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Dmitry Balyasny’s Southern Company SO Stock Holding History

Dmitry Balyasny’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
Q2 		$622K Sell
6,500
-28,600
-81% -$2.69M ﹤0.01% 2432
2026
Q1 		$3.39M Buy
35,100
+23,900
+213% +$2.21M ﹤0.01% 1539
2025
Q4 		$977K Buy
+11,200
New +$1.02M ﹤0.01% 2211
2024
Q2 		– Sell
-9,400
Closed -$674K – 3071
2024
Q1 		$674K Buy
+9,400
New +$649K ﹤0.01% 1945
2018
Q4 		– Sell
-650,000
Closed -$28.4M – 1734
2018
Q3 		$28.4M Buy
+650,000
New +$30M 0.13% 216
2017
Q4 		– Sell
-1,000,000
Closed -$49.1M – 2289
2017
Q3 		$49.1M Buy
+1,000,000
New +$48.5M 0.19% 138

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Dmitry Balyasny's SO Position: Q2 2026 in Review

Dmitry Balyasny increased its Southern Company (SO) stake by 344% in Q2 2026, buying an estimated $51.2M and bringing the position to 701,019 shares worth $67.1M. The position accounts for 0.08% of the portfolio, ranked #281.

Dmitry Balyasny first reported a position in SO in Q1 2016 and has held it in 25 quarters since. The position peaked at $103M in Q4 2022. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Dmitry Balyasny held 701,019 shares of Southern Company worth $67.1M as of Q2 2026.
  • Dmitry Balyasny bought 543,308 Southern Company shares in Q2 2026, an estimated $51.2M.
  • Southern Company made up 0.08% of Dmitry Balyasny's portfolio in Q2 2026, its #281 holding.
  • Dmitry Balyasny first reported a position in Southern Company in Q1 2016 and has held it in 25 quarters since.
  • Dmitry Balyasny's Southern Company position peaked at $103M in Q4 2022.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.