Position in SO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$735,052
-$4,387 QoQ
Shares Held
7,680
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,192
of 2,360 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cornerstone Wealth Management, LLC holds $18,310,933 across 12 Utilities - Regulated Electric names. SO ranks #6 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
59,870 | $6,623,418 | |
| 2 | AEE |
Ameren Corp
|
27,382 | $3,095,261 | |
| 3 | NEE |
Nextera Energy Inc
|
31,040 | $2,724,380 | |
| 4 | DUK |
Duke Energy CORP
|
18,986 | $2,403,247 | |
| 5 | AEP |
American Electric Power Co Inc
|
5,812 | $795,139 | |
| 6 | SO |
Southern Co
This page
|
7,680 | $735,052 | |
| 7 | D |
Dominion Energy, Inc
|
6,856 | $468,196 | |
| 8 | ES |
Eversource Energy
|
5,355 | $387,005 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $735,052 | 7,680 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $739,439 | 7,661 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $592,785 | 6,798 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $488,539 | 5,155 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $463,466 | 5,047 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $494,323 | 5,376 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $394,971 | 4,798 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $425,198 | 4,715 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $365,664 | 4,714 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $402,174 | 5,606 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $402,699 | 5,743 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $393,691 | 6,083 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $427,541 | 6,086 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $445,520 | 6,403 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $427,040 | 6,280 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $427,931 | 6,001 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $434,334 | 5,990 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $458,594 | 6,687 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $356,637 | 5,755 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $334,801 | 5,533 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $275,741 | 4,436 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $278,892 | 4,540 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $273,973 | 5,053 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $270,190 | 5,211 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $284,938 | 5,263 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||