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、6 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 3 季 13F 持有人
Southern Co 在 2021/9/30 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
- 1,492
- 較 2021 年第 2 季 +9 家
- 持有股數
- 6.32 億
- 較 2021 年第 2 季 +492.5 萬 (+0.8%)
- 總市值
- $391.1 億
- 較 2021 年第 2 季 +$12.2 億 (+3.2%)
- 新進機構
- 95
- 另有 602 家加碼
- 清倉機構
- 86
- 另有 520 家減碼
另有 25 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | 8,447 | $52.3 萬 | 0.03% | +37+0.4% | 加碼 |
| KMG Fiduciary Partners, LLC | 8,444 | $52.3 萬 | 0.09% | +100+1.2% | 加碼 |
| Virtue Capital Management, LLC | 8,419 | $52.2 萬 | 0.09% | −184−2.1% | 減碼 |
| Cape Cod Five Cents Savings Bank | 8,417 | $52.2 萬 | 0.05% | −6−0.1% | 減碼 |
| First National Bank of South Miami | 8,399 | $52.1 萬 | 0.35% | −11−0.1% | 減碼 |
| Intrua Financial, LLC | 8,316 | $52.1 萬 | 0.10% | +4,245+104.3% | 加碼 |
| Symphony Financial, Ltd. Co. | 8,306 | $52.0 萬 | 0.18% | −253−3.0% | 減碼 |
| Perpetual Investment Management Ltd | 8,384 | $52.0 萬 | 0.07% | 00.0% | 不變 |
| Exane Derivatives | 8,360 | $51.8 萬 | 0.13% | +1,202+16.8% | 加碼 |
| Allegheny Financial Group LTD | 8,354 | $51.8 萬 | 0.24% | +55+0.7% | 加碼 |
| Lumature Wealth Partners, LLC | 8,343 | $51.7 萬 | 0.21% | 00.0% | 不變 |
| Bremer Bank National Association | 8,327 | $51.6 萬 | 0.10% | −146−1.7% | 減碼 |
| Fundamentun, LLC | 8,326 | $51.6 萬 | 0.09% | +8,326 | 新進 |
| Beacon Financial Group | 8,226 | $51.5 萬 | 0.07% | 00.0% | 不變 |
| Resource Management, LLC | 8,275 | $51.3 萬 | 0.06% | +12+0.1% | 加碼 |
| Essex Savings Bank | 7,804 | $51.3 萬 | 0.19% | +200+2.6% | 加碼 |
| Gables Capital Management Inc. | 8,231 | $51.0 萬 | 0.33% | 00.0% | 不變 |
| AAFMAA Wealth Management & Trust LLC | 8,221 | $50.9 萬 | 0.24% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 8,396 | $50.8 萬 | 0.05% | 00.0% | 不變 |
| MEMBERS Trust Co | 8,093 | $50.7 萬 | 0.02% | −950−10.5% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 8,180 | $50.7 萬 | 0.07% | +3,570+77.4% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 8,167 | $50.6 萬 | 0.03% | +3,971+94.6% | 加碼 |
| ForthRight Wealth Management, LLC | 8,131 | $50.4 萬 | 0.31% | +4,130+103.2% | 加碼 |
| Groesbeck Investment Management Corp | 8,100 | $50.2 萬 | 0.58% | +8,100 | 新進 |
| SNS Financial Group, LLC | 8,049 | $49.9 萬 | 0.06% | −327−3.9% | 減碼 |
| Cadence Bank NA | 8,053 | $49.9 萬 | 0.15% | −204−2.5% | 減碼 |
| Biltmore Capital Advisors LLC | 8,053 | $49.9 萬 | 0.09% | 00.0% | 不變 |
| Probity Advisors, Inc. | 8,042 | $49.8 萬 | 0.10% | 00.0% | 不變 |
| Stonnington Group, LLC | 7,905 | $49.5 萬 | 0.11% | +1,800+29.5% | 加碼 |
| Verity Asset Management, Inc. | 7,931 | $49.1 萬 | 0.32% | −2,571−24.5% | 減碼 |
