HBK Investments’s Southern Company SO Stock Holding History

HBK Investments’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	–	Sell	-5,123	Closed	-$494K	–	371
2026 Q1	$494K	Buy	+5,123	New	+$474K	0.01%	296
2021 Q1	–	Sell	-24,038	Closed	-$1.44M	–	1067
2020 Q4	$1.48M	Buy	24,038 +8,342	+53%	+$502K	0.01%	467
2020 Q3	$851K	Sell	15,696 -5,243	-25%	-$280K	0.01%	467
2020 Q2	$1.09M	Buy	+20,939	New	+$1.16M	0.01%	369
2020 Q1	–	Sell	-5,196	Closed	-$331K	–	445
2019 Q4	$331K	Buy	+5,196	New	+$322K	﹤0.01%	605
2019 Q3	–	Sell	-6,766	Closed	-$374K	–	743
2019 Q2	$374K	Sell	6,766 -43,899	-87%	-$2.35M	﹤0.01%	516
2019 Q1	$2.62M	Sell	50,665 -28,135	-36%	-$1.38M	0.03%	448
2018 Q4	$3.46M	Buy	+78,800	New	+$3.58M	0.04%	363
2017 Q2	–	Sell	-97,400	Closed	-$4.85M	–	1016
2017 Q1	$4.85M	Buy	+97,400	New	+$4.81M	0.04%	218

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

HBK Investments's SO Position: Q2 2026 in Review

HBK Investments sold out of Southern Company (SO) in Q2 2026, closing a stake of 5,123 shares — an estimated $494K sold.

HBK Investments first reported a position in SO in Q1 2017 and held it in 9 quarters. The position peaked at $4.85M in Q1 2017. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

HBK Investments reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
HBK Investments sold 5,123 Southern Company shares in Q2 2026, an estimated $494K.
HBK Investments first reported a position in Southern Company in Q1 2017 and held it in 9 quarters.
HBK Investments's Southern Company position peaked at $4.85M in Q1 2017.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on HBK Investments's 13F filing for Q2 2026, filed 14 Aug 2026.