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 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 |
|---|---|---|---|---|---|
| Sound View Wealth Advisors Group, LLC | 80,730 | $500.3 萬 | 1.04% | −2,611−3.1% | 減碼 |
| Duality Advisers, LP | 79,731 | $494.1 萬 | 0.38% | −53,147−40.0% | 減碼 |
| Bell Bank | 79,275 | $491.3 萬 | 0.61% | +5,627+7.6% | 加碼 |
| First Republic Investment Management, Inc. | 79,228 | $491.0 萬 | 0.01% | +3,956+5.3% | 加碼 |
| Fisher Asset Management, LLC | 79,070 | $490.0 萬 | 0.00% | −578−0.7% | 減碼 |
| TD Private Client Wealth LLC | 78,064 | $483.8 萬 | 0.21% | +1,581+2.1% | 加碼 |
| Insight Folios Inc | 76,613 | $474.8 萬 | 2.61% | +11,507+17.7% | 加碼 |
| Orion Portfolio Solutions, LLC | 75,882 | $470.2 萬 | 0.17% | +5,474+7.8% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 75,869 | $470.2 萬 | 0.01% | +12,868+20.4% | 加碼 |
| Atria Investments LLC | 75,833 | $469.9 萬 | 0.08% | +5,561+7.9% | 加碼 |
| Bokf, NA | 75,729 | $469.3 萬 | 0.08% | +75,729 | 新進 |
| Mariner, LLC | 74,431 | $461.3 萬 | 0.02% | −494−0.7% | 減碼 |
| McRae Capital Management Inc | 74,414 | $461.1 萬 | 1.02% | +3,275+4.6% | 加碼 |
| Elo Mutual Pension Insurance Co | 74,196 | $459.8 萬 | 0.15% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 74,019 | $458.8 萬 | 0.09% | +4,800+6.9% | 加碼 |
| Sigma Planning Corp | 72,041 | $446.4 萬 | 0.14% | −2,507−3.4% | 減碼 |
| BCM Advisors, LLC | 71,158 | $444.4 萬 | 1.19% | −1,880−2.6% | 減碼 |
| Naples Global Advisors, LLC | 71,416 | $442.6 萬 | 0.58% | +763+1.1% | 加碼 |
| Moors & Cabot, Inc. | 70,688 | $438.2 萬 | 0.28% | +3,034+4.5% | 加碼 |
| Institutional & Family Asset Management, LLC | 70,595 | $437.5 萬 | 0.71% | +1,378+2.0% | 加碼 |
| Crossmark Global Holdings, Inc. | 70,371 | $436.1 萬 | 0.10% | +981+1.4% | 加碼 |
| Chronos Wealth Management, LLC | 70,293 | $435.6 萬 | 2.96% | −51−0.1% | 減碼 |
| Clearbridge Investments, LLC | 69,420 | $430.2 萬 | 0.00% | −6,486−8.5% | 減碼 |
| New Mexico Educational Retirement Board | 69,287 | $429.4 萬 | 0.15% | −1,200−1.7% | 減碼 |
| Holloway Wealth Management, LLC | – | $427.0 萬 | 1.30% | – | – |
| CIBC World Markets Inc. | 68,228 | $422.8 萬 | 0.02% | −11,097−14.0% | 減碼 |
| IFG Advisory, LLC | 68,088 | $421.9 萬 | 0.46% | +3,030+4.7% | 加碼 |
| Birmingham Capital Management Co Inc | 67,700 | $419.5 萬 | 1.61% | −1,805−2.6% | 減碼 |
| NN Investment Partners Holdings N.V. | 67,196 | $416.4 萬 | 0.02% | −22,200−24.8% | 減碼 |
| Monte Financial Group, LLC | 66,923 | $414.7 萬 | 2.38% | −125−0.2% | 減碼 |
| D.A. Davidson & Co. | 66,758 | $413.7 萬 | 0.05% | +893+1.4% | 加碼 |
| Siemens Fonds Invest GmbH | 66,567 | $412.5 萬 | 0.28% | +1,990+3.1% | 加碼 |
