SOUTHERN CO

Ticker: SO CUSIP: 842587107 Class: COM

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

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

Q4 2025

Shares 80,641 Value ($000) $7,032 Avg Close $90.89 Range $83.80 - $100.02

Q3 2025

Shares 78,516 Value ($000) $7,441 Avg Close $92.22 Range $88.94 - $94.90

Q2 2025

Shares 82,742 Value ($000) $7,598 Avg Close $87.99 Range $81.08 - $91.39

Q1 2025

Shares 79,241 Value ($000) $7,286 Avg Close $84.13 Range $77.85 - $91.22

Q4 2024

Shares 79,854 Value ($000) $6,574 Avg Close $84.51 Range $78.74 - $90.64

Q3 2024

Shares 84,343 Value ($000) $7,606 Avg Close $81.63 Range $73.25 - $87.19

Q2 2024

Shares 87,850 Value ($000) $6,815 Avg Close $71.79 Range $63.69 - $76.94

Q1 2024

Shares 91,677 Value ($000) $6,577 Avg Close $64.75 Range $61.67 - $67.82

Q4 2023

Shares 125,638 Value ($000) $8,810 Avg Close $63.75 Range $56.88 - $68.52

Q3 2023

Shares 334,494 Value ($000) $21,648 Avg Close $63.78 Range $59.47 - $67.53

Q2 2023

Shares 339,718 Value ($000) $23,865 Avg Close $65.30 Range $61.83 - $68.67

Q1 2023

Shares 353,660 Value ($000) $24,608 Avg Close $60.67 Range $55.92 - $65.49

Q4 2022

Shares 355,762 Value ($000) $25,405 Avg Close $59.62 Range $53.86 - $65.30

Q3 2022

Shares 360,686 Value ($000) $24,527 Avg Close $66.95 Range $60.20 - $71.48

Q2 2022

Shares 366,450 Value ($000) $26,132 Avg Close $64.29 Range $56.98 - $67.30

Q1 2022

Shares 367,015 Value ($000) $26,612 Avg Close $58.69 Range $53.82 - $63.77

Q4 2021

Shares 364,276 Value ($000) $24,982 Avg Close $54.72 Range $52.45 - $59.41

Q3 2021

Shares 362,043 Value ($000) $22,436 Avg Close $54.69 Range $51.20 - $57.64

Q2 2021

Shares 367,751 Value ($000) $22,253 Avg Close $53.77 Range $50.79 - $55.98

Q1 2021

Shares 368,708 Value ($000) $22,919 Avg Close $49.84 Range $47.42 - $52.36

Q4 2020

Shares 365,703 Value ($000) $22,465 Avg Close $49.52 Range $44.23 - $53.74

Q3 2020

Shares 366,122 Value ($000) $19,851 Avg Close $43.54 Range $41.64 - $45.59

Q2 2020

Shares 369,875 Value ($000) $19,178 Avg Close $44.76 Range $39.42 - $49.51

Q1 2020

Shares 385,869 Value ($000) $20,891 Avg Close $50.47 Range $33.58 - $56.40

Q4 2019

Shares 392,861 Value ($000) $25,025 Avg Close $48.90 Range $47.42 - $50.97

Q3 2019

Shares 376,330 Value ($000) $23,246 Avg Close $45.27 Range $42.29 - $48.97

Q2 2019

Shares 379,750 Value ($000) $20,993 Avg Close $41.35 Range $39.08 - $43.92

Q1 2019

Shares 361,943 Value ($000) $18,705 Avg Close $37.42 Range $32.82 - $40.43

Q4 2018

Shares 368,034 Value ($000) $16,164 Avg Close $34.25 Range $31.84 - $36.40

Q3 2018

Shares 358,809 Value ($000) $15,644 Avg Close $34.28 Range $31.88 - $36.55

Q2 2018

Shares 348,471 Value ($000) $16,138 Avg Close $32.85 Range $31.37 - $34.64

Q1 2018

Shares 351,082 Value ($000) $15,679 Avg Close $32.15 Range $30.69 - $34.60

Q4 2017

Shares 336,334 Value ($000) $16,238 Avg Close $36.45 Range $34.49 - $38.09

Q3 2017

Shares 328,800 Value ($000) $16,157 Avg Close $34.30 Range $32.85 - $36.16

Q2 2017

Shares 339,148 Value ($000) $16,238 Avg Close $35.09 Range $33.67 - $36.55

Q1 2017

Shares 334,095 Value ($000) $16,631 Avg Close $34.16 Range $32.95 - $35.78

Q4 2016

Shares 339,147 Value ($000) $16,683 Avg Close $33.55 Range $31.75 - $35.47

Q3 2016

Shares 336,676 Value ($000) $17,271 Avg Close $35.60 Range $33.96 - $36.72

Q2 2016

Shares 322,999 Value ($000) $17,442 Avg Close $33.63 Range $32.00 - $36.05

