Position in SO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$363,985
-$2,984 QoQ
Shares Held
3,803
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.79%
of 13F equity value
Holder Rank
#1,595
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cornerstone Management, Inc. holds $641,954 across 2 Utilities - Regulated Electric names. SO ranks #1 (56.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
3,803 | $363,985 | |
| 2 | DUK |
Duke Energy CORP
|
2,196 | $277,969 |
All Filings in SO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $363,985 | 3,803 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $366,969 | 3,802 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $331,360 | 3,800 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $360,031 | 3,799 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $348,770 | 3,798 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $349,042 | 3,796 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $312,404 | 3,795 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $342,142 | 3,794 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $953,490 | 12,292 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $881,684 | 12,290 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $861,704 | 12,289 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $795,214 | 12,287 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $866,604 | 12,336 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $719,109 | 10,335 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $737,879 | 10,333 | Shares | Sole | 2023-05-09 | |
| 2022-09-30 | $702,576 | 10,332 | Shares | Sole | 2023-05-09 | |
| 2022-06-30 | $736,703 | 10,331 | Shares | Sole | 2023-05-09 | |
| 2022-03-31 | $748,955 | 10,329 | Shares | Sole | 2023-05-09 | |
| 2021-12-31 | $708,294 | 10,328 | Shares | Sole | 2023-05-09 | |
| 2021-09-30 | $639,964 | 10,327 | Shares | Sole | 2023-05-26 | |
| 2021-06-30 | $624,765 | 10,325 | Shares | Sole | 2023-05-26 | |
| 2021-03-31 | $641,739 | 10,324 | Shares | Sole | 2023-05-26 | |
| 2020-12-31 | $624,743 | 10,170 | Shares | Sole | 2023-05-26 | |
| 2020-09-30 | $551,363 | 10,169 | Shares | Sole | 2023-05-26 | |
| 2020-06-30 | $319,810 | 6,168 | Shares | Sole | 2023-05-26 | |
| 2020-03-31 | $333,827 | 6,166 | Shares | Sole | 2023-05-26 | |
| No filing history on record for this holder in this stock. | ||||||