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 4 季 13F 持有人
Southern Co 在 2021/12/31 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
- 1,654
- 較 2021 年第 3 季 +187 家
- 持有股數
- 6.41 億
- 較 2021 年第 3 季 +1,025 萬 (+1.6%)
- 總市值
- $439.2 億
- 較 2021 年第 3 季 +$48.6 億 (+12.4%)
- 新進機構
- 264
- 另有 650 家加碼
- 清倉機構
- 77
- 另有 495 家減碼
另有 25 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Cozad Asset Management Inc | 4,132 | $28.3 萬 | 0.04% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 4,126 | $28.3 萬 | 0.10% | 00.0% | 不變 |
| Abacus Planning Group, Inc. | 4,141 | $28.4 萬 | 0.08% | +4,141 | 新進 |
| Brandywine Oak Private Wealth LLC | 4,162 | $28.5 萬 | 0.03% | 00.0% | 不變 |
| Norwood Financial Corp | 4,158 | $28.6 萬 | 0.40% | +4,158 | 新進 |
| Meridian Investment Counsel Inc. | 4,202 | $28.8 萬 | 0.10% | 00.0% | 不變 |
| Eads & Heald Wealth Management | 4,205 | $28.8 萬 | 0.13% | +35+0.8% | 加碼 |
| Morris Financial Concepts, Inc. | 4,195 | $28.8 萬 | 0.24% | +4,195 | 新進 |
| Thompson Investment Management, Inc. | 4,230 | $29.0 萬 | 0.04% | +14+0.3% | 加碼 |
| Smith Anglin Financial, LLC | 4,233 | $29.0 萬 | 0.05% | +4,233 | 新進 |
| Washington Trust Bank | 4,259 | $29.2 萬 | 0.03% | 00.0% | 不變 |
| Shorepoint Capital Partners LLC | 4,275 | $29.3 萬 | 0.12% | 00.0% | 不變 |
| Ascension Asset Management LLC | 4,302 | $29.5 萬 | 0.18% | −400−8.5% | 減碼 |
| Spearhead Capital Advisors, LLC | 4,300 | $29.5 萬 | 0.04% | −59−1.4% | 減碼 |
| Thomas Story & Son LLC | 4,300 | $29.5 萬 | 0.11% | 00.0% | 不變 |
| YHB Investment Advisors, Inc. | 4,314 | $29.6 萬 | 0.02% | +296+7.4% | 加碼 |
| Resource Planning Group | 4,337 | $29.7 萬 | 0.20% | −11−0.3% | 減碼 |
| Washington Trust Co | 4,341 | $29.8 萬 | 0.01% | −584−11.9% | 減碼 |
| Altman Advisors, Inc. | 4,400 | $29.8 萬 | 0.18% | 00.0% | 不變 |
| Harvey Investment Co LLC | 4,351 | $29.8 萬 | 0.03% | 00.0% | 不變 |
| Kenfarb & Co. | 4,345 | $29.8 萬 | 0.22% | +4,345 | 新進 |
| apricus wealth, LLC | 4,345 | $29.8 萬 | 0.27% | +4,345 | 新進 |
| McGowan Group Asset Management, Inc. | 4,356 | $29.9 萬 | 0.05% | +10.0% | 加碼 |
| Minot Wealth Management LLC | 4,365 | $29.9 萬 | 0.06% | +14+0.3% | 加碼 |
| Courier Capital LLC | 4,389 | $30.1 萬 | 0.03% | −198−4.3% | 減碼 |
| Altus Wealth Management, LLC | 4,393 | $30.1 萬 | 0.18% | +16+0.4% | 加碼 |
| Investment House LLC | 4,400 | $30.2 萬 | 0.02% | +3+0.1% | 加碼 |
| Prio Wealth Limited Partnership | 4,424 | $30.3 萬 | 0.01% | 00.0% | 不變 |
| Brewin Dolphin Ltd | 4,440 | $30.4 萬 | 0.01% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 4,441 | $30.5 萬 | 0.03% | −175−3.8% | 減碼 |
