FGC
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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Financial Gravity Companies's SO Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Southern Company (SO) in Q2 2025: 1,087 shares worth $99.8K. The stake represents 0.02% of the portfolio and ranks #222 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SO as recently as Q4 2024.

Financial Gravity Companies first reported a position in SO in Q4 2017 and has held it in 6 quarters since. 2,179 funds tracked by Wall St. Rank hold SO as of Q2 2025.

  • Financial Gravity Companies held 1,087 shares of Southern Company worth $99.8K as of Q2 2025.
  • Southern Company was a new Financial Gravity Companies position in Q2 2025.
  • Southern Company made up 0.02% of Financial Gravity Companies's portfolio in Q2 2025, its #222 holding.
  • Financial Gravity Companies first reported a position in Southern Company in Q4 2017 and has held it in 6 quarters since.
  • 2,179 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.