SOUTHERN CO

Ticker: SO CUSIP: 842587107 Class: COM

Caldwell Trust Co's Holding History (CIK: 0002080218)

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

Q4 2025

Shares 29,422 Value ($000) $2,566 Avg Close $90.89 Range $83.80 - $100.02

Q3 2025

Shares 26,686 Value ($000) $2,529 Avg Close $92.22 Range $88.94 - $94.90

Q2 2025

Shares 24,055 Value ($000) $2,209 Avg Close $87.99 Range $81.08 - $91.39

Q1 2025

Shares 21,684 Value ($000) $1,994 Avg Close $84.13 Range $77.85 - $91.22

Q4 2024

Shares 19,530 Value ($000) $1,608 Avg Close $84.51 Range $78.74 - $90.64

Q3 2024

Shares 16,122 Value ($000) $1,454 Avg Close $81.63 Range $73.25 - $87.19

Q2 2024

Shares 11,709 Value ($000) $908 Avg Close $71.79 Range $63.69 - $76.94

Q1 2024

Shares 7,404 Value ($000) $531 Avg Close $64.75 Range $61.67 - $67.82

Q4 2023

Shares 6,851 Value ($000) $480 Avg Close $63.75 Range $56.88 - $68.52

Q3 2023

Shares 6,953 Value ($000) $450 Avg Close $63.78 Range $59.47 - $67.53

Q2 2023

Shares 7,416 Value ($000) $521 Avg Close $65.30 Range $61.83 - $68.67

Q1 2023

Shares 8,856 Value ($000) $616 Avg Close $60.67 Range $55.92 - $65.49

Q4 2022

Shares 10,456 Value ($000) $747 Avg Close $59.62 Range $53.86 - $65.30

Q3 2022

Shares 8,738 Value ($000) $594 Avg Close $66.95 Range $60.20 - $71.48

Q2 2022

Shares 9,110 Value ($000) $650 Avg Close $64.29 Range $56.98 - $67.30

Q1 2022

Shares 9,111 Value ($000) $661 Avg Close $58.69 Range $53.82 - $63.77

Q4 2021

Shares 10,284 Value ($000) $705 Avg Close $54.72 Range $52.45 - $59.41

Q3 2021

Shares 10,484 Value ($000) $650 Avg Close $54.69 Range $51.20 - $57.64

Q2 2021

Shares 10,200 Value ($000) $617 Avg Close $53.77 Range $50.79 - $55.98

Q1 2021

Shares 10,252 Value ($000) $637 Avg Close $49.84 Range $47.42 - $52.36

Q4 2020

Shares 10,571 Value ($000) $649 Avg Close $49.52 Range $44.23 - $53.74

Q3 2020

Shares 10,721 Value ($000) $581 Avg Close $43.54 Range $41.64 - $45.59

Q2 2020

Shares 13,308 Value ($000) $690 Avg Close $44.76 Range $39.42 - $49.51

Q1 2020

Shares 12,588 Value ($000) $682 Avg Close $50.47 Range $33.58 - $56.40

Q4 2019

Shares 12,416 Value ($000) $791 Avg Close $48.90 Range $47.42 - $50.97

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	29,422	$2,566	$90.89	$83.80 - $100.02
Q3 2025	26,686	$2,529	$92.22	$88.94 - $94.90
Q2 2025	24,055	$2,209	$87.99	$81.08 - $91.39
Q1 2025	21,684	$1,994	$84.13	$77.85 - $91.22
Q4 2024	19,530	$1,608	$84.51	$78.74 - $90.64
Q3 2024	16,122	$1,454	$81.63	$73.25 - $87.19
Q2 2024	11,709	$908	$71.79	$63.69 - $76.94
Q1 2024	7,404	$531	$64.75	$61.67 - $67.82
Q4 2023	6,851	$480	$63.75	$56.88 - $68.52
Q3 2023	6,953	$450	$63.78	$59.47 - $67.53
Q2 2023	7,416	$521	$65.30	$61.83 - $68.67
Q1 2023	8,856	$616	$60.67	$55.92 - $65.49
Q4 2022	10,456	$747	$59.62	$53.86 - $65.30
Q3 2022	8,738	$594	$66.95	$60.20 - $71.48
Q2 2022	9,110	$650	$64.29	$56.98 - $67.30
Q1 2022	9,111	$661	$58.69	$53.82 - $63.77
Q4 2021	10,284	$705	$54.72	$52.45 - $59.41
Q3 2021	10,484	$650	$54.69	$51.20 - $57.64
Q2 2021	10,200	$617	$53.77	$50.79 - $55.98
Q1 2021	10,252	$637	$49.84	$47.42 - $52.36
Q4 2020	10,571	$649	$49.52	$44.23 - $53.74
Q3 2020	10,721	$581	$43.54	$41.64 - $45.59
Q2 2020	13,308	$690	$44.76	$39.42 - $49.51
Q1 2020	12,588	$682	$50.47	$33.58 - $56.40
Q4 2019	12,416	$791	$48.90	$47.42 - $50.97