HBK Investments
SO icon

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
2021
Q2 		– Sell
-22,300
Closed -$1.39M – 946
2021
Q1 		$1.39M Buy
22,300
+16,800
+305% +$1.01M 0.01% 555
2020
Q4 		$338K Sell
5,500
-29,700
-84% -$1.79M ﹤0.01% 615
2020
Q3 		$1.91M Buy
35,200
+11,100
+46% +$593K 0.01% 360
2020
Q2 		$1.25M Buy
+24,100
New +$1.34M 0.02% 358

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 $3.38T AUM 44.17% 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

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. 2,369 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.
  • 2,369 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.