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	$212K	Buy	+2,200	New	+$204K	﹤0.01%	3163

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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.