CWG
SO icon

Cornerstone Wealth Group’s Southern Company SO Stock Holding History

Cornerstone Wealth 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 		$10.4M Buy
108,936
+4,493
+4% +$423K 0.62% 40
2026
Q1 		$9.6M Buy
104,443
+8,487
+9% +$785K 0.62% 40
2025
Q4 		$8.37M Buy
95,956
+1,590
+2% +$145K 0.57% 46
2025
Q3 		$8.94M Buy
94,366
+2,953
+3% +$276K 0.6% 44
2025
Q2 		$8.39M Buy
91,413
+778
+0.9% +$69.9K 0.63% 44
2025
Q1 		$8.33M Sell
90,635
-5,433
-6% -$470K 0.69% 42
2024
Q4 		$7.91M Buy
96,068
+3,078
+3% +$270K 0.65% 36
2024
Q3 		$8.39M Buy
92,990
+2,284
+3% +$195K 0.69% 34
2024
Q2 		$7.04M Sell
90,706
-78,287
-46% -$5.93M 0.63% 39
2024
Q1 		$12.1M Buy
168,993
+4,923
+3% +$340K 1.11% 20
2023
Q4 		$11.5M Buy
164,070
+102,924
+168% +$7.07M 1.65% 15
2023
Q3 		$3.96M Buy
61,146
+579
+1% +$40.2K 0.7% 45
2023
Q2 		$4.25M Buy
60,567
+52,396
+641% +$3.76M 0.77% 42
2023
Q1 		$569K Sell
8,171
-65
-0.8% -$4.38K 0.1% 110
2022
Q4 		$588K Buy
8,236
+116
+1% +$7.76K 0.11% 95
2022
Q3 		$552K Buy
8,120
+226
+3% +$17.1K 0.12% 89
2022
Q2 		$563K Buy
7,894
+22
+0.3% +$1.61K 0.12% 94
2022
Q1 		$571K Sell
7,872
-50
-0.6% -$3.39K 0.1% 111
2021
Q4 		$543K Buy
7,922
+123
+2% +$7.84K 0.09% 112
2021
Q3 		$483K Buy
7,799
+85
+1% +$5.47K 0.09% 115
2021
Q2 		$484K Buy
7,714
+26
+0.3% +$1.66K 0.1% 111
2021
Q1 		$505K Buy
7,688
+286
+4% +$17.1K 0.1% 119
2020
Q4 		$455K Sell
7,402
-1,014
-12% -$61K 0.11% 115
2020
Q3 		$456K Sell
8,416
-2,454
-23% -$131K 0.12% 96
2020
Q2 		$564K Sell
10,870
-413
-4% -$23K 0.14% 85
2020
Q1 		$611K Sell
11,283
-967
-8% -$61.3K 0.22% 72
2019
Q4 		$780K Sell
12,250
-2,112
-15% -$131K 0.21% 100
2019
Q3 		$887K Sell
14,362
-464
-3% -$26.9K 0.22% 88
2019
Q2 		$820K Buy
14,826
+112
+0.8% +$6K 0.22% 104
2019
Q1 		$760K Buy
+14,714
New +$721K 0.19% 103

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 Wealth Group's SO Position: Q2 2026 in Review

Cornerstone Wealth Group increased its Southern Company (SO) stake by 4.3% in Q2 2026, buying an estimated $423K and bringing the position to 108,936 shares worth $10.4M. The position accounts for 0.62% of the portfolio, ranked #40.

Cornerstone Wealth Group first reported a position in SO in Q1 2019 and has held it in 30 quarters since. The position peaked at $12.1M in Q1 2024. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Cornerstone Wealth Group held 108,936 shares of Southern Company worth $10.4M as of Q2 2026.
  • Cornerstone Wealth Group bought 4,493 Southern Company shares in Q2 2026, an estimated $423K.
  • Southern Company made up 0.62% of Cornerstone Wealth Group's portfolio in Q2 2026, its #40 holding.
  • Cornerstone Wealth Group first reported a position in Southern Company in Q1 2019 and has held it in 30 quarters since.
  • Cornerstone Wealth Group's Southern Company position peaked at $12.1M in Q1 2024.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.