SOUTHERN CO

Ticker: SO CUSIP: 842587107 Class: COM

Capital Planning Advisors, LLC's Holding History (CIK: 0001631941)

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

Q4 2025

Shares 3,076 Value ($000) $268 Avg Close $90.89 Range $83.80 - $100.02

Q3 2025

Shares 2,973 Value ($000) $282 Avg Close $92.22 Range $88.94 - $94.90

Q2 2025

Shares 3,112 Value ($000) $286 Avg Close $87.99 Range $81.08 - $91.39

Q1 2025

Shares 3,104 Value ($000) $285 Avg Close $84.13 Range $77.85 - $91.22

Q4 2024

Shares 3,079 Value ($000) $253 Avg Close $84.51 Range $78.74 - $90.64

Q3 2024

Shares 3,084 Value ($000) $278 Avg Close $81.63 Range $73.25 - $87.19

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	3,076	$268	$90.89	$83.80 - $100.02
Q3 2025	2,973	$282	$92.22	$88.94 - $94.90
Q2 2025	3,112	$286	$87.99	$81.08 - $91.39
Q1 2025	3,104	$285	$84.13	$77.85 - $91.22
Q4 2024	3,079	$253	$84.51	$78.74 - $90.64
Q3 2024	3,084	$278	$81.63	$73.25 - $87.19