SOUTHERN CO

Ticker: SO CUSIP: 842587107 Class: COM

Capital Square, LLC's Holding History (CIK: 0001798736)

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

Q4 2025

Shares 26,580 Value ($000) $2,318 Avg Close $90.89 Range $83.80 - $100.02

Q3 2025

Shares 26,213 Value ($000) $2,484 Avg Close $92.22 Range $88.94 - $94.90

Q2 2025

Shares 25,586 Value ($000) $2,371 Avg Close $87.99 Range $81.08 - $91.39

Q1 2025

Shares 25,427 Value ($000) $2,338 Avg Close $84.13 Range $77.85 - $91.22

Q4 2024

Shares 24,800 Value ($000) $2,070 Avg Close $84.51 Range $78.74 - $90.64

Q3 2024

Shares 23,847 Value ($000) $2,151 Avg Close $81.63 Range $73.25 - $87.19

Q2 2024

Shares 25,464 Value ($000) $2,084 Avg Close $71.79 Range $63.69 - $76.94

Q1 2024

Shares 25,279 Value ($000) $1,814 Avg Close $64.75 Range $61.67 - $67.82

Q4 2023

Shares 24,497 Value ($000) $1,718 Avg Close $63.75 Range $56.88 - $68.52

Q3 2023

Shares 24,996 Value ($000) $1,665 Avg Close $63.78 Range $59.47 - $67.53

Q2 2023

Shares 24,799 Value ($000) $1,742 Avg Close $65.30 Range $61.83 - $68.67

Q1 2023

Shares 24,736 Value ($000) $1,789 Avg Close $60.67 Range $55.92 - $65.49

Q4 2022

Shares 24,669 Value ($000) $1,762 Avg Close $59.62 Range $53.86 - $65.30

Q3 2022

Shares 24,561 Value ($000) $1,670 Avg Close $66.95 Range $60.20 - $71.48

Q2 2022

Shares 22,957 Value ($000) $1,637 Avg Close $64.29 Range $56.98 - $67.30

Q1 2022

Shares 22,117 Value ($000) $1,603 Avg Close $58.69 Range $53.82 - $63.77

Q4 2021

Shares 21,366 Value ($000) $1,458 Avg Close $54.72 Range $52.45 - $59.41

Q3 2021

Shares 21,361 Value ($000) $1,319 Avg Close $54.69 Range $51.20 - $57.64

Q2 2021

Shares 20,214 Value ($000) $1,269 Avg Close $53.77 Range $50.79 - $55.98

Q1 2021

Shares 17,461 Value ($000) $1,095 Avg Close $49.84 Range $47.42 - $52.36

Q4 2020

Shares 17,053 Value ($000) $1,047 Avg Close $49.52 Range $44.23 - $53.74

Q3 2020

Shares 17,190 Value ($000) $932 Avg Close $43.54 Range $41.64 - $45.59

Q2 2020

Shares 17,353 Value ($000) $899 Avg Close $44.76 Range $39.42 - $49.51

Q1 2020

Shares 17,295 Value ($000) $936 Avg Close $50.47 Range $33.58 - $56.40

Q4 2019

Shares 16,804 Value ($000) $1,070 Avg Close $48.90 Range $47.42 - $50.97

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	26,580	$2,318	$90.89	$83.80 - $100.02
Q3 2025	26,213	$2,484	$92.22	$88.94 - $94.90
Q2 2025	25,586	$2,371	$87.99	$81.08 - $91.39
Q1 2025	25,427	$2,338	$84.13	$77.85 - $91.22
Q4 2024	24,800	$2,070	$84.51	$78.74 - $90.64
Q3 2024	23,847	$2,151	$81.63	$73.25 - $87.19
Q2 2024	25,464	$2,084	$71.79	$63.69 - $76.94
Q1 2024	25,279	$1,814	$64.75	$61.67 - $67.82
Q4 2023	24,497	$1,718	$63.75	$56.88 - $68.52
Q3 2023	24,996	$1,665	$63.78	$59.47 - $67.53
Q2 2023	24,799	$1,742	$65.30	$61.83 - $68.67
Q1 2023	24,736	$1,789	$60.67	$55.92 - $65.49
Q4 2022	24,669	$1,762	$59.62	$53.86 - $65.30
Q3 2022	24,561	$1,670	$66.95	$60.20 - $71.48
Q2 2022	22,957	$1,637	$64.29	$56.98 - $67.30
Q1 2022	22,117	$1,603	$58.69	$53.82 - $63.77
Q4 2021	21,366	$1,458	$54.72	$52.45 - $59.41
Q3 2021	21,361	$1,319	$54.69	$51.20 - $57.64
Q2 2021	20,214	$1,269	$53.77	$50.79 - $55.98
Q1 2021	17,461	$1,095	$49.84	$47.42 - $52.36
Q4 2020	17,053	$1,047	$49.52	$44.23 - $53.74
Q3 2020	17,190	$932	$43.54	$41.64 - $45.59
Q2 2020	17,353	$899	$44.76	$39.42 - $49.51
Q1 2020	17,295	$936	$50.47	$33.58 - $56.40
Q4 2019	16,804	$1,070	$48.90	$47.42 - $50.97