SOUTHERN CO

Ticker: SO CUSIP: 842587107 Class: COM

Cape Investment Advisory, Inc.'s Holding History (CIK: 0001944437)

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

Q4 2025
Shares 24,049 Value ($000) $2,097 Avg Close $90.89 Range $83.80 - $100.02
Q3 2025
Shares 2,365 Value ($000) $224 Avg Close $92.22 Range $88.94 - $94.90
Q2 2025
Shares 24,045 Value ($000) $2,208 Avg Close $87.99 Range $81.08 - $91.39
Q1 2025
Shares 23,470 Value ($000) $2,158 Avg Close $84.13 Range $77.85 - $91.22
Q4 2024
Shares 22,957 Value ($000) $1,890 Avg Close $84.51 Range $78.74 - $90.64
Q3 2024
Shares 21,745 Value ($000) $1,961 Avg Close $81.63 Range $73.25 - $87.19
Q2 2024
Shares 21,370 Value ($000) $1,658 Avg Close $71.79 Range $63.69 - $76.94
Q1 2024
Shares 15,550 Value ($000) $1,116 Avg Close $64.75 Range $61.67 - $67.82
Q4 2023
Shares 14,057 Value ($000) $986 Avg Close $63.75 Range $56.88 - $68.52
Q3 2023
Shares 14,602 Value ($000) $945 Avg Close $63.78 Range $59.47 - $67.53
Q2 2023
Shares 10,227 Value ($000) $718 Avg Close $65.30 Range $61.83 - $68.67
Q1 2023
Shares 9,532 Value ($000) $663 Avg Close $60.67 Range $55.92 - $65.49