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Cornerstone National Bank & Trust’s Southern Company SO Stock Holding History

Cornerstone National Bank & Trust’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 		– Sell
-75
Closed -$6.54K – 235
2025
Q4 		$6.54K Buy
+75
New +$6.85K ﹤0.01% 175
2025
Q2 		– Sell
-6
Closed -$552 – 173
2025
Q1 		$552 Hold
6
– – ﹤0.01% 168
2024
Q4 		$494 Buy
+6
New +$526 ﹤0.01% 164

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Cornerstone National Bank & Trust's SO Position: Q1 2026 in Review

Cornerstone National Bank & Trust sold out of Southern Company (SO) in Q1 2026, closing a stake of 75 shares — an estimated $6.54K sold.

Cornerstone National Bank & Trust first reported a position in SO in Q4 2024 and held it in 3 quarters. The position peaked at $6.54K in Q4 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Cornerstone National Bank & Trust reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
  • Cornerstone National Bank & Trust sold 75 Southern Company shares in Q1 2026, an estimated $6.54K.
  • Cornerstone National Bank & Trust first reported a position in Southern Company in Q4 2024 and held it in 3 quarters.
  • Cornerstone National Bank & Trust's Southern Company position peaked at $6.54K in Q4 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Cornerstone National Bank & Trust's 13F filing for Q1 2026, filed 14 Apr 2026.