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Livermore
Livermore
ZHEN

Cornerstone Wealth Group, LLC

SEC CIK
0001774879
Latest filing
Jul 27, 2026

SO holding history

Southern Co in every 13F filed by Cornerstone Wealth Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SO overviewAll 13F holders of SOFull Q2 2026 holdings

Shares (Q2 2026)
108,936
Value
$10.4M
% of portfolio
0.6%
Quarters held
22
Since Q1 2021
Holdings of SO by Cornerstone Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026108,936$10.4M0.6%+4,493+4.3%AddedHolders
Q1 2026104,443$9.60M0.6%+8,487+8.8%AddedHolders
Q4 202595,956$8.37M0.6%+1,590+1.7%AddedHolders
Q3 202594,366$8.94M0.6%+2,953+3.2%AddedHolders
Q2 202591,413$8.39M0.6%+778+0.9%AddedHolders
Q1 202590,635$8.33M0.7%−5,433−5.7%ReducedHolders
Q4 202496,068$7.91M0.6%+3,078+3.3%AddedHolders
Q3 202492,990$8.39M0.7%+2,284+2.5%AddedHolders
Q2 202490,706$7.04M0.6%−78,287−46.3%ReducedHolders
Q1 2024168,993$12.1M1.1%+4,923+3.0%AddedHolders
Q4 2023164,070$11.5M1.6%+102,924+168.3%AddedHolders
Q3 202361,146$3.96M0.7%+579+1.0%AddedHolders
Q2 202360,567$4.25M0.8%+52,396+641.2%AddedHolders
Q1 20238,171$568.5K0.1%−65−0.8%ReducedHolders
Q4 20228,236$588.2K0.1%+116+1.4%AddedHolders
Q3 20228,120$552.0K0.1%+226+2.9%AddedHolders
Q2 20227,894$563.0K0.1%+22+0.3%AddedHolders
Q1 20227,872$571.0K0.1%−50−0.6%ReducedHolders
Q4 20217,922$543.0K0.1%+123+1.6%AddedHolders
Q3 20217,799$483.0K0.1%+85+1.1%AddedHolders
Q2 20217,714$484.0K0.1%+26+0.3%AddedHolders
Q1 20217,688$505.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.