SOUTHERN CO

Ticker: SO CUSIP: 842587107 Class: COM

Envestnet Portfolio Solutions, Inc.'s Holding History (CIK: 0001998033)

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

Q4 2025
Shares 60,430 Value ($000) $5,269 Avg Close $90.89 Range $83.80 - $100.02
Q3 2025
Shares 59,847 Value ($000) $5,672 Avg Close $92.22 Range $88.94 - $94.90
Q2 2025
Shares 78,632 Value ($000) $7,221 Avg Close $87.99 Range $81.08 - $91.39
Q1 2025
Shares 135,455 Value ($000) $12,455 Avg Close $84.13 Range $77.85 - $91.22
Q4 2024
Shares 143,761 Value ($000) $11,834 Avg Close $84.51 Range $78.74 - $90.64
Q3 2024
Shares 137,740 Value ($000) $12,421 Avg Close $81.63 Range $73.25 - $87.19
Q2 2024
Shares 150,837 Value ($000) $11,700 Avg Close $71.79 Range $63.69 - $76.94
Q1 2024
Shares 151,197 Value ($000) $10,847 Avg Close $64.75 Range $61.67 - $67.82
Q4 2023
Shares 143,000 Value ($000) $10,027 Avg Close $63.75 Range $56.88 - $68.52
Q3 2023
Shares 127,356 Value ($000) $8,242 Avg Close $63.78 Range $59.47 - $67.53