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 |
|---|---|---|---|---|---|
| Fayez Sarofim & Co | 6,358 | $43.6 萬 | 0.00% | +600+10.4% | 加碼 |
| Eqis Capital Management, Inc. | 6,407 | $43.9 萬 | 0.03% | −1,094−14.6% | 減碼 |
| Charter Trust Co | 6,440 | $44.2 萬 | 0.04% | 00.0% | 不變 |
| Baldwin Investment Management, LLC | 6,465 | $44.3 萬 | 0.12% | +1,615+33.3% | 加碼 |
| First Command Financial Services, Inc. | 6,477 | $44.4 萬 | 0.07% | 00.0% | 不變 |
| Cornerstone Advisory, LLC | 6,478 | $44.4 萬 | 0.06% | +3,151+94.7% | 加碼 |
| Jackson Hole Capital Partners, LLC | 6,521 | $44.7 萬 | 0.14% | 00.0% | 不變 |
| Covington Capital Management | 6,513 | $44.7 萬 | 0.02% | +540+9.0% | 加碼 |
| Cross Staff Investments Inc | 6,535 | $44.8 萬 | 0.40% | +6,535 | 新進 |
| Means Investment Co., Inc. | 6,548 | $44.9 萬 | 0.08% | −418−6.0% | 減碼 |
| Moloney Securities Asset Management, LLC | 6,566 | $45.0 萬 | 0.08% | −161−2.4% | 減碼 |
| Trust Co of Toledo NA | 6,589 | $45.2 萬 | 0.07% | −299−4.3% | 減碼 |
| IVC Wealth Advisors LLC | 6,625 | $45.4 萬 | 0.29% | +216+3.4% | 加碼 |
| Frontier Wealth Management LLC | 6,635 | $45.5 萬 | 0.03% | +10.0% | 加碼 |
| MKT Advisors LLC | 6,784 | $45.5 萬 | 0.36% | +6,784 | 新進 |
| Woodward Diversified Capital, LLC | 6,655 | $45.6 萬 | 0.27% | +740+12.5% | 加碼 |
| Northstar Advisory Group, LLC | 6,644 | $45.6 萬 | 0.27% | +6,644 | 新進 |
| Investment Management of Virginia LLC | 6,669 | $45.7 萬 | 0.07% | +220+3.4% | 加碼 |
| Valeo Financial Advisors, LLC | 6,686 | $45.9 萬 | 0.03% | −1,761−20.8% | 減碼 |
| Cornerstone Wealth Management, LLC | 6,687 | $45.9 萬 | 0.04% | +932+16.2% | 加碼 |
| Valley Brook Capital Group | 6,710 | $46.0 萬 | 0.40% | +351+5.5% | 加碼 |
| Mechanics Financial Corp | 6,726 | $46.1 萬 | 0.22% | +6,726 | 新進 |
| Acorn Financial Advisory Services Inc | 6,748 | $46.2 萬 | 0.09% | +231+3.5% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 6,751 | $46.3 萬 | 0.09% | +96+1.4% | 加碼 |
| Cohen Investment Advisors LLC | 6,762 | $46.4 萬 | 0.33% | +6+0.1% | 加碼 |
| Ameritas Advisory Services, LLC | 6,763 | $46.4 萬 | 0.02% | +6,763 | 新進 |
| Principal Street Partners, LLC | 6,784 | $46.5 萬 | 0.11% | +552+8.9% | 加碼 |
| Sunflower Bank, N.A. | 6,807 | $46.7 萬 | 0.06% | +140+2.1% | 加碼 |
| Telemus Capital, LLC | 6,857 | $47.0 萬 | 0.04% | 00.0% | 不變 |
| Keystone Financial Planning, Inc. | 6,860 | $47.0 萬 | 0.16% | 00.0% | 不變 |
| Aldebaran Financial Inc. | 6,850 | $47.0 萬 | 0.37% | 00.0% | 不變 |
