Cornerstone Capital, Inc.

Position in SO — Southern Co

CIK 819535 Palo Alto, CA

Position in SO

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$4,814,308

-$69,700 QoQ

Shares Held

50,301

-0.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#489

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Cornerstone Capital, Inc. holds $7,837,448 across 4 Utilities - Regulated Electric names. SO ranks #1 (61.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	50,301	$4,814,308
2	DUK	Duke Energy CORP	15,317	$1,938,825
3	ED	Consolidated Edison Inc	6,957	$769,652
4	AEP	American Electric Power Co Inc	2,300	$314,663

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,814,308	50,301	-0.6%	Shares	Sole	2026-08-03
2026-03-31	$4,884,008	50,601	-3.5%	Shares	Sole	2026-05-12
2025-12-31	$4,572,419	52,436	+0.3%	Shares	Sole	2026-02-12
2025-09-30	$4,954,386	52,278	0.0%	Shares	Sole	2025-11-10
2025-06-30	$4,800,688	52,278	-13.6%	Shares	Sole	2025-08-12
2025-03-31	$5,564,722	60,519	-5.4%	Shares	Sole	2025-05-13
2024-12-31	$5,265,516	63,964	-6.7%	Shares	Sole	2025-02-13
2024-09-30	$6,182,470	68,557	-0.7%	Shares	Sole	2024-10-30
2024-06-30	$5,357,139	69,062	-9.0%	Shares	Sole	2024-08-02
2024-03-31	$5,442,985	75,871	-57.1%	Shares	Sole	2024-05-01
2023-12-31	$12,391,536	176,719	-4.4%	Shares	Sole	2024-02-02
2023-09-30	$11,965,110	184,875	-1.6%	Shares	Sole	2023-11-13
2023-06-30	$13,204,892	187,970	-4.7%	Shares	Sole	2023-08-21
2023-03-31	$13,717,349	197,145	+3.7%	Shares	Sole	2023-05-15
2022-12-31	$13,577,897	190,140	+0.5%	Shares	Sole	2023-02-13
2022-09-30	$12,860,840	189,130	-19.4%	Shares	Sole	2022-10-27
2022-06-30	$16,735,387	234,685	-1.1%	Shares	Sole	2022-08-15
2022-03-31	$17,206,405	237,297	+0.1%	Shares	Sole	2022-05-13
2021-12-31	$16,252,431	236,985	-3.0%	Shares	Sole	2022-02-11
2021-09-30	$15,136,792	244,260	-0.2%	Shares	Sole	2021-11-09
2021-06-30	$14,811,032	244,770	+0.5%	Shares	Sole	2021-08-13
2021-03-31	$15,145,097	243,647	-0.6%	Shares	Sole	2021-05-17
2020-12-31	$15,053,851	245,057	-4.0%	Shares	Sole	2021-02-12
2020-09-30	$13,841,118	255,277	+2.1%	Shares	Sole	2020-10-27
2020-06-30	$12,959,751	249,947	+2.5%	Shares	Sole	2020-08-14
2020-03-31	$13,198,844	243,791	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.