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 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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.