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 |
|---|---|---|---|---|---|
| Trustcore Financial Services, LLC | 11,003 | $68.2 萬 | 0.07% | −78−0.7% | 減碼 |
| Sawtooth Solutions, LLC | 10,995 | $68.2 萬 | 0.10% | +1,343+13.9% | 加碼 |
| Franklin Street Advisors Inc | 10,902 | $67.6 萬 | 0.06% | +318+3.0% | 加碼 |
| Carnegie Capital Asset Management, LLC | 10,893 | $67.5 萬 | 0.03% | +660+6.4% | 加碼 |
| First Dallas Securities Inc. | 10,823 | $67.1 萬 | 0.46% | 00.0% | 不變 |
| Cutler Group LP | 10,833 | $67.1 萬 | 0.05% | +5,101+89.0% | 加碼 |
| Palumbo Wealth Management LLC | 10,817 | $67.0 萬 | 0.44% | −1,187−9.9% | 減碼 |
| Roberts Glore & Co Inc | 10,773 | $66.8 萬 | 0.20% | −60−0.6% | 減碼 |
| Checchi Capital Advisers, LLC | 10,768 | $66.7 萬 | 0.08% | −510−4.5% | 減碼 |
| Atlas Brown,Inc. | 10,724 | $66.5 萬 | 0.29% | −626−5.5% | 減碼 |
| Simplex Trading, LLC | 10,739 | $66.0 萬 | 0.02% | −500−4.4% | 減碼 |
| Chesley Taft & Associates LLC | 10,652 | $66.0 萬 | 0.04% | 00.0% | 不變 |
| Country Club Trust Company, n.a. | 10,453 | $65.5 萬 | 0.06% | +35+0.3% | 加碼 |
| Wealthsource Partners, LLC | 10,526 | $65.2 萬 | 0.06% | −69−0.7% | 減碼 |
| Wealthcare Advisory Partners LLC | 10,509 | $65.1 萬 | 0.04% | +1,636+18.4% | 加碼 |
| Caldwell Trust Co | 10,484 | $65.0 萬 | 0.08% | +284+2.8% | 加碼 |
| Clarius Group, LLC | 10,460 | $64.8 萬 | 0.06% | +290+2.9% | 加碼 |
| Gotham Asset Management, LLC | 10,415 | $64.5 萬 | 0.03% | +512+5.2% | 加碼 |
| Rowland & Co Investment Counsel | 12,406 | $64.3 萬 | 0.22% | −1,197−8.8% | 減碼 |
| Greenleaf Trust | 10,379 | $64.3 萬 | 0.01% | +778+8.1% | 加碼 |
| NEXT Financial Group, Inc | 10,380 | $64.3 萬 | 0.05% | +2,779+36.6% | 加碼 |
| Premier Asset Management LLC | 10,375 | $64.3 萬 | 0.09% | +2,850+37.9% | 加碼 |
| Monetary Management Group Inc | 10,376 | $64.3 萬 | 0.18% | +3,650+54.3% | 加碼 |
| St. Johns Investment Management Company, LLC | 10,353 | $64.2 萬 | 0.35% | −275−2.6% | 減碼 |
| Successful Portfolios LLC | 10,349 | $64.1 萬 | 0.38% | 00.0% | 不變 |
| Cornerstone Management, Inc. | 10,327 | $64.0 萬 | 0.17% | +20.0% | 加碼 |
| Conning Inc. | 10,296 | $63.8 萬 | 0.02% | −2,269−18.1% | 減碼 |
| DuPont Capital Management Corp | 10,209 | $63.3 萬 | 0.02% | −3,168−23.7% | 減碼 |
| Denali Advisors LLC | 10,200 | $63.2 萬 | 0.26% | +4,200+70.0% | 加碼 |
| Graves-Light Private Wealth Management, Inc. | 10,156 | $62.9 萬 | 0.10% | −31−0.3% | 減碼 |
| Hoylecohen, LLC | 10,052 | $62.3 萬 | 0.06% | +372+3.8% | 加碼 |
| Meiji Yasuda Life Insurance Co | 10,043 | $62.2 萬 | 0.01% | −800−7.4% | 減碼 |
