SOUTHERN CO

Ticker: SO CUSIP: 842587107 Class: COM

SRS Capital Advisors, Inc.'s Holding History (CIK: 0001586767)

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

Q4 2025

Shares 19,437 Value ($000) $1,695 Avg Close $90.89 Range $83.80 - $100.02

Q3 2025

Shares 25,076 Value ($000) $2,376 Avg Close $92.22 Range $88.94 - $94.90

Q2 2025

Shares 3,520 Value ($000) $1,373 Avg Close $87.99 Range $81.08 - $91.39

Q1 2025

Shares 2,930 Value ($000) $269 Avg Close $84.13 Range $77.85 - $91.22

Q4 2024

Shares 1,263 Value ($000) $104 Avg Close $84.51 Range $78.74 - $90.64

Q3 2024

Shares 412 Value ($000) $37 Avg Close $81.63 Range $73.25 - $87.19

Q2 2024

Shares 376 Value ($000) $29 Avg Close $71.79 Range $63.69 - $76.94

Q1 2024

Shares 100 Value ($000) $7 Avg Close $64.75 Range $61.67 - $67.82

Q3 2023

Shares 740 Value ($000) $48 Avg Close $63.78 Range $59.47 - $67.53

Q2 2023

Shares 733 Value ($000) $51 Avg Close $65.30 Range $61.83 - $68.67

Q1 2023

Shares 809 Value ($000) $56 Avg Close $60.67 Range $55.92 - $65.49

Q4 2022

Shares 978 Value ($000) $70 Avg Close $59.62 Range $53.86 - $65.30

Q3 2022

Shares 972 Value ($000) $66 Avg Close $66.95 Range $60.20 - $71.48

Q4 2019

Shares 68 Value ($000) $4 Avg Close $48.90 Range $47.42 - $50.97

Q3 2019

Shares 68 Value ($000) $4 Avg Close $45.27 Range $42.29 - $48.97

Q2 2019

Shares 68 Value ($000) $4 Avg Close $41.35 Range $39.08 - $43.92

Q4 2018

Shares 68 Value ($000) $3 Avg Close $34.25 Range $31.84 - $36.40

Q3 2018

Shares 68 Value ($000) $3 Avg Close $34.28 Range $31.88 - $36.55

Q2 2018

Shares 689 Value ($000) $31 Avg Close $32.85 Range $31.37 - $34.64

Q1 2018

Shares 668 Value ($000) $29 Avg Close $32.15 Range $30.69 - $34.60

Q4 2017

Shares 141 Value ($000) $6 Avg Close $36.45 Range $34.49 - $38.09

Q3 2017

Shares 2,131 Value ($000) $104 Avg Close $34.30 Range $32.85 - $36.16

Q2 2017

Shares 4,760 Value ($000) $233 Avg Close $35.09 Range $33.67 - $36.55

Q1 2017

Shares 4,737 Value ($000) $235 Avg Close $34.16 Range $32.95 - $35.78

Q4 2016

Shares 6,219 Value ($000) $306 Avg Close $33.55 Range $31.75 - $35.47

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	19,437	$1,695	$90.89	$83.80 - $100.02
Q3 2025	25,076	$2,376	$92.22	$88.94 - $94.90
Q2 2025	3,520	$1,373	$87.99	$81.08 - $91.39
Q1 2025	2,930	$269	$84.13	$77.85 - $91.22
Q4 2024	1,263	$104	$84.51	$78.74 - $90.64
Q3 2024	412	$37	$81.63	$73.25 - $87.19
Q2 2024	376	$29	$71.79	$63.69 - $76.94
Q1 2024	100	$7	$64.75	$61.67 - $67.82
Q3 2023	740	$48	$63.78	$59.47 - $67.53
Q2 2023	733	$51	$65.30	$61.83 - $68.67
Q1 2023	809	$56	$60.67	$55.92 - $65.49
Q4 2022	978	$70	$59.62	$53.86 - $65.30
Q3 2022	972	$66	$66.95	$60.20 - $71.48
Q4 2019	68	$4	$48.90	$47.42 - $50.97
Q3 2019	68	$4	$45.27	$42.29 - $48.97
Q2 2019	68	$4	$41.35	$39.08 - $43.92
Q4 2018	68	$3	$34.25	$31.84 - $36.40
Q3 2018	68	$3	$34.28	$31.88 - $36.55
Q2 2018	689	$31	$32.85	$31.37 - $34.64
Q1 2018	668	$29	$32.15	$30.69 - $34.60
Q4 2017	141	$6	$36.45	$34.49 - $38.09
Q3 2017	2,131	$104	$34.30	$32.85 - $36.16
Q2 2017	4,760	$233	$35.09	$33.67 - $36.55
Q1 2017	4,737	$235	$34.16	$32.95 - $35.78
Q4 2016	6,219	$306	$33.55	$31.75 - $35.47