Simplex Trading
SO icon

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
Q1 		$14.1M Sell
145,800
-28,400
-16% -$2.63M 0.01% 549
2025
Q4 		$15.2M Sell
174,200
-94,300
-35% -$8.61M 0.01% 650
2025
Q3 		$25.4M Buy
268,500
+131,000
+95% +$12.2M 0.01% 545
2025
Q2 		$12.6M Sell
137,500
-116,400
-46% -$10.5M 0.01% 754
2025
Q1 		$23.3M Sell
253,900
-105,900
-29% -$9.17M 0.01% 473
2024
Q4 		$29.6M Sell
359,800
-4,400
-1% -$386K 0.02% 469
2024
Q3 		$32.8M Sell
364,200
-145,200
-29% -$12.4M 0.02% 439
2024
Q2 		$39.5M Buy
509,400
+283,100
+125% +$21.5M 0.02% 364
2024
Q1 		$16.2M Sell
226,300
-161,000
-42% -$11.1M 0.01% 822
2023
Q4 		$27.2M Buy
387,300
+182,300
+89% +$12.5M 0.02% 587
2023
Q3 		$13.3M Sell
205,000
-65,400
-24% -$4.54M 0.01% 795
2023
Q2 		$19M Sell
270,400
-31,900
-11% -$2.29M 0.02% 597
2023
Q1 		$21M Buy
302,300
+85,400
+39% +$5.75M 0.02% 569
2022
Q4 		$15.5M Buy
216,900
+93,000
+75% +$6.22M 0.02% 655
2022
Q3 		$8.43M Sell
123,900
-129,200
-51% -$9.79M 0.01% 876
2022
Q2 		$18M Buy
253,100
+151,500
+149% +$11.1M 0.02% 550
2022
Q1 		$7.37M Buy
101,600
+44,500
+78% +$3.01M 0.01% 1008
2021
Q4 		$3.92M Sell
57,100
-70,800
-55% -$4.51M ﹤0.01% 1403
2021
Q3 		$7.86M Buy
127,900
+200
+0.2% +$12.9K 0.01% 864
2021
Q2 		$7.73M Buy
127,700
+126,863
+15,157% +$8.11M 0.01% 861
2021
Q1 		$5.2M Sell
837
-761
-48% -$45.6K 0.01% 789
2020
Q4 		$9.82M Sell
1,598
-1,540
-49% -$92.6K 0.01% 603
2020
Q3 		$17M Buy
3,138
+1,946
+163% +$104K 0.02% 363
2020
Q2 		$6.18M Sell
1,192
-1,021
-46% -$56.8K 0.01% 730
2020
Q1 		$12M Buy
2,213
+1,450
+190% +$91.9K 0.02% 349
2019
Q4 		$4.86M Sell
763
-282
-27% -$17.5K 0.01% 818
2019
Q3 		$6.45M Buy
1,045
+369
+55% +$21.4K 0.02% 585
2019
Q2 		$3.74M Sell
676
-215
-24% -$11.5K 0.01% 858
2019
Q1 		$4.6M Sell
891
-630
-41% -$30.9K 0.01% 736
2018
Q4 		$6.68M Buy
1,521
+312
+26% +$14.2K 0.02% 468
2018
Q3 		$5.27M Buy
1,209
+637
+111% +$29.4K 0.02% 588
2018
Q2 		$2.65M Sell
572
-16
-3% -$716 0.01% 945
2018
Q1 		$40K Sell
588
-47
-7% -$2.09K ﹤0.01% 2664
2017
Q4 		$31K Sell
635
-169
-21% -$8.61K ﹤0.01% 2897
2017
Q3 		$107K Sell
804
-290
-27% -$14.1K ﹤0.01% 1654
2017
Q2 		$46K Buy
1,094
+235
+27% +$11.8K ﹤0.01% 2470
2017
Q1 		$107K Sell
859
-178
-17% -$8.8K ﹤0.01% 1691
2016
Q4 		$120K Sell
1,037
-520
-33% -$25.5K 0.01% 1395
2016
Q3 		$105K Buy
1,557
+816
+110% +$43K 0.01% 1495
2016
Q2 		$171K Sell
741
-54
-7% -$2.72K 0.01% 1093
2016
Q1 		$140K Buy
795
+543
+215% +$26.5K 0.01% 1096
2015
Q4 		$22K Sell
252
-57
-18% -$2.58K ﹤0.01% 2606
2015
Q3 		$24K Buy
309
+288
+1,371% +$12.6K ﹤0.01% 2622
2015
Q2 		$1K Sell
21
-34
-62% -$1.48K ﹤0.01% 4784
2015
Q1 		$7K Sell
55
-281
-84% -$13.3K ﹤0.01% 3245
2014
Q4 		$113K Buy
+336
New +$15.9K 0.01% 872

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. 1,836 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.
  • 1,836 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.