Ray Dalio
SO icon

Ray Dalio’s Southern Company SO Stock Holding History

Ray Dalio’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 		$1.14M Sell
11,771
-23,198
-66% -$2.15M 0.01% 770
2025
Q4 		$3.05M Buy
+34,969
New +$3.19M 0.01% 665
2023
Q1 		– Sell
-360,431
Closed -$25.7M – 878
2022
Q4 		$25.7M Buy
360,431
+145,762
+68% +$9.75M 0.14% 134
2022
Q3 		$14.6M Sell
214,669
-279,871
-57% -$21.2M 0.07% 189
2022
Q2 		$35.3M Buy
494,540
+225,557
+84% +$16.6M 0.15% 134
2022
Q1 		$19.5M Buy
268,983
+235,701
+708% +$16M 0.08% 186
2021
Q4 		$2.28M Buy
+33,282
New +$2.12M 0.01% 441
2020
Q3 		– Sell
-6,323
Closed -$328K – 498
2020
Q2 		$328K Sell
6,323
-11,038
-64% -$614K 0.01% 318
2020
Q1 		$940K Buy
+17,361
New +$1.1M 0.02% 207
2018
Q4 		– Sell
-9,789
Closed -$427K – 511
2018
Q3 		$427K Buy
+9,789
New +$451K ﹤0.01% 294
2018
Q1 		– Sell
-79,298
Closed -$3.81M – 493
2017
Q4 		$3.81M Buy
+79,298
New +$4.04M 0.03% 107
2016
Q2 		– Sell
-14,100
Closed -$729K – 373
2016
Q1 		$729K Buy
+14,100
New +$687K 0.01% 235
2015
Q3 		– Sell
-127,341
Closed -$5.34M – 486
2015
Q2 		$5.34M Sell
127,341
-33,700
-21% -$1.47M 0.05% 98
2015
Q1 		$7.13M Buy
161,041
+121,041
+303% +$5.75M 0.06% 91
2014
Q4 		$1.96M Buy
40,000
+500
+1% +$23.6K 0.02% 198
2014
Q3 		$1.72M Sell
39,500
-20,900
-35% -$918K 0.01% 180
2014
Q2 		$2.74M Buy
+60,400
New +$2.67M 0.02% 156
2013
Q4 		– Sell
-75,300
Closed -$3.1M – 349
2013
Q3 		$3.1M Buy
+75,300
New +$3.24M 0.03% 135

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $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

Ray Dalio's SO Position: Q1 2026 in Review

Ray Dalio reduced its Southern Company (SO) stake by 66% in Q1 2026, selling an estimated $2.15M and leaving 11,771 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #770.

Ray Dalio first reported a position in SO in Q3 2013 and has held it in 18 quarters since. The position peaked at $35.3M in Q2 2022. 2,352 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Ray Dalio held 11,771 shares of Southern Company worth $1.14M as of Q1 2026.
  • Ray Dalio sold 23,198 Southern Company shares in Q1 2026, an estimated $2.15M.
  • Southern Company made up 0.01% of Ray Dalio's portfolio in Q1 2026, its #770 holding.
  • Ray Dalio first reported a position in Southern Company in Q3 2013 and has held it in 18 quarters since.
  • Ray Dalio's Southern Company position peaked at $35.3M in Q2 2022.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.