Cornerstone Advisory’s Southern Company SO Stock Holding History

Cornerstone Advisory’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.28M	Buy	23,598 +1,151	+5%	+$106K	0.22%	71
2025 Q4	$1.96M	Sell	22,447 -9	-0%	-$822	0.19%	72
2025 Q3	$2.13M	Buy	22,456 +17,180	+326%	+$1.6M	0.21%	68
2025 Q2	$485K	Buy	5,276 +75	+1%	+$6.74K	0.05%	149
2025 Q1	$474K	Sell	5,201 -382	-7%	-$33.1K	0.06%	143
2024 Q4	$478K	Buy	5,583 +180	+3%	+$15.8K	0.05%	144
2024 Q3	$487K	Buy	5,403 +44	+0.8%	+$3.76K	0.06%	135
2024 Q2	$416K	Sell	5,359 -241	-4%	-$18.3K	0.06%	139
2024 Q1	$402K	Buy	5,600 +525	+10%	+$36.2K	0.06%	158
2023 Q4	$356K	Buy	5,075 +510	+11%	+$35K	0.06%	167
2023 Q3	$295K	Buy	4,565 +90	+2%	+$6.25K	0.05%	176
2023 Q2	$314K	Buy	4,475 +80	+2%	+$5.74K	0.06%	170
2023 Q1	$306K	Sell	4,395 -115	-3%	-$7.74K	0.06%	171
2022 Q4	$322K	Buy	4,510 +211	+5%	+$14.1K	0.06%	159
2022 Q3	$292K	Sell	4,299 -80	-2%	-$6.06K	0.07%	154
2022 Q2	$312K	Sell	4,379 -3,623	-45%	-$266K	0.07%	147
2022 Q1	$580K	Buy	8,002 +1,524	+24%	+$103K	0.09%	157
2021 Q4	$444K	Buy	6,478 +3,151	+95%	+$201K	0.06%	182
2021 Q3	$206K	Hold	3,327	–	–	0.03%	210
2021 Q2	$201K	Buy	+3,327	New	+$213K	0.03%	209

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Cornerstone Advisory's SO Position: Q1 2026 in Review

Cornerstone Advisory increased its Southern Company (SO) stake by 5.1% in Q1 2026, buying an estimated $106K and bringing the position to 23,598 shares worth $2.28M. The position accounts for 0.22% of the portfolio, ranked #71.

Cornerstone Advisory first reported a position in SO in Q2 2021 and has held it in 20 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Cornerstone Advisory held 23,598 shares of Southern Company worth $2.28M as of Q1 2026.
Cornerstone Advisory bought 1,151 Southern Company shares in Q1 2026, an estimated $106K.
Southern Company made up 0.22% of Cornerstone Advisory's portfolio in Q1 2026, its #71 holding.
Cornerstone Advisory first reported a position in Southern Company in Q2 2021 and has held it in 20 quarters since.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Cornerstone Advisory's 13F filing for Q1 2026, filed 4 May 2026.