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	$354K	Sell	3,700 -32,800	-90%	-$3.09M	﹤0.01%	2661
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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.