SOUTHERN CO

Ticker: SO CUSIP: 842587107 Class: COM

Evercore Wealth Management, LLC's Holding History (CIK: 0001482689)

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

Q4 2025

Shares 8,902 Value ($000) $776 Avg Close $90.89 Range $83.80 - $100.02

Q3 2025

Shares 9,743 Value ($000) $923 Avg Close $92.22 Range $88.94 - $94.90

Q2 2025

Shares 10,768 Value ($000) $989 Avg Close $87.99 Range $81.08 - $91.39

Q1 2025

Shares 12,416 Value ($000) $1,142 Avg Close $84.13 Range $77.85 - $91.22

Q4 2024

Shares 12,444 Value ($000) $1,024 Avg Close $84.51 Range $78.74 - $90.64

Q3 2024

Shares 12,555 Value ($000) $1,132 Avg Close $81.63 Range $73.25 - $87.19

Q2 2024

Shares 12,955 Value ($000) $1,005 Avg Close $71.79 Range $63.69 - $76.94

Q1 2024

Shares 12,955 Value ($000) $929 Avg Close $64.75 Range $61.67 - $67.82

Q4 2023

Shares 13,700 Value ($000) $961 Avg Close $63.75 Range $56.88 - $68.52

Q3 2023

Shares 13,915 Value ($000) $901 Avg Close $63.78 Range $59.47 - $67.53

Q2 2023

Shares 15,140 Value ($000) $1,064 Avg Close $65.30 Range $61.83 - $68.67

Q1 2023

Shares 17,131 Value ($000) $1,192 Avg Close $60.67 Range $55.92 - $65.49

Q4 2022

Shares 15,185 Value ($000) $1,084 Avg Close $59.62 Range $53.86 - $65.30

Q3 2022

Shares 17,014 Value ($000) $1,157 Avg Close $66.95 Range $60.20 - $71.48

Q2 2022

Shares 17,583 Value ($000) $1,254 Avg Close $64.29 Range $56.98 - $67.30

Q1 2022

Shares 18,083 Value ($000) $1,311 Avg Close $58.69 Range $53.82 - $63.77

Q4 2021

Shares 18,938 Value ($000) $1,299 Avg Close $54.72 Range $52.45 - $59.41

Q3 2021

Shares 18,943 Value ($000) $1,174 Avg Close $54.69 Range $51.20 - $57.64

Q2 2021

Shares 18,963 Value ($000) $1,147 Avg Close $53.77 Range $50.79 - $55.98

Q1 2021

Shares 22,931 Value ($000) $1,425 Avg Close $49.84 Range $47.42 - $52.36

Q4 2020

Shares 23,191 Value ($000) $1,425 Avg Close $49.52 Range $44.23 - $53.74

Q3 2020

Shares 22,857 Value ($000) $1,240 Avg Close $43.54 Range $41.64 - $45.59

Q2 2020

Shares 24,649 Value ($000) $1,278 Avg Close $44.76 Range $39.42 - $49.51

Q1 2020

Shares 25,082 Value ($000) $1,358 Avg Close $50.47 Range $33.58 - $56.40

Q4 2019

Shares 25,284 Value ($000) $1,611 Avg Close $48.90 Range $47.42 - $50.97

Q3 2019

Shares 28,061 Value ($000) $1,733 Avg Close $45.27 Range $42.29 - $48.97

Q2 2019

Shares 28,994 Value ($000) $1,603 Avg Close $41.35 Range $39.08 - $43.92

Q1 2019

Shares 21,036 Value ($000) $1,087 Avg Close $37.42 Range $32.82 - $40.43

Q4 2018

Shares 21,868 Value ($000) $961 Avg Close $34.25 Range $31.84 - $36.40

Q3 2018

Shares 23,691 Value ($000) $1,033 Avg Close $34.28 Range $31.88 - $36.55

Q2 2018

Shares 22,520 Value ($000) $1,043 Avg Close $32.85 Range $31.37 - $34.64

Q1 2018

Shares 11,983 Value ($000) $535 Avg Close $32.15 Range $30.69 - $34.60

Q4 2017

Shares 12,593 Value ($000) $606 Avg Close $36.45 Range $34.49 - $38.09

Q3 2017

Shares 11,843 Value ($000) $582 Avg Close $34.30 Range $32.85 - $36.16

Q2 2017

Shares 12,668 Value ($000) $607 Avg Close $35.09 Range $33.67 - $36.55

Q1 2017

Shares 18,729 Value ($000) $932 Avg Close $34.16 Range $32.95 - $35.78

Q4 2016

Shares 19,111 Value ($000) $940 Avg Close $33.55 Range $31.75 - $35.47

Q3 2016

Shares 17,929 Value ($000) $920 Avg Close $35.60 Range $33.96 - $36.72

Q2 2016

