Position in SO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$10,426,264
+$345,426 QoQ
Shares Held
108,936
+4.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#315
of 2,359 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 Wealth Group, LLC holds $28,456,247 across 12 Utilities - Regulated Electric names. SO ranks #1 (36.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
108,936 | $10,426,264 | |
| 2 | NEE |
Nextera Energy Inc
|
74,394 | $6,529,561 | |
| 3 | FE |
Firstenergy Corp
|
108,819 | $5,173,255 | |
| 4 | DUK |
Duke Energy CORP
|
23,276 | $2,946,276 | |
| 5 | D |
Dominion Energy, Inc
|
16,549 | $1,130,131 | |
| 6 | AEP |
American Electric Power Co Inc
|
4,139 | $566,256 | |
| 7 | ED |
Consolidated Edison Inc
|
3,536 | $391,187 | |
| 8 | EXC |
Exelon Corp
|
6,153 | $286,852 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,426,264 | 108,936 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $10,080,838 | 104,443 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $8,367,363 | 95,956 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $8,943,065 | 94,366 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $8,394,455 | 91,413 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $8,333,888 | 90,635 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $7,908,317 | 96,068 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $8,385,838 | 92,990 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $7,036,064 | 90,706 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $12,123,557 | 168,993 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $11,504,588 | 164,070 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,957,369 | 61,146 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $4,254,831 | 60,567 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $568,538 | 8,171 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $588,132 | 8,236 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $552,160 | 8,120 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $562,921 | 7,894 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $570,798 | 7,872 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $543,290 | 7,922 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $483,304 | 7,799 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $466,774 | 7,714 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $477,886 | 7,688 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $454,704 | 7,402 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $456,315 | 8,416 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $563,609 | 10,870 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $610,861 | 11,283 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||