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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
Q2 		$2.24M Sell
23,407
-191
-0.8% -$18K 0.19% 79
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Cornerstone Advisory's SO Position: Q2 2026 in Review

Cornerstone Advisory reduced its Southern Company (SO) stake by 0.81% in Q2 2026, selling an estimated $18K and leaving 23,407 shares worth $2.24M. The position accounts for 0.19% of the portfolio, ranked #79.

Cornerstone Advisory first reported a position in SO in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.28M in Q1 2026. 2,365 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Cornerstone Advisory held 23,407 shares of Southern Company worth $2.24M as of Q2 2026.
  • Cornerstone Advisory sold 191 Southern Company shares in Q2 2026, an estimated $18K.
  • Southern Company made up 0.19% of Cornerstone Advisory's portfolio in Q2 2026, its #79 holding.
  • Cornerstone Advisory first reported a position in Southern Company in Q2 2021 and has held it in 21 quarters since.
  • Cornerstone Advisory's Southern Company position peaked at $2.28M in Q1 2026.
  • 2,365 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.