SOUTHERN CO

Ticker: SO CUSIP: 842587107 Class: COM

Adviser Investments LLC's Holding History (CIK: 0001544576)

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

Q4 2025
Shares 4,953 Value ($000) $432 Avg Close $90.89 Range $83.80 - $100.02
Q3 2025
Shares 4,608 Value ($000) $437 Avg Close $92.22 Range $88.94 - $94.90
Q2 2025
Shares 4,568 Value ($000) $419 Avg Close $87.99 Range $81.08 - $91.39
Q4 2024
Shares 8,614 Value ($000) $709 Avg Close $84.51 Range $78.74 - $90.64
Q3 2024
Shares 13,698 Value ($000) $1,235 Avg Close $81.63 Range $73.25 - $87.19
Q2 2024
Shares 12,179 Value ($000) $945 Avg Close $71.79 Range $63.69 - $76.94
Q1 2024
Shares 8,569 Value ($000) $615 Avg Close $64.75 Range $61.67 - $67.82
Q4 2023
Shares 8,607 Value ($000) $603 Avg Close $63.75 Range $56.88 - $68.52
Q3 2023
Shares 19,441 Value ($000) $1,258 Avg Close $63.78 Range $59.47 - $67.53
Q2 2023
Shares 7,195 Value ($000) $505 Avg Close $65.30 Range $61.83 - $68.67
Q1 2023
Shares 18,959 Value ($000) $1,319 Avg Close $60.67 Range $55.92 - $65.49
Q4 2022
Shares 18,806 Value ($000) $1,346 Avg Close $59.62 Range $53.86 - $65.30
Q3 2022
Shares 18,806 Value ($000) $1,279 Avg Close $66.95 Range $60.20 - $71.48
Q2 2022
Shares 23,468 Value ($000) $1,674 Avg Close $64.29 Range $56.98 - $67.30
Q1 2022
Shares 17,999 Value ($000) $1,305 Avg Close $58.69 Range $53.82 - $63.77
Q4 2021
Shares 17,995 Value ($000) $1,234 Avg Close $54.72 Range $52.45 - $59.41
Q3 2021
Shares 17,947 Value ($000) $1,112 Avg Close $54.69 Range $51.20 - $57.64
Q2 2021
Shares 17,574 Value ($000) $1,063 Avg Close $53.77 Range $50.79 - $55.98
Q1 2021
Shares 17,574 Value ($000) $1,092 Avg Close $49.84 Range $47.42 - $52.36
Q4 2020
Shares 12,424 Value ($000) $763 Avg Close $49.52 Range $44.23 - $53.74
Q3 2020
Shares 12,442 Value ($000) $675 Avg Close $43.54 Range $41.64 - $45.59
Q2 2020
Shares 12,424 Value ($000) $644 Avg Close $44.76 Range $39.42 - $49.51
Q1 2020
Shares 12,513 Value ($000) $677 Avg Close $50.47 Range $33.58 - $56.40
Q4 2019
Shares 12,413 Value ($000) $791 Avg Close $48.90 Range $47.42 - $50.97
Q3 2019
Shares 12,413 Value ($000) $767 Avg Close $45.27 Range $42.29 - $48.97
Q2 2019
Shares 12,713 Value ($000) $703 Avg Close $41.35 Range $39.08 - $43.92
Q1 2019
Shares 12,413 Value ($000) $641 Avg Close $37.42 Range $32.82 - $40.43
Q4 2018
Shares 12,413 Value ($000) $545 Avg Close $34.25 Range $31.84 - $36.40
Q3 2018
Shares 12,413 Value ($000) $541 Avg Close $34.28 Range $31.88 - $36.55
Q2 2018
Shares 12,533 Value ($000) $580 Avg Close $32.85 Range $31.37 - $34.64
Q1 2018
Shares 310 Value ($000) $14 Avg Close $32.15 Range $30.69 - $34.60