SOUTHERN CO

Ticker: SO CUSIP: 842587107 Class: COM

Richard Bernstein Advisors LLC's Holding History (CIK: 0001528214)

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

Q4 2025

Shares 16,902 Value ($000) $1,474 Avg Close $90.89 Range $83.80 - $100.02

Q3 2025

Shares 18,757 Value ($000) $1,778 Avg Close $92.22 Range $88.94 - $94.90

Q2 2025

Shares 37,921 Value ($000) $3,482 Avg Close $87.99 Range $81.08 - $91.39

Q2 2024

Shares 43,628 Value ($000) $3,384 Avg Close $71.79 Range $63.69 - $76.94

Q1 2024

Shares 43,628 Value ($000) $3,130 Avg Close $64.75 Range $61.67 - $67.82

Q4 2023

Shares 43,628 Value ($000) $3,059 Avg Close $63.75 Range $56.88 - $68.52

Q3 2023

Shares 54,039 Value ($000) $3,497 Avg Close $63.78 Range $59.47 - $67.53

Q2 2023

Shares 54,039 Value ($000) $3,796 Avg Close $65.30 Range $61.83 - $68.67

Q1 2023

Shares 54,039 Value ($000) $3,760 Avg Close $60.67 Range $55.92 - $65.49

Q4 2022

Shares 54,039 Value ($000) $3,859 Avg Close $59.62 Range $53.86 - $65.30

Q3 2022

Shares 54,039 Value ($000) $3,673 Avg Close $66.95 Range $60.20 - $71.48

Q2 2022

Shares 61,058 Value ($000) $4,354 Avg Close $64.29 Range $56.98 - $67.30

Q1 2022

Shares 53,647 Value ($000) $3,890 Avg Close $58.69 Range $53.82 - $63.77

Q4 2021

Shares 53,647 Value ($000) $3,679 Avg Close $54.72 Range $52.45 - $59.41

Q1 2020

Shares 30,738 Value ($000) $1,664 Avg Close $50.47 Range $33.58 - $56.40

Q4 2019

Shares 30,738 Value ($000) $1,958 Avg Close $48.90 Range $47.42 - $50.97

Q3 2019

Shares 30,738 Value ($000) $1,898 Avg Close $45.27 Range $42.29 - $48.97

Q2 2019

Shares 30,738 Value ($000) $1,699 Avg Close $41.35 Range $39.08 - $43.92

Q2 2015

Shares 8,166 Value ($000) $342 Avg Close $27.79 Range $26.57 - $28.79

Q1 2015

Shares 30,295 Value ($000) $1,341 Avg Close $29.94 Range $27.60 - $33.32

Q4 2014

Shares 30,295 Value ($000) $1,488 Avg Close $29.49 Range $26.98 - $32.14

Q3 2014

Shares 30,295 Value ($000) $1,322 Avg Close $27.11 Range $25.94 - $27.84

Q2 2014

Shares 30,295 Value ($000) $1,375 Avg Close $26.97 Range $26.05 - $28.33

Q1 2014

Shares 30,295 Value ($000) $1,331 Avg Close $25.27 Range $24.07 - $26.63

Q4 2013

Shares 24,528 Value ($000) $1,008 Avg Close $24.56 Range $23.83 - $25.39

Q3 2013

Shares 24,528 Value ($000) $1,010 Avg Close $25.33 Range $23.99 - $26.71

Q2 2013

Shares 24,528 Value ($000) $1,082 Avg Close $26.74 Range $24.71 - $28.16

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	16,902	$1,474	$90.89	$83.80 - $100.02
Q3 2025	18,757	$1,778	$92.22	$88.94 - $94.90
Q2 2025	37,921	$3,482	$87.99	$81.08 - $91.39
Q2 2024	43,628	$3,384	$71.79	$63.69 - $76.94
Q1 2024	43,628	$3,130	$64.75	$61.67 - $67.82
Q4 2023	43,628	$3,059	$63.75	$56.88 - $68.52
Q3 2023	54,039	$3,497	$63.78	$59.47 - $67.53
Q2 2023	54,039	$3,796	$65.30	$61.83 - $68.67
Q1 2023	54,039	$3,760	$60.67	$55.92 - $65.49
Q4 2022	54,039	$3,859	$59.62	$53.86 - $65.30
Q3 2022	54,039	$3,673	$66.95	$60.20 - $71.48
Q2 2022	61,058	$4,354	$64.29	$56.98 - $67.30
Q1 2022	53,647	$3,890	$58.69	$53.82 - $63.77
Q4 2021	53,647	$3,679	$54.72	$52.45 - $59.41
Q1 2020	30,738	$1,664	$50.47	$33.58 - $56.40
Q4 2019	30,738	$1,958	$48.90	$47.42 - $50.97
Q3 2019	30,738	$1,898	$45.27	$42.29 - $48.97
Q2 2019	30,738	$1,699	$41.35	$39.08 - $43.92
Q2 2015	8,166	$342	$27.79	$26.57 - $28.79
Q1 2015	30,295	$1,341	$29.94	$27.60 - $33.32
Q4 2014	30,295	$1,488	$29.49	$26.98 - $32.14
Q3 2014	30,295	$1,322	$27.11	$25.94 - $27.84
Q2 2014	30,295	$1,375	$26.97	$26.05 - $28.33
Q1 2014	30,295	$1,331	$25.27	$24.07 - $26.63
Q4 2013	24,528	$1,008	$24.56	$23.83 - $25.39
Q3 2013	24,528	$1,010	$25.33	$23.99 - $26.71
Q2 2013	24,528	$1,082	$26.74	$24.71 - $28.16