Simplex Trading
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Simplex Trading’s Southern Company SO Stock Holding History

Simplex Trading’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
2023
Q4 		– Sell
-724
Closed -$49.7K – 9755
2023
Q3 		$46K Buy
+724
New +$50.2K ﹤0.01% 5893
2022
Q4 		– Sell
-17,253
Closed -$1.15M – 10342
2022
Q3 		$1.17M Buy
+17,253
New +$1.31M ﹤0.01% 2469
2022
Q1 		– Sell
-49,500
Closed -$3.35M – 11331
2021
Q4 		$3.39M Buy
49,500
+38,761
+361% +$2.47M ﹤0.01% 1531
2021
Q3 		$660K Sell
10,739
-500
-4% -$32.2K ﹤0.01% 3683
2021
Q2 		$680K Buy
+11,239
New +$719K ﹤0.01% 3699
2019
Q3 		– Sell
-23,594
Closed -$1.37M – 7846
2019
Q2 		$1.3M Sell
23,594
-57,578
-71% -$3.08M ﹤0.01% 1666
2019
Q1 		$4.19M Buy
+81,172
New +$3.98M 0.01% 804
2018
Q4 		– Sell
-2,283
Closed -$104K – 7753
2018
Q3 		$99K Buy
+2,283
New +$105K ﹤0.01% 4442
2018
Q2 		– Sell
-1,416
Closed -$63.4K – 7861
2018
Q1 		$63K Buy
+1,416
New +$62.9K ﹤0.01% 2207
2017
Q3 		– Sell
-10,089
Closed -$489K – 6589
2017
Q2 		$483K Buy
+10,089
New +$506K 0.02% 675
2016
Q1 		– Sell
-3,558
Closed -$173K – 6185
2015
Q4 		$166K Sell
3,558
-7,416
-68% -$336K 0.01% 1005
2015
Q3 		$490K Buy
10,974
+2,417
+28% +$106K 0.04% 454
2015
Q2 		$358K Buy
8,557
+3,026
+55% +$132K 0.03% 507
2015
Q1 		$244K Buy
+5,531
New +$263K 0.03% 631

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Simplex Trading's SO Position: Q4 2023 in Review

Simplex Trading sold out of Southern Company (SO) in Q4 2023, closing a stake of 724 shares — an estimated $49.7K sold.

Simplex Trading first reported a position in SO in Q1 2015 and held it in 14 quarters. The position peaked at $4.19M in Q1 2019. 1,837 funds tracked by Wall St. Rank hold SO as of Q4 2023.

  • Simplex Trading reported no remaining Southern Company position as of Q4 2023 after selling out during the quarter.
  • Simplex Trading sold 724 Southern Company shares in Q4 2023, an estimated $49.7K.
  • Simplex Trading first reported a position in Southern Company in Q1 2015 and held it in 14 quarters.
  • Simplex Trading's Southern Company position peaked at $4.19M in Q1 2019.
  • 1,837 funds tracked by Wall St. Rank held Southern Company as of Q4 2023.

Based on Simplex Trading's 13F filing for Q4 2023, filed 2 Feb 2024.