Cornerstone Planning, LLC

Position in SO — Southern Co

CIK 1802105 CHARLOTTE, NC

Position in SO

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$1,114,542

+$4,852 QoQ

Shares Held

11,645

+1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#972

of 2,359 holders

Holding Since

Dec 2024

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Cornerstone Planning, LLC holds $6,717,597 across 5 Utilities - Regulated Electric names. SO ranks #4 (16.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	18,807	$2,380,590
2	NEE	Nextera Energy Inc	18,135	$1,591,708
3	D	Dominion Energy, Inc	17,280	$1,180,051
4	SO	Southern Co This page	11,645	$1,114,542
5	ED	Consolidated Edison Inc	4,074	$450,706

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,114,542	11,645	+1.3%	Shares	Sole	2026-07-30
2026-03-31	$1,109,690	11,497	+20.4%	Shares	Sole	2026-05-11
2025-12-31	$832,760	9,550	+1.6%	Shares	Sole	2026-03-17
2024-12-31	$773,972	9,402	—	Shares	Sole	2025-04-01
No filing history on record for this holder in this stock.