CM
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Cornerstone Management’s Southern Company SO Stock Holding History

Cornerstone Management’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 		$364K Buy
3,803
+1
+0% +$94 0.05% 46
2026
Q1 		$367K Buy
3,802
+2
+0.1% +$185 0.06% 46
2025
Q4 		$331K Buy
3,800
+1
+0% +$91 0.05% 50
2025
Q3 		$360K Buy
3,799
+1
+0% +$93 0.06% 46
2025
Q2 		$349K Buy
3,798
+2
+0.1% +$180 0.06% 46
2025
Q1 		$349K Buy
3,796
+1
+0% +$87 0.07% 39
2024
Q4 		$312K Buy
3,795
+1
+0% +$88 0.06% 40
2024
Q3 		$342K Sell
3,794
-8,498
-69% -$726K 0.07% 37
2024
Q2 		$953K Buy
12,292
+2
+0% +$152 0.21% 27
2024
Q1 		$882K Buy
12,290
+1
+0% +$69 0.2% 30
2023
Q4 		$862K Buy
12,289
+2
+0% +$137 0.22% 30
2023
Q3 		$795K Sell
12,287
-49
-0.4% -$3.4K 0.21% 29
2023
Q2 		$867K Buy
12,336
+2,001
+19% +$144K 0.22% 29
2023
Q1 		$719K Buy
10,335
+2
+0% +$135 0.19% 30
2022
Q4 		$738K Buy
10,333
+1
+0% +$67 0.21% 29
2022
Q3 		$703K Buy
10,332
+1
+0% +$76 0.19% 30
2022
Q2 		$737K Buy
10,331
+2
+0% +$147 0.19% 32
2022
Q1 		$749K Buy
10,329
+1
+0% +$68 0.18% 31
2021
Q4 		$708K Buy
10,328
+1
+0% +$64 0.2% 31
2021
Q3 		$640K Buy
10,327
+2
+0% +$129 0.17% 34
2021
Q2 		$625K Buy
10,325
+1
+0% +$64 0.17% 34
2021
Q1 		$642K Buy
10,324
+154
+2% +$9.22K 0.18% 35
2020
Q4 		$625K Buy
10,170
+1
+0% +$60 0.2% 30
2020
Q3 		$551K Buy
10,169
+4,001
+65% +$214K 0.18% 32
2020
Q2 		$320K Buy
6,168
+2
+0% +$111 0.11% 34
2020
Q1 		$334K Buy
6,166
+1
+0% +$63 0.15% 28
2019
Q4 		$393K Buy
6,165
+1
+0% +$62 0.17% 31
2019
Q3 		$381K Sell
6,164
-4,923
-44% -$285K 0.17% 29
2019
Q2 		$613K Buy
11,087
+567
+5% +$30.4K 0.28% 26
2019
Q1 		$544K Buy
10,520
+1
+0% +$49 0.27% 25
2018
Q4 		$462K Sell
10,519
-2,285
-18% -$104K 0.28% 28
2018
Q3 		$558K Buy
12,804
+1
+0% +$46 0.3% 28
2018
Q2 		$593K Sell
12,803
-98
-0.8% -$4.39K 0.34% 31
2018
Q1 		$576K Buy
12,901
+1
+0% +$44 0.33% 31
2017
Q4 		$620K Buy
12,900
+2
+0% +$102 0.31% 26
2017
Q3 		$634K Buy
12,898
+1
+0% +$48 0.33% 22
2017
Q2 		$618K Sell
12,897
-107
-0.8% -$5.37K 0.33% 22
2017
Q1 		$647K Buy
13,004
+109
+0.8% +$5.39K 0.33% 23
2016
Q4 		$634K Hold
12,895
– – 0.36% 23
2016
Q3 		$661K Buy
12,895
+2
+0% +$105 0.39% 25
2016
Q2 		$691K Buy
12,893
+1
+0% +$50 0.42% 23
2016
Q1 		$667K Sell
12,892
-49
-0.4% -$2.39K 0.42% 23
2015
Q4 		$606K Buy
12,941
+51
+0.4% +$2.31K 0.4% 24
2015
Q3 		$576K Buy
12,890
+1,835
+17% +$80.5K 0.44% 24
2015
Q2 		$463K Sell
11,055
-149
-1% -$6.49K 0.33% 28
2015
Q1 		$496K Sell
11,204
-2,660
-19% -$126K 0.38% 26
2014
Q4 		$681K Buy
+13,864
New +$655K 0.53% 22

Other funds holding SO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Cornerstone Management's SO Position: Q2 2026 in Review

Cornerstone Management increased its Southern Company (SO) stake by 0.03% in Q2 2026, buying an estimated $94 and bringing the position to 3,803 shares worth $364K. The position accounts for 0.05% of the portfolio, ranked #46.

Cornerstone Management first reported a position in SO in Q4 2014 and has held it in 47 quarters since. The position peaked at $953K in Q2 2024. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Cornerstone Management held 3,803 shares of Southern Company worth $364K as of Q2 2026.
  • Cornerstone Management bought 1 Southern Company share in Q2 2026, an estimated $94.
  • Southern Company made up 0.05% of Cornerstone Management's portfolio in Q2 2026, its #46 holding.
  • Cornerstone Management first reported a position in Southern Company in Q4 2014 and has held it in 47 quarters since.
  • Cornerstone Management's Southern Company position peaked at $953K in Q2 2024.
  • 1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Cornerstone Management's 13F filing for Q2 2026, filed 16 Jul 2026.