Southern Co
SO- 交易所
- NYSE
- 產業
- Electric Services
- SEC CIK
- 0000092122
近 90 天,Southern Co 內部人申報 0 筆公開市場買進、5 筆賣出;2026 年第 2 季末有 2,371 家機構在 13F 申報持有,市值合計 $798.9 億;沒有大師持有。
2021 年第 2 季 13F 持有人
Southern Co 在 2021/6/30 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,508
- 較 2021 年第 1 季 +34 家
- 持有股數
- 6.33 億
- 較 2021 年第 1 季 +238.2 萬 (+0.4%)
- 總市值
- $382.7 億
- 較 2021 年第 1 季 −$8.87 億 (−2.3%)
- 新進機構
- 125
- 另有 634 家加碼
- 清倉機構
- 91
- 另有 509 家減碼
另有 17 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 SO 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 2,371 | $798.9 億 |
| 2026 年第 1 季 | 2,367 | $762.2 億 |
| 2025 年第 4 季 | 2,273 | $695.7 億 |
| 2025 年第 3 季 | 2,222 | $745.5 億 |
| 2025 年第 2 季 | 2,184 | $708.1 億 |
| 2025 年第 1 季 | 2,207 | $690.2 億 |
| 2024 年第 4 季 | 2,126 | $614.5 億 |
| 2024 年第 3 季 | 2,010 | $668.7 億 |
| 2024 年第 2 季 | 1,888 | $568.0 億 |
| 2024 年第 1 季 | 1,825 | $510.1 億 |
| 2023 年第 4 季 | 1,838 | $491.5 億 |
| 2023 年第 3 季 | 1,713 | $448.6 億 |
| 2023 年第 2 季 | 1,728 | $487.6 億 |
| 2023 年第 1 季 | 1,706 | $488.1 億 |
| 2022 年第 4 季 | 1,737 | $490.8 億 |
| 2022 年第 3 季 | 1,661 | $460.4 億 |
| 2022 年第 2 季 | 1,683 | $471.5 億 |
| 2022 年第 1 季 | 1,700 | $473.3 億 |
| 2021 年第 4 季 | 1,654 | $439.2 億 |
| 2021 年第 3 季 | 1,492 | $391.1 億 |
| 2021 年第 2 季 | 1,508 | $382.7 億 |
| 2021 年第 1 季 | 1,491 | $392.3 億 |
2021 年第 2 季持有機構
每家機構持有 Southern Co 的股數、市值與佔組合比重;股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Great Valley Advisor Group, Inc. | 8,479 | $51.6 萬 | 0.04% | +304+3.7% | 加碼 |
| CSM Advisors, LLC | 8,526 | $51.6 萬 | 0.03% | +8,526 | 新進 |
| NSI Retail Advisors, LLC | 8,526 | $51.6 萬 | 0.08% | +8,526 | 新進 |
| North Star Investment Management Corp. | 8,540 | $51.7 萬 | 0.04% | 00.0% | 不變 |
| Bank of Stockton | 8,563 | $51.8 萬 | 0.16% | −500−5.5% | 減碼 |
| Beacon Financial Group | 8,226 | $51.8 萬 | 0.07% | −722−8.1% | 減碼 |
| Transcend Wealth Collective, LLC | 8,528 | $51.9 萬 | 0.07% | +907+11.9% | 加碼 |
| Moseley Investment Management Inc | 8,588 | $52.0 萬 | 0.26% | +2,055+31.5% | 加碼 |
| Virtue Capital Management, LLC | 8,603 | $52.1 萬 | 0.10% | −1,731−16.8% | 減碼 |
| Firethorn Wealth Partners, LLC | 8,627 | $52.2 萬 | 0.44% | +34+0.4% | 加碼 |
| Claro Advisors LLC | 8,651 | $52.3 萬 | 0.24% | +193+2.3% | 加碼 |
| Claraphi Advisory Network, LLC | 8,685 | $52.6 萬 | 0.16% | −104−1.2% | 減碼 |
| Howard Capital Management Group, LLC | 8,698 | $52.6 萬 | 0.05% | 00.0% | 不變 |
| Gilbert & Cook, Inc. | 8,705 | $52.7 萬 | 0.09% | +182+2.1% | 加碼 |
| Cresset Asset Management, LLC | 8,767 | $53.1 萬 | 0.01% | −655−7.0% | 減碼 |
| Caption Management, LLC | 8,800 | $53.2 萬 | 0.05% | +8,800 | 新進 |
| GoalVest Advisory LLC | 8,805 | $53.3 萬 | 0.33% | −2,201−20.0% | 減碼 |
| Girard Partners Ltd. | 8,838 | $53.4 萬 | 0.07% | −2,149−19.6% | 減碼 |
| J. W. Coons Advisors, LLC | 8,825 | $53.5 萬 | 0.19% | +20.0% | 加碼 |
| Wealthcare Advisory Partners LLC | 8,873 | $53.7 萬 | 0.04% | −5,121−36.6% | 減碼 |
