Financial Gravity Asset Management’s Southern Company SO Stock Holding History

Financial Gravity Asset Management’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$105K	Sell	1,087 -100	-8%	-$9.25K	0.02%	223
2025 Q4	$104K	Sell	1,187 -34	-3%	-$3.1K	0.02%	174
2025 Q3	$116K	Buy	+1,221	New	+$114K	0.02%	206
2025 Q1	$111K	Buy	+1,207	New	+$104K	0.02%	210
2024 Q2	$1.16K	Sell	15 -1,188	-99%	-$90K	﹤0.01%	807
2024 Q1	$84.3K	Hold	1,203	–	–	0.02%	210
2023 Q4	$84.3K	Buy	+1,203	New	+$82.6K	0.02%	209
2021 Q3	$20K	Hold	318	–	–	0.01%	808
2021 Q2	$19K	Buy	+318	New	+$20.3K	0.01%	822
2020 Q4	$20K	Buy	+318	New	+$19.1K	0.02%	131
2019 Q4	$84K	Sell	412 -6	-1%	-$372	0.06%	402
2019 Q3	$26K	Buy	418 +28	+7%	+$1.62K	0.02%	411
2019 Q2	$22K	Sell	390 -53	-12%	-$2.84K	0.02%	469
2019 Q1	$23K	Buy	+443	New	+$21.7K	0.02%	421
2018 Q3	$20K	Sell	429 -21	-5%	-$968	0.02%	472
2018 Q2	$21K	Buy	450 +37	+9%	+$1.66K	0.02%	468
2018 Q1	$19K	Buy	+413	New	+$18.3K	0.02%	510

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Financial Gravity Asset Management's SO Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its Southern Company (SO) stake by 8.4% in Q1 2026, selling an estimated $9.25K and leaving 1,087 shares worth $105K. The position accounts for 0.02% of the portfolio, ranked #223.

Financial Gravity Asset Management first reported a position in SO in Q1 2018 and has held it in 17 quarters since. The position peaked at $116K in Q3 2025. 2,361 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Financial Gravity Asset Management held 1,087 shares of Southern Company worth $105K as of Q1 2026.
Financial Gravity Asset Management sold 100 Southern Company shares in Q1 2026, an estimated $9.25K.
Southern Company made up 0.02% of Financial Gravity Asset Management's portfolio in Q1 2026, its #223 holding.
Financial Gravity Asset Management first reported a position in Southern Company in Q1 2018 and has held it in 17 quarters since.
Financial Gravity Asset Management's Southern Company position peaked at $116K in Q3 2025.
2,361 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.