SOUTHERN CO

Ticker: SO CUSIP: 842587107 Class: COM

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

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

Q4 2025

Shares 390,880 Value ($000) $34,085 Avg Close $90.89 Range $83.80 - $100.02

Q2 2025

Shares 362,559 Value ($000) $33,294 Avg Close $87.99 Range $81.08 - $91.39

Q1 2025

Shares 346,815 Value ($000) $31,890 Avg Close $84.13 Range $77.85 - $91.22

Q4 2024

Shares 343,633 Value ($000) $28,288 Avg Close $84.51 Range $78.74 - $90.64

Q3 2024

Shares 354,881 Value ($000) $32,003 Avg Close $81.63 Range $73.25 - $87.19

Q2 2024

Shares 352,555 Value ($000) $27,348 Avg Close $71.79 Range $63.69 - $76.94

Q1 2024

Shares 360,754 Value ($000) $25,880 Avg Close $64.75 Range $61.67 - $67.82

Q4 2023

Shares 531,479 Value ($000) $37,267 Avg Close $63.75 Range $56.88 - $68.52

Q3 2023

Shares 503,103 Value ($000) $32,561 Avg Close $63.78 Range $59.47 - $67.53

Q2 2023

Shares 192,000 Value ($000) $34,061 Avg Close $65.30 Range $61.83 - $68.67

Q1 2023

Shares 6,673 Value ($000) $1,030 Avg Close $60.67 Range $55.92 - $65.49

Q4 2022

Shares 416,205 Value ($000) $29,721 Avg Close $59.62 Range $53.86 - $65.30

Q2 2022

Shares 12,280 Value ($000) $876 Avg Close $64.29 Range $56.98 - $67.30

Q1 2022

Shares 14,879 Value ($000) $1,079 Avg Close $58.69 Range $53.82 - $63.77

Q4 2021

Shares 15,364 Value ($000) $1,054 Avg Close $54.72 Range $52.45 - $59.41

Q3 2021

Shares 15,362 Value ($000) $952 Avg Close $54.69 Range $51.20 - $57.64

Q2 2021

Shares 18,834 Value ($000) $1,140 Avg Close $53.77 Range $50.79 - $55.98

Q1 2021

Shares 18,307 Value ($000) $1,138 Avg Close $49.84 Range $47.42 - $52.36

Q4 2020

Shares 16,490 Value ($000) $1,013 Avg Close $49.52 Range $44.23 - $53.74

Q3 2020

Shares 17,641 Value ($000) $956 Avg Close $43.54 Range $41.64 - $45.59

Q2 2020

Shares 19,369 Value ($000) $1,004 Avg Close $44.76 Range $39.42 - $49.51

Q1 2020

Shares 22,184 Value ($000) $1,201 Avg Close $50.47 Range $33.58 - $56.40

Q4 2019

Shares 19,271 Value ($000) $1,228 Avg Close $48.90 Range $47.42 - $50.97

Q3 2019

Shares 20,561 Value ($000) $1,270 Avg Close $45.27 Range $42.29 - $48.97

Q2 2019

Shares 17,384 Value ($000) $961 Avg Close $41.35 Range $39.08 - $43.92

Q1 2019

Shares 16,994 Value ($000) $878 Avg Close $37.42 Range $32.82 - $40.43

Q4 2018

Shares 14,898 Value ($000) $654 Avg Close $34.25 Range $31.84 - $36.40

Q3 2018

Shares 15,559 Value ($000) $678 Avg Close $34.28 Range $31.88 - $36.55

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	390,880	$34,085	$90.89	$83.80 - $100.02
Q2 2025	362,559	$33,294	$87.99	$81.08 - $91.39
Q1 2025	346,815	$31,890	$84.13	$77.85 - $91.22
Q4 2024	343,633	$28,288	$84.51	$78.74 - $90.64
Q3 2024	354,881	$32,003	$81.63	$73.25 - $87.19
Q2 2024	352,555	$27,348	$71.79	$63.69 - $76.94
Q1 2024	360,754	$25,880	$64.75	$61.67 - $67.82
Q4 2023	531,479	$37,267	$63.75	$56.88 - $68.52
Q3 2023	503,103	$32,561	$63.78	$59.47 - $67.53
Q2 2023	192,000	$34,061	$65.30	$61.83 - $68.67
Q1 2023	6,673	$1,030	$60.67	$55.92 - $65.49
Q4 2022	416,205	$29,721	$59.62	$53.86 - $65.30
Q2 2022	12,280	$876	$64.29	$56.98 - $67.30
Q1 2022	14,879	$1,079	$58.69	$53.82 - $63.77
Q4 2021	15,364	$1,054	$54.72	$52.45 - $59.41
Q3 2021	15,362	$952	$54.69	$51.20 - $57.64
Q2 2021	18,834	$1,140	$53.77	$50.79 - $55.98
Q1 2021	18,307	$1,138	$49.84	$47.42 - $52.36
Q4 2020	16,490	$1,013	$49.52	$44.23 - $53.74
Q3 2020	17,641	$956	$43.54	$41.64 - $45.59
Q2 2020	19,369	$1,004	$44.76	$39.42 - $49.51
Q1 2020	22,184	$1,201	$50.47	$33.58 - $56.40
Q4 2019	19,271	$1,228	$48.90	$47.42 - $50.97
Q3 2019	20,561	$1,270	$45.27	$42.29 - $48.97
Q2 2019	17,384	$961	$41.35	$39.08 - $43.92
Q1 2019	16,994	$878	$37.42	$32.82 - $40.43
Q4 2018	14,898	$654	$34.25	$31.84 - $36.40
Q3 2018	15,559	$678	$34.28	$31.88 - $36.55