SOUTHERN CO

Ticker: SO CUSIP: 842587107 Class: COM

Clearbridge Investments, LLC's Holding History (CIK: 0001348883)

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

Q4 2025

Shares 55,912 Value ($000) $4,876 Avg Close $90.89 Range $83.80 - $100.02

Q3 2025

Shares 55,645 Value ($000) $5,273 Avg Close $92.22 Range $88.94 - $94.90

Q2 2025

Shares 56,845 Value ($000) $5,220 Avg Close $87.99 Range $81.08 - $91.39

Q1 2025

Shares 56,845 Value ($000) $5,227 Avg Close $84.13 Range $77.85 - $91.22

Q4 2024

Shares 55,980 Value ($000) $4,608 Avg Close $84.51 Range $78.74 - $90.64

Q3 2024

Shares 57,948 Value ($000) $5,226 Avg Close $81.63 Range $73.25 - $87.19

Q2 2024

Shares 60,765 Value ($000) $4,714 Avg Close $71.79 Range $63.69 - $76.94

Q1 2024

Shares 62,490 Value ($000) $4,483 Avg Close $64.75 Range $61.67 - $67.82

Q4 2023

Shares 62,974 Value ($000) $4,416 Avg Close $63.75 Range $56.88 - $68.52

Q3 2023

Shares 61,050 Value ($000) $3,951 Avg Close $63.78 Range $59.47 - $67.53

Q2 2023

Shares 61,992 Value ($000) $4,355 Avg Close $65.30 Range $61.83 - $68.67

Q1 2023

Shares 56,914 Value ($000) $3,960 Avg Close $60.67 Range $55.92 - $65.49

Q4 2022

Shares 62,264 Value ($000) $4,446 Avg Close $59.62 Range $53.86 - $65.30

Q3 2022

Shares 62,814 Value ($000) $4,271 Avg Close $66.95 Range $60.20 - $71.48

Q2 2022

Shares 64,064 Value ($000) $4,568 Avg Close $64.29 Range $56.98 - $67.30

Q1 2022

Shares 65,464 Value ($000) $4,747 Avg Close $58.69 Range $53.82 - $63.77

Q4 2021

Shares 68,820 Value ($000) $4,720 Avg Close $54.72 Range $52.45 - $59.41

Q3 2021

Shares 69,420 Value ($000) $4,302 Avg Close $54.69 Range $51.20 - $57.64

Q2 2021

Shares 75,906 Value ($000) $4,593 Avg Close $53.77 Range $50.79 - $55.98

Q1 2021

Shares 74,864 Value ($000) $4,654 Avg Close $49.84 Range $47.42 - $52.36

Q4 2020

Shares 75,504 Value ($000) $4,638 Avg Close $49.52 Range $44.23 - $53.74

Q3 2020

Shares 77,004 Value ($000) $4,175 Avg Close $43.54 Range $41.64 - $45.59

Q2 2020

Shares 77,497 Value ($000) $4,018 Avg Close $44.76 Range $39.42 - $49.51

Q1 2020

Shares 78,457 Value ($000) $4,248 Avg Close $50.47 Range $33.58 - $56.40

Q4 2019

Shares 81,152 Value ($000) $5,082 Avg Close $48.90 Range $47.42 - $50.97

Q3 2019

Shares 84,807 Value ($000) $5,239 Avg Close $45.27 Range $42.29 - $48.97

Q2 2019

Shares 85,338 Value ($000) $4,717 Avg Close $41.35 Range $39.08 - $43.92

Q1 2019

Shares 85,014 Value ($000) $4,394 Avg Close $37.42 Range $32.82 - $40.43

Q4 2018

Shares 84,914 Value ($000) $3,729 Avg Close $34.25 Range $31.84 - $36.40

Q3 2018

Shares 85,164 Value ($000) $3,713 Avg Close $34.28 Range $31.88 - $36.55

Q2 2018

Shares 88,364 Value ($000) $4,092 Avg Close $32.85 Range $31.37 - $34.64

Q1 2018

Shares 89,390 Value ($000) $3,992 Avg Close $32.15 Range $30.69 - $34.60

Q4 2017

Shares 91,329 Value ($000) $4,392 Avg Close $36.45 Range $34.49 - $38.09

Q3 2017

Shares 91,940 Value ($000) $4,518 Avg Close $34.30 Range $32.85 - $36.16

Q2 2017

Shares 93,514 Value ($000) $4,477 Avg Close $35.09 Range $33.67 - $36.55

Q1 2017

Shares 93,914 Value ($000) $4,675 Avg Close $34.16 Range $32.95 - $35.78

Q4 2016

Shares 97,914 Value ($000) $4,816 Avg Close $33.55 Range $31.75 - $35.47

Q3 2016

Shares 97,614 Value ($000) $5,008 Avg Close $35.60 Range $33.96 - $36.72

Q2 2016

Shares 100,164 Value ($000) $5,372 Avg Close $33.63 Range $32.00 - $36.05

