SOUTHERN CO

Ticker: SO CUSIP: 842587107 Class: COM

MONTAG A & ASSOCIATES INC's Holding History (CIK: 0000829407)

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

Q4 2025

Shares 47,151 Value ($000) $4,112 Avg Close $90.89 Range $83.80 - $100.02

Q3 2025

Shares 47,539 Value ($000) $4,505 Avg Close $92.22 Range $88.94 - $94.90

Q2 2025

Shares 49,499 Value ($000) $4,545 Avg Close $87.99 Range $81.08 - $91.39

Q1 2025

Shares 50,363 Value ($000) $4,631 Avg Close $84.13 Range $77.85 - $91.22

Q4 2024

Shares 50,363 Value ($000) $4,146 Avg Close $84.51 Range $78.74 - $90.64

Q3 2024

Shares 49,916 Value ($000) $4,501 Avg Close $81.63 Range $73.25 - $87.19

Q2 2024

Shares 51,551 Value ($000) $3,999 Avg Close $71.79 Range $63.69 - $76.94

Q1 2024

Shares 51,541 Value ($000) $3,698 Avg Close $64.75 Range $61.67 - $67.82

Q4 2023

Shares 62,328 Value ($000) $4,370 Avg Close $63.75 Range $56.88 - $68.52

Q3 2023

Shares 61,518 Value ($000) $3,981 Avg Close $63.78 Range $59.47 - $67.53

Q2 2023

Shares 60,939 Value ($000) $4,281 Avg Close $65.30 Range $61.83 - $68.67

Q1 2023

Shares 59,929 Value ($000) $4,170 Avg Close $60.67 Range $55.92 - $65.49

Q4 2022

Shares 57,203 Value ($000) $4,085 Avg Close $59.62 Range $53.86 - $65.30

Q3 2022

Shares 47,965 Value ($000) $3,262 Avg Close $66.95 Range $60.20 - $71.48

Q2 2022

Shares 46,063 Value ($000) $3,285 Avg Close $64.29 Range $56.98 - $67.30

Q1 2022

Shares 46,823 Value ($000) $3,395 Avg Close $58.69 Range $53.82 - $63.77

Q4 2021

Shares 46,162 Value ($000) $3,166 Avg Close $54.72 Range $52.45 - $59.41

Q3 2021

Shares 48,810 Value ($000) $3,025 Avg Close $54.69 Range $51.20 - $57.64

Q2 2021

Shares 50,224 Value ($000) $3,039 Avg Close $53.77 Range $50.79 - $55.98

Q1 2021

Shares 49,641 Value ($000) $3,086 Avg Close $49.84 Range $47.42 - $52.36

Q4 2020

Shares 51,648 Value ($000) $3,173 Avg Close $49.52 Range $44.23 - $53.74

Q3 2020

Shares 40,438 Value ($000) $2,193 Avg Close $43.54 Range $41.64 - $45.59

Q2 2020

Shares 39,010 Value ($000) $2,023 Avg Close $44.76 Range $39.42 - $49.51

Q1 2020

Shares 38,352 Value ($000) $2,076 Avg Close $50.47 Range $33.58 - $56.40

Q4 2019

Shares 22,707 Value ($000) $1,446 Avg Close $48.90 Range $47.42 - $50.97

Q3 2019

Shares 20,935 Value ($000) $1,293 Avg Close $45.27 Range $42.29 - $48.97

Q2 2019

Shares 23,094 Value ($000) $1,277 Avg Close $41.35 Range $39.08 - $43.92

Q1 2019

Shares 25,920 Value ($000) $1,340 Avg Close $37.42 Range $32.82 - $40.43

Q4 2018

Shares 25,546 Value ($000) $1,122 Avg Close $34.25 Range $31.84 - $36.40

Q3 2018

Shares 24,716 Value ($000) $1,078 Avg Close $34.28 Range $31.88 - $36.55

Q2 2018

Shares 15,705 Value ($000) $727 Avg Close $32.85 Range $31.37 - $34.64

Q1 2018

Shares 15,450 Value ($000) $690 Avg Close $32.15 Range $30.69 - $34.60

Q4 2017

Shares 11,649 Value ($000) $560 Avg Close $36.45 Range $34.49 - $38.09

Q3 2017

Shares 9,445 Value ($000) $464 Avg Close $34.30 Range $32.85 - $36.16

Q2 2017

Shares 9,445 Value ($000) $452 Avg Close $35.09 Range $33.67 - $36.55

Q1 2017

Shares 9,774 Value ($000) $487 Avg Close $34.16 Range $32.95 - $35.78

Q4 2016

Shares 11,412 Value ($000) $561 Avg Close $33.55 Range $31.75 - $35.47

Q3 2016

Shares 14,762 Value ($000) $757 Avg Close $35.60 Range $33.96 - $36.72

Q2 2016

