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 |
|---|---|---|---|---|---|
| West Family Investments, Inc. | 8,164 | $56.0 萬 | 0.16% | +4,350+114.1% | 加碼 |
| Country Trust Bank | 8,212 | $56.3 萬 | 0.02% | −3,520−30.0% | 減碼 |
| Sawtooth Solutions, LLC | 8,220 | $56.4 萬 | 0.06% | −2,775−25.2% | 減碼 |
| Gables Capital Management Inc. | 8,231 | $56.4 萬 | 0.34% | 00.0% | 不變 |
| AAFMAA Wealth Management & Trust LLC | 8,221 | $56.4 萬 | 0.25% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 8,306 | $57.0 萬 | 0.02% | +8,306 | 新進 |
| Firethorn Wealth Partners, LLC | 8,313 | $57.0 萬 | 0.43% | +8,313 | 新進 |
| Great Valley Advisor Group, Inc. | 8,514 | $57.2 萬 | 0.04% | −71−0.8% | 減碼 |
| Lumature Wealth Partners, LLC | 8,343 | $57.2 萬 | 0.22% | 00.0% | 不變 |
| Asahi Life Asset Management Co., Ltd. | 8,360 | $57.3 萬 | 0.07% | +180+2.2% | 加碼 |
| FineMark National Bank & Trust | 8,365 | $57.4 萬 | 0.02% | −3,388−28.8% | 減碼 |
| Virtue Capital Management, LLC | 8,373 | $57.4 萬 | 0.08% | −46−0.5% | 減碼 |
| Bremer Bank National Association | 8,368 | $57.4 萬 | 0.09% | +41+0.5% | 加碼 |
| BCS Wealth Management | 8,377 | $57.4 萬 | 0.21% | +4,069+94.5% | 加碼 |
| Perpetual Investment Management Ltd | 8,384 | $57.5 萬 | 0.07% | 00.0% | 不變 |
| First National Bank of South Miami | 8,394 | $57.6 萬 | 0.35% | −5−0.1% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 8,404 | $57.6 萬 | 0.03% | +237+2.9% | 加碼 |
| Verity Asset Management, Inc. | 8,396 | $57.6 萬 | 0.34% | +465+5.9% | 加碼 |
| Gofen & Glossberg LLC | 8,414 | $57.7 萬 | 0.01% | −403−4.6% | 減碼 |
| Intersect Capital LLC | 8,408 | $57.7 萬 | 0.11% | −121−1.4% | 減碼 |
| Allegheny Financial Group LTD | 8,413 | $57.7 萬 | 0.23% | +59+0.7% | 加碼 |
| Castleview Partners, LLC | 39,707 | $57.9 萬 | 0.00% | +39,707 | 新進 |
| Walter & Keenan Financial Consulting Co | 8,517 | $58.4 萬 | 0.19% | 00.0% | 不變 |
| Cape Cod Five Cents Savings Bank | 8,513 | $58.4 萬 | 0.06% | +96+1.1% | 加碼 |
| Assenagon Asset Management S.A. | 8,523 | $58.5 萬 | 0.00% | −33,492−79.7% | 減碼 |
| CSM Advisors, LLC | 8,526 | $58.5 萬 | 0.04% | 00.0% | 不變 |
| NSI Retail Advisors, LLC | 8,526 | $58.5 萬 | 0.10% | 00.0% | 不變 |
| NTB Financial Corp | 8,529 | $58.5 萬 | 0.41% | +8,529 | 新進 |
| Wealthcare Advisory Partners LLC | 8,541 | $58.6 萬 | 0.04% | −1,968−18.7% | 減碼 |
| KMG Fiduciary Partners, LLC | 8,554 | $58.7 萬 | 0.09% | +110+1.3% | 加碼 |
| Exane Derivatives | 8,573 | $58.8 萬 | 0.14% | +213+2.5% | 加碼 |
| Symmetry Partners, LLC | 8,571 | $58.8 萬 | 0.04% | −702−7.6% | 減碼 |
