SOUTHERN CO

Ticker: SO CUSIP: 842587107 Class: COM

Summit Financial, LLC's Holding History (CIK: 0001765536)

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

Q4 2025
Shares 84,934 Value ($000) $7,406 Avg Close $90.89 Range $83.80 - $100.02
Q3 2025
Shares 85,590 Value ($000) $8,111 Avg Close $92.22 Range $88.94 - $94.90
Q2 2025
Shares 86,489 Value ($000) $7,942 Avg Close $87.99 Range $81.08 - $91.39
Q1 2025
Shares 80,214 Value ($000) $7,376 Avg Close $84.13 Range $77.85 - $91.22
Q4 2024
Shares 57,668 Value ($000) $4,747 Avg Close $84.51 Range $78.74 - $90.64
Q3 2024
Shares 51,185 Value ($000) $4,616 Avg Close $81.63 Range $73.25 - $87.19
Q2 2024
Shares 51,017 Value ($000) $3,957 Avg Close $71.79 Range $63.69 - $76.94
Q1 2024
Shares 17,954 Value ($000) $1,288 Avg Close $64.75 Range $61.67 - $67.82