Current Value of Holding

$15.4 Million

Shares

218 Thousand

% of Portfolio

0.02%

Average Buy Price

$68.7

Avg closing price
Price range

41 Jim Simons Southern Company Trades

Jim Simons's position in Southern Company is currently worth $15.4 Million. That's 0.02% of their equity portfolio (708th largest holding). The first Southern Company trade was made in Q2 2013. Since then Jim Simons bought shares 24 more times and sold shares on sixteen occasions. The stake costed the investor $15 Million, netting the investor a gain of 2.8% so far.

Avg closing price
Price range
New holding (+218 Thousand shares) Q4 2023
Avg closing price $68.67
Price range $62.71 - $73.08
Sold -270 Thousand shares Q3 2023
Avg closing price $69.40
Price range $64.72 - $73.09
Sold 78.0% shares (-957 Thousand shares) Q2 2023
Avg closing price $71.72
Price range $68.97 - $75.66
Sold 58.8% shares (-1.75 Million shares) Q1 2023
Avg closing price $67.33
Price range $62.32 - $72.51
Sold 2.7% shares (-83.2 Thousand shares) Q4 2022
Avg closing price $66.86
Price range $61.50 - $72.27
Increased shares by 57.3% (+1.12 Million shares) Q3 2022
Avg closing price $75.75
Price range $68.00 - $80.16
Increased shares by 17.9% (+295 Thousand shares) Q2 2022
Avg closing price $73.42
Price range $65.39 - $76.51
Sold 46.3% shares (-1.42 Million shares) Q1 2022
Avg closing price $67.73
Price range $62.84 - $72.51
Increased shares by 25.7% (+628 Thousand shares) Q4 2021
Avg closing price $63.75
Price range $61.10 - $68.58
Increased shares by 62.3% (+939 Thousand shares) Q3 2021
Avg closing price $64.38
Price range $61.34 - $67.32
Increased shares by 201.8% (+1.01 Million shares) Q2 2021
Avg closing price $63.95
Price range $60.46 - $66.42
Increased shares by 16.6% (+70.9 Thousand shares) Q1 2021
Avg closing price $59.87
Price range $56.72 - $62.32
Increased shares by 92.8% (+206 Thousand shares) Q4 2020
Avg closing price $60.12
Price range $54.62 - $64.17
Sold 51.0% shares (-231 Thousand shares) Q3 2020
Avg closing price $53.44
Price range $51.56 - $55.78
Sold 94.0% shares (-7.16 Million shares) Q2 2020
Avg closing price $55.59
Price range $50.14 - $60.33
Increased shares by 26.2% (+1.58 Million shares) Q1 2020
Avg closing price $63.35
Price range $43.23 - $70.85
Sold 30.1% shares (-2.6 Million shares) Q4 2019
Avg closing price $61.97
Price range $60.33 - $63.86
Sold 5.8% shares (-530 Thousand shares) Q3 2019
Avg closing price $57.96
Price range $54.84 - $61.98
Increased shares by 1.5% (+139 Thousand shares) Q2 2019
Avg closing price $53.54
Price range $51.20 - $56.28
Increased shares by 8.2% (+683 Thousand shares) Q1 2019
Avg closing price $49.01
Price range $43.72 - $52.53

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