| Change Path, LLC | 10,018 | $62.1 萬 | 0.04% | +2,800+38.8% | 加碼 |
| Horizon Investments, LLC | 10,094 | $61.9 萬 | 0.02% | −3,375−25.1% | 減碼 |
| Palladium Partners LLC | 9,986 | $61.9 萬 | 0.03% | −825−7.6% | 減碼 |
| Virtu Financial LLC | 9,980 | $61.8 萬 | 0.05% | −7,563−43.1% | 減碼 |
| Beaumont Financial Partners, LLC | 9,953 | $61.7 萬 | 0.05% | +112+1.1% | 加碼 |
| Financial Advocates Investment Management | 9,930 | $61.6 萬 | 0.04% | −131−1.3% | 減碼 |
| Global Retirement Partners, LLC | 9,939 | $61.6 萬 | 0.06% | +594+6.4% | 加碼 |
| Sunburst Financial Group, LLC | 9,893 | $61.3 萬 | 0.38% | −51−0.5% | 減碼 |
| Ancora Advisors, LLC | 9,870 | $61.2 萬 | 0.02% | −44−0.4% | 減碼 |
| Motco | 9,855 | $61.1 萬 | 0.04% | −378−3.7% | 減碼 |
| Traverso Chambers Private Wealth Management, LLC | 9,842 | $61.0 萬 | 0.19% | +1,682+20.6% | 加碼 |
| Wrapmanager Inc | 9,813 | $60.8 萬 | 0.16% | −68−0.7% | 減碼 |
| Home Federal Bank of Tennessee | 9,797 | $60.7 萬 | 0.22% | −889−8.3% | 減碼 |
| Reilly Financial Advisors, LLC | 9,757 | $60.5 萬 | 0.05% | 00.0% | 不變 |
| Toroso Investments, LLC | 9,725 | $60.3 萬 | 0.02% | +1,956+25.2% | 加碼 |
| Machina Capital S.A.S. | 9,700 | $60.1 萬 | 1.30% | +5,773+147.0% | 加碼 |
| Acorn Wealth Advisors, LLC | 9,666 | $59.9 萬 | 0.42% | +84+0.9% | 加碼 |
| Pacific Wealth Strategies Group, Inc. | 9,673 | $59.9 萬 | 0.22% | +256+2.7% | 加碼 |
| Cypress Capital Group | 9,650 | $59.8 萬 | 0.08% | −446−4.4% | 減碼 |
| Constitution Capital LLC | 9,594 | $59.5 萬 | 0.36% | +600+6.7% | 加碼 |
| Accurate Wealth Management, LLC | 9,451 | $59.0 萬 | 0.52% | +1,367+16.9% | 加碼 |
| Alpha Cubed Investments, LLC | 9,467 | $58.7 萬 | 0.04% | 00.0% | 不變 |
| Benin Management CORP | 9,462 | $58.6 萬 | 0.19% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 9,374 | $58.1 萬 | 0.40% | −900−8.8% | 減碼 |
| Nwam LLC | 9,337 | $57.9 萬 | 0.05% | −780−7.7% | 減碼 |
| Dynamic Technology Lab Private Ltd | 9,298 | $57.6 萬 | 0.07% | −52,257−84.9% | 減碼 |
| Symmetry Partners, LLC | 9,273 | $57.5 萬 | 0.04% | 00.0% | 不變 |
| Paces Ferry Wealth Advisors, LLC | 9,241 | $57.3 萬 | 0.46% | +337+3.8% | 加碼 |
| LVZ Advisors, Inc. | 9,209 | $57.1 萬 | 0.08% | −183−1.9% | 減碼 |
| Claro Advisors LLC | 9,222 | $57.1 萬 | 0.24% | +571+6.6% | 加碼 |
| Smith Chas P & Associates Pa Cpas | 9,166 | $56.8 萬 | 0.04% | −970−9.6% | 減碼 |
| Bridges Investment Management Inc | 9,150 | $56.7 萬 | 0.02% | 00.0% | 不變 |
| ACG Wealth | 9,112 | $56.5 萬 | 0.07% | +21+0.2% | 加碼 |
| Bartlett & Co. LLC | 9,093 | $56.4 萬 | 0.01% | −294−3.1% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 9,093 | $56.3 萬 | 0.01% | −294−3.1% | 減碼 |