| United Capital Management of KS, Inc. | 8,894 | $53.8 萬 | 0.22% | +256+3.0% | 加碼 |
| Edge Capital Group, LLC | 8,907 | $53.9 萬 | 0.04% | −861−8.8% | 減碼 |
| Paces Ferry Wealth Advisors, LLC | 8,904 | $53.9 萬 | 0.41% | +212+2.4% | 加碼 |
| LCNB Corp | 8,918 | $54.0 萬 | 0.27% | −60−0.7% | 減碼 |
| TrueWealth Advisors, LLC | 8,930 | $54.0 萬 | 0.32% | +884+11.0% | 加碼 |
| First National Corp | 10,455 | $54.2 萬 | 0.19% | −635−5.7% | 減碼 |
| Linscomb & Williams, Inc. | 8,956 | $54.2 萬 | 0.03% | +5+0.1% | 加碼 |
| Constitution Capital LLC | 8,994 | $54.4 萬 | 0.33% | +429+5.0% | 加碼 |
| Cohen Klingenstein LLC | 9,000 | $54.5 萬 | 0.02% | 00.0% | 不變 |
| Grimes & Company, Inc. | 9,023 | $54.6 萬 | 0.02% | −100−1.1% | 減碼 |
| Montecito Bank & Trust | 9,026 | $54.6 萬 | 0.10% | 00.0% | 不變 |
| MEMBERS Trust Co | 9,043 | $54.7 萬 | 0.02% | −260−2.8% | 減碼 |
| Wells Trecaso Financial Group, LLC | 9,055 | $54.8 萬 | 0.26% | 00.0% | 不變 |
| Carmichael Hill & Associates, Inc. | 9,076 | $54.9 萬 | 0.31% | −132−1.4% | 減碼 |
| ACG Wealth | 9,091 | $55.0 萬 | 0.07% | −1,845−16.9% | 減碼 |
| Bridges Investment Management Inc | 9,150 | $55.4 萬 | 0.02% | −150−1.6% | 減碼 |
| Shelton Capital Management | 9,261 | $56.0 萬 | 0.02% | −10,025−52.0% | 減碼 |
| Symmetry Partners, LLC | 9,273 | $56.1 萬 | 0.04% | 00.0% | 不變 |
| Sargent Bickham Lagudis LLC | 9,291 | $56.2 萬 | 0.05% | +3,422+58.3% | 加碼 |
| Alaethes Wealth LLC | 9,305 | $56.3 萬 | 0.43% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 9,345 | $56.5 萬 | 0.06% | +1,144+13.9% | 加碼 |
| LVZ Advisors, Inc. | 9,392 | $56.8 萬 | 0.08% | +27+0.3% | 加碼 |
| Bartlett & Co. LLC | 9,387 | $56.8 萬 | 0.01% | +732+8.5% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 9,387 | $56.8 萬 | 0.01% | +732+8.5% | 加碼 |
| Pacific Wealth Strategies Group, Inc. | 9,417 | $57.0 萬 | 0.22% | −101−1.1% | 減碼 |
| Alpha Cubed Investments, LLC | 9,467 | $57.3 萬 | 0.04% | −380−3.9% | 減碼 |
| Benin Management CORP | 9,462 | $57.3 萬 | 0.18% | 00.0% | 不變 |
| Mark Sheptoff Financial Planning, LLC | 9,463 | $57.3 萬 | 0.31% | +738+8.5% | 加碼 |
| Vident Investment Advisory, LLC | 9,524 | $57.7 萬 | 0.02% | +2,710+39.8% | 加碼 |
| Acorn Wealth Advisors, LLC | 9,582 | $58.0 萬 | 0.40% | +9,582 | 新進 |
| Greenleaf Trust | 9,601 | $58.1 萬 | 0.01% | +781+8.9% | 加碼 |
| Asset Management Corp | 9,640 | $58.3 萬 | 0.38% | +136+1.4% | 加碼 |
| Sawtooth Solutions, LLC | 9,652 | $58.4 萬 | 0.12% | +3,656+61.0% | 加碼 |
| Hoylecohen, LLC | 9,680 | $58.6 萬 | 0.06% | −50−0.5% | 減碼 |
| Reilly Financial Advisors, LLC | 9,757 | $59.0 萬 | 0.05% | +40.0% | 加碼 |
| Resource Planning Group | 9,823 | $59.4 萬 | 0.34% | +574+6.2% | 加碼 |
| Beaumont Financial Partners, LLC | 9,841 | $59.5 萬 | 0.05% | +961+10.8% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 9,864 | $59.7 萬 | 0.02% | −650−6.2% | 減碼 |
| Wrapmanager Inc | 9,881 | $59.8 萬 | 0.15% | +97+1.0% | 加碼 |
| Gotham Asset Management, LLC | 9,903 | $59.9 萬 | 0.03% | −17,373−63.7% | 減碼 |
| Ancora Advisors, LLC | 9,914 | $60.0 萬 | 0.02% | −1,200−10.8% | 減碼 |
