SOUTHERN CO

Ticker: SO CUSIP: 842587107 Class: COM

Tortoise Investment Management, LLC's Holding History (CIK: 0001599511)

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

Q3 2025
Shares 557 Value ($000) $53 Avg Close $92.22 Range $88.94 - $94.90
Q2 2025
Shares 519 Value ($000) $48 Avg Close $87.99 Range $81.08 - $91.39
Q1 2025
Shares 502 Value ($000) $46 Avg Close $84.13 Range $77.85 - $91.22
Q4 2024
Shares 502 Value ($000) $41 Avg Close $84.51 Range $78.74 - $90.64
Q3 2024
Shares 490 Value ($000) $44 Avg Close $81.63 Range $73.25 - $87.19
Q2 2024
Shares 490 Value ($000) $38 Avg Close $71.79 Range $63.69 - $76.94
Q1 2024
Shares 490 Value ($000) $35 Avg Close $64.75 Range $61.67 - $67.82
Q4 2023
Shares 490 Value ($000) $34 Avg Close $63.75 Range $56.88 - $68.52
Q3 2023
Shares 490 Value ($000) $32 Avg Close $63.78 Range $59.47 - $67.53
Q2 2023
Shares 490 Value ($000) $34 Avg Close $65.30 Range $61.83 - $68.67
Q1 2023
Shares 490 Value ($000) $34 Avg Close $60.67 Range $55.92 - $65.49
Q4 2022
Shares 490 Value ($000) $35 Avg Close $59.62 Range $53.86 - $65.30
Q3 2022
Shares 700 Value ($000) $48 Avg Close $66.95 Range $60.20 - $71.48
Q2 2022
Shares 700 Value ($000) $50 Avg Close $64.29 Range $56.98 - $67.30
Q1 2022
Shares 933 Value ($000) $68 Avg Close $58.69 Range $53.82 - $63.77
Q4 2021
Shares 900 Value ($000) $62 Avg Close $54.72 Range $52.45 - $59.41
Q3 2021
Shares 900 Value ($000) $56 Avg Close $54.69 Range $51.20 - $57.64
Q2 2021
Shares 900 Value ($000) $54 Avg Close $53.77 Range $50.79 - $55.98
Q1 2021
Shares 65 Value ($000) $4 Avg Close $49.84 Range $47.42 - $52.36
Q1 2017
Shares 108 Value ($000) $5 Avg Close $34.16 Range $32.95 - $35.78
Q4 2016
Shares 238 Value ($000) $12 Avg Close $33.55 Range $31.75 - $35.47
Q2 2016
Shares 58 Value ($000) $3 Avg Close $33.63 Range $32.00 - $36.05