| Greylin Investment Mangement Inc | 6,875 | $47.1 萬 | 0.09% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 6,865 | $47.1 萬 | 0.06% | +10+0.1% | 加碼 |
| Marietta Wealth Management, LLC | 6,892 | $47.3 萬 | 0.10% | −364−5.0% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 6,890 | $47.3 萬 | 0.12% | 00.0% | 不變 |
| J. L. Bainbridge & Co., Inc. | 6,990 | $47.9 萬 | 0.06% | −590−7.8% | 減碼 |
| Exencial Wealth Advisors, LLC | 6,995 | $48.0 萬 | 0.02% | +548+8.5% | 加碼 |
| Ahrens Investment Partners LLC | 7,012 | $48.1 萬 | 0.21% | 00.0% | 不變 |
| David J Yvars Group | 7,013 | $48.1 萬 | 0.30% | +5+0.1% | 加碼 |
| Mosaic Family Wealth, LLC | 7,031 | $48.2 萬 | 0.13% | −652−8.5% | 減碼 |
| Cedar Brook Financial Partners, LLC | 7,031 | $48.2 萬 | 0.12% | +7,031 | 新進 |
| City State Bank | 7,035 | $48.2 萬 | 0.30% | +7,035 | 新進 |
| Wealth Alliance Advisory Group, LLC | 7,042 | $48.3 萬 | 0.21% | 00.0% | 不變 |
| Scotia Capital Inc. | 7,052 | $48.4 萬 | 0.00% | −76−1.1% | 減碼 |
| Lathrop Investment Management Corp | 7,070 | $48.5 萬 | 0.10% | 00.0% | 不變 |
| Davy Global Fund Management Ltd | 7,086 | $48.6 萬 | 0.07% | 00.0% | 不變 |
| Clear Street Markets LLC | 7,111 | $48.8 萬 | 0.04% | +7,111 | 新進 |
| Berger Financial Group, Inc | 7,156 | $49.1 萬 | 0.07% | +30.0% | 加碼 |
| Gradient Investments LLC | 7,189 | $49.3 萬 | 0.01% | +423+6.3% | 加碼 |
| Invst, LLC | 7,870 | $49.5 萬 | 0.08% | +7,870 | 新進 |
| LCNB Corp | 7,243 | $49.7 萬 | 0.23% | −100−1.4% | 減碼 |
| Engine No. 1 LLC | 7,251 | $49.7 萬 | 0.10% | +1,554+27.3% | 加碼 |
| Jones Financial Companies LLLP | 7,288 | $50.0 萬 | 0.00% | −445−5.8% | 減碼 |
| Baldwin Brothers Inc | 7,367 | $50.5 萬 | 0.05% | +250+3.5% | 加碼 |
| Wulff, Hansen & Co. | 7,363 | $50.5 萬 | 0.44% | +7,363 | 新進 |
| Trexquant Investment LP | 7,413 | $50.8 萬 | 0.03% | −1,053−12.4% | 減碼 |
| Renasant Bank | 7,407 | $50.8 萬 | 0.35% | +1,785+31.8% | 加碼 |
| Intrua Financial, LLC | 7,421 | $50.9 萬 | 0.09% | −895−10.8% | 減碼 |
| Essex Savings Bank | 7,414 | $50.9 萬 | 0.17% | −390−5.0% | 減碼 |
| Cobblestone Capital Advisors LLC | 7,450 | $51.1 萬 | 0.03% | −24−0.3% | 減碼 |
| Summitry LLC | 7,450 | $51.1 萬 | 0.03% | +7,450 | 新進 |
| Glenview Trust Co | 7,487 | $51.3 萬 | 0.02% | +196+2.7% | 加碼 |
| Concord Wealth Partners | 7,489 | $51.4 萬 | 0.13% | +769+11.4% | 加碼 |
| Brightworth | 7,503 | $51.5 萬 | 0.05% | +3,851+105.4% | 加碼 |
| Krane Funds Advisors LLC | 7,529 | $51.6 萬 | 0.01% | −1,498−16.6% | 減碼 |
| McLean Asset Management Corp | 7,635 | $51.7 萬 | 0.20% | −83−1.1% | 減碼 |