| First Hawaiian Bank | 7,926 | $49.1 萬 | 0.02% | 00.0% | 不變 |
| MAI Capital Management | 7,927 | $49.1 萬 | 0.01% | +1,589+25.1% | 加碼 |
| AlphaCrest Capital Management LLC | 7,913 | $49.0 萬 | 0.03% | −61,562−88.6% | 減碼 |
| Peninsula Asset Management Inc | 7,890 | $48.9 萬 | 0.25% | 00.0% | 不變 |
| McLean Asset Management Corp | 7,718 | $48.8 萬 | 0.19% | +7,718 | 新進 |
| Great Lakes Advisors, LLC | 7,843 | $48.6 萬 | 0.01% | −38−0.5% | 減碼 |
| Archer Investment Corp | 7,800 | $48.3 萬 | 0.18% | +500+6.8% | 加碼 |
| Cornerstone Wealth Group, LLC | 7,799 | $48.3 萬 | 0.09% | +85+1.1% | 加碼 |
| Equitable Holdings, Inc. | 7,794 | $48.3 萬 | 0.01% | +8+0.1% | 加碼 |
| Wealth Dimensions Group, Ltd. | 7,738 | $48.0 萬 | 0.31% | 00.0% | 不變 |
| Wealth Advisory Solutions, LLC | 7,749 | $48.0 萬 | 0.11% | +2,117+37.6% | 加碼 |
| AMG National Trust Bank | 7,723 | $47.9 萬 | 0.02% | +1,428+22.7% | 加碼 |
| Jones Financial Companies LLLP | 7,733 | $47.9 萬 | 0.00% | +2,617+51.2% | 加碼 |
| Mosaic Family Wealth, LLC | 7,683 | $47.6 萬 | 0.13% | −64−0.8% | 減碼 |
| Bath Savings Trust Co | 7,677 | $47.6 萬 | 0.06% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 7,689 | $47.6 萬 | 0.12% | +86+1.1% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 7,614 | $47.2 萬 | 0.02% | −2,250−22.8% | 減碼 |
| Aviance Capital Partners, LLC | 7,598 | $47.1 萬 | 0.08% | +447+6.3% | 加碼 |
| J. L. Bainbridge & Co., Inc. | 7,580 | $47.0 萬 | 0.06% | +60+0.8% | 加碼 |
| Glen Eagle Advisors, LLC | 7,541 | $46.7 萬 | 0.14% | −25−0.3% | 減碼 |
| Firestone Capital Management | 7,719 | $46.7 萬 | 0.15% | 00.0% | 不變 |
| Eqis Capital Management, Inc. | 7,501 | $46.5 萬 | 0.04% | +254+3.5% | 加碼 |
| Ropes Wealth Advisors LLC | 7,500 | $46.5 萬 | 0.07% | +7,500 | 新進 |
| Cobblestone Capital Advisors LLC | 7,474 | $46.3 萬 | 0.03% | 00.0% | 不變 |
| Gratus Capital LLC | 7,449 | $46.2 萬 | 0.05% | +1,016+15.8% | 加碼 |
| Financial Advisory Service, Inc. | 7,420 | $46.0 萬 | 0.04% | +1,482+25.0% | 加碼 |
| Marco Investment Management LLC | 7,363 | $45.6 萬 | 0.05% | 00.0% | 不變 |
| LCNB Corp | 7,343 | $45.5 萬 | 0.23% | −1,575−17.7% | 減碼 |
| Nations Financial Group Inc, | 7,315 | $45.3 萬 | 0.07% | +105+1.5% | 加碼 |
| Glenview Trust Co | 7,291 | $45.2 萬 | 0.02% | +1,736+31.3% | 加碼 |
| Marietta Wealth Management, LLC | 7,256 | $45.0 萬 | 0.10% | −700−8.8% | 減碼 |
| Cambridge Trust Co | 7,258 | $45.0 萬 | 0.02% | −185−2.5% | 減碼 |
| Sequoia Financial Advisors, LLC | 7,191 | $44.6 萬 | 0.05% | −8,305−53.6% | 減碼 |
| Ritholtz Wealth Management | 7,179 | $44.5 萬 | 0.03% | −439−5.8% | 減碼 |
| Berger Financial Group, Inc | 7,153 | $44.3 萬 | 0.08% | 00.0% | 不變 |
