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 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 |
|---|---|---|---|---|---|
| Altavista Wealth Management, Inc. | 5,118 | $35.1 萬 | 0.07% | 00.0% | 不變 |
| Inverness Counsel LLC | 5,119 | $35.1 萬 | 0.01% | +529+11.5% | 加碼 |
| Hartline Investment Corp | 5,126 | $35.2 萬 | 0.05% | 00.0% | 不變 |
| Schechter Investment Advisors, LLC | 5,141 | $35.2 萬 | 0.03% | +5,141 | 新進 |
| Vontobel Holding Ltd. | 5,180 | $35.4 萬 | 0.00% | −12,369−70.5% | 減碼 |
| Summit Financial Wealth Advisors, LLC | 5,200 | $35.4 萬 | 0.07% | 00.0% | 不變 |
| KRS Capital Management, LLC | 5,189 | $35.5 萬 | 0.30% | +5,189 | 新進 |
| Prime Capital Investment Advisors, LLC | 5,184 | $35.6 萬 | 0.02% | +5,184 | 新進 |
| SFMG, LLC | 5,199 | $35.7 萬 | 0.03% | +5,199 | 新進 |
| West Paces Advisors Inc. | 5,226 | $35.8 萬 | 0.11% | +3,229+161.7% | 加碼 |
| HighTower Trust Services, LTA | 5,238 | $35.9 萬 | 0.03% | +5,238 | 新進 |
| Sittner & Nelson, LLC | 5,257 | $36.1 萬 | 0.21% | +1,011+23.8% | 加碼 |
| PBMares Wealth Management LLC | 5,265 | $36.1 萬 | 0.15% | +5,265 | 新進 |
| Arcus Capital Partners, LLC | 5,285 | $36.2 萬 | 0.12% | +1,331+33.7% | 加碼 |
| Alaethes Wealth LLC | 5,300 | $36.3 萬 | 0.23% | −3,483−39.7% | 減碼 |
| Independence Bank of Kentucky | 5,300 | $36.3 萬 | 0.15% | −170−3.1% | 減碼 |
| Stonebridge Capital Advisors LLC | 5,329 | $36.5 萬 | 0.04% | +135+2.6% | 加碼 |
| Campion Asset Management LLC | 5,340 | $36.6 萬 | 0.30% | 00.0% | 不變 |
| Cutter & CO Brokerage, Inc. | 5,337 | $36.6 萬 | 0.10% | +419+8.5% | 加碼 |
| Beaumont Asset Management, L.L.C. | 5,377 | $36.8 萬 | 0.25% | +133+2.5% | 加碼 |
| Domani Wealth, LLC | 5,384 | $36.9 萬 | 0.07% | +800+17.5% | 加碼 |
| Camelot Portfolios, LLC | 5,375 | $36.9 萬 | 0.15% | +884+19.7% | 加碼 |
| Abound Wealth Management | 5,381 | $36.9 萬 | 0.29% | +5,381 | 新進 |
| King Luther Capital Management Corp | 5,402 | $37.0 萬 | 0.00% | +651+13.7% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 5,392 | $37.0 萬 | 0.04% | +1,680+45.3% | 加碼 |
| Thompson Siegel & Walmsley LLC | 5,414 | $37.1 萬 | 0.01% | 00.0% | 不變 |
| MBA Advisors LLC | 5,412 | $37.1 萬 | 0.23% | 00.0% | 不變 |
| Keystone Financial Group | 5,442 | $37.3 萬 | 0.06% | −561−9.3% | 減碼 |
| Platform Technology Partners | 5,442 | $37.3 萬 | 0.16% | −142−2.5% | 減碼 |
| First Citizens Bank & Trust Co | 5,465 | $37.4 萬 | 0.01% | +13+0.2% | 加碼 |
| Crossvault Capital Management LLC | 5,475 | $37.5 萬 | 0.11% | 00.0% | 不變 |
| Pendal Group Limited | 5,480 | $37.6 萬 | 0.00% | −3,063−35.9% | 減碼 |
