SOUTHERN CO

Ticker: SO CUSIP: 842587107 Class: COM

SHELTON CAPITAL MANAGEMENT's Holding History (CIK: 0001002784)

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

Q4 2025

Shares 113,483 Value ($000) $9,896 Avg Close $90.89 Range $83.80 - $100.02

Q3 2025

Shares 160,021 Value ($000) $15,165 Avg Close $92.22 Range $88.94 - $94.90

Q2 2025

Shares 161,618 Value ($000) $14,841 Avg Close $87.99 Range $81.08 - $91.39

Q1 2025

Shares 20,188 Value ($000) $1,856 Avg Close $84.13 Range $77.85 - $91.22

Q4 2024

Shares 20,348 Value ($000) $1,675 Avg Close $84.51 Range $78.74 - $90.64

Q3 2024

Shares 24,048 Value ($000) $2,169 Avg Close $81.63 Range $73.25 - $87.19

Q2 2024

Shares 28,509 Value ($000) $2,211 Avg Close $71.79 Range $63.69 - $76.94

Q1 2024

Shares 48,509 Value ($000) $3,480 Avg Close $64.75 Range $61.67 - $67.82

Q4 2023

Shares 49,009 Value ($000) $3,437 Avg Close $63.75 Range $56.88 - $68.52

Q3 2023

Shares 59,275 Value ($000) $3,836 Avg Close $63.78 Range $59.47 - $67.53

Q2 2023

Shares 47,864 Value ($000) $3,362 Avg Close $65.30 Range $61.83 - $68.67

Q1 2023

Shares 43,082 Value ($000) $2,998 Avg Close $60.67 Range $55.92 - $65.49

Q4 2022

Shares 34,000 Value ($000) $2,428 Avg Close $59.62 Range $53.86 - $65.30

Q3 2022

Shares 52,312 Value ($000) $3,557 Avg Close $66.95 Range $60.20 - $71.48

Q2 2022

Shares 70,312 Value ($000) $5,014 Avg Close $64.29 Range $56.98 - $67.30

Q1 2022

Shares 70,312 Value ($000) $5,098 Avg Close $58.69 Range $53.82 - $63.77

Q4 2021

Shares 54,422 Value ($000) $3,732 Avg Close $54.72 Range $52.45 - $59.41

Q3 2021

Shares 54,261 Value ($000) $3,363 Avg Close $54.69 Range $51.20 - $57.64

Q2 2021

Shares 9,261 Value ($000) $560 Avg Close $53.77 Range $50.79 - $55.98

Q1 2021

Shares 19,286 Value ($000) $1,198 Avg Close $49.84 Range $47.42 - $52.36

Q4 2020

Shares 9,559 Value ($000) $587 Avg Close $49.52 Range $44.23 - $53.74

Q3 2020

Shares 8,864 Value ($000) $481 Avg Close $43.54 Range $41.64 - $45.59

Q2 2020

Shares 8,864 Value ($000) $460 Avg Close $44.76 Range $39.42 - $49.51

Q1 2020

Shares 9,216 Value ($000) $499 Avg Close $50.47 Range $33.58 - $56.40

Q4 2019

Shares 58,416 Value ($000) $3,721 Avg Close $48.90 Range $47.42 - $50.97

Q3 2019

Shares 10,916 Value ($000) $674 Avg Close $45.27 Range $42.29 - $48.97

Q2 2019

Shares 10,916 Value ($000) $603 Avg Close $41.35 Range $39.08 - $43.92

Q1 2019

Shares 667 Value ($000) $12,916 Avg Close $37.42 Range $32.82 - $40.43

Q4 2018

Shares 10,916 Value ($000) $479 Avg Close $34.25 Range $31.84 - $36.40

Q3 2018

Shares 9,416 Value ($000) $411 Avg Close $34.28 Range $31.88 - $36.55

Q2 2018

Shares 9,016 Value ($000) $418 Avg Close $32.85 Range $31.37 - $34.64

Q1 2018

Shares 11,224 Value ($000) $501 Avg Close $32.15 Range $30.69 - $34.60

Q4 2017

Shares 11,224 Value ($000) $540 Avg Close $36.45 Range $34.49 - $38.09

Q3 2017

Shares 11,224 Value ($000) $552 Avg Close $34.30 Range $32.85 - $36.16

Q2 2017

Shares 11,224 Value ($000) $537 Avg Close $35.09 Range $33.67 - $36.55

Q1 2017

Shares 11,426 Value ($000) $569 Avg Close $34.16 Range $32.95 - $35.78

Q4 2016

Shares 10,272 Value ($000) $505 Avg Close $33.55 Range $31.75 - $35.47

Q3 2016

Shares 10,272 Value ($000) $527 Avg Close $35.60 Range $33.96 - $36.72

Q2 2016

