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
2026
Q2 		$1.25M Buy
+13,084
New +$1.23M ﹤0.01% 2531
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 $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 $3.38T AUM 44.17% 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

Simplex Trading's SO Position: Q2 2026 in Review

Simplex Trading opened a new position in Southern Company (SO) in Q2 2026: 13,084 shares worth $1.25M. The stake represents ﹤0.01% of the portfolio and ranks #2531 among its holdings. This is a return to the name: Simplex Trading previously reported a position in SO as recently as Q3 2023.

Simplex Trading first reported a position in SO in Q1 2015 and has held it in 15 quarters since. The position peaked at $4.19M in Q1 2019. 2,368 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Simplex Trading held 13,084 shares of Southern Company worth $1.25M as of Q2 2026.
  • Southern Company was a new Simplex Trading position in Q2 2026.
  • Southern Company made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #2531 holding.
  • Simplex Trading first reported a position in Southern Company in Q1 2015 and has held it in 15 quarters since.
  • Simplex Trading's Southern Company position peaked at $4.19M in Q1 2019.
  • 2,368 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.