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	-15,400	Closed	-$1.49M	–	372
2026 Q1	$1.49M	Buy	+15,400	New	+$1.42M	0.02%	240
2021 Q2	–	Sell	-22,300	Closed	-$1.39M	–	947
2021 Q1	$1.39M	Sell	22,300 -1,800	-7%	-$108K	0.01%	556
2020 Q4	$1.48M	Sell	24,100 -29,700	-55%	-$1.79M	0.01%	466
2020 Q3	$2.92M	Buy	53,800 +29,700	+123%	+$1.59M	0.02%	311
2020 Q2	$1.25M	Buy	+24,100	New	+$1.34M	0.02%	359
2015 Q1	–	Sell	-67,600	Closed	-$3.32M	–	1151
2014 Q4	$3.32M	Hold	67,600	–	–	0.04%	281
2014 Q3	$2.95M	Hold	67,600	–	–	0.05%	291
2014 Q2	$3.07M	Hold	67,600	–	–	0.06%	260
2014 Q1	$2.97M	Hold	67,600	–	–	0.05%	257
2013 Q4	$2.78M	Hold	67,600	–	–	0.05%	238
2013 Q3	$2.78M	Buy	+67,600	New	+$2.91M	0.04%	225

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 $3.38T AUM 44.17% 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. 2,369 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.