FGC
SO icon

Financial Gravity Companies’s Southern Company SO Stock Holding History

Financial Gravity Companies’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
Q2 		$104K Buy
+1,087
New +$102K 0.02% 226
2025
Q2 		$99.8K Buy
+1,087
New +$97.6K 0.02% 222
2024
Q4 		$9.88K Hold
120
– – ﹤0.01% 566
2024
Q3 		$10.8K Buy
+120
New +$10.3K ﹤0.01% 345
2018
Q4 		$22K Buy
+455
New +$20.7K 0.02% 474
2018
Q1 		$19K Sell
413
-60
-13% -$2.66K 0.02% 510
2017
Q4 		$21K Buy
+473
New +$24.1K 0.02% 479

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Financial Gravity Companies's SO Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Southern Company (SO) in Q2 2026: 1,087 shares worth $104K. The stake represents 0.02% of the portfolio and ranks #226 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SO as recently as Q2 2025.

Financial Gravity Companies first reported a position in SO in Q4 2017 and has held it in 7 quarters since. 2,360 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Financial Gravity Companies held 1,087 shares of Southern Company worth $104K as of Q2 2026.
  • Southern Company was a new Financial Gravity Companies position in Q2 2026.
  • Southern Company made up 0.02% of Financial Gravity Companies's portfolio in Q2 2026, its #226 holding.
  • Financial Gravity Companies first reported a position in Southern Company in Q4 2017 and has held it in 7 quarters since.
  • 2,360 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.