| Carmichael Hill & Associates, Inc. | 9,089 | $56.3 萬 | 0.32% | +13+0.1% | 加碼 |
| Bradley Foster & Sargent Inc | 9,059 | $56.1 萬 | 0.01% | −1,580−14.9% | 減碼 |
| Wells Trecaso Financial Group, LLC | 9,055 | $56.1 萬 | 0.27% | 00.0% | 不變 |
| Grimes & Company, Inc. | 9,060 | $56.1 萬 | 0.02% | +37+0.4% | 加碼 |
| Gilbert & Cook, Inc. | 9,051 | $56.1 萬 | 0.10% | +346+4.0% | 加碼 |
| Krane Funds Advisors LLC | 9,027 | $55.9 萬 | 0.01% | −8,244−47.7% | 減碼 |
| Montecito Bank & Trust | 9,026 | $55.9 萬 | 0.11% | 00.0% | 不變 |
| Asset Management Corp | 9,011 | $55.8 萬 | 0.35% | −629−6.5% | 減碼 |
| Fort Washington Investment Advisors Inc | 8,999 | $55.8 萬 | 0.00% | +8,999 | 新進 |
| TrueWealth Advisors, LLC | 8,960 | $55.5 萬 | 0.31% | +30+0.3% | 加碼 |
| Edge Capital Group, LLC | 8,944 | $55.4 萬 | 0.04% | +37+0.4% | 加碼 |
| Transcend Wealth Collective, LLC | 8,731 | $55.2 萬 | 0.05% | +203+2.4% | 加碼 |
| Valmark Advisers, Inc. | 8,885 | $55.1 萬 | 0.01% | −1,293−12.7% | 減碼 |
| Gofen & Glossberg LLC | 8,817 | $54.6 萬 | 0.01% | −1,496−14.5% | 減碼 |
| Alaethes Wealth LLC | 8,783 | $54.4 萬 | 0.40% | −522−5.6% | 減碼 |
| BLB&B Advisors, LLC | 8,755 | $54.3 萬 | 0.04% | −1,230−12.3% | 減碼 |
| Gladstone Institutional Advisory LLC | 8,768 | $54.3 萬 | 0.05% | +3,580+69.0% | 加碼 |
| Howard Capital Management Group, LLC | 8,698 | $53.9 萬 | 0.05% | 00.0% | 不變 |
| Claraphi Advisory Network, LLC | 8,685 | $53.8 萬 | 0.19% | 00.0% | 不變 |
| Optimum Investment Advisors | 8,667 | $53.7 萬 | 0.23% | −1,586−15.5% | 減碼 |
| Great Valley Advisor Group, Inc. | 8,585 | $53.2 萬 | 0.04% | +106+1.3% | 加碼 |
| Pendal Group Limited | 8,543 | $53.0 萬 | 0.00% | −6,081−41.6% | 減碼 |
| Moseley Investment Management Inc | 8,588 | $53.0 萬 | 0.27% | 00.0% | 不變 |
| Element Wealth, LLC | 8,556 | $53.0 萬 | 0.42% | +29+0.3% | 加碼 |
| Sentry Investment Management LLC | 8,544 | $52.9 萬 | 0.15% | −2,640−23.6% | 減碼 |
| United Capital Management of KS, Inc. | 8,541 | $52.9 萬 | 0.22% | −353−4.0% | 減碼 |
| North Star Investment Management Corp. | 8,540 | $52.9 萬 | 0.04% | 00.0% | 不變 |
| Intersect Capital LLC | 8,529 | $52.9 萬 | 0.09% | +281+3.4% | 加碼 |
| CSM Advisors, LLC | 8,526 | $52.8 萬 | 0.04% | 00.0% | 不變 |
| NSI Retail Advisors, LLC | 8,526 | $52.8 萬 | 0.09% | 00.0% | 不變 |
| Walter & Keenan Financial Consulting Co | 8,517 | $52.8 萬 | 0.18% | +232+2.8% | 加碼 |
| Burke & Herbert Bank & Trust Co | 8,469 | $52.5 萬 | 0.34% | +1,300+18.1% | 加碼 |
| Trexquant Investment LP | 8,466 | $52.5 萬 | 0.04% | +8,466 | 新進 |