| Moseley Investment Management Inc | 8,569 | $58.8 萬 | 0.27% | −19−0.2% | 減碼 |
| Western Wealth Management, LLC | 8,611 | $58.9 萬 | 0.06% | +8,611 | 新進 |
| Element Wealth, LLC | 8,600 | $59.0 萬 | 0.45% | +44+0.5% | 加碼 |
| Balentine LLC | 8,648 | $59.3 萬 | 0.02% | +4,626+115.0% | 加碼 |
| Symphony Financial, Ltd. Co. | 8,725 | $59.5 萬 | 0.17% | +419+5.0% | 加碼 |
| Nwam LLC | 8,684 | $59.6 萬 | 0.05% | −653−7.0% | 減碼 |
| Howard Capital Management Group, LLC | 8,698 | $59.6 萬 | 0.05% | 00.0% | 不變 |
| Claraphi Advisory Network, LLC | 8,685 | $59.6 萬 | 0.21% | 00.0% | 不變 |
| Burke & Herbert Bank & Trust Co | 8,712 | $59.7 萬 | 0.35% | +243+2.9% | 加碼 |
| ACG Wealth | 8,746 | $60.0 萬 | 0.09% | −366−4.0% | 減碼 |
| GPS Wealth Strategies Group, LLC | 8,757 | $60.1 萬 | 0.13% | +1,068+13.9% | 加碼 |
| Archer Investment Corp | 8,800 | $60.4 萬 | 0.20% | +1,000+12.8% | 加碼 |
| Change Path, LLC | 8,830 | $60.6 萬 | 0.03% | −1,188−11.9% | 減碼 |
| Asset Management Corp | 8,915 | $61.1 萬 | 0.35% | −96−1.1% | 減碼 |
| EPG Wealth Management LLC | 8,927 | $61.2 萬 | 0.22% | +2,204+32.8% | 加碼 |
| CoreFirst Bank & Trust | 8,950 | $61.4 萬 | 0.40% | −424−4.5% | 減碼 |
| WFA of San Diego, LLC | 8,960 | $61.4 萬 | 0.36% | +8,960 | 新進 |
| LVZ Advisors, Inc. | 8,974 | $61.5 萬 | 0.08% | −235−2.6% | 減碼 |
| Montecito Bank & Trust | 9,026 | $61.9 萬 | 0.11% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 9,024 | $61.9 萬 | 0.05% | +293+3.4% | 加碼 |
| North Star Investment Management Corp. | 9,040 | $62.0 萬 | 0.04% | +500+5.9% | 加碼 |
| Wells Trecaso Financial Group, LLC | 9,055 | $62.1 萬 | 0.27% | 00.0% | 不變 |
| Grimes & Company, Inc. | 9,112 | $62.5 萬 | 0.03% | +52+0.6% | 加碼 |
| Meadow Creek Wealth Advisors LLC | 9,112 | $62.5 萬 | 0.59% | +9,112 | 新進 |
| Accurate Wealth Management, LLC | 9,355 | $62.6 萬 | 0.52% | −96−1.0% | 減碼 |
| Carmichael Hill & Associates, Inc. | 9,130 | $62.6 萬 | 0.32% | +41+0.5% | 加碼 |
| Smith Chas P & Associates Pa Cpas | 9,166 | $62.9 萬 | 0.04% | 00.0% | 不變 |
| Jmac Enterprises LLC | 9,299 | $63.2 萬 | 0.15% | +9,299 | 新進 |
| Metis Global Partners, LLC | 9,231 | $63.3 萬 | 0.18% | +9,231 | 新進 |
| Clark Financial Advisors | 9,252 | $63.4 萬 | 0.53% | +9,252 | 新進 |
| Eagle Strategies LLC | 9,264 | $63.5 萬 | 0.25% | +9,264 | 新進 |
| Exchange Traded Concepts, LLC | 9,352 | $64.1 萬 | 0.01% | −212,424−95.8% | 減碼 |
| Gilbert & Cook, Inc. | 9,359 | $64.2 萬 | 0.10% | +308+3.4% | 加碼 |
| Alpha Cubed Investments, LLC | 9,443 | $64.8 萬 | 0.04% | −24−0.3% | 減碼 |
| Benin Management CORP | 9,462 | $64.9 萬 | 0.20% | 00.0% | 不變 |
