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> SO
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 03/31/2023 | SOUTHERN CO | SO | 11,339 | -15,109 | 789,000 | -1,100,000 | $69.58 |
| 12/31/2022 | SOUTHERN CO | SO | 26,448 | -4,579 | 1,889,000 | -221,000 | $71.42 |
| 09/30/2022 | SOUTHERN CO | SO | 31,027 | -153,984 | 2,110,000 | -11,305,000 | $68.01 |
| 03/31/2022 | SOUTHERN CO | SO | 185,011 | 109,210 | 13,415,000 | 8,217,000 | $72.51 |
| 12/31/2021 | SOUTHERN CO | SO | 75,801 | 46,394 | 5,198,000 | 3,376,000 | $68.57 |
| 09/30/2021 | SOUTHERN CO | SO | 29,407 | -29,583 | 1,822,000 | -1,802,000 | $61.96 |
| 06/30/2021 | SOUTHERN CO | SO | 8,414 | -50,576 | 509,000 | -3,115,000 | $60.49 |
| 03/31/2021 | SOUTHERN CO | SO | 17,412 | -41,578 | 1,082,000 | -2,542,000 | $62.14 |
| 12/31/2020 | SOUTHERN CO | SO | 58,990 | 58,990 | 3,624,000 | 3,624,000 | $61.43 |
| 06/30/2018 | SOUTHERN CO | SO | 0 | -5,399 | 0 | -241,000 | |
| 03/31/2018 | SOUTHERN CO | SO | 5,399 | -52,337 | 241,000 | -2,536,000 | $44.64 |
| 12/31/2017 | SOUTHERN CO | SO | 57,736 | -23,277 | 2,777,000 | -1,204,000 | $48.10 |
| 09/30/2017 | SOUTHERN CO | SO | 81,013 | 81,013 | 3,981,000 | 3,981,000 | $49.14 |
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