SOUTHERN CO

Ticker: SO CUSIP: 842587107 Class: COM

CapWealth Advisors, LLC's Holding History (CIK: 0001531809)

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

Q4 2025

Shares 15,735 Value ($000) $1,372 Avg Close $90.89 Range $83.80 - $100.02

Q3 2025

Shares 16,733 Value ($000) $1,586 Avg Close $92.22 Range $88.94 - $94.90

Q2 2025

Shares 15,801 Value ($000) $1,451 Avg Close $87.99 Range $81.08 - $91.39

Q1 2025

Shares 15,801 Value ($000) $1,453 Avg Close $84.13 Range $77.85 - $91.22

Q4 2024

Shares 15,878 Value ($000) $1,307 Avg Close $84.51 Range $78.74 - $90.64

Q3 2024

Shares 16,116 Value ($000) $1,453 Avg Close $81.63 Range $73.25 - $87.19

Q2 2024

Shares 15,415 Value ($000) $1,196 Avg Close $71.79 Range $63.69 - $76.94

Q1 2024

Shares 16,177 Value ($000) $1,161 Avg Close $64.75 Range $61.67 - $67.82

Q4 2023

Shares 16,270 Value ($000) $1,141 Avg Close $63.75 Range $56.88 - $68.52

Q3 2023

Shares 17,785 Value ($000) $1,151 Avg Close $63.78 Range $59.47 - $67.53

Q2 2023

Shares 19,807 Value ($000) $1,391 Avg Close $65.30 Range $61.83 - $68.67

Q1 2023

Shares 20,439 Value ($000) $1,422 Avg Close $60.67 Range $55.92 - $65.49

Q4 2022

Shares 20,548 Value ($000) $1,467 Avg Close $59.62 Range $53.86 - $65.30

Q3 2022

Shares 20,698 Value ($000) $1,407 Avg Close $66.95 Range $60.20 - $71.48

Q2 2022

Shares 22,240 Value ($000) $1,586 Avg Close $64.29 Range $56.98 - $67.30

Q1 2022

Shares 20,826 Value ($000) $1,510 Avg Close $58.69 Range $53.82 - $63.77

Q4 2021

Shares 21,232 Value ($000) $1,456 Avg Close $54.72 Range $52.45 - $59.41

Q3 2021

Shares 21,803 Value ($000) $1,351 Avg Close $54.69 Range $51.20 - $57.64

Q2 2021

Shares 21,603 Value ($000) $1,307 Avg Close $53.77 Range $50.79 - $55.98

Q1 2021

Shares 22,280 Value ($000) $1,385 Avg Close $49.84 Range $47.42 - $52.36

Q4 2020

Shares 22,693 Value ($000) $1,394 Avg Close $49.52 Range $44.23 - $53.74

Q3 2020

Shares 23,322 Value ($000) $1,265 Avg Close $43.54 Range $41.64 - $45.59

Q2 2020

Shares 22,215 Value ($000) $1,152 Avg Close $44.76 Range $39.42 - $49.51

Q1 2020

Shares 22,311 Value ($000) $1,208 Avg Close $50.47 Range $33.58 - $56.40

Q4 2019

Shares 21,235 Value ($000) $1,353 Avg Close $48.90 Range $47.42 - $50.97

Q3 2019

Shares 21,395 Value ($000) $1,322 Avg Close $45.27 Range $42.29 - $48.97

Q2 2019

Shares 21,401 Value ($000) $1,183 Avg Close $41.35 Range $39.08 - $43.92

Q1 2019

Shares 20,336 Value ($000) $1,051 Avg Close $37.42 Range $32.82 - $40.43

Q4 2018

Shares 19,292 Value ($000) $847 Avg Close $34.25 Range $31.84 - $36.40

Q3 2018

Shares 17,560 Value ($000) $766 Avg Close $34.28 Range $31.88 - $36.55

Q2 2018

Shares 18,270 Value ($000) $846 Avg Close $32.85 Range $31.37 - $34.64

Q1 2018

Shares 19,498 Value ($000) $871 Avg Close $32.15 Range $30.69 - $34.60

Q4 2017

Shares 20,419 Value ($000) $982 Avg Close $36.45 Range $34.49 - $38.09

Q3 2017

Shares 19,723 Value ($000) $969 Avg Close $34.30 Range $32.85 - $36.16

Q2 2017

Shares 19,718 Value ($000) $944 Avg Close $35.09 Range $33.67 - $36.55

Q1 2017

Shares 18,403 Value ($000) $916 Avg Close $34.16 Range $32.95 - $35.78

Q4 2016

Shares 20,086 Value ($000) $988 Avg Close $33.55 Range $31.75 - $35.47

Q3 2016

Shares 19,949 Value ($000) $1,023 Avg Close $35.60 Range $33.96 - $36.72

Q2 2016