Q1 2016

Shares 107,108 Value ($000) $5,541 Avg Close $32.22 Range $30.23 - $34.37

Q4 2015

Shares 108,408 Value ($000) $5,072 Avg Close $29.62 Range $28.16 - $31.22

Q3 2015

Shares 118,208 Value ($000) $5,284 Avg Close $28.33 Range $26.85 - $30.41

Q2 2015

Shares 128,424 Value ($000) $5,381 Avg Close $27.79 Range $26.57 - $28.79

Q1 2015

Shares 127,899 Value ($000) $5,663 Avg Close $29.94 Range $27.60 - $33.32

Q4 2014

Shares 182,975 Value ($000) $8,986 Avg Close $29.49 Range $26.98 - $32.14

Q3 2014

Shares 193,784 Value ($000) $8,459 Avg Close $27.11 Range $25.94 - $27.84

Q2 2014

Shares 196,484 Value ($000) $8,916 Avg Close $26.97 Range $26.05 - $28.33

Q1 2014

Shares 199,404 Value ($000) $8,762 Avg Close $25.27 Range $24.07 - $26.63

Q4 2013

Shares 203,399 Value ($000) $8,362 Avg Close $24.56 Range $23.83 - $25.39

Q3 2013

Shares 187,033 Value ($000) $7,702 Avg Close $25.33 Range $23.99 - $26.71

Q2 2013

Shares 186,885 Value ($000) $8,248 Avg Close $26.74 Range $24.71 - $28.16

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	55,912	$4,876	$90.89	$83.80 - $100.02
Q3 2025	55,645	$5,273	$92.22	$88.94 - $94.90
Q2 2025	56,845	$5,220	$87.99	$81.08 - $91.39
Q1 2025	56,845	$5,227	$84.13	$77.85 - $91.22
Q4 2024	55,980	$4,608	$84.51	$78.74 - $90.64
Q3 2024	57,948	$5,226	$81.63	$73.25 - $87.19
Q2 2024	60,765	$4,714	$71.79	$63.69 - $76.94
Q1 2024	62,490	$4,483	$64.75	$61.67 - $67.82
Q4 2023	62,974	$4,416	$63.75	$56.88 - $68.52
Q3 2023	61,050	$3,951	$63.78	$59.47 - $67.53
Q2 2023	61,992	$4,355	$65.30	$61.83 - $68.67
Q1 2023	56,914	$3,960	$60.67	$55.92 - $65.49
Q4 2022	62,264	$4,446	$59.62	$53.86 - $65.30
Q3 2022	62,814	$4,271	$66.95	$60.20 - $71.48
Q2 2022	64,064	$4,568	$64.29	$56.98 - $67.30
Q1 2022	65,464	$4,747	$58.69	$53.82 - $63.77
Q4 2021	68,820	$4,720	$54.72	$52.45 - $59.41
Q3 2021	69,420	$4,302	$54.69	$51.20 - $57.64
Q2 2021	75,906	$4,593	$53.77	$50.79 - $55.98
Q1 2021	74,864	$4,654	$49.84	$47.42 - $52.36
Q4 2020	75,504	$4,638	$49.52	$44.23 - $53.74
Q3 2020	77,004	$4,175	$43.54	$41.64 - $45.59
Q2 2020	77,497	$4,018	$44.76	$39.42 - $49.51
Q1 2020	78,457	$4,248	$50.47	$33.58 - $56.40
Q4 2019	81,152	$5,082	$48.90	$47.42 - $50.97
Q3 2019	84,807	$5,239	$45.27	$42.29 - $48.97
Q2 2019	85,338	$4,717	$41.35	$39.08 - $43.92
Q1 2019	85,014	$4,394	$37.42	$32.82 - $40.43
Q4 2018	84,914	$3,729	$34.25	$31.84 - $36.40
Q3 2018	85,164	$3,713	$34.28	$31.88 - $36.55
Q2 2018	88,364	$4,092	$32.85	$31.37 - $34.64
Q1 2018	89,390	$3,992	$32.15	$30.69 - $34.60
Q4 2017	91,329	$4,392	$36.45	$34.49 - $38.09
Q3 2017	91,940	$4,518	$34.30	$32.85 - $36.16
Q2 2017	93,514	$4,477	$35.09	$33.67 - $36.55
Q1 2017	93,914	$4,675	$34.16	$32.95 - $35.78
Q4 2016	97,914	$4,816	$33.55	$31.75 - $35.47
Q3 2016	97,614	$5,008	$35.60	$33.96 - $36.72
Q2 2016	100,164	$5,372	$33.63	$32.00 - $36.05
Q1 2016	107,108	$5,541	$32.22	$30.23 - $34.37
Q4 2015	108,408	$5,072	$29.62	$28.16 - $31.22
Q3 2015	118,208	$5,284	$28.33	$26.85 - $30.41
Q2 2015	128,424	$5,381	$27.79	$26.57 - $28.79
Q1 2015	127,899	$5,663	$29.94	$27.60 - $33.32
Q4 2014	182,975	$8,986	$29.49	$26.98 - $32.14
Q3 2014	193,784	$8,459	$27.11	$25.94 - $27.84
Q2 2014	196,484	$8,916	$26.97	$26.05 - $28.33
Q1 2014	199,404	$8,762	$25.27	$24.07 - $26.63
Q4 2013	203,399	$8,362	$24.56	$23.83 - $25.39
Q3 2013	187,033	$7,702	$25.33	$23.99 - $26.71
Q2 2013	186,885	$8,248	$26.74	$24.71 - $28.16