SOUTHERN CO

Ticker: SO CUSIP: 842587107 Class: COM

Simplicity Wealth,LLC's Holding History (CIK: 0001913243)

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

Q4 2025
Shares 8,189 Value ($000) $714 Avg Close $90.89 Range $83.80 - $100.02
Q3 2025
Shares 9,018 Value ($000) $855 Avg Close $92.22 Range $88.94 - $94.90
Q2 2025
Shares 14,908 Value ($000) $1,369 Avg Close $87.99 Range $81.08 - $91.39
Q1 2025
Shares 3,948 Value ($000) $363 Avg Close $84.13 Range $77.85 - $91.22
Q3 2024
Shares 3,075 Value ($000) $277 Avg Close $81.63 Range $73.25 - $87.19
Q2 2024
Shares 28,027 Value ($000) $2,174 Avg Close $71.79 Range $63.69 - $76.94
Q1 2024
Shares 26,205 Value ($000) $1,880 Avg Close $64.75 Range $61.67 - $67.82
Q2 2023
Shares 9,637 Value ($000) $677 Avg Close $65.30 Range $61.83 - $68.67
Q1 2023
Shares 9,637 Value ($000) $671 Avg Close $60.67 Range $55.92 - $65.49
Q4 2022
Shares 9,657 Value ($000) $690 Avg Close $59.62 Range $53.86 - $65.30
Q3 2022
Shares 9,634 Value ($000) $655 Avg Close $66.95 Range $60.20 - $71.48
Q2 2022
Shares 9,634 Value ($000) $687 Avg Close $64.29 Range $56.98 - $67.30
Q1 2022
Shares 9,634 Value ($000) $699 Avg Close $58.69 Range $53.82 - $63.77
Q4 2021
Shares 9,634 Value ($000) $661 Avg Close $54.72 Range $52.45 - $59.41