SOUTHERN CO

Ticker: SO CUSIP: 842587107 Class: COM

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

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

Q4 2025

Shares 334,357 Value ($000) $29,156 Avg Close $90.89 Range $83.80 - $100.02

Q3 2025

Shares 240,397 Value ($000) $22,782 Avg Close $92.22 Range $88.94 - $94.90

Q2 2025

Shares 226,234 Value ($000) $20,775 Avg Close $87.99 Range $81.08 - $91.39

Q1 2025

Shares 225,037 Value ($000) $20,692 Avg Close $84.13 Range $77.85 - $91.22

Q4 2024

Shares 219,362 Value ($000) $18,058 Avg Close $84.51 Range $78.74 - $90.64

Q3 2024

Shares 166,869 Value ($000) $15,048 Avg Close $81.63 Range $73.25 - $87.19

Q2 2024

Shares 160,825 Value ($000) $12,475 Avg Close $71.79 Range $63.69 - $76.94

Q1 2024

Shares 91,668 Value ($000) $6,576 Avg Close $64.75 Range $61.67 - $67.82

Q4 2023

Shares 74,983 Value ($000) $5,258 Avg Close $63.75 Range $56.88 - $68.52

Q3 2023

Shares 82,293 Value ($000) $5,326 Avg Close $63.78 Range $59.47 - $67.53

Q2 2023

Shares 75,820 Value ($000) $5,326 Avg Close $65.30 Range $61.83 - $68.67

Q1 2023

Shares 71,100 Value ($000) $4,947 Avg Close $60.67 Range $55.92 - $65.49

Q4 2022

Shares 66,754 Value ($000) $4,767 Avg Close $59.62 Range $53.86 - $65.30

Q3 2022

Shares 58,393 Value ($000) $3,971 Avg Close $66.95 Range $60.20 - $71.48

Q2 2022

Shares 41,183 Value ($000) $2,936 Avg Close $64.29 Range $56.98 - $67.30

Q1 2022

Shares 31,885 Value ($000) $2,312 Avg Close $58.69 Range $53.82 - $63.77

Q4 2021

Shares 31,095 Value ($000) $2,077 Avg Close $54.72 Range $52.45 - $59.41

Q3 2021

Shares 33,023 Value ($000) $2,082 Avg Close $54.69 Range $51.20 - $57.64

Q2 2021

Shares 33,093 Value ($000) $2,169 Avg Close $53.77 Range $50.79 - $55.98

Q1 2021

Shares 28,928 Value ($000) $1,853 Avg Close $49.84 Range $47.42 - $52.36

Q4 2020

Shares 19,217 Value ($000) $1,178 Avg Close $49.52 Range $44.23 - $53.74

Q3 2020

Shares 17,363 Value ($000) $998 Avg Close $43.54 Range $41.64 - $45.59

Q2 2020

Shares 17,289 Value ($000) $951 Avg Close $44.76 Range $39.42 - $49.51

Q1 2020

Shares 17,763 Value ($000) $962 Avg Close $50.47 Range $33.58 - $56.40

Q4 2019

Shares 17,398 Value ($000) $1,198 Avg Close $48.90 Range $47.42 - $50.97

Q3 2019

Shares 17,463 Value ($000) $1,079 Avg Close $45.27 Range $42.29 - $48.97

Q2 2019

Shares 16,362 Value ($000) $904 Avg Close $41.35 Range $39.08 - $43.92

Q1 2019

Shares 31,912 Value ($000) $1,649 Avg Close $37.42 Range $32.82 - $40.43

Q4 2018

Shares 31,178 Value ($000) $1,369 Avg Close $34.25 Range $31.84 - $36.40

Q3 2018

Shares 15,429 Value ($000) $673 Avg Close $34.28 Range $31.88 - $36.55

Q2 2018

Shares 16,816 Value ($000) $779 Avg Close $32.85 Range $31.37 - $34.64

Q1 2018

Shares 15,427 Value ($000) $689 Avg Close $32.15 Range $30.69 - $34.60

Q4 2017

Shares 35,750 Value ($000) $1,720 Avg Close $36.45 Range $34.49 - $38.09

Q3 2017

Shares 27,288 Value ($000) $1,341 Avg Close $34.30 Range $32.85 - $36.16

Q2 2017

Shares 29,662 Value ($000) $1,420 Avg Close $35.09 Range $33.67 - $36.55

Q1 2017

Shares 29,692 Value ($000) $1,478 Avg Close $34.16 Range $32.95 - $35.78

Q4 2016

Shares 30,169 Value ($000) $1,484 Avg Close $33.55 Range $31.75 - $35.47

Q3 2016

Shares 29,303 Value ($000) $1,503 Avg Close $35.60 Range $33.96 - $36.72

Q2 2016

