SOUTHERN CO

Ticker: SO CUSIP: 842587107 Class: COM

American Trust Investment Advisors, LLC's Holding History (CIK: 0001291424)

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

Q4 2025
Shares 51,030 Value ($000) $4,450 Avg Close $90.89 Range $83.80 - $100.02
Q3 2025
Shares 50,699 Value ($000) $4,805 Avg Close $92.22 Range $88.94 - $94.90
Q2 2025
Shares 53,224 Value ($000) $4,888 Avg Close $87.99 Range $81.08 - $91.39
Q1 2025
Shares 60,944 Value ($000) $5,604 Avg Close $84.13 Range $77.85 - $91.22
Q4 2024
Shares 61,299 Value ($000) $5,046 Avg Close $84.51 Range $78.74 - $90.64
Q3 2024
Shares 59,512 Value ($000) $5,367 Avg Close $81.63 Range $73.25 - $87.19
Q2 2024
Shares 60,782 Value ($000) $4,715 Avg Close $71.79 Range $63.69 - $76.94
Q1 2024
Shares 56,145 Value ($000) $4,028 Avg Close $64.75 Range $61.67 - $67.82
Q4 2023
Shares 52,982 Value ($000) $3,715 Avg Close $63.75 Range $56.88 - $68.52
Q3 2023
Shares 52,145 Value ($000) $3,375 Avg Close $63.78 Range $59.47 - $67.53
Q1 2022
Shares 3,056 Value ($000) $222 Avg Close $58.69 Range $53.82 - $63.77
Q4 2021
Shares 2,936 Value ($000) $201 Avg Close $54.72 Range $52.45 - $59.41