SOUTHERN CO

Ticker: SO CUSIP: 842587107 Class: COM

Cassaday & Co Wealth Management LLC's Holding History (CIK: 0001963612)

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

Q4 2025
Shares 12,418 Value ($000) $1,083 Avg Close $90.89 Range $83.80 - $100.02
Q3 2025
Shares 12,534 Value ($000) $1,188 Avg Close $92.22 Range $88.94 - $94.90
Q2 2025
Shares 12,418 Value ($000) $1,140 Avg Close $87.99 Range $81.08 - $91.39
Q1 2025
Shares 11,949 Value ($000) $1,099 Avg Close $84.13 Range $77.85 - $91.22
Q4 2024
Shares 11,949 Value ($000) $984 Avg Close $84.51 Range $78.74 - $90.64
Q3 2024
Shares 12,534 Value ($000) $1,130 Avg Close $81.63 Range $73.25 - $87.19
Q2 2024
Shares 11,496 Value ($000) $892 Avg Close $71.79 Range $63.69 - $76.94
Q1 2024
Shares 11,711 Value ($000) $840 Avg Close $64.75 Range $61.67 - $67.82
Q4 2023
Shares 11,502 Value ($000) $807 Avg Close $63.75 Range $56.88 - $68.52
Q3 2023
Shares 11,831 Value ($000) $766 Avg Close $63.78 Range $59.47 - $67.53
Q2 2023
Shares 11,892 Value ($000) $835 Avg Close $65.30 Range $61.83 - $68.67
Q1 2023
Shares 12,031 Value ($000) $837 Avg Close $60.67 Range $55.92 - $65.49
Q4 2022
Shares 11,385 Value ($000) $813 Avg Close $59.62 Range $53.86 - $65.30