| Louisiana State Employees Retirement System | 65,900 | $408.4 萬 | 0.10% | −100−0.2% | 減碼 |
| Anchor Investment Management, LLC | 64,515 | $399.8 萬 | 0.56% | +1,694+2.7% | 加碼 |
| Schaper Benz & Wise Investment Counsel Inc | 64,176 | $397.7 萬 | 0.36% | +170.0% | 加碼 |
| Stratos Wealth Advisors, LLC | 62,684 | $388.5 萬 | 0.33% | +1,725+2.8% | 加碼 |
| Kentucky Retirement Systems | 62,569 | $387.7 萬 | 0.18% | +924+1.5% | 加碼 |
| Advisors Asset Management, Inc. | 61,843 | $383.2 萬 | 0.06% | −29,166−32.0% | 減碼 |
| Wesbanco Bank Inc | 61,646 | $382.0 萬 | 0.15% | +3,345+5.7% | 加碼 |
| Nordea Investment Management AB | 60,655 | $380.9 萬 | 0.00% | −926,881−93.9% | 減碼 |
| Glenmede Trust Co NA | 61,489 | $380.9 萬 | 0.02% | +5,767+10.3% | 加碼 |
| Daiwa Securities Group Inc. | 60,735 | $376.4 萬 | 0.02% | +4,267+7.6% | 加碼 |
| Telos Capital Management, Inc. | 60,277 | $373.5 萬 | 0.51% | +3,817+6.8% | 加碼 |
| Quantbot Technologies LP | 60,099 | $372.4 萬 | 0.27% | −95,987−61.5% | 減碼 |
| Steward Partners Investment Advisory, LLC | 60,045 | $372.1 萬 | 0.06% | +2,291+4.0% | 加碼 |
| CIBC World Markets Corp | 59,689 | $369.9 萬 | 0.03% | −13,814−18.8% | 減碼 |
| Bridge Creek Capital Management LLC | 59,580 | $369.2 萬 | 1.37% | +1,270+2.2% | 加碼 |
| Shilanski & Associates, Inc. | 59,524 | $368.9 萬 | 1.72% | +1,437+2.5% | 加碼 |
| Assetmark, Inc | 59,093 | $366.2 萬 | 0.02% | +57,689+4,108.9% | 加碼 |
| Visionary Wealth Advisors | 58,997 | $365.6 萬 | 0.38% | +581+1.0% | 加碼 |
| Baugh & Associates, LLC | 58,824 | $364.5 萬 | 2.23% | −200.0% | 減碼 |
| Community Bank & Trust, Waco, Texas | 58,713 | $363.8 萬 | 1.18% | +856+1.5% | 加碼 |
| Albion Financial Group | 58,556 | $362.9 萬 | 0.32% | +447+0.8% | 加碼 |
| Private Asset Management Inc | 57,396 | $355.7 萬 | 0.48% | −3,370−5.5% | 減碼 |
| D. E. Shaw & Co., Inc. | 57,156 | $354.2 萬 | 0.00% | −206,973−78.4% | 減碼 |
| Avantax Advisory Services, Inc. | 56,862 | $352.5 萬 | 0.06% | −771−1.3% | 減碼 |
| Andra AP-fonden | 55,600 | $344.6 萬 | 0.07% | +3,200+6.1% | 加碼 |
| Harbour Investments, Inc. | 55,467 | $343.7 萬 | 0.11% | +68+0.1% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 55,446 | $343.6 萬 | 0.24% | −478−0.9% | 減碼 |
| City Holding Co | 55,298 | $342.7 萬 | 0.59% | +30.0% | 加碼 |
| Rench Wealth Management, Inc. | 54,783 | $339.5 萬 | 1.69% | +967+1.8% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 54,746 | $339.3 萬 | 0.17% | +1,665+3.1% | 加碼 |
| Woodley Farra Manion Portfolio Management Inc | 54,714 | $339.1 萬 | 0.28% | −3,221−5.6% | 減碼 |
| Goelzer Investment Management, Inc. | 54,536 | $338.0 萬 | 0.30% | −1,190−2.1% | 減碼 |
| Shelton Capital Management | 54,261 | $336.3 萬 | 0.13% | +45,000+485.9% | 加碼 |
| Beacon Pointe Advisors, LLC | 54,230 | $336.1 萬 | 0.08% | +31,871+142.5% | 加碼 |
