SOUTHERN CO

Ticker: SO CUSIP: 842587107 Class: COM

Wealthspire Retirement, LLC's Holding History (CIK: 0002040084)

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

Q4 2025
Shares 4,840 Value ($000) $422 Avg Close $90.89 Range $83.80 - $100.02
Q3 2025
Shares 4,872 Value ($000) $462 Avg Close $92.22 Range $88.94 - $94.90
Q2 2025
Shares 5,131 Value ($000) $471 Avg Close $87.99 Range $81.08 - $91.39
Q1 2025
Shares 6,390 Value ($000) $588 Avg Close $84.13 Range $77.85 - $91.22
Q4 2024
Shares 6,548 Value ($000) $539 Avg Close $84.51 Range $78.74 - $90.64
Q3 2024
Shares 6,530 Value ($000) $589 Avg Close $81.63 Range $73.25 - $87.19
Q2 2024
Shares 7,072 Value ($000) $549 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 7,040 Value ($000) $494 Avg Close $63.75 Range $56.88 - $68.52
Q3 2023
Shares 7,009 Value ($000) $454 Avg Close $63.78 Range $59.47 - $67.53
Q2 2023
Shares 6,921 Value ($000) $486 Avg Close $65.30 Range $61.83 - $68.67
Q1 2023
Shares 6,482 Value ($000) $451 Avg Close $60.67 Range $55.92 - $65.49
Q4 2022
Shares 6,496 Value ($000) $464 Avg Close $59.62 Range $53.86 - $65.30
Q3 2022
Shares 5,772 Value ($000) $393 Avg Close $66.95 Range $60.20 - $71.48
Q2 2022
Shares 6,296 Value ($000) $449 Avg Close $64.29 Range $56.98 - $67.30
Q1 2022
Shares 6,126 Value ($000) $444 Avg Close $58.69 Range $53.82 - $63.77