SOUTHERN CO

Ticker: SO CUSIP: 842587107 Class: COM

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

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

Q4 2025
Shares 3,845 Value ($000) $335 Avg Close $90.89 Range $83.80 - $100.02
Q3 2025
Shares 3,854 Value ($000) $365 Avg Close $92.22 Range $88.94 - $94.90
Q2 2025
Shares 3,853 Value ($000) $354 Avg Close $87.99 Range $81.08 - $91.39
Q1 2025
Shares 3,885 Value ($000) $357 Avg Close $84.13 Range $77.85 - $91.22
Q4 2024
Shares 3,984 Value ($000) $328 Avg Close $84.51 Range $78.74 - $90.64
Q3 2024
Shares 3,985 Value ($000) $359 Avg Close $81.63 Range $73.25 - $87.19
Q2 2024
Shares 4,220 Value ($000) $327 Avg Close $71.79 Range $63.69 - $76.94
Q1 2024
Shares 4,195 Value ($000) $301 Avg Close $64.75 Range $61.67 - $67.82
Q4 2023
Shares 4,425 Value ($000) $310 Avg Close $63.75 Range $56.88 - $68.52
Q3 2023
Shares 4,531 Value ($000) $293 Avg Close $63.78 Range $59.47 - $67.53
Q2 2023
Shares 4,531 Value ($000) $318 Avg Close $65.30 Range $61.83 - $68.67
Q1 2023
Shares 4,529 Value ($000) $315 Avg Close $60.67 Range $55.92 - $65.49
Q4 2022
Shares 4,528 Value ($000) $323 Avg Close $59.62 Range $53.86 - $65.30
Q3 2022
Shares 4,758 Value ($000) $324 Avg Close $66.95 Range $60.20 - $71.48
Q2 2022
Shares 4,757 Value ($000) $339 Avg Close $64.29 Range $56.98 - $67.30
Q1 2022
Shares 4,756 Value ($000) $345 Avg Close $58.69 Range $53.82 - $63.77
Q4 2021
Shares 4,753 Value ($000) $326 Avg Close $54.72 Range $52.45 - $59.41
Q3 2021
Shares 4,768 Value ($000) $295 Avg Close $54.69 Range $51.20 - $57.64
Q2 2021
Shares 4,851 Value ($000) $294 Avg Close $53.77 Range $50.79 - $55.98
Q1 2021
Shares 4,874 Value ($000) $303 Avg Close $49.84 Range $47.42 - $52.36
Q4 2020
Shares 4,942 Value ($000) $304 Avg Close $49.52 Range $44.23 - $53.74
Q3 2020
Shares 4,783 Value ($000) $259 Avg Close $43.54 Range $41.64 - $45.59
Q2 2020
Shares 7,576 Value ($000) $393 Avg Close $44.76 Range $39.42 - $49.51
Q1 2020
Shares 7,568 Value ($000) $410 Avg Close $50.47 Range $33.58 - $56.40
Q4 2019
Shares 7,791 Value ($000) $496 Avg Close $48.90 Range $47.42 - $50.97
Q3 2019
Shares 8,202 Value ($000) $507 Avg Close $45.27 Range $42.29 - $48.97
Q2 2019
Shares 11,862 Value ($000) $656 Avg Close $41.35 Range $39.08 - $43.92
Q1 2019
Shares 11,565 Value ($000) $598 Avg Close $37.42 Range $32.82 - $40.43
Q3 2018
Shares 13,120 Value ($000) $559 Avg Close $34.28 Range $31.88 - $36.55
Q2 2018
Shares 13,590 Value ($000) $631 Avg Close $32.85 Range $31.37 - $34.64
Q1 2018
Shares 14,089 Value ($000) $652 Avg Close $32.15 Range $30.69 - $34.60
Q3 2017
Shares 14,331 Value ($000) $711 Avg Close $34.30 Range $32.85 - $36.16
Q2 2017
Shares 14,800 Value ($000) $703 Avg Close $35.09 Range $33.67 - $36.55