| Scotia Capital Inc. | 7,128 | $44.2 萬 | 0.00% | −664−8.5% | 減碼 |
| Point72 Hong Kong Ltd | 7,126 | $44.2 萬 | 0.03% | +558+8.5% | 加碼 |
| Baldwin Brothers Inc | 7,117 | $44.1 萬 | 0.05% | 00.0% | 不變 |
| Davy Global Fund Management Ltd | 7,086 | $43.9 萬 | 0.07% | −200−2.7% | 減碼 |
| Lathrop Investment Management Corp | 7,070 | $43.8 萬 | 0.09% | −50−0.7% | 減碼 |
| BT Wealth Management LLC | 7,051 | $43.7 萬 | 0.14% | 00.0% | 不變 |
| Wealth Alliance Advisory Group, LLC | 7,042 | $43.6 萬 | 0.21% | +25+0.4% | 加碼 |
| Qtron Investments LLC | 7,020 | $43.5 萬 | 0.12% | 00.0% | 不變 |
| Ahrens Investment Partners LLC | 7,012 | $43.5 萬 | 0.21% | +300+4.5% | 加碼 |
| David J Yvars Group | 7,008 | $43.3 萬 | 0.25% | +4+0.1% | 加碼 |
| Means Investment Co., Inc. | 6,966 | $43.2 萬 | 0.09% | +484+7.5% | 加碼 |
| Trust Co of Toledo NA | 6,888 | $42.7 萬 | 0.07% | −724−9.5% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 6,890 | $42.7 萬 | 0.12% | 00.0% | 不變 |
| Greylin Investment Mangement Inc | 6,875 | $42.6 萬 | 0.09% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 6,855 | $42.5 萬 | 0.06% | −194−2.8% | 減碼 |
| Keystone Financial Planning, Inc. | 6,860 | $42.5 萬 | 0.15% | 00.0% | 不變 |
| Telemus Capital, LLC | 6,857 | $42.5 萬 | 0.04% | +899+15.1% | 加碼 |
| Girard Partners Ltd. | 6,854 | $42.4 萬 | 0.05% | −1,984−22.4% | 減碼 |
| Aldebaran Financial Inc. | 6,850 | $42.4 萬 | 0.36% | 00.0% | 不變 |
| Advisors Capital Management, LLC | 6,772 | $42.0 萬 | 0.01% | −34−0.5% | 減碼 |
| Cohen Investment Advisors LLC | 6,756 | $41.9 萬 | 0.32% | +28+0.4% | 加碼 |
| Gradient Investments LLC | 6,766 | $41.9 萬 | 0.01% | +173+2.6% | 加碼 |
| Moloney Securities Asset Management, LLC | 6,727 | $41.7 萬 | 0.08% | −24−0.4% | 減碼 |
| EPG Wealth Management LLC | 6,723 | $41.7 萬 | 0.17% | +66+1.0% | 加碼 |
| Concord Wealth Partners | 6,720 | $41.6 萬 | 0.17% | −270−3.9% | 減碼 |
| Independent Financial Group, LLC | 6,667 | $41.3 萬 | 0.04% | +249+3.9% | 加碼 |
| Ameritas Investment Company, LLC | 6,658 | $41.3 萬 | 0.02% | +1,690+34.0% | 加碼 |
| Sunflower Bank, N.A. | 6,667 | $41.3 萬 | 0.06% | +393+6.3% | 加碼 |
| Advisor OS, LLC | 6,672 | $41.3 萬 | 0.09% | +909+15.8% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 6,655 | $41.2 萬 | 0.09% | +715+12.0% | 加碼 |
| Frontier Wealth Management LLC | 6,634 | $41.1 萬 | 0.03% | −89−1.3% | 減碼 |
| Mark Sheptoff Financial Planning, LLC | 6,613 | $41.0 萬 | 0.23% | −2,850−30.1% | 減碼 |
| Toews Corp | 6,600 | $40.9 萬 | 0.05% | +6,600 | 新進 |
| Lee Danner & Bass Inc | 6,561 | $40.7 萬 | 0.04% | +17+0.3% | 加碼 |
| Acorn Financial Advisory Services Inc | 6,517 | $40.4 萬 | 0.13% | 00.0% | 不變 |