Shares 12,470 Value ($000) $669 Avg Close $33.63 Range $32.00 - $36.05

Q1 2016

Shares 11,240 Value ($000) $581 Avg Close $32.22 Range $30.23 - $34.37

Q4 2015

Shares 12,480 Value ($000) $584 Avg Close $29.62 Range $28.16 - $31.22

Q3 2015

Shares 11,220 Value ($000) $502 Avg Close $28.33 Range $26.85 - $30.41

Q2 2015

Shares 26,220 Value ($000) $1,099 Avg Close $27.79 Range $26.57 - $28.79

Q1 2015

Shares 51,732 Value ($000) $2,291 Avg Close $29.94 Range $27.60 - $33.32

Q4 2014

Shares 50,532 Value ($000) $2,482 Avg Close $29.49 Range $26.98 - $32.14

Q3 2014

Shares 47,012 Value ($000) $2,052 Avg Close $27.11 Range $25.94 - $27.84

Q2 2014

Shares 19,912 Value ($000) $904 Avg Close $26.97 Range $26.05 - $28.33

Q1 2014

Shares 19,912 Value ($000) $875 Avg Close $25.27 Range $24.07 - $26.63

Q4 2013

Shares 19,912 Value ($000) $819 Avg Close $24.56 Range $23.83 - $25.39

Q3 2013

Shares 21,912 Value ($000) $902 Avg Close $25.33 Range $23.99 - $26.71

Q2 2013

Shares 21,912 Value ($000) $967 Avg Close $26.74 Range $24.71 - $28.16

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	113,483	$9,896	$90.89	$83.80 - $100.02
Q3 2025	160,021	$15,165	$92.22	$88.94 - $94.90
Q2 2025	161,618	$14,841	$87.99	$81.08 - $91.39
Q1 2025	20,188	$1,856	$84.13	$77.85 - $91.22
Q4 2024	20,348	$1,675	$84.51	$78.74 - $90.64
Q3 2024	24,048	$2,169	$81.63	$73.25 - $87.19
Q2 2024	28,509	$2,211	$71.79	$63.69 - $76.94
Q1 2024	48,509	$3,480	$64.75	$61.67 - $67.82
Q4 2023	49,009	$3,437	$63.75	$56.88 - $68.52
Q3 2023	59,275	$3,836	$63.78	$59.47 - $67.53
Q2 2023	47,864	$3,362	$65.30	$61.83 - $68.67
Q1 2023	43,082	$2,998	$60.67	$55.92 - $65.49
Q4 2022	34,000	$2,428	$59.62	$53.86 - $65.30
Q3 2022	52,312	$3,557	$66.95	$60.20 - $71.48
Q2 2022	70,312	$5,014	$64.29	$56.98 - $67.30
Q1 2022	70,312	$5,098	$58.69	$53.82 - $63.77
Q4 2021	54,422	$3,732	$54.72	$52.45 - $59.41
Q3 2021	54,261	$3,363	$54.69	$51.20 - $57.64
Q2 2021	9,261	$560	$53.77	$50.79 - $55.98
Q1 2021	19,286	$1,198	$49.84	$47.42 - $52.36
Q4 2020	9,559	$587	$49.52	$44.23 - $53.74
Q3 2020	8,864	$481	$43.54	$41.64 - $45.59
Q2 2020	8,864	$460	$44.76	$39.42 - $49.51
Q1 2020	9,216	$499	$50.47	$33.58 - $56.40
Q4 2019	58,416	$3,721	$48.90	$47.42 - $50.97
Q3 2019	10,916	$674	$45.27	$42.29 - $48.97
Q2 2019	10,916	$603	$41.35	$39.08 - $43.92
Q1 2019	667	$12,916	$37.42	$32.82 - $40.43
Q4 2018	10,916	$479	$34.25	$31.84 - $36.40
Q3 2018	9,416	$411	$34.28	$31.88 - $36.55
Q2 2018	9,016	$418	$32.85	$31.37 - $34.64
Q1 2018	11,224	$501	$32.15	$30.69 - $34.60
Q4 2017	11,224	$540	$36.45	$34.49 - $38.09
Q3 2017	11,224	$552	$34.30	$32.85 - $36.16
Q2 2017	11,224	$537	$35.09	$33.67 - $36.55
Q1 2017	11,426	$569	$34.16	$32.95 - $35.78
Q4 2016	10,272	$505	$33.55	$31.75 - $35.47
Q3 2016	10,272	$527	$35.60	$33.96 - $36.72
Q2 2016	12,470	$669	$33.63	$32.00 - $36.05
Q1 2016	11,240	$581	$32.22	$30.23 - $34.37
Q4 2015	12,480	$584	$29.62	$28.16 - $31.22
Q3 2015	11,220	$502	$28.33	$26.85 - $30.41
Q2 2015	26,220	$1,099	$27.79	$26.57 - $28.79
Q1 2015	51,732	$2,291	$29.94	$27.60 - $33.32
Q4 2014	50,532	$2,482	$29.49	$26.98 - $32.14
Q3 2014	47,012	$2,052	$27.11	$25.94 - $27.84
Q2 2014	19,912	$904	$26.97	$26.05 - $28.33
Q1 2014	19,912	$875	$25.27	$24.07 - $26.63
Q4 2013	19,912	$819	$24.56	$23.83 - $25.39
Q3 2013	21,912	$902	$25.33	$23.99 - $26.71
Q2 2013	21,912	$967	$26.74	$24.71 - $28.16