| Taylor Hoffman Wealth Management | 5,492 | $37.7 萬 | 0.14% | 00.0% | 不變 |
| Affinity Wealth Management LLC | 5,487 | $37.7 萬 | 0.08% | +18+0.3% | 加碼 |
| Braun-Bostich & Associates Inc. | 5,487 | $37.7 萬 | 0.09% | +5,487 | 新進 |
| Marcum Wealth, LLC | 5,505 | $37.8 萬 | 0.05% | −220−3.8% | 減碼 |
| O'Brien Greene & Co. Inc | 5,515 | $37.8 萬 | 0.12% | +71+1.3% | 加碼 |
| Joel Isaacson & Co., LLC | 5,522 | $37.9 萬 | 0.03% | +1,501+37.3% | 加碼 |
| Laidlaw Wealth Management LLC | 5,523 | $37.9 萬 | 0.06% | +5,523 | 新進 |
| Parallel Advisors, LLC | 5,552 | $38.1 萬 | 0.01% | +320+6.1% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 5,567 | $38.1 萬 | 0.03% | +477+9.4% | 加碼 |
| RSM US Wealth Management LLC | 5,565 | $38.2 萬 | 0.02% | +395+7.6% | 加碼 |
| Byrne Asset Management LLC | 5,575 | $38.2 萬 | 0.25% | +5,575 | 新進 |
| Donald L. Hagan, LLC | 5,581 | $38.3 萬 | 0.20% | +10.0% | 加碼 |
| MUFG Americas Holdings Corp | 5,588 | $38.3 萬 | 0.01% | +531+10.5% | 加碼 |
| Pinnacle Wealth Management Group, Inc. | 5,614 | $38.5 萬 | 0.29% | −200−3.4% | 減碼 |
| Schmidt P J Investment Management Inc | 5,555 | $38.6 萬 | 0.08% | 00.0% | 不變 |
| JT Stratford LLC | 5,624 | $38.6 萬 | 0.11% | −16−0.3% | 減碼 |
| Sandbox Financial Partners, LLC | 5,626 | $38.6 萬 | 0.24% | 00.0% | 不變 |
| Patriot Investment Management Inc. | 5,638 | $38.6 萬 | 0.03% | +504+9.8% | 加碼 |
| Carroll Investors, Inc | 5,686 | $38.8 萬 | 0.22% | +5,686 | 新進 |
| LifePro Asset Management | 5,678 | $38.9 萬 | 0.12% | 00.0% | 不變 |
| Woodard & Co Asset Management Group Inc | 5,670 | $38.9 萬 | 0.18% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 5,675 | $38.9 萬 | 0.03% | +5,675 | 新進 |
| XML Financial, LLC | 5,699 | $39.1 萬 | 0.05% | +671+13.3% | 加碼 |
| Signet Financial Management, LLC | 5,712 | $39.2 萬 | 0.06% | −184−3.1% | 減碼 |
| Triumph Capital Management | 5,748 | $39.4 萬 | 0.17% | −627−9.8% | 減碼 |
| Bienville Capital Management, LLC | 5,750 | $39.4 萬 | 0.29% | 00.0% | 不變 |
| Shulman DeMeo Asset Management LLC | 5,741 | $39.4 萬 | 0.10% | +670+13.2% | 加碼 |
| Van Hulzen Asset Management, LLC | 5,754 | $39.5 萬 | 0.04% | +500+9.5% | 加碼 |
| Xcel Wealth Management, LLC | 5,774 | $39.6 萬 | 0.10% | +253+4.6% | 加碼 |
| St Germain D J Co Inc | 5,791 | $39.7 萬 | 0.02% | +214+3.8% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 5,820 | $39.9 萬 | 0.04% | −100−1.7% | 減碼 |
| First National Bank & Trust Co of Newtown | 5,823 | $39.9 萬 | 0.08% | 00.0% | 不變 |
| FORA Capital, LLC | 5,813 | $39.9 萬 | 0.15% | +5,813 | 新進 |
| Brighton Jones LLC | 5,826 | $40.0 萬 | 0.02% | +1,449+33.1% | 加碼 |
