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Cornerstone Planning Group’s Southern Company SO Stock Holding History

Cornerstone Planning Group’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 		$240K Sell
2,509
-19
-0.8% -$1.79K 0.03% 155
2026
Q1 		$242K Buy
2,528
+66
+3% +$6.11K 0.03% 154
2025
Q4 		$217K Buy
2,462
+2,423
+6,213% +$221K 0.03% 132
2025
Q3 		$1.17K Sell
39
-2,072
-98% -$193K ﹤0.01% 1272
2025
Q2 		$199K Sell
2,111
-391
-16% -$35.1K 0.04% 86
2025
Q1 		$228K Buy
2,502
+264
+12% +$22.9K 0.05% 81
2024
Q4 		$194K Buy
2,238
+9
+0.4% +$790 0.05% 72
2024
Q3 		$200K Buy
2,229
+239
+12% +$20.4K 0.05% 69
2024
Q2 		$172K Buy
1,990
+1,328
+201% +$101K 0.05% 87
2024
Q1 		$50.2K Sell
662
-67
-9% -$4.63K 0.02% 174
2023
Q4 		$51.1K Sell
729
-98
-12% -$6.73K 0.02% 182
2023
Q3 		$53.5K Sell
827
-142
-15% -$9.86K 0.02% 175
2023
Q2 		$68.1K Buy
+969
New +$69.5K 0.03% 192
2022
Q4 		$69.9K Buy
+1,051
New +$70.3K 0.03% 213

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 Planning Group's SO Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Southern Company (SO) stake by 0.75% in Q2 2026, selling an estimated $1.79K and leaving 2,509 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #155.

Cornerstone Planning Group first reported a position in SO in Q4 2022 and has held it in 14 quarters since. The position peaked at $242K in Q1 2026. 2,367 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Cornerstone Planning Group held 2,509 shares of Southern Company worth $240K as of Q2 2026.
  • Cornerstone Planning Group sold 19 Southern Company shares in Q2 2026, an estimated $1.79K.
  • Southern Company made up 0.03% of Cornerstone Planning Group's portfolio in Q2 2026, its #155 holding.
  • Cornerstone Planning Group first reported a position in Southern Company in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Southern Company position peaked at $242K in Q1 2026.
  • 2,367 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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