Shares 17,119 Value ($000) $918 Avg Close $33.63 Range $32.00 - $36.05

Q1 2016

Shares 16,347 Value ($000) $845 Avg Close $32.22 Range $30.23 - $34.37

Q4 2015

Shares 12,071 Value ($000) $565 Avg Close $29.62 Range $28.16 - $31.22

Q3 2015

Shares 11,414 Value ($000) $508 Avg Close $28.33 Range $26.85 - $30.41

Q2 2015

Shares 12,126 Value ($000) $509 Avg Close $27.79 Range $26.57 - $28.79

Q1 2015

Shares 12,511 Value ($000) $554 Avg Close $29.94 Range $27.60 - $33.32

Q4 2014

Shares 9,999 Value ($000) $491 Avg Close $29.49 Range $26.98 - $32.14

Q3 2014

Shares 12,464 Value ($000) $544 Avg Close $27.11 Range $25.94 - $27.84

Q2 2014

Shares 13,464 Value ($000) $611 Avg Close $26.97 Range $26.05 - $28.33

Q1 2014

Shares 13,050 Value ($000) $574 Avg Close $25.27 Range $24.07 - $26.63

Q4 2013

Shares 6,050 Value ($000) $249 Avg Close $24.56 Range $23.83 - $25.39

Q3 2013

Shares 8,250 Value ($000) $340 Avg Close $25.33 Range $23.99 - $26.71

Q2 2013

Shares 9,150 Value ($000) $403 Avg Close $26.74 Range $24.71 - $28.16

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	8,902	$776	$90.89	$83.80 - $100.02
Q3 2025	9,743	$923	$92.22	$88.94 - $94.90
Q2 2025	10,768	$989	$87.99	$81.08 - $91.39
Q1 2025	12,416	$1,142	$84.13	$77.85 - $91.22
Q4 2024	12,444	$1,024	$84.51	$78.74 - $90.64
Q3 2024	12,555	$1,132	$81.63	$73.25 - $87.19
Q2 2024	12,955	$1,005	$71.79	$63.69 - $76.94
Q1 2024	12,955	$929	$64.75	$61.67 - $67.82
Q4 2023	13,700	$961	$63.75	$56.88 - $68.52
Q3 2023	13,915	$901	$63.78	$59.47 - $67.53
Q2 2023	15,140	$1,064	$65.30	$61.83 - $68.67
Q1 2023	17,131	$1,192	$60.67	$55.92 - $65.49
Q4 2022	15,185	$1,084	$59.62	$53.86 - $65.30
Q3 2022	17,014	$1,157	$66.95	$60.20 - $71.48
Q2 2022	17,583	$1,254	$64.29	$56.98 - $67.30
Q1 2022	18,083	$1,311	$58.69	$53.82 - $63.77
Q4 2021	18,938	$1,299	$54.72	$52.45 - $59.41
Q3 2021	18,943	$1,174	$54.69	$51.20 - $57.64
Q2 2021	18,963	$1,147	$53.77	$50.79 - $55.98
Q1 2021	22,931	$1,425	$49.84	$47.42 - $52.36
Q4 2020	23,191	$1,425	$49.52	$44.23 - $53.74
Q3 2020	22,857	$1,240	$43.54	$41.64 - $45.59
Q2 2020	24,649	$1,278	$44.76	$39.42 - $49.51
Q1 2020	25,082	$1,358	$50.47	$33.58 - $56.40
Q4 2019	25,284	$1,611	$48.90	$47.42 - $50.97
Q3 2019	28,061	$1,733	$45.27	$42.29 - $48.97
Q2 2019	28,994	$1,603	$41.35	$39.08 - $43.92
Q1 2019	21,036	$1,087	$37.42	$32.82 - $40.43
Q4 2018	21,868	$961	$34.25	$31.84 - $36.40
Q3 2018	23,691	$1,033	$34.28	$31.88 - $36.55
Q2 2018	22,520	$1,043	$32.85	$31.37 - $34.64
Q1 2018	11,983	$535	$32.15	$30.69 - $34.60
Q4 2017	12,593	$606	$36.45	$34.49 - $38.09
Q3 2017	11,843	$582	$34.30	$32.85 - $36.16
Q2 2017	12,668	$607	$35.09	$33.67 - $36.55
Q1 2017	18,729	$932	$34.16	$32.95 - $35.78
Q4 2016	19,111	$940	$33.55	$31.75 - $35.47
Q3 2016	17,929	$920	$35.60	$33.96 - $36.72
Q2 2016	17,119	$918	$33.63	$32.00 - $36.05
Q1 2016	16,347	$845	$32.22	$30.23 - $34.37
Q4 2015	12,071	$565	$29.62	$28.16 - $31.22
Q3 2015	11,414	$508	$28.33	$26.85 - $30.41
Q2 2015	12,126	$509	$27.79	$26.57 - $28.79
Q1 2015	12,511	$554	$29.94	$27.60 - $33.32
Q4 2014	9,999	$491	$29.49	$26.98 - $32.14
Q3 2014	12,464	$544	$27.11	$25.94 - $27.84
Q2 2014	13,464	$611	$26.97	$26.05 - $28.33
Q1 2014	13,050	$574	$25.27	$24.07 - $26.63
Q4 2013	6,050	$249	$24.56	$23.83 - $25.39
Q3 2013	8,250	$340	$25.33	$23.99 - $26.71
Q2 2013	9,150	$403	$26.74	$24.71 - $28.16