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Steel Peak Wealth Management LLC
> SO
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 12/31/2022 | SOUTHERN CO | SO | 4,132 | -4,342 | 295,066,000 | 294,462,000 | $71,409.97 |
| 06/30/2022 | SOUTHERN CO | SO | 8,474 | 4,342 | 604,000 | 304,000 | $71.28 |
| 03/31/2022 | SOUTHERN CO | SO | 4,132 | -6,123 | 300,000 | -403,000 | $72.60 |
| 12/31/2021 | SOUTHERN CO | SO | 10,255 | 6,038 | 703,000 | 442,000 | $68.55 |
| 09/30/2021 | SOUTHERN CO | SO | 4,217 | 0 | 261,000 | 6,000 | $61.89 |
| 06/30/2021 | SOUTHERN CO | SO | 4,217 | 0 | 255,000 | -7,000 | $60.47 |
| 03/31/2021 | SOUTHERN CO | SO | 4,217 | -6,499 | 262,000 | -396,000 | $62.13 |
| 12/31/2020 | SOUTHERN CO | SO | 10,716 | -268 | 658,000 | 62,000 | $61.40 |
| 09/30/2020 | SOUTHERN CO | SO | 10,984 | -3,610 | 596,000 | -161,000 | $54.26 |
| 06/30/2020 | SOUTHERN CO | SO | 14,594 | -7,582 | 757,000 | -444,000 | $51.87 |
| 03/31/2020 | SOUTHERN CO | SO | 22,176 | -12 | 1,201,000 | -212,000 | $54.16 |
| 12/31/2019 | SOUTHERN CO | SO | 22,188 | 22,188 | 1,413,000 | 1,413,000 | $63.68 |
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