Balyasny Asset Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74.5M | Buy |
811,737
+720,589
| +791% | +$66.2M | 0.11% | 173 |
|
|
2025
Q1 | $8.38M | Buy |
+91,148
| New | +$8.38M | 0.01% | 707 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 2381 |
|
|
2024
Q1 | – | Sell |
-1,194,366
| Closed | -$83.7M | – | 2403 |
|
|
2023
Q4 | $83.7M | Buy |
1,194,366
+221,452
| +23% | +$15.5M | 0.16% | 100 |
|
|
2023
Q3 | $63M | Buy |
972,914
+105,828
| +12% | +$6.85M | 0.13% | 168 |
|
|
2023
Q2 | $60.9M | Buy |
867,086
+310,851
| +56% | +$21.8M | 0.13% | 174 |
|
|
2023
Q1 | $38.7M | Sell |
556,235
-883,620
| -61% | -$61.5M | 0.1% | 235 |
|
|
2022
Q4 | $103M | Buy |
1,439,855
+790,748
| +122% | +$56.5M | 0.28% | 52 |
|
|
2022
Q3 | $44.1M | Buy |
649,107
+256,969
| +66% | +$17.5M | 0.14% | 142 |
|
|
2022
Q2 | $28M | Buy |
392,138
+297,562
| +315% | +$21.2M | 0.09% | 249 |
|
|
2022
Q1 | $6.86M | Sell |
94,576
-3,676
| -4% | -$267K | 0.02% | 654 |
|
|
2021
Q4 | $6.74M | Buy |
+98,252
| New | +$6.74M | 0.02% | 634 |
|
|
2021
Q2 | – | Sell |
-172,449
| Closed | -$10.7M | – | 2029 |
|
|
2021
Q1 | $10.7M | Buy |
+172,449
| New | +$10.7M | 0.05% | 395 |
|
|
2020
Q1 | – | Sell |
-110,156
| Closed | -$7.02M | – | 1366 |
|
|
2019
Q4 | $7.02M | Buy |
+110,156
| New | +$7.02M | 0.04% | 464 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 1551 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 1737 |
|
|
2018
Q2 | – | Sell |
-510,473
| Closed | -$22.8M | – | 1887 |
|
|
2018
Q1 | $22.8M | Sell |
510,473
-1,614,964
| -76% | -$72.1M | 0.1% | 266 |
|
|
2017
Q4 | $102M | Buy |
2,125,437
+1,070,968
| +102% | +$51.5M | 0.32% | 59 |
|
|
2017
Q3 | $51.8M | Buy |
1,054,469
+919,892
| +684% | +$45.2M | 0.2% | 113 |
|
|
2017
Q2 | $6.44M | Buy |
134,577
+96,903
| +257% | +$4.64M | 0.03% | 566 |
|
|
2017
Q1 | $1.88M | Buy |
37,674
+10,340
| +38% | +$515K | 0.01% | 772 |
|
|
2016
Q4 | $1.35M | Sell |
27,334
-399,740
| -94% | -$19.7M | 0.01% | 763 |
|
|
2016
Q3 | $21.9M | Buy |
427,074
+74,859
| +21% | +$3.84M | 0.13% | 224 |
|
|
2016
Q2 | $18.9M | Buy |
352,215
+107,994
| +44% | +$5.79M | 0.12% | 198 |
|
|
2016
Q1 | $12.6M | Buy |
+244,221
| New | +$12.6M | 0.08% | 276 |
|