Shares 14,544 Value ($000) $780 Avg Close $33.63 Range $32.00 - $36.05

Q1 2016

Shares 12,637 Value ($000) $654 Avg Close $32.22 Range $30.23 - $34.37

Q4 2015

Shares 13,852 Value ($000) $648 Avg Close $29.62 Range $28.16 - $31.22

Q3 2015

Shares 11,060 Value ($000) $494 Avg Close $28.33 Range $26.85 - $30.41

Q2 2015

Shares 10,697 Value ($000) $448 Avg Close $27.79 Range $26.57 - $28.79

Q1 2015

Shares 10,697 Value ($000) $474 Avg Close $29.94 Range $27.60 - $33.32

Q4 2014

Shares 10,997 Value ($000) $540 Avg Close $29.49 Range $26.98 - $32.14

Q3 2014

Shares 9,623 Value ($000) $420 Avg Close $27.11 Range $25.94 - $27.84

Q2 2014

Shares 10,666 Value ($000) $484 Avg Close $26.97 Range $26.05 - $28.33

Q1 2014

Shares 9,773 Value ($000) $429 Avg Close $25.27 Range $24.07 - $26.63

Q4 2013

Shares 10,673 Value ($000) $439 Avg Close $24.56 Range $23.83 - $25.39

Q3 2013

Shares 10,683 Value ($000) $440 Avg Close $25.33 Range $23.99 - $26.71

Q2 2013

Shares 18,783 Value ($000) $829 Avg Close $26.74 Range $24.71 - $28.16

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	47,151	$4,112	$90.89	$83.80 - $100.02
Q3 2025	47,539	$4,505	$92.22	$88.94 - $94.90
Q2 2025	49,499	$4,545	$87.99	$81.08 - $91.39
Q1 2025	50,363	$4,631	$84.13	$77.85 - $91.22
Q4 2024	50,363	$4,146	$84.51	$78.74 - $90.64
Q3 2024	49,916	$4,501	$81.63	$73.25 - $87.19
Q2 2024	51,551	$3,999	$71.79	$63.69 - $76.94
Q1 2024	51,541	$3,698	$64.75	$61.67 - $67.82
Q4 2023	62,328	$4,370	$63.75	$56.88 - $68.52
Q3 2023	61,518	$3,981	$63.78	$59.47 - $67.53
Q2 2023	60,939	$4,281	$65.30	$61.83 - $68.67
Q1 2023	59,929	$4,170	$60.67	$55.92 - $65.49
Q4 2022	57,203	$4,085	$59.62	$53.86 - $65.30
Q3 2022	47,965	$3,262	$66.95	$60.20 - $71.48
Q2 2022	46,063	$3,285	$64.29	$56.98 - $67.30
Q1 2022	46,823	$3,395	$58.69	$53.82 - $63.77
Q4 2021	46,162	$3,166	$54.72	$52.45 - $59.41
Q3 2021	48,810	$3,025	$54.69	$51.20 - $57.64
Q2 2021	50,224	$3,039	$53.77	$50.79 - $55.98
Q1 2021	49,641	$3,086	$49.84	$47.42 - $52.36
Q4 2020	51,648	$3,173	$49.52	$44.23 - $53.74
Q3 2020	40,438	$2,193	$43.54	$41.64 - $45.59
Q2 2020	39,010	$2,023	$44.76	$39.42 - $49.51
Q1 2020	38,352	$2,076	$50.47	$33.58 - $56.40
Q4 2019	22,707	$1,446	$48.90	$47.42 - $50.97
Q3 2019	20,935	$1,293	$45.27	$42.29 - $48.97
Q2 2019	23,094	$1,277	$41.35	$39.08 - $43.92
Q1 2019	25,920	$1,340	$37.42	$32.82 - $40.43
Q4 2018	25,546	$1,122	$34.25	$31.84 - $36.40
Q3 2018	24,716	$1,078	$34.28	$31.88 - $36.55
Q2 2018	15,705	$727	$32.85	$31.37 - $34.64
Q1 2018	15,450	$690	$32.15	$30.69 - $34.60
Q4 2017	11,649	$560	$36.45	$34.49 - $38.09
Q3 2017	9,445	$464	$34.30	$32.85 - $36.16
Q2 2017	9,445	$452	$35.09	$33.67 - $36.55
Q1 2017	9,774	$487	$34.16	$32.95 - $35.78
Q4 2016	11,412	$561	$33.55	$31.75 - $35.47
Q3 2016	14,762	$757	$35.60	$33.96 - $36.72
Q2 2016	14,544	$780	$33.63	$32.00 - $36.05
Q1 2016	12,637	$654	$32.22	$30.23 - $34.37
Q4 2015	13,852	$648	$29.62	$28.16 - $31.22
Q3 2015	11,060	$494	$28.33	$26.85 - $30.41
Q2 2015	10,697	$448	$27.79	$26.57 - $28.79
Q1 2015	10,697	$474	$29.94	$27.60 - $33.32
Q4 2014	10,997	$540	$29.49	$26.98 - $32.14
Q3 2014	9,623	$420	$27.11	$25.94 - $27.84
Q2 2014	10,666	$484	$26.97	$26.05 - $28.33
Q1 2014	9,773	$429	$25.27	$24.07 - $26.63
Q4 2013	10,673	$439	$24.56	$23.83 - $25.39
Q3 2013	10,683	$440	$25.33	$23.99 - $26.71
Q2 2013	18,783	$829	$26.74	$24.71 - $28.16