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 		$13.6M Sell
141,100
-6,100
-4% -$564K 0.01% 564
2025
Q4 		$12.8M Buy
147,200
+13,300
+10% +$1.21M 0.01% 724
2025
Q3 		$12.7M Buy
133,900
+53,500
+67% +$4.99M 0.01% 833
2025
Q2 		$7.38M Sell
80,400
-42,600
-35% -$3.83M ﹤0.01% 1078
2025
Q1 		$11.3M Sell
123,000
-55,200
-31% -$4.78M 0.01% 815
2024
Q4 		$14.7M Buy
178,200
+53,500
+43% +$4.69M 0.01% 806
2024
Q3 		$11.2M Buy
124,700
+35,200
+39% +$3.01M 0.01% 969
2024
Q2 		$6.94M Buy
89,500
+12,300
+16% +$932K ﹤0.01% 1236
2024
Q1 		$5.54M Sell
77,200
-99,000
-56% -$6.83M ﹤0.01% 1530
2023
Q4 		$12.4M Buy
176,200
+4,900
+3% +$336K 0.01% 962
2023
Q3 		$11.1M Buy
171,300
+105,500
+160% +$7.32M 0.01% 875
2023
Q2 		$4.62M Sell
65,800
-59,700
-48% -$4.28M ﹤0.01% 1365
2023
Q1 		$8.73M Buy
125,500
+4,600
+4% +$310K 0.01% 973
2022
Q4 		$8.63M Sell
120,900
-173,300
-59% -$11.6M 0.01% 912
2022
Q3 		$20M Buy
294,200
+10,800
+4% +$818K 0.02% 516
2022
Q2 		$20.2M Buy
283,400
+142,000
+100% +$10.4M 0.02% 500
2022
Q1 		$10.3M Buy
141,400
+40,600
+40% +$2.75M 0.01% 825
2021
Q4 		$6.91M Buy
100,800
+14,800
+17% +$944K 0.01% 1008
2021
Q3 		$5.29M Buy
86,000
+200
+0.2% +$12.9K ﹤0.01% 1154
2021
Q2 		$5.19M Buy
85,800
+85,382
+20,426% +$5.46M 0.01% 1158
2021
Q1 		$2.6M Sell
418
-661
-61% -$39.6K ﹤0.01% 1349
2020
Q4 		$6.63M Sell
1,079
-147
-12% -$8.84K 0.01% 803
2020
Q3 		$6.65M Buy
1,226
+705
+135% +$37.7K 0.01% 705
2020
Q2 		$2.7M Sell
521
-618
-54% -$34.4K ﹤0.01% 1272
2020
Q1 		$6.17M Sell
1,139
-1,195
-51% -$75.7K 0.01% 599
2019
Q4 		$14.9M Buy
2,334
+606
+35% +$37.6K 0.03% 349
2019
Q3 		$10.7M Buy
1,728
+873
+102% +$50.6K 0.03% 399
2019
Q2 		$4.73M Buy
855
+242
+39% +$13K 0.01% 710
2019
Q1 		$3.17M Buy
613
+363
+145% +$17.8K 0.01% 999
2018
Q4 		$1.1M Sell
250
-725
-74% -$33K ﹤0.01% 1559
2018
Q3 		$4.25M Buy
975
+749
+331% +$34.5K 0.01% 711
2018
Q2 		$1.05M Sell
226
-28
-11% -$1.25K ﹤0.01% 1743
2018
Q1 		$26K Sell
254
-160
-39% -$7.1K ﹤0.01% 3098
2017
Q4 		$56K Sell
414
-1,010
-71% -$51.5K ﹤0.01% 2339
2017
Q3 		$164K Buy
1,424
+108
+8% +$5.24K 0.01% 1335
2017
Q2 		$321K Buy
1,316
+370
+39% +$18.6K 0.01% 908
2017
Q1 		$144K Sell
946
-861
-48% -$42.5K 0.01% 1458
2016
Q4 		$48K Buy
1,807
+273
+18% +$13.4K ﹤0.01% 2207
2016
Q3 		$80K Buy
1,534
+1,078
+236% +$56.8K 0.01% 1720
2016
Q2 		$6K Buy
456
+403
+760% +$20.3K ﹤0.01% 4121
2016
Q1 		$2K Sell
53
-14
-21% -$682 ﹤0.01% 4800
2015
Q4 		$4K Sell
67
-132
-66% -$5.98K ﹤0.01% 4065
2015
Q3 		$21K Sell
199
-69
-26% -$3.03K ﹤0.01% 2749
2015
Q2 		$60K Buy
268
+74
+38% +$3.22K 0.01% 1562
2015
Q1 		$40K Buy
194
+86
+80% +$4.09K ﹤0.01% 1734
2014
Q4 		$5K Buy
+108
New +$5.1K ﹤0.01% 3114

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.