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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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

HBK Investments's SO Position: Q1 2026 in Review

HBK Investments opened a new position in Southern Company (SO) in Q1 2026: 5,123 shares worth $494K. The stake represents 0.01% of the portfolio and ranks #296 among its holdings. This is a return to the name: HBK Investments previously reported a position in SO as recently as Q4 2020.

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

  • HBK Investments held 5,123 shares of Southern Company worth $494K as of Q1 2026.
  • Southern Company was a new HBK Investments position in Q1 2026.
  • Southern Company made up 0.01% of HBK Investments's portfolio in Q1 2026, its #296 holding.
  • HBK Investments first reported a position in Southern Company in Q1 2017 and has held it in 9 quarters since.
  • 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 Q1 2026.

Based on HBK Investments's 13F filing for Q1 2026, filed 15 May 2026.