422	$4,850	$34.16	$32.95 - $35.78
Q4 2016	100,147	$4,926	$33.55	$31.75 - $35.47
Q3 2016	112,445	$5,768	$35.60	$33.96 - $36.72
Q2 2016	114,589	$6,145	$33.63	$32.00 - $36.05
Q1 2016	115,839	$5,992	$32.22	$30.23 - $34.37
Q4 2015	117,293	$5,488	$29.62	$28.16 - $31.22
Q3 2015	117,633	$5,258	$28.33	$26.85 - $30.41
Q2 2015	117,142	$4,908	$27.79	$26.57 - $28.79
Q1 2015	115,148	$5,099	$29.94	$27.60 - $33.32
Q4 2014	113,595	$5,579	$29.49	$26.98 - $32.14
Q3 2014	113,848	$4,969	$27.11	$25.94 - $27.84
Q2 2014	115,005	$5,219	$26.97	$26.05 - $28.33
Q1 2014	114,078	$5,013	$25.27	$24.07 - $26.63
Q4 2013	109,783	$4,513	$24.56	$23.83 - $25.39
Q3 2013	106,903	$4,402	$25.33	$23.99 - $26.71
Q2 2013	106,847	$4,715	$26.74	$24.71 - $28.16