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Southern Company shares owned by Cornerstone Wealth Group

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Cornerstone Wealth Group from 13F filings

Historical chart of Cornerstone Wealth Group investment in Southern Company

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All positions including Southern Company held by Cornerstone Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Cornerstone Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $12M 169k 71.74
2023-12-31 $12M 164k 70.12
2023-09-30 $4.0M 61k 64.72
2023-06-30 $4.3M 61k 70.25
2023-03-31 $569k 8.2k 69.58
2022-12-31 $588k 8.2k 71.41
2022-09-30 $552k 8.1k 67.98
2022-06-30 $563k 7.9k 71.32
2022-03-31 $571k 7.9k 72.54
2021-12-31 $543k 7.9k 68.54
2021-09-30 $483k 7.8k 61.93
2021-06-30 $484k 7.7k 62.74
2021-03-31 $505k 7.7k 65.69
2020-12-31 $455k 7.4k 61.47
2020-09-30 $456k 8.4k 54.18
2020-06-30 $564k 11k 51.89
2020-03-31 $611k 11k 54.15
2019-12-31 $780k 12k 63.67
2019-09-30 $887k 14k 61.76
2019-06-30 $820k 15k 55.31
2019-03-31 $760k 15k 51.65