| JB Capital LLC | 4,451 | $30.5 萬 | 0.03% | −68−1.5% | 減碼 |
| First Manhattan Co | 4,470 | $30.6 萬 | 0.00% | 00.0% | 不變 |
| Altfest L J & Co Inc | 4,482 | $30.7 萬 | 0.06% | +7+0.2% | 加碼 |
| Delphia (USA) Inc. | 4,472 | $30.7 萬 | 0.33% | +4,472 | 新進 |
| Lockerman Financial Group, Inc. | 4,473 | $30.7 萬 | 0.80% | +4,473 | 新進 |
| Forum Financial Management, LP | 4,474 | $30.7 萬 | 0.02% | +4,474 | 新進 |
| DuPont Capital Management Corp | 4,498 | $30.8 萬 | 0.01% | −5,711−55.9% | 減碼 |
| Colonial River Wealth Management, LLC | 4,486 | $30.8 萬 | 0.17% | +4,486 | 新進 |
| High Falls Advisors, Inc | 4,507 | $30.9 萬 | 0.08% | +4+0.1% | 加碼 |
| Hodges Capital Management Inc. | 4,524 | $31.0 萬 | 0.02% | −129−2.8% | 減碼 |
| American Financial Advisors, LLC | 4,517 | $31.0 萬 | 0.04% | +38+0.8% | 加碼 |
| Kalos Management, Inc. | 4,999 | $31.2 萬 | 0.08% | +327+7.0% | 加碼 |
| Hummer Financial Advisory Services Inc | 4,550 | $31.2 萬 | 0.26% | 00.0% | 不變 |
| Glassman Wealth Services | 4,547 | $31.2 萬 | 0.06% | +133+3.0% | 加碼 |
| Sargent Bickham Lagudis LLC | 4,575 | $31.4 萬 | 0.02% | −149−3.2% | 減碼 |
| American Trust | 4,592 | $31.4 萬 | 0.02% | +4,592 | 新進 |
| Douglass Winthrop Advisors, LLC | 4,600 | $31.5 萬 | 0.01% | 00.0% | 不變 |
| WMG Financial Advisors, LLC | 4,566 | $31.5 萬 | 0.25% | +4,566 | 新進 |
| Teza Capital Management LLC | 4,615 | $31.6 萬 | 0.08% | −7,882−63.1% | 減碼 |
| Seelaus Asset Management LLC | 4,610 | $31.6 萬 | 0.17% | 00.0% | 不變 |
| Brown Financial Advisory | 4,614 | $31.6 萬 | 0.28% | 00.0% | 不變 |
| Iowa State Bank | 4,627 | $31.7 萬 | 0.07% | −1,883−28.9% | 減碼 |
| Golden State Equity Partners | 4,629 | $31.7 萬 | 0.16% | −922−16.6% | 減碼 |
| Inscription Capital, LLC | 4,615 | $31.7 萬 | 0.09% | −147−3.1% | 減碼 |
| Applied Capital LLC | 4,621 | $31.7 萬 | 0.25% | −88−1.9% | 減碼 |
| HM Capital Management, LLC | 4,640 | $31.8 萬 | 0.12% | +4,640 | 新進 |
| First International Bank & Trust | 4,665 | $32.0 萬 | 0.11% | +4,665 | 新進 |
| O'Rourke & Company, Inc | 4,671 | $32.0 萬 | 0.21% | +4,671 | 新進 |
| AlphaStar Capital Management, LLC | 4,675 | $32.1 萬 | 0.03% | −279−5.6% | 減碼 |
| TCI Wealth Advisors, Inc. | 4,701 | $32.2 萬 | 0.05% | −428−8.3% | 減碼 |
| Hexagon Capital Partners LLC | 4,690 | $32.2 萬 | 0.08% | 00.0% | 不變 |
| Lokken Investment Group LLC | 4,701 | $32.2 萬 | 0.23% | 00.0% | 不變 |
| Boston Research & Management Inc | 4,710 | $32.3 萬 | 0.09% | 00.0% | 不變 |
| Triad Financial Advisors, Inc. | 4,710 | $32.3 萬 | 0.19% | +4,710 | 新進 |
| Doliver Advisors, LP | 4,719 | $32.4 萬 | 0.10% | −742−13.6% | 減碼 |