| Sunburst Financial Group, LLC | 9,944 | $60.2 萬 | 0.38% | +506+5.4% | 加碼 |
| BLB&B Advisors, LLC | 9,985 | $60.4 萬 | 0.04% | +104+1.1% | 加碼 |
| Wintrust Investments LLC | 9,975 | $60.4 萬 | 0.06% | +5,554+125.6% | 加碼 |
| Hussman Strategic Advisors, Inc. | 10,000 | $60.5 萬 | 0.13% | −10,000−50.0% | 減碼 |
| Oxler Private Wealth LLC | 10,000 | $60.5 萬 | 0.26% | 00.0% | 不變 |
| SG3 Management, LLC | 10,000 | $60.5 萬 | 0.26% | +10,000 | 新進 |
| Financial Advocates Investment Management | 10,061 | $60.8 萬 | 0.04% | −1,246−11.0% | 減碼 |
| Congress Asset Management Co | 10,080 | $61.0 萬 | 0.01% | −10.0% | 減碼 |
| Cypress Capital Group | 10,096 | $61.1 萬 | 0.08% | −401−3.8% | 減碼 |
| Nwam LLC | 10,117 | $61.2 萬 | 0.06% | +678+7.2% | 加碼 |
| Smith Chas P & Associates Pa Cpas | 10,136 | $61.3 萬 | 0.05% | +70+0.7% | 加碼 |
| Clarius Group, LLC | 10,170 | $61.5 萬 | 0.06% | +10,170 | 新進 |
| Graves-Light Private Wealth Management, Inc. | 10,187 | $61.6 萬 | 0.10% | +10.0% | 加碼 |
| Valmark Advisers, Inc. | 10,178 | $61.6 萬 | 0.01% | +2,705+36.2% | 加碼 |
| Caldwell Trust Co | 10,200 | $61.7 萬 | 0.08% | −52−0.5% | 減碼 |
| Motco | 10,233 | $61.9 萬 | 0.04% | +145+1.4% | 加碼 |
| Carnegie Capital Asset Management, LLC | 10,233 | $61.9 萬 | 0.02% | +150+1.5% | 加碼 |
| Optimum Investment Advisors | 10,253 | $62.0 萬 | 0.19% | −1,008−9.0% | 減碼 |
| CoreFirst Bank & Trust | 10,274 | $62.2 萬 | 0.42% | −100−1.0% | 減碼 |
| Gofen & Glossberg LLC | 10,313 | $62.4 萬 | 0.01% | −2,234−17.8% | 減碼 |
| Cornerstone Management, Inc. | 10,325 | $62.5 萬 | 0.17% | +10.0% | 加碼 |
| Successful Portfolios LLC | 10,349 | $62.6 萬 | 0.38% | +50+0.5% | 加碼 |
| Prime Capital Investment Advisors, LLC | 10,341 | $62.6 萬 | 0.04% | +10,341 | 新進 |
| Country Club Trust Company, n.a. | 10,418 | $62.9 萬 | 0.05% | +50+0.5% | 加碼 |
| AdvisorNet Financial, Inc | 10,429 | $63.1 萬 | 0.04% | −822−7.3% | 減碼 |
| HBK Sorce Advisory LLC | 10,500 | $63.5 萬 | 0.04% | +1,120+11.9% | 加碼 |
| Verity Asset Management, Inc. | 10,502 | $63.5 萬 | 0.35% | +2,641+33.6% | 加碼 |
| Franklin Street Advisors Inc | 10,584 | $64.0 萬 | 0.05% | +624+6.3% | 加碼 |
| Wealthsource Partners, LLC | 10,595 | $64.1 萬 | 0.06% | +1,543+17.0% | 加碼 |
| Weld Capital Management LLC | 10,609 | $64.2 萬 | 0.65% | +10,609 | 新進 |
| St. Johns Investment Management Company, LLC | 10,628 | $64.3 萬 | 0.35% | +176+1.7% | 加碼 |
| Bradley Foster & Sargent Inc | 10,639 | $64.4 萬 | 0.02% | +60+0.6% | 加碼 |
| Chesley Taft & Associates LLC | 10,652 | $64.5 萬 | 0.04% | 00.0% | 不變 |
| Prudential PLC | 10,681 | $64.6 萬 | 0.01% | −161,461−93.8% | 減碼 |
| Home Federal Bank of Tennessee | 10,686 | $64.7 萬 | 0.23% | −850−7.4% | 減碼 |
| Palladium Partners LLC | 10,811 | $65.4 萬 | 0.03% | −65−0.6% | 減碼 |
| First Dallas Securities Inc. | 10,823 | $65.5 萬 | 0.43% | −749−6.5% | 減碼 |
| Meiji Yasuda Life Insurance Co | 10,843 | $65.6 萬 | 0.01% | −987−8.3% | 減碼 |
| Roberts Glore & Co Inc | 10,833 | $65.6 萬 | 0.20% | −263−2.4% | 減碼 |