Cornerstone Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-9,100
| Closed | -$836K | – | 277 |
|
|
2025
Q2 | $836K | Sell |
9,100
-44,400
| -83% | -$3.99M | 0.03% | 224 |
|
|
2025
Q1 | $4.92M | Sell |
53,500
-26,500
| -33% | -$2.29M | 0.21% | 110 |
|
|
2024
Q4 | $6.59M | Hold |
80,000
| – | – | 0.26% | 89 |
|
|
2024
Q3 | $7.21M | Hold |
80,000
| – | – | 0.29% | 86 |
|
|
2024
Q2 | $6.21M | Sell |
80,000
-7,800
| -9% | -$591K | 0.25% | 101 |
|
|
2024
Q1 | $6.3M | Sell |
87,800
-2,200
| -2% | -$152K | 0.26% | 102 |
|
|
2023
Q4 | $6.31M | Sell |
90,000
-19,000
| -17% | -$1.3M | 0.28% | 98 |
|
|
2023
Q3 | $7.05M | Sell |
109,000
-3,200
| -3% | -$222K | 0.33% | 76 |
|
|
2023
Q2 | $7.88M | Buy |
112,200
+14,200
| +14% | +$1.02M | 0.38% | 76 |
|
|
2023
Q1 | $6.82M | Sell |
98,000
-18,500
| -16% | -$1.25M | 0.32% | 75 |
|
|
2022
Q4 | $8.32M | Hold |
116,500
| – | – | 0.41% | 66 |
|
|
2022
Q3 | $7.92M | Buy |
116,500
+98,000
| +530% | +$7.42M | 0.39% | 71 |
|
|
2022
Q2 | $1.32M | Buy |
+18,500
| New | +$1.36M | 0.07% | 168 |
|
|
2021
Q3 | – | Sell |
-90,000
| Closed | -$5.45M | – | 192 |
|
|
2021
Q2 | $5.45M | Buy |
90,000
+78,000
| +650% | +$4.99M | 0.32% | 86 |
|
|
2021
Q1 | $746K | Hold |
12,000
| – | – | 0.07% | 160 |
|
|
2020
Q4 | $737K | Sell |
12,000
-10,000
| -45% | -$601K | 0.06% | 149 |
|
|
2020
Q3 | $1.19M | Hold |
22,000
| – | – | 0.11% | 143 |
|
|
2020
Q2 | $1.14M | Hold |
22,000
| – | – | 0.11% | 159 |
|
|
2020
Q1 | $1.19M | Hold |
22,000
| – | – | 0.13% | 131 |
|
|
2019
Q4 | $1.4M | Buy |
+22,000
| New | +$1.36M | 0.12% | 155 |
|
|
2019
Q1 | $2.95M | Hold |
57,000
| – | – | 0.24% | 109 |
|
|
2018
Q4 | $2.5M | Hold |
57,000
| – | – | 0.22% | 119 |
|
|
2018
Q3 | $2.48M | Buy |
+57,000
| New | +$2.63M | 0.18% | 141 |
|
|
2017
Q2 | – | Sell |
-15,900
| Closed | -$792K | – | 263 |
|
|
2017
Q1 | $792K | Hold |
15,900
| – | – | 0.14% | 147 |
|
|
2016
Q4 | $782K | Buy |
15,900
+5,000
| +46% | +$246K | 0.14% | 151 |
|
|
2016
Q3 | $559K | Hold |
10,900
| – | – | 0.14% | 144 |
|
|
2016
Q2 | $585K | Buy |
+10,900
| New | +$548K | 0.14% | 146 |
|
|
2015
Q2 | – | Sell |
-12,000
| Closed | -$531K | – | 238 |
|
|
2015
Q1 | $531K | Sell |
12,000
-8,000
| -40% | -$380K | 0.11% | 172 |
|
|
2014
Q4 | $982K | Buy |
20,000
+8,000
| +67% | +$378K | 0.2% | 147 |
|
|
2014
Q3 | $524K | Hold |
12,000
| – | – | 0.1% | 196 |
|
|
2014
Q2 | $545K | Hold |
12,000
| – | – | 0.11% | 194 |
|
|
2014
Q1 | $527K | Hold |
12,000
| – | – | 0.12% | 189 |
|
|
2013
Q4 | $493K | Hold |
12,000
| – | – | 0.12% | 186 |
|
|
2013
Q3 | $494K | Hold |
12,000
| – | – | 0.16% | 149 |
|
|
2013
Q2 | $530K | Buy |
+12,000
| New | +$552K | 0.21% | 130 |
|
Other funds holding SO
Cornerstone Advisors's SO Position: Q3 2025 in Review
Cornerstone Advisors sold out of Southern Company (SO) in Q3 2025, closing a stake of 9,100 shares — an estimated $836K sold.
Cornerstone Advisors first reported a position in SO in Q2 2013 and held it in 35 quarters. The position peaked at $8.32M in Q4 2022. 2,221 funds tracked by Wall St. Rank hold SO as of Q3 2025.
- Cornerstone Advisors reported no remaining Southern Company position as of Q3 2025 after selling out during the quarter.
- Cornerstone Advisors sold 9,100 Southern Company shares in Q3 2025, an estimated $836K.
- Cornerstone Advisors first reported a position in Southern Company in Q2 2013 and held it in 35 quarters.
- Cornerstone Advisors's Southern Company position peaked at $8.32M in Q4 2022.
- 2,221 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.
Based on Cornerstone Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.