| Stratos Wealth Partners, LTD. | 53,685 | $332.7 萬 | 0.08% | +775+1.5% | 加碼 |
| Xponance, Inc. | 53,509 | $331.6 萬 | 0.06% | −5,039−8.6% | 減碼 |
| Zions Bancorporation, N.A. | 52,846 | $327.5 萬 | 0.33% | +5,449+11.5% | 加碼 |
| NewSquare Capital LLC | 52,687 | $326.5 萬 | 0.38% | +1,879+3.7% | 加碼 |
| Prospera Financial Services Inc | 51,770 | $320.9 萬 | 0.16% | +27,884+116.7% | 加碼 |
| Fulton Bank, N.A. | 51,062 | $316.4 萬 | 0.15% | −970−1.9% | 減碼 |
| Sugarloaf Wealth Management, LLC | 50,996 | $316.0 萬 | 0.83% | −243−0.5% | 減碼 |
| First National Trust Co | 49,958 | $309.5 萬 | 0.18% | −621−1.2% | 減碼 |
| Jane Street Group, LLC | 49,835 | $308.8 萬 | 0.01% | −49,668−49.9% | 減碼 |
| Tiaa, FSB | 49,648 | $307.7 萬 | 0.01% | −898−1.8% | 減碼 |
| Canandaigua National Corp | 49,288 | $305.4 萬 | 0.50% | +3,011+6.5% | 加碼 |
| Montag A & Associates Inc | 48,810 | $302.5 萬 | 0.16% | −1,414−2.8% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 48,091 | $298.0 萬 | 0.06% | +170.0% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 47,700 | $296.5 萬 | 0.00% | −2,762−5.5% | 減碼 |
| Palisade Asset Management, LLC | 47,799 | $296.2 萬 | 0.36% | −60−0.1% | 減碼 |
| Dixon Hubard Feinour & Brown Inc | 47,510 | $294.4 萬 | 0.62% | −4,762−9.1% | 減碼 |
| Pettyjohn, Wood & White, Inc | 47,180 | $292.4 萬 | 0.65% | −125−0.3% | 減碼 |
| All Terrain Financial Advisors, LLC | 46,514 | $288.2 萬 | 1.33% | +131+0.3% | 加碼 |
| Russell Clark Investment Management Ltd | 46,500 | $288.2 萬 | 2.87% | +46,500 | 新進 |
| FAI Wealth Management | 46,433 | $287.7 萬 | 2.50% | −303−0.6% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 46,272 | $286.7 萬 | 0.34% | −635−1.4% | 減碼 |
| Pathstone Family Office, LLC | 46,017 | $285.1 萬 | 0.08% | −603−1.3% | 減碼 |
| Eudaimonia Partners, LLC | 45,903 | $284.5 萬 | 0.51% | −595−1.3% | 減碼 |
| WBI Investments | 45,609 | $282.6 萬 | 0.47% | −676−1.5% | 減碼 |
| Wealth Advisors of Tampa Bay, LLC | 45,033 | $279.1 萬 | 1.54% | −419−0.9% | 減碼 |
| D L Carlson Investment Group Inc | 44,977 | $278.7 萬 | 0.49% | +457+1.0% | 加碼 |
| Profund Advisors LLC | 44,813 | $277.7 萬 | 0.09% | −865−1.9% | 減碼 |
| Hall Private Wealth Advisors | 44,761 | $277.4 萬 | 1.77% | −12,824−22.3% | 減碼 |
| Armor Investment Advisors, LLC | 44,394 | $275.1 萬 | 1.73% | +76+0.2% | 加碼 |
| MTM Investment Management, LLC | 43,875 | $271.9 萬 | 1.48% | +554+1.3% | 加碼 |
| Doyle Wealth Management | 43,783 | $271.3 萬 | 0.22% | +1,596+3.8% | 加碼 |
| BBVA USA | 43,672 | $270.6 萬 | 0.16% | −1,521−3.4% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 43,500 | $269.6 萬 | 0.01% | +200+0.5% | 加碼 |
| Lido Advisors, LLC | 43,162 | $267.4 萬 | 0.06% | +15,742+57.4% | 加碼 |