Balyasny Asset Management
SO icon

Balyasny Asset Management’s Southern Company SO Stock Holding History

Balyasny Asset 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
2026
Q1 		$15.2M Buy
157,711
+141,233
+857% +$13.1M 0.02% 807
2025
Q4 		$1.44M Buy
+16,478
New +$1.5M ﹤0.01% 2020
2025
Q3 		– Sell
-811,737
Closed -$74.5M – 3433
2025
Q2 		$74.5M Buy
811,737
+720,589
+791% +$64.7M 0.11% 219
2025
Q1 		$8.38M Buy
+91,148
New +$7.89M 0.01% 1016
2024
Q1 		– Sell
-1,194,366
Closed -$82.4M – 3087
2023
Q4 		$83.7M Buy
1,194,366
+221,452
+23% +$15.2M 0.16% 146
2023
Q3 		$63M Buy
972,914
+105,828
+12% +$7.34M 0.13% 210
2023
Q2 		$60.9M Buy
867,086
+310,851
+56% +$22.3M 0.13% 206
2023
Q1 		$38.7M Sell
556,235
-883,620
-61% -$59.5M 0.1% 293
2022
Q4 		$103M Buy
1,439,855
+790,748
+122% +$52.9M 0.28% 70
2022
Q3 		$44.1M Buy
649,107
+256,969
+66% +$19.5M 0.14% 179
2022
Q2 		$28M Buy
392,138
+297,562
+315% +$21.8M 0.09% 310
2022
Q1 		$6.86M Sell
94,576
-3,676
-4% -$249K 0.02% 832
2021
Q4 		$6.74M Buy
+98,252
New +$6.26M 0.02% 754
2021
Q2 		– Sell
-172,449
Closed -$10.7M – 2320
2021
Q1 		$10.7M Buy
+172,449
New +$10.3M 0.05% 466
2020
Q1 		– Sell
-110,156
Closed -$7.02M – 1495
2019
Q4 		$7.02M Buy
+110,156
New +$6.83M 0.04% 519
2018
Q2 		– Sell
-510,473
Closed -$22.8M – 2116
2018
Q1 		$22.8M Sell
510,473
-1,614,964
-76% -$71.7M 0.1% 301
2017
Q4 		$102M Buy
2,125,437
+1,070,968
+102% +$54.6M 0.32% 61
2017
Q3 		$51.8M Buy
1,054,469
+919,892
+684% +$44.6M 0.2% 125
2017
Q2 		$6.44M Buy
134,577
+96,903
+257% +$4.86M 0.03% 684
2017
Q1 		$1.88M Buy
37,674
+10,340
+38% +$511K 0.01% 924
2016
Q4 		$1.34M Sell
27,334
-399,740
-94% -$19.6M 0.01% 948
2016
Q3 		$21.9M Buy
427,074
+74,859
+21% +$3.94M 0.13% 229
2016
Q2 		$18.9M Buy
352,215
+107,994
+44% +$5.43M 0.12% 222
2016
Q1 		$12.6M Buy
+244,221
New +$11.9M 0.08% 340

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

Balyasny Asset Management's SO Position: Q1 2026 in Review

Balyasny Asset Management increased its Southern Company (SO) stake by 857% in Q1 2026, buying an estimated $13.1M and bringing the position to 157,711 shares worth $15.2M. The position accounts for 0.02% of the portfolio, ranked #807.

Balyasny Asset Management first reported a position in SO in Q1 2016 and has held it in 24 quarters since. The position peaked at $103M in Q4 2022. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Balyasny Asset Management held 157,711 shares of Southern Company worth $15.2M as of Q1 2026.
  • Balyasny Asset Management bought 141,233 Southern Company shares in Q1 2026, an estimated $13.1M.
  • Southern Company made up 0.02% of Balyasny Asset Management's portfolio in Q1 2026, its #807 holding.
  • Balyasny Asset Management first reported a position in Southern Company in Q1 2016 and has held it in 24 quarters since.
  • Balyasny Asset Management's Southern Company position peaked at $103M in Q4 2022.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.