| Horizon Investments, LLC | 7,565 | $51.9 萬 | 0.02% | −2,529−25.1% | 減碼 |
| Advisor OS, LLC | 7,558 | $51.9 萬 | 0.11% | +886+13.3% | 加碼 |
| Aviance Capital Partners, LLC | 7,605 | $52.2 萬 | 0.09% | +7+0.1% | 加碼 |
| Independent Financial Group, LLC | 7,647 | $52.4 萬 | 0.04% | +980+14.7% | 加碼 |
| Wealthsource Partners, LLC | 7,652 | $52.5 萬 | 0.04% | −2,874−27.3% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 7,651 | $52.5 萬 | 0.02% | +37+0.5% | 加碼 |
| Nations Financial Group Inc, | 7,694 | $52.8 萬 | 0.07% | +379+5.2% | 加碼 |
| Archford Capital Strategies, LLC | 7,696 | $52.8 萬 | 0.12% | +1,349+21.3% | 加碼 |
| Wealth Dimensions Group, Ltd. | 7,711 | $52.9 萬 | 0.26% | −27−0.3% | 減碼 |
| Firestone Capital Management | 7,719 | $52.9 萬 | 0.17% | 00.0% | 不變 |
| BLB&B Advisors, LLC | 7,735 | $53.0 萬 | 0.03% | −1,020−11.7% | 減碼 |
| First Hawaiian Bank | 7,732 | $53.0 萬 | 0.02% | −194−2.4% | 減碼 |
| Ritholtz Wealth Management | 7,754 | $53.2 萬 | 0.03% | +575+8.0% | 加碼 |
| Peninsula Asset Management Inc | 7,790 | $53.4 萬 | 0.25% | −100−1.3% | 減碼 |
| Great Lakes Advisors, LLC | 7,790 | $53.4 萬 | 0.01% | −53−0.7% | 減碼 |
| Equitable Holdings, Inc. | 7,801 | $53.5 萬 | 0.01% | +7+0.1% | 加碼 |
| Bath Savings Trust Co | 7,817 | $53.6 萬 | 0.06% | +140+1.8% | 加碼 |
| Optimum Investment Advisors | 7,847 | $53.8 萬 | 0.21% | −820−9.5% | 減碼 |
| Insight Inv LLC | 7,895 | $54.1 萬 | 0.50% | +7,895 | 新進 |
| United Capital Management of KS, Inc. | 7,906 | $54.2 萬 | 0.20% | −635−7.4% | 減碼 |
| Resource Management, LLC | 7,918 | $54.3 萬 | 0.06% | −357−4.3% | 減碼 |
| Cornerstone Wealth Group, LLC | 7,922 | $54.3 萬 | 0.09% | +123+1.6% | 加碼 |
| Industrial Alliance Investment Management Inc. | 7,926 | $54.4 萬 | 0.01% | +7,926 | 新進 |
| MAI Capital Management | 7,947 | $54.5 萬 | 0.01% | +20+0.3% | 加碼 |
| Cambridge Trust Co | 7,980 | $54.7 萬 | 0.02% | +722+9.9% | 加碼 |
| Perigon Wealth Management, LLC | 7,979 | $54.7 萬 | 0.04% | +3,854+93.4% | 加碼 |
| Biltmore Capital Advisors LLC | 8,053 | $55.2 萬 | 0.09% | 00.0% | 不變 |
| Probity Advisors, Inc. | 8,042 | $55.2 萬 | 0.11% | 00.0% | 不變 |
| Kingfisher Capital LLC | 8,071 | $55.3 萬 | 0.13% | +8,071 | 新進 |
| W Advisors, LLC | 8,067 | $55.3 萬 | 0.41% | +8,067 | 新進 |
| Beacon Financial Group | 8,126 | $55.4 萬 | 0.07% | −100−1.2% | 減碼 |
| MEMBERS Trust Co | 8,093 | $55.5 萬 | 0.02% | 00.0% | 不變 |
| Cadence Bank NA | 8,129 | $55.7 萬 | 0.15% | +76+0.9% | 加碼 |
| Premier Asset Management LLC | 8,131 | $55.8 萬 | 0.10% | −2,244−21.6% | 減碼 |