| Bridges Investment Management Inc | 5,850 | $40.1 萬 | 0.01% | −3,300−36.1% | 減碼 |
| AMG National Trust Bank | 5,852 | $40.1 萬 | 0.01% | −1,871−24.2% | 減碼 |
| First Command Bank | 6,477 | $40.2 萬 | 0.07% | 00.0% | 不變 |
| Richwood Investment Advisors, LLC | 5,865 | $40.2 萬 | 0.35% | +5,865 | 新進 |
| Lee Danner & Bass Inc | 5,870 | $40.3 萬 | 0.03% | −691−10.5% | 減碼 |
| Verus Financial Partners, Inc. | 5,905 | $40.5 萬 | 0.05% | +10.0% | 加碼 |
| Mathes Company, Inc. | 5,900 | $40.5 萬 | 0.14% | 00.0% | 不變 |
| Aevitas Wealth Management, Inc. | 5,901 | $40.5 萬 | 0.24% | +28+0.5% | 加碼 |
| Heritage Investors Management Corp | 5,917 | $40.6 萬 | 0.02% | 00.0% | 不變 |
| Summit Asset Management, LLC | 5,932 | $40.7 萬 | 0.12% | +16+0.3% | 加碼 |
| Glen Eagle Advisors, LLC | 5,941 | $40.7 萬 | 0.11% | −1,600−21.2% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 5,959 | $40.9 萬 | 0.04% | +5,959 | 新進 |
| Duncker Streett & Co Inc | 5,960 | $40.9 萬 | 0.07% | 00.0% | 不變 |
| 1620 Investment Advisors, Inc. | 5,961 | $40.9 萬 | 0.46% | +5,961 | 新進 |
| SNS Financial Group, LLC | 5,985 | $41.0 萬 | 0.05% | −2,064−25.6% | 減碼 |
| Schulhoff & Co Inc | 6,000 | $41.1 萬 | 0.17% | 00.0% | 不變 |
| Wexford Capital LP | 6,000 | $41.1 萬 | 0.04% | +6,000 | 新進 |
| Baker Boyer National Bank | 6,000 | $41.1 萬 | 0.19% | +6,000 | 新進 |
| Meristem Family Wealth, LLC | 6,038 | $41.4 萬 | 0.04% | −12−0.2% | 減碼 |
| Hanson & Doremus Investment Management | 6,044 | $41.4 萬 | 0.09% | +230+4.0% | 加碼 |
| XTX Topco Ltd | 6,043 | $41.4 萬 | 0.23% | +6,043 | 新進 |
| Bank of Stockton | 6,067 | $41.6 萬 | 0.12% | −210−3.3% | 減碼 |
| Formidable Asset Management, LLC | 6,184 | $42.2 萬 | 0.08% | −10.0% | 減碼 |
| Wagner Wealth Management, LLC | 6,156 | $42.2 萬 | 0.32% | +400+6.9% | 加碼 |
| Mark Sheptoff Financial Planning, LLC | 6,175 | $42.3 萬 | 0.20% | −438−6.6% | 減碼 |
| Thoroughbred Financial Services, LLC | 6,212 | $42.6 萬 | 0.09% | +721+13.1% | 加碼 |
| Red Wave Investments LLC | 6,221 | $42.7 萬 | 0.15% | +343+5.8% | 加碼 |
| Arete Wealth Advisors, LLC | 6,267 | $42.8 萬 | 0.04% | +1,174+23.1% | 加碼 |
| Sawyer & Company, Inc | 6,252 | $42.9 萬 | 0.19% | −26−0.4% | 減碼 |
| Deseret Mutual Benefit Administrators | 6,252 | $42.9 萬 | 0.07% | +433+7.4% | 加碼 |
| Novare Capital Management LLC | 6,271 | $43.0 萬 | 0.04% | +6,271 | 新進 |
| Ausdal Financial Partners, Inc. | 6,293 | $43.2 萬 | 0.06% | −213−3.3% | 減碼 |
| Chicago Capital, LLC | 6,305 | $43.2 萬 | 0.02% | +500+8.6% | 加碼 |
| Lowe Brockenbrough & Co Inc | 6,325 | $43.4 萬 | 0.03% | 00.0% | 不變 |