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	$3.52M	Buy	+36,500	New	+$3.38M	﹤0.01%	1526
2024 Q2	–	Sell	-7,000	Closed	-$502K	–	3072
2024 Q1	$502K	Buy	+7,000	New	+$483K	﹤0.01%	2045
2022 Q3	–	Sell	-50,000	Closed	-$3.57M	–	3234
2022 Q2	$3.57M	Buy	+50,000	New	+$3.67M	0.01%	1092
2018 Q1	–	Sell	-300,000	Closed	-$14.4M	–	2282
2017 Q4	$14.4M	Buy	+300,000	New	+$15.3M	0.05%	520

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

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.