Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$37,709
+$2,962 QoQ
Shares Held
394
+9.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,213
of 2,356 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cornerstone Financial Management LLC holds $1,081,762 across 28 Utilities - Regulated Electric names. SO ranks #3 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
7,190 | $631,066 | |
| 2 | AEP |
American Electric Power Co Inc
|
1,041 | $142,419 | |
| 3 | SO |
Southern Co
This page
|
394 | $37,709 | |
| 4 | ED |
Consolidated Edison Inc
|
318 | $35,180 | |
| 5 | DUK |
Duke Energy CORP
|
234 | $29,619 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
334 | $27,107 | |
| 7 | D |
Dominion Energy, Inc
|
255 | $17,413 | |
| 8 | EXC |
Exelon Corp
|
336 | $15,664 |
All Filings in SO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,709 | 394 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $34,747 | 360 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $26,508 | 304 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||