| Violich Capital Management, Inc. | 4,729 | $32.4 萬 | 0.05% | −50−1.0% | 減碼 |
| NovaPoint Capital, LLC | 4,722 | $32.4 萬 | 0.12% | +597+14.5% | 加碼 |
| Colonial Trust Advisors | 4,736 | $32.5 萬 | 0.04% | 00.0% | 不變 |
| Bedel Financial Consulting, Inc. | 4,740 | $32.5 萬 | 0.10% | +44+0.9% | 加碼 |
| Institute for Wealth Management, LLC. | 4,753 | $32.6 萬 | 0.05% | −15−0.3% | 減碼 |
| Angeles Investment Advisors, LLC | 4,759 | $32.6 萬 | 0.02% | +169+3.7% | 加碼 |
| Rossmore Private Capital | 4,763 | $32.7 萬 | 0.05% | +190+4.2% | 加碼 |
| Capital Investment Counsel, Inc | 4,780 | $32.8 萬 | 0.06% | −800−14.3% | 減碼 |
| WealthTrust Axiom LLC | 4,838 | $33.1 萬 | 0.11% | 00.0% | 不變 |
| 1st Source Bank | 4,819 | $33.1 萬 | 0.02% | +77+1.6% | 加碼 |
| Kings Point Capital Management | 4,847 | $33.2 萬 | 0.03% | +387+8.7% | 加碼 |
| Parsec Financial Management, Inc. | 4,858 | $33.3 萬 | 0.01% | −105−2.1% | 減碼 |
| Clear Creek Financial Management, LLC | 4,859 | $33.3 萬 | 0.05% | −38−0.8% | 減碼 |
| Foundations Investment Advisors, LLC | 4,911 | $33.3 萬 | 0.01% | +650+15.3% | 加碼 |
| Thrive Wealth Management, LLC | 4,871 | $33.4 萬 | 0.11% | +4,871 | 新進 |
| Coastline Trust Co | 4,896 | $33.5 萬 | 0.04% | 00.0% | 不變 |
| First Financial Bank - Trust Division | 4,904 | $33.6 萬 | 0.03% | −805−14.1% | 減碼 |
| CMG Global Holdings, LLC | 4,931 | $33.8 萬 | 0.22% | +5+0.1% | 加碼 |
| Summit Trail Advisors, LLC | 4,934 | $33.8 萬 | 0.02% | +56+1.1% | 加碼 |
| Lebenthal Global Advisors, LLC | 4,951 | $33.9 萬 | 0.14% | −130−2.6% | 減碼 |
| Compton Capital Management Inc | 4,948 | $33.9 萬 | 0.09% | 00.0% | 不變 |
| Triton Wealth Management, PLLC | 4,898 | $33.9 萬 | 0.18% | 00.0% | 不變 |
| Wambolt & Associates, LLC | 4,964 | $34.0 萬 | 0.12% | +4+0.1% | 加碼 |
| Girard Partners Ltd. | 4,976 | $34.1 萬 | 0.04% | −1,878−27.4% | 減碼 |
| AMJ Financial Wealth Management | 4,967 | $34.1 萬 | 0.12% | 00.0% | 不變 |
| Hussman Strategic Advisors, Inc. | 5,000 | $34.2 萬 | 0.08% | 00.0% | 不變 |
| Cladis Investment Advisory, LLC | 5,000 | $34.3 萬 | 0.27% | +5,000 | 新進 |
| Connolly Sarah T. | 5,000 | $34.3 萬 | 0.19% | −700−12.3% | 減碼 |
| Elmwood Wealth Management, Inc. | 5,043 | $34.6 萬 | 0.16% | +5,043 | 新進 |
| Gratus Capital LLC | 5,071 | $34.8 萬 | 0.03% | −2,378−31.9% | 減碼 |
| Equitable Trust Co | 5,069 | $34.8 萬 | 0.02% | −500−9.0% | 減碼 |
| Williams Jones Wealth Management, LLC. | 5,082 | $34.9 萬 | 0.00% | −330−6.1% | 減碼 |
| Davis R M Inc | 5,087 | $34.9 萬 | 0.01% | +10.0% | 加碼 |
| Fusion Capital, LLC | 5,084 | $34.9 萬 | 0.18% | +223+4.6% | 加碼 |
| Sigma Investment Counselors Inc | 5,108 | $35.0 萬 | 0.02% | +144+2.9% | 加碼 |