Shares 29,303 Value ($000) $1,572 Avg Close $33.63 Range $32.00 - $36.05

Q1 2016

Shares 21,218 Value ($000) $1,098 Avg Close $32.22 Range $30.23 - $34.37

Q4 2015

Shares 20,342 Value ($000) $952 Avg Close $29.62 Range $28.16 - $31.22

Q3 2015

Shares 21,147 Value ($000) $945 Avg Close $28.33 Range $26.85 - $30.41

Q2 2015

Shares 16,862 Value ($000) $707 Avg Close $27.79 Range $26.57 - $28.79

Q1 2015

Shares 15,662 Value ($000) $694 Avg Close $29.94 Range $27.60 - $33.32

Q4 2014

Shares 15,162 Value ($000) $745 Avg Close $29.49 Range $26.98 - $32.14

Q3 2014

Shares 13,978 Value ($000) $610 Avg Close $27.11 Range $25.94 - $27.84

Q2 2014

Shares 33,437 Value ($000) $1,517 Avg Close $26.97 Range $26.05 - $28.33

Q1 2014

Shares 31,238 Value ($000) $1,373 Avg Close $25.27 Range $24.07 - $26.63

Q4 2013

Shares 27,568 Value ($000) $1,133 Avg Close $24.56 Range $23.83 - $25.39

Q3 2013

Shares 21,565 Value ($000) $888 Avg Close $25.33 Range $23.99 - $26.71

Q2 2013

Shares 22,423 Value ($000) $990 Avg Close $26.74 Range $24.71 - $28.16

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	334,357	$29,156	$90.89	$83.80 - $100.02
Q3 2025	240,397	$22,782	$92.22	$88.94 - $94.90
Q2 2025	226,234	$20,775	$87.99	$81.08 - $91.39
Q1 2025	225,037	$20,692	$84.13	$77.85 - $91.22
Q4 2024	219,362	$18,058	$84.51	$78.74 - $90.64
Q3 2024	166,869	$15,048	$81.63	$73.25 - $87.19
Q2 2024	160,825	$12,475	$71.79	$63.69 - $76.94
Q1 2024	91,668	$6,576	$64.75	$61.67 - $67.82
Q4 2023	74,983	$5,258	$63.75	$56.88 - $68.52
Q3 2023	82,293	$5,326	$63.78	$59.47 - $67.53
Q2 2023	75,820	$5,326	$65.30	$61.83 - $68.67
Q1 2023	71,100	$4,947	$60.67	$55.92 - $65.49
Q4 2022	66,754	$4,767	$59.62	$53.86 - $65.30
Q3 2022	58,393	$3,971	$66.95	$60.20 - $71.48
Q2 2022	41,183	$2,936	$64.29	$56.98 - $67.30
Q1 2022	31,885	$2,312	$58.69	$53.82 - $63.77
Q4 2021	31,095	$2,077	$54.72	$52.45 - $59.41
Q3 2021	33,023	$2,082	$54.69	$51.20 - $57.64
Q2 2021	33,093	$2,169	$53.77	$50.79 - $55.98
Q1 2021	28,928	$1,853	$49.84	$47.42 - $52.36
Q4 2020	19,217	$1,178	$49.52	$44.23 - $53.74
Q3 2020	17,363	$998	$43.54	$41.64 - $45.59
Q2 2020	17,289	$951	$44.76	$39.42 - $49.51
Q1 2020	17,763	$962	$50.47	$33.58 - $56.40
Q4 2019	17,398	$1,198	$48.90	$47.42 - $50.97
Q3 2019	17,463	$1,079	$45.27	$42.29 - $48.97
Q2 2019	16,362	$904	$41.35	$39.08 - $43.92
Q1 2019	31,912	$1,649	$37.42	$32.82 - $40.43
Q4 2018	31,178	$1,369	$34.25	$31.84 - $36.40
Q3 2018	15,429	$673	$34.28	$31.88 - $36.55
Q2 2018	16,816	$779	$32.85	$31.37 - $34.64
Q1 2018	15,427	$689	$32.15	$30.69 - $34.60
Q4 2017	35,750	$1,720	$36.45	$34.49 - $38.09
Q3 2017	27,288	$1,341	$34.30	$32.85 - $36.16
Q2 2017	29,662	$1,420	$35.09	$33.67 - $36.55
Q1 2017	29,692	$1,478	$34.16	$32.95 - $35.78
Q4 2016	30,169	$1,484	$33.55	$31.75 - $35.47
Q3 2016	29,303	$1,503	$35.60	$33.96 - $36.72
Q2 2016	29,303	$1,572	$33.63	$32.00 - $36.05
Q1 2016	21,218	$1,098	$32.22	$30.23 - $34.37
Q4 2015	20,342	$952	$29.62	$28.16 - $31.22
Q3 2015	21,147	$945	$28.33	$26.85 - $30.41
Q2 2015	16,862	$707	$27.79	$26.57 - $28.79
Q1 2015	15,662	$694	$29.94	$27.60 - $33.32
Q4 2014	15,162	$745	$29.49	$26.98 - $32.14
Q3 2014	13,978	$610	$27.11	$25.94 - $27.84
Q2 2014	33,437	$1,517	$26.97	$26.05 - $28.33
Q1 2014	31,238	$1,373	$25.27	$24.07 - $26.63
Q4 2013	27,568	$1,133	$24.56	$23.83 - $25.39
Q3 2013	21,565	$888	$25.33	$23.99 - $26.71
Q2 2013	22,423	$990	$26.74	$24.71 - $28.16