Cornerstone Wealth Group, LLC reports 8.84% increase in ownership of SOT / The Southern Company

The Southern Company

DE ˙ XTRA ˙ US8425871071

77,72 € ↑0,30 (0,39%)

2026-06-04
AKTIENPREIS

Security	DE:SOT / The Southern Company
Institution	Cornerstone Wealth Group, LLC
Latest Disclosed Ownership	104,443 shares
Latest Disclosed Value	$ 9,600,383

On April 22, 2026 - Cornerstone Wealth Group, LLC filed a 13F-HR form disclosing ownership of 104,443 shares of The Southern Company (DE:SOT) valued at $8,821,256 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 95,956 shares of The Southern Company. This represents a change in shares of 8.84% during the quarter. The current value of the position is $8,117,310 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-04-22	2026-03-31	13F	SOUTHERN	COM	842587107	104,443	8,487	8.84	9,600	14.74	0.6137
2026-01-26	2025-12-31	13F	SOUTHERN	COM	842587107	95,956	1,590	1.68	8,367	-6.44	0.5720
2025-10-30	2025-09-30	13F	SOUTHERN	COM	842587107	94,366	2,953	3.23	8,943	6.54	0.6038
2025-07-28	2025-06-30	13F	SOUTHERN	COM	842587107	91,413	778	0.86	8,394	0.73	0.6296
2025-04-23	2025-03-31	13F	SOUTHERN	COM	842587107	90,635	-5,433	-5.66	8,334	5.37	0.6896
2025-01-22	2024-12-31	13F	SOUTHERN	COM	842587107	96,068	3,078	3.31	7,908	-5.69	0.6455
2024-10-25	2024-09-30	13F	SOUTHERN	COM	842587107	92,990	2,284	2.52	8,386	19.17	0.6935
2024-07-24	2024-06-30	13F	SOUTHERN	COM	842587107	90,706	-78,287	-46.33	7,036	-41.96	0.6259
2024-04-17	2024-03-31	13F	SOUTHERN	COM	842587107	168,993	4,923	3.00	12,124	5.38	1.1149
2024-02-13	2023-12-31	13F/A-1	SOUTHERN	COM	842587107	164,070	102,924	168.32	11,505	190.73	1.6479
2024-01-29	2023-12-31	13F	SOUTHERN	COM	842587107	164,070	102,924		11,505		1.6479
2023-10-18	2023-09-30	13F	SOUTHERN	COM	842587107	61,146	579	0.96	3,957	-6.98	0.7020
2023-08-02	2023-06-30	13F	SOUTHERN	COM	842587107	60,567	52,396	641.24	4,255	648.94	0.7712
2023-04-25	2023-03-31	13F	SOUTHERN	COM	842587107	8,171	-65	-0.79	569	-3.40	0.1011
2023-01-25	2022-12-31	13F	SOUTHERN	COM	842587107	8,236	116	1.43	588	6.52	0.1112
2022-10-19	2022-09-30	13F	SOUTHERN	COM	842587107	8,120	226	2.86	552	-1.95	0.1219
2022-07-20	2022-06-30	13F	SOUTHERN	COM	842587107	7,894	22	0.28	563	-1.40	0.1178
2022-04-25	2022-03-31	13F	SOUTHERN	COM	842587107	7,872	-50	-0.63	571	5.16	0.1048
2022-01-25	2021-12-31	13F	SOUTHERN	COM	842587107	7,922	123	1.58	543	12.42	0.0929
2021-10-29	2021-09-30	13F	SOUTHERN	COM	842587107	7,799	85	1.10	483	-0.21	0.0853
2021-07-21	2021-06-30	13F	SOUTHERN	COM	842587107	7,714	26	0.34	484	-4.16	0.0988
2021-04-26	2021-03-31	13F	SOUTHERN	COM	842587107	7,688	286	3.86	505	10.99	0.1026
2021-01-28	2020-12-31	13F	SOUTHERN	COM	842587107	7,402	-1,014	-12.05	455	-0.22	0.1118
2020-10-27	2020-09-30	13F	SOUTHERN	COM	842587107	8,416	-2,454	-22.58	456	-19.15	0.1246
2020-07-27	2020-06-30	13F	SOUTHERN	COM	842587107	10,870	-413	-3.66	564	-7.69	0.1415
2020-05-06	2020-03-31	13F	SOUTHERN	COM	842587107	11,283	-967	-7.89	611	-21.67	0.2154
2020-01-28	2019-12-31	13F	SOUTHERN	COM	842587107	12,250	-2,112	-14.71	780	-12.06	0.2108
2019-11-05	2019-09-30	13F	SOUTHERN	COM	842587107	14,362	-464	-3.13	887	8.17	0.2225
2019-08-08	2019-06-30	13F	SOUTHERN	COM	842587107	14,826	112	0.76	820	7.89	0.2210
2019-05-02	2019-03-31	13F	SOUTHERN	COM	842587107	14,714	14,714		760		0.1909

Legend

Shares: The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value: The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price: The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class: This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred

Allocation (%): The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation: The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%): The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis: The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss: This is the market value of the position as of the effective date minus the cost basis.