SOUTHERN CO

Ticker: SO CUSIP: 842587107 Class: COM

Clearstead Advisors, LLC's Holding History (CIK: 0000842775)

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

Q4 2025

Shares 57,280 Value ($000) $4,995 Avg Close $90.89 Range $83.80 - $100.02

Q3 2025

Shares 55,807 Value ($000) $5,289 Avg Close $92.22 Range $88.94 - $94.90

Q2 2025

Shares 55,947 Value ($000) $5,138 Avg Close $87.99 Range $81.08 - $91.39

Q1 2025

Shares 55,425 Value ($000) $5,096 Avg Close $84.13 Range $77.85 - $91.22

Q4 2024

Shares 55,431 Value ($000) $4,563 Avg Close $84.51 Range $78.74 - $90.64

Q3 2024

Shares 56,228 Value ($000) $5,071 Avg Close $81.63 Range $73.25 - $87.19

Q2 2024

Shares 57,977 Value ($000) $4,497 Avg Close $71.79 Range $63.69 - $76.94

Q1 2024

Shares 8,334 Value ($000) $656 Avg Close $64.75 Range $61.67 - $67.82

Q4 2023

Shares 8,010 Value ($000) $562 Avg Close $63.75 Range $56.88 - $68.52

Q3 2023

Shares 18,822 Value ($000) $1,218 Avg Close $63.78 Range $59.47 - $67.53

Q2 2023

Shares 7,714 Value ($000) $542 Avg Close $65.30 Range $61.83 - $68.67

Q1 2023

Shares 7,581 Value ($000) $527 Avg Close $60.67 Range $55.92 - $65.49

Q4 2022

Shares 6,875 Value ($000) $491 Avg Close $59.62 Range $53.86 - $65.30

Q3 2022

Shares 7,923 Value ($000) $539 Avg Close $66.95 Range $60.20 - $71.48

Q2 2022

Shares 17,970 Value ($000) $1,281 Avg Close $64.29 Range $56.98 - $67.30

Q1 2022

Shares 17,064 Value ($000) $1,237 Avg Close $58.69 Range $53.82 - $63.77

Q4 2021

Shares 16,579 Value ($000) $1,137 Avg Close $54.72 Range $52.45 - $59.41

Q3 2021

Shares 16,697 Value ($000) $1,035 Avg Close $54.69 Range $51.20 - $57.64

Q2 2021

Shares 15,839 Value ($000) $958 Avg Close $53.77 Range $50.79 - $55.98

Q1 2021

Shares 15,881 Value ($000) $987 Avg Close $49.84 Range $47.42 - $52.36

Q4 2020

Shares 15,809 Value ($000) $971 Avg Close $49.52 Range $44.23 - $53.74

Q3 2020

Shares 6,862 Value ($000) $372 Avg Close $43.54 Range $41.64 - $45.59

Q2 2020

Shares 2,153 Value ($000) $112 Avg Close $44.76 Range $39.42 - $49.51

Q1 2020

Shares 2,153 Value ($000) $117 Avg Close $50.47 Range $33.58 - $56.40

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	57,280	$4,995	$90.89	$83.80 - $100.02
Q3 2025	55,807	$5,289	$92.22	$88.94 - $94.90
Q2 2025	55,947	$5,138	$87.99	$81.08 - $91.39
Q1 2025	55,425	$5,096	$84.13	$77.85 - $91.22
Q4 2024	55,431	$4,563	$84.51	$78.74 - $90.64
Q3 2024	56,228	$5,071	$81.63	$73.25 - $87.19
Q2 2024	57,977	$4,497	$71.79	$63.69 - $76.94
Q1 2024	8,334	$656	$64.75	$61.67 - $67.82
Q4 2023	8,010	$562	$63.75	$56.88 - $68.52
Q3 2023	18,822	$1,218	$63.78	$59.47 - $67.53
Q2 2023	7,714	$542	$65.30	$61.83 - $68.67
Q1 2023	7,581	$527	$60.67	$55.92 - $65.49
Q4 2022	6,875	$491	$59.62	$53.86 - $65.30
Q3 2022	7,923	$539	$66.95	$60.20 - $71.48
Q2 2022	17,970	$1,281	$64.29	$56.98 - $67.30
Q1 2022	17,064	$1,237	$58.69	$53.82 - $63.77
Q4 2021	16,579	$1,137	$54.72	$52.45 - $59.41
Q3 2021	16,697	$1,035	$54.69	$51.20 - $57.64
Q2 2021	15,839	$958	$53.77	$50.79 - $55.98
Q1 2021	15,881	$987	$49.84	$47.42 - $52.36
Q4 2020	15,809	$971	$49.52	$44.23 - $53.74
Q3 2020	6,862	$372	$43.54	$41.64 - $45.59
Q2 2020	2,153	$112	$44.76	$39.42 - $49.51
Q1 2020	2,153	$117	$50.47	$33.58 - $56.40