HT
SO icon

HAP Trading’s Southern Company SO Stock Holding History

HAP Trading’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 		– Sell
-11,800
Closed -$101K – 878
2025
Q1 		$101K Buy
+11,800
New +$1.02M 0.01% 397
2023
Q4 		– Sell
-11,200
Closed -$3.14K – 1168
2023
Q3 		$3.14K Sell
11,200
-8,400
-43% -$583K ﹤0.01% 908
2023
Q2 		$9.3K Buy
19,600
+8,000
+69% +$574K ﹤0.01% 833
2023
Q1 		$31K Sell
11,600
-200
-2% -$13.5K ﹤0.01% 652
2022
Q4 		$13K Sell
11,800
-2,500
-17% -$167K ﹤0.01% 1066
2022
Q3 		$5K Buy
14,300
+700
+5% +$53K ﹤0.01% 1463
2022
Q2 		$14K Sell
13,600
-7,500
-36% -$551K ﹤0.01% 1401
2022
Q1 		$131K Buy
21,100
+4,600
+28% +$312K 0.01% 964
2021
Q4 		$55K Buy
+16,500
New +$1.05M ﹤0.01% 1442
2021
Q2 		– Sell
-15,200
Closed -$33K – 2671
2021
Q1 		$33K Sell
15,200
-1,100
-7% -$65.9K ﹤0.01% 1291
2020
Q4 		$36K Sell
16,300
-16,000
-50% -$962K ﹤0.01% 1521
2020
Q3 		$32K Buy
32,300
+6,400
+25% +$342K ﹤0.01% 1070
2020
Q2 		$31K Buy
+25,900
New +$1.44M ﹤0.01% 1189
2020
Q1 		– Sell
-14,400
Closed -$68K – 1511
2019
Q4 		$68K Sell
14,400
-5,300
-27% -$328K ﹤0.01% 650
2019
Q3 		$78K Buy
+19,700
New +$1.14M 0.01% 666
2018
Q4 		– Sell
-14,500
Closed -$4K – 1278
2018
Q3 		$4K Buy
+14,500
New +$668K ﹤0.01% 928
2014
Q1 		– Sell
-85,200
Closed -$1K – 1347
2013
Q4 		$1K Buy
+85,200
New +$3.52M ﹤0.01% 1185

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

HAP Trading's SO Position: Q4 2022 in Review

HAP Trading sold out of Southern Company (SO) in Q4 2022, closing a stake of 12,228 shares — an estimated $818K sold.

HAP Trading first reported a position in SO in Q2 2013 and held it in 10 quarters. The position peaked at $5.29M in Q1 2014. 1,734 funds tracked by Wall St. Rank hold SO as of Q4 2022.

  • HAP Trading reported no remaining Southern Company position as of Q4 2022 after selling out during the quarter.
  • HAP Trading sold 12,228 Southern Company shares in Q4 2022, an estimated $818K.
  • HAP Trading first reported a position in Southern Company in Q2 2013 and held it in 10 quarters.
  • HAP Trading's Southern Company position peaked at $5.29M in Q1 2014.
  • 1,734 funds tracked by Wall St. Rank held Southern Company as of Q4 2022.

Based on HAP Trading's 13F filing for Q4 2022, filed 14 Feb 2023.