SOUTHERN CO

Ticker: SO CUSIP: 842587107 Class: COM

Kovitz Investment Group Partners, LLC's Holding History (CIK: 0001665198)

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

Q4 2025

Shares 3,307 Value ($000) $288 Avg Close $90.89 Range $83.80 - $100.02

Q3 2025

Shares 87,473 Value ($000) $8,290 Avg Close $92.22 Range $88.94 - $94.90

Q2 2025

Shares 98,220 Value ($000) $9,019 Avg Close $87.99 Range $81.08 - $91.39

Q1 2025

Shares 102,115 Value ($000) $9,389 Avg Close $84.13 Range $77.85 - $91.22

Q4 2024

Shares 99,153 Value ($000) $8,163 Avg Close $84.51 Range $78.74 - $90.64

Q3 2024

Shares 95,405 Value ($000) $7,377 Avg Close $81.63 Range $73.25 - $87.19

Q2 2024

Shares 8,526 Value ($000) $662 Avg Close $71.79 Range $63.69 - $76.94

Q1 2024

Shares 5,641 Value ($000) $405 Avg Close $64.75 Range $61.67 - $67.82

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	3,307	$288	$90.89	$83.80 - $100.02
Q3 2025	87,473	$8,290	$92.22	$88.94 - $94.90
Q2 2025	98,220	$9,019	$87.99	$81.08 - $91.39
Q1 2025	102,115	$9,389	$84.13	$77.85 - $91.22
Q4 2024	99,153	$8,163	$84.51	$78.74 - $90.64
Q3 2024	95,405	$7,377	$81.63	$73.25 - $87.19
Q2 2024	8,526	$662	$71.79	$63.69 - $76.94
Q1 2024	5,641	$405	$64.75	$61.67 - $67.82