SOUTHERN CO

Ticker: SO CUSIP: 842587107 Class: COM

Rockefeller Capital Management L.P.'s Holding History (CIK: 0001739439)

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

Q4 2025

Shares 227,383 Value ($000) $19,828 Avg Close $90.89 Range $83.80 - $100.02

Q3 2025

Shares 224,041 Value ($000) $21,232 Avg Close $92.22 Range $88.94 - $94.90

Q2 2025

Shares 227,860 Value ($000) $20,924 Avg Close $87.99 Range $81.08 - $91.39

Q1 2025

Shares 214,120 Value ($000) $19,688 Avg Close $84.13 Range $77.85 - $91.22

Q4 2024

Shares 166,795 Value ($000) $13,715 Avg Close $84.51 Range $78.74 - $90.64

Q3 2024

Shares 170,000 Value ($000) $15,303 Avg Close $81.63 Range $73.25 - $87.19

Q2 2024

Shares 169,012 Value ($000) $13,102 Avg Close $71.79 Range $63.69 - $76.94

Q1 2024

Shares 196,866 Value ($000) $14,123 Avg Close $64.75 Range $61.67 - $67.82

Q4 2023

Shares 151,870 Value ($000) $10,649 Avg Close $63.75 Range $56.88 - $68.52

Q3 2023

Shares 118,056 Value ($000) $7,641 Avg Close $63.78 Range $59.47 - $67.53

Q2 2023

Shares 115,210 Value ($000) $8,094 Avg Close $65.30 Range $61.83 - $68.67

Q1 2023

Shares 95,116 Value ($000) $7 Avg Close $60.67 Range $55.92 - $65.49

Q4 2022

Shares 101,255 Value ($000) $7 Avg Close $59.62 Range $53.86 - $65.30

Q3 2022

Shares 76,869 Value ($000) $5,227 Avg Close $66.95 Range $60.20 - $71.48

Q2 2022

Shares 60,242 Value ($000) $4,294 Avg Close $64.29 Range $56.98 - $67.30

Q1 2022

Shares 51,796 Value ($000) $3,755 Avg Close $58.69 Range $53.82 - $63.77

Q4 2021

Shares 45,610 Value ($000) $3,127 Avg Close $54.72 Range $52.45 - $59.41

Q3 2021

Shares 38,094 Value ($000) $2,360 Avg Close $54.69 Range $51.20 - $57.64

Q2 2021

Shares 34,733 Value ($000) $2,101 Avg Close $53.77 Range $50.79 - $55.98

Q1 2021

Shares 18,817 Value ($000) $1,169 Avg Close $49.84 Range $47.42 - $52.36

Q4 2020

Shares 16,374 Value ($000) $1,005 Avg Close $49.52 Range $44.23 - $53.74

Q3 2020

Shares 12,965 Value ($000) $702 Avg Close $43.54 Range $41.64 - $45.59

Q2 2020

Shares 12,413 Value ($000) $644 Avg Close $44.76 Range $39.42 - $49.51

Q1 2020

Shares 10,208 Value ($000) $553 Avg Close $50.47 Range $33.58 - $56.40

Q4 2019

Shares 5,759 Value ($000) $367 Avg Close $48.90 Range $47.42 - $50.97

Q3 2019

Shares 6,012 Value ($000) $371 Avg Close $45.27 Range $42.29 - $48.97

Q2 2019

Shares 2,856 Value ($000) $158 Avg Close $41.35 Range $39.08 - $43.92

Q1 2019

Shares 3,526 Value ($000) $182 Avg Close $37.42 Range $32.82 - $40.43

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	227,383	$19,828	$90.89	$83.80 - $100.02
Q3 2025	224,041	$21,232	$92.22	$88.94 - $94.90
Q2 2025	227,860	$20,924	$87.99	$81.08 - $91.39
Q1 2025	214,120	$19,688	$84.13	$77.85 - $91.22
Q4 2024	166,795	$13,715	$84.51	$78.74 - $90.64
Q3 2024	170,000	$15,303	$81.63	$73.25 - $87.19
Q2 2024	169,012	$13,102	$71.79	$63.69 - $76.94
Q1 2024	196,866	$14,123	$64.75	$61.67 - $67.82
Q4 2023	151,870	$10,649	$63.75	$56.88 - $68.52
Q3 2023	118,056	$7,641	$63.78	$59.47 - $67.53
Q2 2023	115,210	$8,094	$65.30	$61.83 - $68.67
Q1 2023	95,116	$7	$60.67	$55.92 - $65.49
Q4 2022	101,255	$7	$59.62	$53.86 - $65.30
Q3 2022	76,869	$5,227	$66.95	$60.20 - $71.48
Q2 2022	60,242	$4,294	$64.29	$56.98 - $67.30
Q1 2022	51,796	$3,755	$58.69	$53.82 - $63.77
Q4 2021	45,610	$3,127	$54.72	$52.45 - $59.41
Q3 2021	38,094	$2,360	$54.69	$51.20 - $57.64
Q2 2021	34,733	$2,101	$53.77	$50.79 - $55.98
Q1 2021	18,817	$1,169	$49.84	$47.42 - $52.36
Q4 2020	16,374	$1,005	$49.52	$44.23 - $53.74
Q3 2020	12,965	$702	$43.54	$41.64 - $45.59
Q2 2020	12,413	$644	$44.76	$39.42 - $49.51
Q1 2020	10,208	$553	$50.47	$33.58 - $56.40
Q4 2019	5,759	$367	$48.90	$47.42 - $50.97
Q3 2019	6,012	$371	$45.27	$42.29 - $48.97
Q2 2019	2,856	$158	$41.35	$39.08 - $43.92
Q1 2019	3,526	$182	$37.42	$32.82 - $40.43