| Congress Asset Management Co | 9,485 | $65.0 萬 | 0.00% | −1,594−14.4% | 減碼 |
| Financial Advocates Investment Management | 9,488 | $65.0 萬 | 0.05% | −442−4.5% | 減碼 |
| Claro Advisors LLC | 9,502 | $65.2 萬 | 0.23% | +280+3.0% | 加碼 |
| NEXT Financial Group, Inc | 9,558 | $65.5 萬 | 0.04% | −822−7.9% | 減碼 |
| Paces Ferry Wealth Advisors, LLC | 9,582 | $65.7 萬 | 0.47% | +341+3.7% | 加碼 |
| Advisors Capital Management, LLC | 9,586 | $65.7 萬 | 0.02% | +2,814+41.6% | 加碼 |
| Simplicity Wealth,LLC | 9,634 | $66.1 萬 | 0.36% | +9,634 | 新進 |
| Ancora Advisors, LLC | 9,743 | $66.8 萬 | 0.02% | −127−1.3% | 減碼 |
| Reilly Financial Advisors, LLC | 9,762 | $66.9 萬 | 0.05% | +5+0.1% | 加碼 |
| Acorn Wealth Advisors, LLC | 9,749 | $66.9 萬 | 0.42% | +83+0.9% | 加碼 |
| Valmark Advisers, Inc. | 9,814 | $67.3 萬 | 0.01% | +929+10.5% | 加碼 |
| Motco | 9,855 | $67.6 萬 | 0.04% | 00.0% | 不變 |
| Bradley Foster & Sargent Inc | 9,862 | $67.6 萬 | 0.01% | +803+8.9% | 加碼 |
| Kovack Advisors, Inc. | 9,921 | $68.0 萬 | 0.07% | −2,332−19.0% | 減碼 |
| Edge Capital Group, LLC | 9,915 | $68.0 萬 | 0.05% | +971+10.9% | 加碼 |
| Marco Investment Management LLC | 9,920 | $68.0 萬 | 0.07% | +2,557+34.7% | 加碼 |
| Greenleaf Trust | 9,936 | $68.1 萬 | 0.01% | −443−4.3% | 減碼 |
| Palladium Partners LLC | 9,986 | $68.5 萬 | 0.03% | 00.0% | 不變 |
| Franklin Street Advisors Inc | 10,006 | $68.6 萬 | 0.05% | −896−8.2% | 減碼 |
| St. Johns Investment Management Company, LLC | 10,012 | $68.7 萬 | 0.35% | −341−3.3% | 減碼 |
| Wrapmanager Inc | 10,052 | $68.9 萬 | 0.17% | +239+2.4% | 加碼 |
| Hoylecohen, LLC | 10,080 | $69.1 萬 | 0.06% | +28+0.3% | 加碼 |
| Meiji Yasuda Life Insurance Co | 10,073 | $69.1 萬 | 0.01% | +30+0.3% | 加碼 |
| Arrow Financial Corp | 10,140 | $69.6 萬 | 0.08% | −5,076−33.4% | 減碼 |
| Beaumont Financial Partners, LLC | 10,151 | $69.6 萬 | 0.05% | +198+2.0% | 加碼 |
| Home Federal Bank of Tennessee | 10,147 | $69.6 萬 | 0.23% | +350+3.6% | 加碼 |
| Graves-Light Private Wealth Management, Inc. | 10,157 | $69.7 萬 | 0.10% | +10.0% | 加碼 |
| Traverso Chambers Private Wealth Management, LLC | 10,165 | $69.7 萬 | 0.21% | +323+3.3% | 加碼 |
| Sunburst Financial Group, LLC | 10,183 | $69.8 萬 | 0.35% | +290+2.9% | 加碼 |
| Steel Peak Wealth Management LLC | 10,255 | $70.3 萬 | 0.04% | +6,038+143.2% | 加碼 |
| Edgestream Partners, L.P. | 10,248 | $70.3 萬 | 0.04% | +10,248 | 新進 |
| Pacific Wealth Strategies Group, Inc. | 10,268 | $70.4 萬 | 0.25% | +595+6.2% | 加碼 |
| Sentry Investment Management LLC | 10,284 | $70.5 萬 | 0.19% | +1,740+20.4% | 加碼 |