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 Q3	$1.82M	Sell	21,978 -1,429	-6%	-$130K	0.14%	91
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Cornerstone Advisory's SO Position: Q3 2026 in Review

Cornerstone Advisory reduced its Southern Company (SO) stake by 6.1% in Q3 2026, selling an estimated $130K and leaving 21,978 shares worth $1.82M. The position accounts for 0.14% of the portfolio, ranked #91.

Cornerstone Advisory first reported a position in SO in Q2 2021 and has held it in 22 quarters since. The position peaked at $2.28M in Q1 2026. 1,383 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Cornerstone Advisory held 21,978 shares of Southern Company worth $1.82M as of Q3 2026.
Cornerstone Advisory sold 1,429 Southern Company shares in Q3 2026, an estimated $130K.
Southern Company made up 0.14% of Cornerstone Advisory's portfolio in Q3 2026, its #91 holding.
Cornerstone Advisory first reported a position in Southern Company in Q2 2021 and has held it in 22 quarters since.
Cornerstone Advisory's Southern Company position peaked at $2.28M in Q1 2026.
1,383 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.