Shares 19,937 Value ($000) $1,069 Avg Close $33.63 Range $32.00 - $36.05

Q1 2016

Shares 19,126 Value ($000) $989 Avg Close $32.22 Range $30.23 - $34.37

Q4 2015

Shares 18,595 Value ($000) $870 Avg Close $29.62 Range $28.16 - $31.22

Q3 2015

Shares 18,582 Value ($000) $831 Avg Close $28.33 Range $26.85 - $30.41

Q2 2015

Shares 18,720 Value ($000) $784 Avg Close $27.79 Range $26.57 - $28.79

Q1 2015

Shares 23,157 Value ($000) $1,025 Avg Close $29.94 Range $27.60 - $33.32

Q4 2014

Shares 28,279 Value ($000) $1,389 Avg Close $29.49 Range $26.98 - $32.14

Q3 2014

Shares 30,003 Value ($000) $1,310 Avg Close $27.11 Range $25.94 - $27.84

Q2 2014

Shares 29,313 Value ($000) $1,330 Avg Close $26.97 Range $26.05 - $28.33

Q1 2014

Shares 28,693 Value ($000) $1,261 Avg Close $25.27 Range $24.07 - $26.63

Q4 2013

Shares 28,543 Value ($000) $1,173 Avg Close $24.56 Range $23.83 - $25.39

Q3 2013

Shares 34,702 Value ($000) $1,429 Avg Close $25.33 Range $23.99 - $26.71

Q2 2013

Shares 25,285 Value ($000) $1,116 Avg Close $26.74 Range $24.71 - $28.16

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	15,735	$1,372	$90.89	$83.80 - $100.02
Q3 2025	16,733	$1,586	$92.22	$88.94 - $94.90
Q2 2025	15,801	$1,451	$87.99	$81.08 - $91.39
Q1 2025	15,801	$1,453	$84.13	$77.85 - $91.22
Q4 2024	15,878	$1,307	$84.51	$78.74 - $90.64
Q3 2024	16,116	$1,453	$81.63	$73.25 - $87.19
Q2 2024	15,415	$1,196	$71.79	$63.69 - $76.94
Q1 2024	16,177	$1,161	$64.75	$61.67 - $67.82
Q4 2023	16,270	$1,141	$63.75	$56.88 - $68.52
Q3 2023	17,785	$1,151	$63.78	$59.47 - $67.53
Q2 2023	19,807	$1,391	$65.30	$61.83 - $68.67
Q1 2023	20,439	$1,422	$60.67	$55.92 - $65.49
Q4 2022	20,548	$1,467	$59.62	$53.86 - $65.30
Q3 2022	20,698	$1,407	$66.95	$60.20 - $71.48
Q2 2022	22,240	$1,586	$64.29	$56.98 - $67.30
Q1 2022	20,826	$1,510	$58.69	$53.82 - $63.77
Q4 2021	21,232	$1,456	$54.72	$52.45 - $59.41
Q3 2021	21,803	$1,351	$54.69	$51.20 - $57.64
Q2 2021	21,603	$1,307	$53.77	$50.79 - $55.98
Q1 2021	22,280	$1,385	$49.84	$47.42 - $52.36
Q4 2020	22,693	$1,394	$49.52	$44.23 - $53.74
Q3 2020	23,322	$1,265	$43.54	$41.64 - $45.59
Q2 2020	22,215	$1,152	$44.76	$39.42 - $49.51
Q1 2020	22,311	$1,208	$50.47	$33.58 - $56.40
Q4 2019	21,235	$1,353	$48.90	$47.42 - $50.97
Q3 2019	21,395	$1,322	$45.27	$42.29 - $48.97
Q2 2019	21,401	$1,183	$41.35	$39.08 - $43.92
Q1 2019	20,336	$1,051	$37.42	$32.82 - $40.43
Q4 2018	19,292	$847	$34.25	$31.84 - $36.40
Q3 2018	17,560	$766	$34.28	$31.88 - $36.55
Q2 2018	18,270	$846	$32.85	$31.37 - $34.64
Q1 2018	19,498	$871	$32.15	$30.69 - $34.60
Q4 2017	20,419	$982	$36.45	$34.49 - $38.09
Q3 2017	19,723	$969	$34.30	$32.85 - $36.16
Q2 2017	19,718	$944	$35.09	$33.67 - $36.55
Q1 2017	18,403	$916	$34.16	$32.95 - $35.78
Q4 2016	20,086	$988	$33.55	$31.75 - $35.47
Q3 2016	19,949	$1,023	$35.60	$33.96 - $36.72
Q2 2016	19,937	$1,069	$33.63	$32.00 - $36.05
Q1 2016	19,126	$989	$32.22	$30.23 - $34.37
Q4 2015	18,595	$870	$29.62	$28.16 - $31.22
Q3 2015	18,582	$831	$28.33	$26.85 - $30.41
Q2 2015	18,720	$784	$27.79	$26.57 - $28.79
Q1 2015	23,157	$1,025	$29.94	$27.60 - $33.32
Q4 2014	28,279	$1,389	$29.49	$26.98 - $32.14
Q3 2014	30,003	$1,310	$27.11	$25.94 - $27.84
Q2 2014	29,313	$1,330	$26.97	$26.05 - $28.33
Q1 2014	28,693	$1,261	$25.27	$24.07 - $26.63
Q4 2013	28,543	$1,173	$24.56	$23.83 - $25.39
Q3 2013	34,702	$1,429	$25.33	$23.99 - $26.71
Q2 2013	25,285	$1,116	$26.74	$24.71 - $28.16