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HRT Financial’s Southern Company SO Stock Holding History

HRT Financial’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 		– Sell
-93,271
Closed -$8.63M – 4662
2025
Q4 		$8.13M Sell
93,271
-91,342
-49% -$8.34M 0.03% 543
2025
Q3 		$17.5M Buy
+184,613
New +$17.2M 0.06% 223
2024
Q1 		– Sell
-125,432
Closed -$8.79M – 3041
2023
Q4 		$8.79M Buy
+125,432
New +$8.61M 0.06% 181
2022
Q4 		– Sell
-462,077
Closed -$31.4M – 3077
2022
Q3 		$31.4M Buy
+462,077
New +$35M 0.34% 48
2022
Q1 		– Sell
-151,355
Closed -$10.4M – 3805
2021
Q4 		$10.4M Sell
151,355
-109,101
-42% -$6.96M 0.06% 156
2021
Q3 		$16.1M Buy
260,456
+115,595
+80% +$7.44M 0.1% 103
2021
Q2 		$8.77M Buy
144,861
+11,682
+9% +$747K 0.08% 201
2021
Q1 		$8.28M Buy
133,179
+75,160
+130% +$4.5M 0.08% 164
2020
Q4 		$3.56M Buy
+58,019
New +$3.49M 0.07% 202
2020
Q3 		– Sell
-48,502
Closed -$2.51M – 2306
2020
Q2 		$2.51M Buy
48,502
+10,123
+26% +$563K 0.08% 288
2020
Q1 		$2.08M Buy
+38,379
New +$2.43M 0.13% 150
2018
Q4 		– Sell
-6,986
Closed -$304K – 741
2018
Q3 		$304K Buy
+6,986
New +$322K 0.05% 248
2015
Q4 		– Sell
-5,536
Closed -$247K – 115
2015
Q3 		$247K Buy
+5,536
New +$243K 0.21% 65

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

HRT Financial's SO Position: Q1 2026 in Review

HRT Financial sold out of Southern Company (SO) in Q1 2026, closing a stake of 93,271 shares — an estimated $8.63M sold.

HRT Financial first reported a position in SO in Q3 2015 and held it in 13 quarters. The position peaked at $31.4M in Q3 2022. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • HRT Financial reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
  • HRT Financial sold 93,271 Southern Company shares in Q1 2026, an estimated $8.63M.
  • HRT Financial first reported a position in Southern Company in Q3 2015 and held it in 13 quarters.
  • HRT Financial's Southern Company position peaked at $31.4M in Q3 2022.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.