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Cornerstone Wealth Management’s Southern Company SO Stock Holding History

Cornerstone Wealth 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 		$735K Buy
7,680
+19
+0.2% +$1.79K 0.03% 403
2026
Q1 		$739K Buy
7,661
+863
+13% +$79.8K 0.04% 365
2025
Q4 		$593K Buy
6,798
+1,643
+32% +$150K 0.03% 385
2025
Q3 		$489K Buy
5,155
+108
+2% +$10.1K 0.03% 422
2025
Q2 		$463K Sell
5,047
-329
-6% -$29.5K 0.03% 405
2025
Q1 		$494K Buy
5,376
+578
+12% +$50K 0.03% 371
2024
Q4 		$395K Buy
4,798
+83
+2% +$7.28K 0.03% 396
2024
Q3 		$425K Buy
4,715
+1
+0% +$85 0.03% 390
2024
Q2 		$366K Sell
4,714
-892
-16% -$67.6K 0.03% 394
2024
Q1 		$402K Sell
5,606
-137
-2% -$9.46K 0.03% 370
2023
Q4 		$403K Sell
5,743
-340
-6% -$23.3K 0.03% 361
2023
Q3 		$394K Sell
6,083
-3
-0% -$208 0.04% 360
2023
Q2 		$428K Sell
6,086
-317
-5% -$22.7K 0.04% 332
2023
Q1 		$446K Buy
+6,403
New +$431K 0.04% 299
2022
Q3 		$427K Buy
6,280
+279
+5% +$21.1K 0.05% 287
2022
Q2 		$428K Buy
6,001
+11
+0.2% +$808 0.05% 290
2022
Q1 		$434K Sell
5,990
-697
-10% -$47.2K 0.04% 299
2021
Q4 		$459K Buy
6,687
+932
+16% +$59.4K 0.04% 304
2021
Q3 		$357K Buy
5,755
+222
+4% +$14.3K 0.04% 325
2021
Q2 		$335K Buy
5,533
+1,097
+25% +$70.2K 0.04% 351
2021
Q1 		$276K Sell
4,436
-104
-2% -$6.23K 0.03% 368
2020
Q4 		$279K Sell
4,540
-513
-10% -$30.8K 0.04% 341
2020
Q3 		$274K Sell
5,053
-158
-3% -$8.44K 0.04% 323
2020
Q2 		$270K Sell
5,211
-52
-1% -$2.89K 0.04% 294
2020
Q1 		$285K Buy
5,263
+1
+0% +$63 0.05% 268
2019
Q4 		$335K Sell
5,262
-1,645
-24% -$102K 0.05% 255
2019
Q3 		$427K Sell
6,907
-568
-8% -$32.9K 0.08% 229
2019
Q2 		$413K Buy
7,475
+1,313
+21% +$70.3K 0.07% 235
2019
Q1 		$724K Buy
6,162
+114
+2% +$5.59K 0.09% 233
2018
Q4 		$263K Sell
6,048
-321,659
-98% -$14.6M 0.06% 275
2018
Q3 		$6.6M Sell
327,707
-12,034
-4% -$555K 0.08% 231
2018
Q2 		$7.25M Buy
339,741
+331,494
+4,020% +$14.8M 0.08% 249
2018
Q1 		$366K Buy
8,247
+1,499
+22% +$66.5K 0.07% 265
2017
Q4 		$318K Buy
6,748
+147
+2% +$7.49K 0.06% 293
2017
Q3 		$327K Hold
6,601
– – 0.07% 274
2017
Q2 		$312K Buy
6,601
+163
+3% +$8.17K 0.07% 274
2017
Q1 		$324K Buy
6,438
+1,794
+39% +$88.7K 0.08% 243
2016
Q4 		$228K Sell
4,644
-135
-3% -$6.63K 0.07% 250
2016
Q3 		$238K Buy
+4,779
New +$252K 0.09% 231

Other funds holding SO

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
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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cornerstone Wealth Management's SO Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Southern Company (SO) stake by 0.25% in Q2 2026, buying an estimated $1.79K and bringing the position to 7,680 shares worth $735K. The position accounts for 0.03% of the portfolio, ranked #403.

Cornerstone Wealth Management first reported a position in SO in Q3 2016 and has held it in 39 quarters since. The position peaked at $7.25M in Q2 2018. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Cornerstone Wealth Management held 7,680 shares of Southern Company worth $735K as of Q2 2026.
  • Cornerstone Wealth Management bought 19 Southern Company shares in Q2 2026, an estimated $1.79K.
  • Southern Company made up 0.03% of Cornerstone Wealth Management's portfolio in Q2 2026, its #403 holding.
  • Cornerstone Wealth Management first reported a position in Southern Company in Q3 2016 and has held it in 39 quarters since.
  • Cornerstone Wealth Management's Southern Company position peaked at $7.25M in Q2 2018.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.