SOUTHERN CO

Ticker: SO CUSIP: 842587107 Class: COM

DONALDSON CAPITAL MANAGEMENT, LLC's Holding History (CIK: 0001487438)

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

Q4 2025
Shares 570,252 Value ($000) $49,726 Avg Close $90.89 Range $83.80 - $100.02
Q3 2025
Shares 563,027 Value ($000) $53,358 Avg Close $92.22 Range $88.94 - $94.90
Q2 2025
Shares 19,510 Value ($000) $1,792 Avg Close $87.99 Range $81.08 - $91.39
Q1 2025
Shares 19,926 Value ($000) $1,832 Avg Close $84.13 Range $77.85 - $91.22
Q4 2024
Shares 20,476 Value ($000) $1,686 Avg Close $84.51 Range $78.74 - $90.64
Q3 2024
Shares 21,268 Value ($000) $1,918 Avg Close $81.63 Range $73.25 - $87.19
Q2 2024
Shares 23,094 Value ($000) $1,791 Avg Close $71.79 Range $63.69 - $76.94
Q1 2024
Shares 25,816 Value ($000) $1,852 Avg Close $64.75 Range $61.67 - $67.82
Q4 2023
Shares 29,010 Value ($000) $2,034 Avg Close $63.75 Range $56.88 - $68.52
Q3 2023
Shares 31,174 Value ($000) $2,018 Avg Close $63.78 Range $59.47 - $67.53
Q2 2023
Shares 591,130 Value ($000) $41,527 Avg Close $65.30 Range $61.83 - $68.67
Q1 2023
Shares 555,249 Value ($000) $38,634 Avg Close $60.67 Range $55.92 - $65.49
Q4 2022
Shares 480,576 Value ($000) $34,318 Avg Close $59.62 Range $53.86 - $65.30
Q3 2022
Shares 521,307 Value ($000) $35,449 Avg Close $66.95 Range $60.20 - $71.48
Q2 2022
Shares 216,720 Value ($000) $15,454 Avg Close $64.29 Range $56.98 - $67.30
Q1 2022
Shares 20,862 Value ($000) $1,513 Avg Close $58.69 Range $53.82 - $63.77
Q4 2021
Shares 22,344 Value ($000) $1,532 Avg Close $54.72 Range $52.45 - $59.41
Q3 2021
Shares 21,819 Value ($000) $1,352 Avg Close $54.69 Range $51.20 - $57.64
Q2 2021
Shares 27,659 Value ($000) $1,674 Avg Close $53.77 Range $50.79 - $55.98
Q1 2021
Shares 31,582 Value ($000) $1,963 Avg Close $49.84 Range $47.42 - $52.36
Q4 2020
Shares 541,597 Value ($000) $33,270 Avg Close $49.52 Range $44.23 - $53.74
Q3 2020
Shares 408,637 Value ($000) $22,156 Avg Close $43.54 Range $41.64 - $45.59
Q2 2020
Shares 410,033 Value ($000) $21,260 Avg Close $44.76 Range $39.42 - $49.51
Q1 2020
Shares 378,943 Value ($000) $20,516 Avg Close $50.47 Range $33.58 - $56.40
Q4 2019
Shares 11,069 Value ($000) $705 Avg Close $48.90 Range $47.42 - $50.97
Q3 2019
Shares 9,613 Value ($000) $594 Avg Close $45.27 Range $42.29 - $48.97
Q2 2019
Shares 7,796 Value ($000) $431 Avg Close $41.35 Range $39.08 - $43.92
Q1 2019
Shares 8,021 Value ($000) $415 Avg Close $37.42 Range $32.82 - $40.43
Q4 2018
Shares 8,166 Value ($000) $359 Avg Close $34.25 Range $31.84 - $36.40
Q3 2018
Shares 9,641 Value ($000) $420 Avg Close $34.28 Range $31.88 - $36.55
Q2 2018
Shares 7,266 Value ($000) $336 Avg Close $32.85 Range $31.37 - $34.64
Q1 2018
Shares 7,541 Value ($000) $337 Avg Close $32.15 Range $30.69 - $34.60
Q4 2017
Shares 9,205 Value ($000) $443 Avg Close $36.45 Range $34.49 - $38.09
Q3 2017
Shares 9,135 Value ($000) $449 Avg Close $34.30 Range $32.85 - $36.16
Q2 2017
Shares 10,111 Value ($000) $484 Avg Close $35.09 Range $33.67 - $36.55
Q1 2017
Shares 11,639 Value ($000) $579 Avg Close $34.16 Range $32.95 - $35.78
Q4 2016
Shares 11,264 Value ($000) $554 Avg Close $33.55 Range $31.75 - $35.47
Q3 2016
Shares 11,244 Value ($000) $577 Avg Close $35.60 Range $33.96 - $36.72
Q2 2016
Shares 11,411 Value ($000) $612 Avg Close $33.63 Range $32.00 - $36.05
Q1 2016
Shares 11,029 Value ($000) $571 Avg Close $32.22 Range $30.23 - $34.37
Q4 2015
Shares 12,392 Value ($000) $580 Avg Close $29.62 Range $28.16 - $31.22
Q3 2015
Shares 12,655 Value ($000) $566 Avg Close $28.33 Range $26.85 - $30.41
Q2 2015
Shares 12,455 Value ($000) $522 Avg Close $27.79 Range $26.57 - $28.79
Q1 2015
Shares 11,700 Value ($000) $518 Avg Close $29.94 Range $27.60 - $33.32
Q4 2014
Shares 12,575 Value ($000) $618 Avg Close $29.49 Range $26.98 - $32.14
Q3 2014
Shares 13,349 Value ($000) $583 Avg Close $27.11 Range $25.94 - $27.84
Q2 2014
Shares 18,536 Value ($000) $841 Avg Close $26.97 Range $26.05 - $28.33
Q1 2014
Shares 16,265 Value ($000) $715 Avg Close $25.27 Range $24.07 - $26.63
Q4 2013
Shares 20,487 Value ($000) $842 Avg Close $24.56 Range $23.83 - $25.39
Q3 2013
Shares 22,192 Value ($000) $914 Avg Close $25.33 Range $23.99 - $26.71
Q2 2013
Shares 23,542 Value ($000) $1,039 Avg Close $26.74 Range $24.71 - $28.16
Q1 2013
Shares 224,333 Value ($000) $10,526 Avg Close $25.61 Range $24.46 - $27.12
Q4 2012
Shares 206,132 Value ($000) $8,824 Avg Close — Range —
Q3 2012
Shares 205,307 Value ($000) $9,463 Avg Close — Range —
Q2 2012
Shares 203,287 Value ($000) $9,412 Avg Close — Range —
Q1 2012
Shares 203,758 Value ($000) $9,155 Avg Close — Range —
Q4 2011
Shares 207,442 Value ($000) $9,602 Avg Close — Range —
Q3 2011
Shares 197,513 Value ($000) $8,369 Avg Close — Range —
Q2 2011
Shares 159,284 Value ($000) $6,432 Avg Close — Range —
Q1 2011
Shares 150,646 Value ($000) $5,741 Avg Close — Range —
Q4 2010
Shares 144,669 Value ($000) $5,531 Avg Close — Range —
Q3 2010
Shares 170,989 Value ($000) $6,368 Avg Close — Range —
Q2 2010
Shares 105,730 Value ($000) $3,519 Avg Close — Range —
Q1 2010
Shares 104,877 Value ($000) $3,478 Avg Close — Range —