SOUTHERN CO

Ticker: SO CUSIP: 842587107 Class: COM

NEW YORK LIFE INVESTMENT MANAGEMENT LLC's Holding History (CIK: 0001133639)

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

Q4 2025

Shares 151,069 Value ($000) $13,173 Avg Close $90.89 Range $83.80 - $100.02

Q3 2025

Shares 149,490 Value ($000) $14,167 Avg Close $92.22 Range $88.94 - $94.90

Q2 2025

Shares 149,620 Value ($000) $13,740 Avg Close $87.99 Range $81.08 - $91.39

Q1 2025

Shares 146,387 Value ($000) $13,460 Avg Close $84.13 Range $77.85 - $91.22

Q4 2024

Shares 146,798 Value ($000) $12,084 Avg Close $84.51 Range $78.74 - $90.64

Q3 2024

Shares 145,367 Value ($000) $13,109 Avg Close $81.63 Range $73.25 - $87.19

Q2 2024

Shares 150,188 Value ($000) $11,650 Avg Close $71.79 Range $63.69 - $76.94

Q1 2024

Shares 149,023 Value ($000) $10,691 Avg Close $64.75 Range $61.67 - $67.82

Q4 2023

Shares 154,686 Value ($000) $10,847 Avg Close $63.75 Range $56.88 - $68.52

Q3 2023

Shares 155,841 Value ($000) $10,086 Avg Close $63.78 Range $59.47 - $67.53

Q2 2023

Shares 154,786 Value ($000) $10,874 Avg Close $65.30 Range $61.83 - $68.67

Q1 2023

Shares 153,824 Value ($000) $10,703 Avg Close $60.67 Range $55.92 - $65.49

Q4 2022

Shares 153,449 Value ($000) $10,958 Avg Close $59.62 Range $53.86 - $65.30

Q3 2022

Shares 149,748 Value ($000) $10,183 Avg Close $66.95 Range $60.20 - $71.48

Q2 2022

Shares 149,321 Value ($000) $10,648 Avg Close $64.29 Range $56.98 - $67.30

Q3 2015

Shares 8,891 Value ($000) $397 Avg Close $28.33 Range $26.85 - $30.41

Q2 2015

Shares 8,891 Value ($000) $373 Avg Close $27.79 Range $26.57 - $28.79

Q1 2015

Shares 8,891 Value ($000) $394 Avg Close $29.94 Range $27.60 - $33.32

Q4 2014

Shares 9,091 Value ($000) $446 Avg Close $29.49 Range $26.98 - $32.14

Q3 2014

Shares 11,091 Value ($000) $484 Avg Close $27.11 Range $25.94 - $27.84

Q2 2014

Shares 11,091 Value ($000) $503 Avg Close $26.97 Range $26.05 - $28.33

Q1 2014

Shares 7,500 Value ($000) $330 Avg Close $25.27 Range $24.07 - $26.63

Q4 2013

Shares 4,800 Value ($000) $197 Avg Close $24.56 Range $23.83 - $25.39

Q3 2013

Shares 4,800 Value ($000) $198 Avg Close $25.33 Range $23.99 - $26.71

Q2 2013

Shares 4,800 Value ($000) $212 Avg Close $26.74 Range $24.71 - $28.16

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	151,069	$13,173	$90.89	$83.80 - $100.02
Q3 2025	149,490	$14,167	$92.22	$88.94 - $94.90
Q2 2025	149,620	$13,740	$87.99	$81.08 - $91.39
Q1 2025	146,387	$13,460	$84.13	$77.85 - $91.22
Q4 2024	146,798	$12,084	$84.51	$78.74 - $90.64
Q3 2024	145,367	$13,109	$81.63	$73.25 - $87.19
Q2 2024	150,188	$11,650	$71.79	$63.69 - $76.94
Q1 2024	149,023	$10,691	$64.75	$61.67 - $67.82
Q4 2023	154,686	$10,847	$63.75	$56.88 - $68.52
Q3 2023	155,841	$10,086	$63.78	$59.47 - $67.53
Q2 2023	154,786	$10,874	$65.30	$61.83 - $68.67
Q1 2023	153,824	$10,703	$60.67	$55.92 - $65.49
Q4 2022	153,449	$10,958	$59.62	$53.86 - $65.30
Q3 2022	149,748	$10,183	$66.95	$60.20 - $71.48
Q2 2022	149,321	$10,648	$64.29	$56.98 - $67.30
Q3 2015	8,891	$397	$28.33	$26.85 - $30.41
Q2 2015	8,891	$373	$27.79	$26.57 - $28.79
Q1 2015	8,891	$394	$29.94	$27.60 - $33.32
Q4 2014	9,091	$446	$29.49	$26.98 - $32.14
Q3 2014	11,091	$484	$27.11	$25.94 - $27.84
Q2 2014	11,091	$503	$26.97	$26.05 - $28.33
Q1 2014	7,500	$330	$25.27	$24.07 - $26.63
Q4 2013	4,800	$197	$24.56	$23.83 - $25.39
Q3 2013	4,800	$198	$25.33	$23.99 - $26.71
Q2 2013	4,800	$212	$26.74	$24.71 - $28.16