Ray Dalio's SO Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 34,969 shares of The Southern Company (SO) worth $3.05 M, representing 0.01% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 24 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in SO, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2022, adding 235,701 shares. Largest reduction occurred in Q1 2023, reducing 360,431 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's The Southern Company (SO) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Southern Company (SO) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +34,969 | New Buy | 34,969 | $87.20 |
| Q1 2023 | -360,431 | Sold Out | 0 | $0.00 |
| Q4 2022 | +145,762 | Add 67.90% | 360,431 | $71.41 |
| Q3 2022 | -279,871 | Reduce 56.59% | 214,669 | $68.00 |
| Q2 2022 | +225,557 | Add 83.86% | 494,540 | $71.31 |
| Q1 2022 | +235,701 | Add 708.19% | 268,983 | $72.51 |
| Q4 2021 | +33,282 | New Buy | 33,282 | $68.57 |
| Q3 2020 | -6,323 | Sold Out | 0 | $0.00 |
| Q2 2020 | -11,038 | Reduce 63.58% | 6,323 | $51.87 |
| Q1 2020 | +17,361 | New Buy | 17,361 | $54.14 |
| Q4 2018 | -9,789 | Sold Out | 0 | $0.00 |
| Q3 2018 | +9,789 | New Buy | 9,789 | $43.62 |
| Q1 2018 | -79,298 | Sold Out | 0 | $0.00 |
| Q4 2017 | +79,298 | New Buy | 79,298 | $48.08 |
| Q2 2016 | -14,100 | Sold Out | 0 | $0.00 |
| Q1 2016 | +14,100 | New Buy | 14,100 | $51.70 |
| Q3 2015 | -127,341 | Sold Out | 0 | $0.00 |
| Q2 2015 | -33,700 | Reduce 20.93% | 127,341 | $41.90 |
| Q1 2015 | +121,041 | Add 302.60% | 161,041 | $44.28 |
| Q4 2014 | +500 | Add 1.27% | 40,000 | $49.10 |
| Q3 2014 | -20,900 | Reduce 34.60% | 39,500 | $43.65 |
| Q2 2014 | +60,400 | New Buy | 60,400 | $45.38 |
| Q4 2013 | -75,300 | Sold Out | 0 | $0.00 |
| Q3 2013 | +75,300 | New Buy | 75,300 | $41.18 |
Ray Dalio's The Southern Company Investment FAQs
Ray Dalio first purchased The Southern Company (SO) in Q3 2013, acquiring 75,300 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held The Southern Company (SO) for 24 quarters since Q3 2013.
Ray Dalio's largest addition to The Southern Company (SO) was in Q1 2022, adding 268,983 shares worth $19.5 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 34,969 shares of The Southern Company (SO), valued at approximately $3.05 M.
As of the Q4 2025 filing, The Southern Company (SO) represents approximately 0.01% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in The Southern Company (SO) was 494,540 shares, as reported at the end of Q2 2022.