SOUTHERN CO

Ticker: SO CUSIP: 842587107 Class: COM

Whalen Wealth Management Inc.'s Holding History (CIK: 0001894447)

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

Q4 2025

Shares 2,528 Value ($000) $220 Avg Close $90.89 Range $83.80 - $100.02

Q3 2025

Shares 2,506 Value ($000) $237 Avg Close $92.22 Range $88.94 - $94.90

Q2 2025

Shares 2,486 Value ($000) $228 Avg Close $87.99 Range $81.08 - $91.39

Q1 2025

Shares 2,465 Value ($000) $227 Avg Close $84.13 Range $77.85 - $91.22

Q4 2024

Shares 2,581 Value ($000) $213 Avg Close $84.51 Range $78.74 - $90.64

Q3 2024

Shares 2,560 Value ($000) $231 Avg Close $81.63 Range $73.25 - $87.19

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	2,528	$220	$90.89	$83.80 - $100.02
Q3 2025	2,506	$237	$92.22	$88.94 - $94.90
Q2 2025	2,486	$228	$87.99	$81.08 - $91.39
Q1 2025	2,465	$227	$84.13	$77.85 - $91.22
Q4 2024	2,581	$213	$84.51	$78.74 - $90.64
Q3 2024	2,560	$231	$81.63	$73.25 - $87.19