Q1 2016

Shares 331,682 Value ($000) $17,158 Avg Close $32.22 Range $30.23 - $34.37

Q4 2015

Shares 330,174 Value ($000) $15,449 Avg Close $29.62 Range $28.16 - $31.22

Q3 2015

Shares 338,611 Value ($000) $15,136 Avg Close $28.33 Range $26.85 - $30.41

Q2 2015

Shares 343,872 Value ($000) $14,408 Avg Close $27.79 Range $26.57 - $28.79

Q1 2015

Shares 336,160 Value ($000) $14,892 Avg Close $29.94 Range $27.60 - $33.32

Q4 2014

Shares 116,298 Value ($000) $5,711 Avg Close $29.49 Range $26.98 - $32.14

Q3 2014

Shares 115,957 Value ($000) $5,062 Avg Close $27.11 Range $25.94 - $27.84

Q2 2014

Shares 118,004 Value ($000) $5,355 Avg Close $26.97 Range $26.05 - $28.33

Q1 2014

Shares 118,710 Value ($000) $5,216 Avg Close $25.27 Range $24.07 - $26.63

Q4 2013

Shares 37,809 Value ($000) $1,554 Avg Close $24.56 Range $23.83 - $25.39

Q3 2013

Shares 79,182 Value ($000) $3,261 Avg Close $25.33 Range $23.99 - $26.71

Q2 2013

Shares 84,287 Value ($000) $3,720 Avg Close $26.74 Range $24.71 - $28.16

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	80,641	$7,032	$90.89	$83.80 - $100.02
Q3 2025	78,516	$7,441	$92.22	$88.94 - $94.90
Q2 2025	82,742	$7,598	$87.99	$81.08 - $91.39
Q1 2025	79,241	$7,286	$84.13	$77.85 - $91.22
Q4 2024	79,854	$6,574	$84.51	$78.74 - $90.64
Q3 2024	84,343	$7,606	$81.63	$73.25 - $87.19
Q2 2024	87,850	$6,815	$71.79	$63.69 - $76.94
Q1 2024	91,677	$6,577	$64.75	$61.67 - $67.82
Q4 2023	125,638	$8,810	$63.75	$56.88 - $68.52
Q3 2023	334,494	$21,648	$63.78	$59.47 - $67.53
Q2 2023	339,718	$23,865	$65.30	$61.83 - $68.67
Q1 2023	353,660	$24,608	$60.67	$55.92 - $65.49
Q4 2022	355,762	$25,405	$59.62	$53.86 - $65.30
Q3 2022	360,686	$24,527	$66.95	$60.20 - $71.48
Q2 2022	366,450	$26,132	$64.29	$56.98 - $67.30
Q1 2022	367,015	$26,612	$58.69	$53.82 - $63.77
Q4 2021	364,276	$24,982	$54.72	$52.45 - $59.41
Q3 2021	362,043	$22,436	$54.69	$51.20 - $57.64
Q2 2021	367,751	$22,253	$53.77	$50.79 - $55.98
Q1 2021	368,708	$22,919	$49.84	$47.42 - $52.36
Q4 2020	365,703	$22,465	$49.52	$44.23 - $53.74
Q3 2020	366,122	$19,851	$43.54	$41.64 - $45.59
Q2 2020	369,875	$19,178	$44.76	$39.42 - $49.51
Q1 2020	385,869	$20,891	$50.47	$33.58 - $56.40
Q4 2019	392,861	$25,025	$48.90	$47.42 - $50.97
Q3 2019	376,330	$23,246	$45.27	$42.29 - $48.97
Q2 2019	379,750	$20,993	$41.35	$39.08 - $43.92
Q1 2019	361,943	$18,705	$37.42	$32.82 - $40.43
Q4 2018	368,034	$16,164	$34.25	$31.84 - $36.40
Q3 2018	358,809	$15,644	$34.28	$31.88 - $36.55
Q2 2018	348,471	$16,138	$32.85	$31.37 - $34.64
Q1 2018	351,082	$15,679	$32.15	$30.69 - $34.60
Q4 2017	336,334	$16,238	$36.45	$34.49 - $38.09
Q3 2017	328,800	$16,157	$34.30	$32.85 - $36.16
Q2 2017	339,148	$16,238	$35.09	$33.67 - $36.55
Q1 2017	334,095	$16,631	$34.16	$32.95 - $35.78
Q4 2016	339,147	$16,683	$33.55	$31.75 - $35.47
Q3 2016	336,676	$17,271	$35.60	$33.96 - $36.72
Q2 2016	322,999	$17,442	$33.63	$32.00 - $36.05
Q1 2016	331,682	$17,158	$32.22	$30.23 - $34.37
Q4 2015	330,174	$15,449	$29.62	$28.16 - $31.22
Q3 2015	338,611	$15,136	$28.33	$26.85 - $30.41
Q2 2015	343,872	$14,408	$27.79	$26.57 - $28.79
Q1 2015	336,160	$14,892	$29.94	$27.60 - $33.32
Q4 2014	116,298	$5,711	$29.49	$26.98 - $32.14
Q3 2014	115,957	$5,062	$27.11	$25.94 - $27.84
Q2 2014	118,004	$5,355	$26.97	$26.05 - $28.33
Q1 2014	118,710	$5,216	$25.27	$24.07 - $26.63
Q4 2013	37,809	$1,554	$24.56	$23.83 - $25.39
Q3 2013	79,182	$3,261	$25.33	$23.99 - $26.71
Q2 2013	84,287	$3,720	$26.74	$24.71 - $28.16