SOUTHERN CO

Ticker: SO CUSIP: 842587107 Class: COM

Plan Group Financial, LLC's Holding History (CIK: 0001940033)

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

Q4 2025
Shares 30,643 Value ($000) $2,672 Avg Close $90.89 Range $83.80 - $100.02
Q3 2025
Shares 28,633 Value ($000) $2,714 Avg Close $92.22 Range $88.94 - $94.90
Q2 2025
Shares 22,047 Value ($000) $2,025 Avg Close $87.99 Range $81.08 - $91.39
Q1 2025
Shares 19,730 Value ($000) $1,814 Avg Close $84.13 Range $77.85 - $91.22
Q4 2024
Shares 14,377 Value ($000) $1,184 Avg Close $84.51 Range $78.74 - $90.64
Q3 2024
Shares 13,184 Value ($000) $1,189 Avg Close $81.63 Range $73.25 - $87.19
Q2 2024
Shares 11,813 Value ($000) $916 Avg Close $71.79 Range $63.69 - $76.94
Q1 2024
Shares 7,052 Value ($000) $506 Avg Close $64.75 Range $61.67 - $67.82
Q4 2023
Shares 4,912 Value ($000) $344 Avg Close $63.75 Range $56.88 - $68.52
Q3 2023
Shares 6,957 Value ($000) $450 Avg Close $63.78 Range $59.47 - $67.53
Q2 2022
Shares 4,130 Value ($000) $294 Avg Close $64.29 Range $56.98 - $67.30