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Hexagon Capital Partners’s Southern Company SO Stock Holding History

Hexagon Capital Partners’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 		$840K Buy
8,777
+280
+3% +$26.4K 0.12% 87
2026
Q1 		$820K Buy
+8,497
New +$786K 0.12% 81
2025
Q2 		– Sell
-6,662
Closed -$613K – 1462
2025
Q1 		$613K Buy
6,662
+152
+2% +$13.2K 0.12% 83
2024
Q4 		$536K Sell
6,510
-230
-3% -$20.2K 0.1% 99
2024
Q3 		$608K Buy
6,740
+181
+3% +$15.5K 0.12% 81
2024
Q2 		$509K Buy
6,559
+395
+6% +$29.9K 0.11% 89
2024
Q1 		$442K Sell
6,164
-132
-2% -$9.11K 0.1% 102
2023
Q4 		$441K Sell
6,296
-465
-7% -$31.9K 0.11% 97
2023
Q3 		$438K Sell
6,761
-89
-1% -$6.18K 0.11% 87
2023
Q2 		$481K Buy
6,850
+25
+0.4% +$1.79K 0.13% 82
2023
Q1 		$475K Buy
6,825
+496
+8% +$33.4K 0.13% 84
2022
Q4 		$452K Sell
6,329
-223
-3% -$14.9K 0.13% 87
2022
Q3 		$446K Buy
6,552
+1,539
+31% +$117K 0.13% 87
2022
Q2 		$357K Buy
5,013
+323
+7% +$23.7K 0.11% 116
2022
Q1 		$340K Hold
4,690
– – 0.09% 130
2021
Q4 		$322K Hold
4,690
– – 0.08% 133
2021
Q3 		$291K Buy
4,690
+471
+11% +$30.3K 0.08% 125
2021
Q2 		$255K Buy
4,219
+38
+0.9% +$2.43K 0.07% 132
2021
Q1 		$259K Sell
4,181
-3
-0.1% -$180 0.07% 119
2020
Q4 		$257K Hold
4,184
– – 0.08% 104
2020
Q3 		$246K Buy
+4,184
New +$224K 0.08% 101

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 $3.37T AUM 44.26% 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

Hexagon Capital Partners's SO Position: Q2 2026 in Review

Hexagon Capital Partners increased its Southern Company (SO) stake by 3.3% in Q2 2026, buying an estimated $26.4K and bringing the position to 8,777 shares worth $840K. The position accounts for 0.12% of the portfolio, ranked #87.

Hexagon Capital Partners first reported a position in SO in Q3 2020 and has held it in 21 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Hexagon Capital Partners held 8,777 shares of Southern Company worth $840K as of Q2 2026.
  • Hexagon Capital Partners bought 280 Southern Company shares in Q2 2026, an estimated $26.4K.
  • Southern Company made up 0.12% of Hexagon Capital Partners's portfolio in Q2 2026, its #87 holding.
  • Hexagon Capital Partners first reported a position in Southern Company in Q3 2020 and has held it in 21 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Hexagon Capital Partners's 13F filing for Q2 2026, filed 7 Aug 2026.