Position in SO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,240,283
-$37,395 QoQ
Shares Held
23,407
-0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#721
of 2,360 holders
Holding Since
Jun 2021
21 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 Advisory, LLC holds $5,726,581 across 8 Utilities - Regulated Electric names. SO ranks #1 (39.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
23,407 | $2,240,283 | |
| 2 | AEP |
American Electric Power Co Inc
|
6,019 | $823,459 | |
| 3 | DUK |
Duke Energy CORP
|
6,437 | $814,795 | |
| 4 | NEE |
Nextera Energy Inc
|
8,790 | $771,498 | |
| 5 | D |
Dominion Energy, Inc
|
6,840 | $467,103 | |
| 6 | EXC |
Exelon Corp
|
6,828 | $318,321 | |
| 7 | ETR |
Entergy Corp /De/
|
1,918 | $220,301 | |
| 8 | IMSR |
Terrestrial Energy Inc. /DE/
|
10,003 | $70,821 |
All Filings in SO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,240,283 | 23,407 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,277,678 | 23,598 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,957,378 | 22,447 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,128,155 | 22,456 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $484,495 | 5,276 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $478,231 | 5,201 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $459,592 | 5,583 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $487,242 | 5,403 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $415,697 | 5,359 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $401,744 | 5,600 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $355,859 | 5,075 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $295,446 | 4,565 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $314,368 | 4,475 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $305,804 | 4,395 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $322,059 | 4,510 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $292,332 | 4,299 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $312,266 | 4,379 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $580,225 | 8,002 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $444,261 | 6,478 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $206,174 | 3,327 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $201,316 | 3,327 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||