Hudson Bay Capital Management
SO icon

Hudson Bay Capital Management’s Southern Company SO Stock Holding History

Hudson Bay Capital Management’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
2025
Q3 		– Sell
-3,800
Closed -$349K – 1645
2025
Q2 		$349K Buy
+3,800
New +$341K ﹤0.01% 1147
2017
Q2 		– Sell
-71,800
Closed -$3.57M – 769
2017
Q1 		$3.57M Buy
71,800
+30,100
+72% +$1.49M 0.05% 331
2016
Q4 		$2.05M Buy
+41,700
New +$2.05M 0.04% 346

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Hudson Bay Capital Management's SO Position: Q4 2025 in Review

Hudson Bay Capital Management sold out of Southern Company (SO) in Q4 2025, closing a stake of 89,259 shares — an estimated $8.46M sold.

Hudson Bay Capital Management first reported a position in SO in Q2 2023 and held it in 10 quarters. The position peaked at $24.8M in Q1 2024. 2,265 funds tracked by Wall St. Rank hold SO as of Q4 2025.

  • Hudson Bay Capital Management reported no remaining Southern Company position as of Q4 2025 after selling out during the quarter.
  • Hudson Bay Capital Management sold 89,259 Southern Company shares in Q4 2025, an estimated $8.46M.
  • Hudson Bay Capital Management first reported a position in Southern Company in Q2 2023 and held it in 10 quarters.
  • Hudson Bay Capital Management's Southern Company position peaked at $24.8M in Q1 2024.
  • 2,265 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Hudson Bay Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.