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 |
|---|---|---|---|---|---|
| Wells Trecaso Financial Group, LLC | 9,055 | $62.1 萬 | 0.27% | 00.0% | 不變 |
| North Star Investment Management Corp. | 9,040 | $62.0 萬 | 0.04% | +500+5.9% | 加碼 |
| 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 |
| LVZ Advisors, Inc. | 8,974 | $61.5 萬 | 0.08% | −235−2.6% | 減碼 |
| 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 |
| EPG Wealth Management LLC | 8,927 | $61.2 萬 | 0.22% | +2,204+32.8% | 加碼 |
| Asset Management Corp | 8,915 | $61.1 萬 | 0.35% | −96−1.1% | 減碼 |
| Change Path, LLC | 8,830 | $60.6 萬 | 0.03% | −1,188−11.9% | 減碼 |
| Archer Investment Corp | 8,800 | $60.4 萬 | 0.20% | +1,000+12.8% | 加碼 |
| GPS Wealth Strategies Group, LLC | 8,757 | $60.1 萬 | 0.13% | +1,068+13.9% | 加碼 |
| ACG Wealth | 8,746 | $60.0 萬 | 0.09% | −366−4.0% | 減碼 |
| Burke & Herbert Bank & Trust Co | 8,712 | $59.7 萬 | 0.35% | +243+2.9% | 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 |
| Symphony Financial, Ltd. Co. | 8,725 | $59.5 萬 | 0.17% | +419+5.0% | 加碼 |
| Balentine LLC | 8,648 | $59.3 萬 | 0.02% | +4,626+115.0% | 加碼 |
| Element Wealth, LLC | 8,600 | $59.0 萬 | 0.45% | +44+0.5% | 加碼 |
| Western Wealth Management, LLC | 8,611 | $58.9 萬 | 0.06% | +8,611 | 新進 |
| 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 |
| Exane Derivatives | 8,573 | $58.8 萬 | 0.14% | +213+2.5% | 加碼 |
| KMG Fiduciary Partners, LLC | 8,554 | $58.7 萬 | 0.09% | +110+1.3% | 加碼 |
| Wealthcare Advisory Partners LLC | 8,541 | $58.6 萬 | 0.04% | −1,968−18.7% | 減碼 |
| 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 |
| 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 |
| Castleview Partners, LLC | 39,707 | $57.9 萬 | 0.00% | +39,707 | 新進 |
| 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 |
| 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 |
| Perpetual Investment Management Ltd | 8,384 | $57.5 萬 | 0.07% | 00.0% | 不變 |
| 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 |
| Asahi Life Asset Management Co., Ltd. | 8,360 | $57.3 萬 | 0.07% | +180+2.2% | 加碼 |
| 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 |
| 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 |
| 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 |
| Country Trust Bank | 8,212 | $56.3 萬 | 0.02% | −3,520−30.0% | 減碼 |
| West Family Investments, Inc. | 8,164 | $56.0 萬 | 0.16% | +4,350+114.1% | 加碼 |
| Premier Asset Management LLC | 8,131 | $55.8 萬 | 0.10% | −2,244−21.6% | 減碼 |
| Cadence Bank NA | 8,129 | $55.7 萬 | 0.15% | +76+0.9% | 加碼 |
| MEMBERS Trust Co | 8,093 | $55.5 萬 | 0.02% | 00.0% | 不變 |
| Beacon Financial Group | 8,126 | $55.4 萬 | 0.07% | −100−1.2% | 減碼 |
| 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 |
| 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 |
| 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 |
| MAI Capital Management | 7,947 | $54.5 萬 | 0.01% | +20+0.3% | 加碼 |
| Industrial Alliance Investment Management Inc. | 7,926 | $54.4 萬 | 0.01% | +7,926 | 新進 |
| 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 |
| United Capital Management of KS, Inc. | 7,906 | $54.2 萬 | 0.20% | −635−7.4% | 減碼 |
| Insight Inv LLC | 7,895 | $54.1 萬 | 0.50% | +7,895 | 新進 |
| Optimum Investment Advisors | 7,847 | $53.8 萬 | 0.21% | −820−9.5% | 減碼 |
| Bath Savings Trust Co | 7,817 | $53.6 萬 | 0.06% | +140+1.8% | 加碼 |
| Equitable Holdings, Inc. | 7,801 | $53.5 萬 | 0.01% | +7+0.1% | 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 |
| Ritholtz Wealth Management | 7,754 | $53.2 萬 | 0.03% | +575+8.0% | 加碼 |
| 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 |
| 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 |
| 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 |
| 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 |
| Independent Financial Group, LLC | 7,647 | $52.4 萬 | 0.04% | +980+14.7% | 加碼 |
| Aviance Capital Partners, LLC | 7,605 | $52.2 萬 | 0.09% | +7+0.1% | 加碼 |
| 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 |
| McLean Asset Management Corp | 7,635 | $51.7 萬 | 0.20% | −83−1.1% | 減碼 |
| Krane Funds Advisors LLC | 7,529 | $51.6 萬 | 0.01% | −1,498−16.6% | 減碼 |
| Brightworth | 7,503 | $51.5 萬 | 0.05% | +3,851+105.4% | 加碼 |
| Concord Wealth Partners | 7,489 | $51.4 萬 | 0.13% | +769+11.4% | 加碼 |
| Glenview Trust Co | 7,487 | $51.3 萬 | 0.02% | +196+2.7% | 加碼 |
| 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 |
| 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 |
| 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 |
| Baldwin Brothers Inc | 7,367 | $50.5 萬 | 0.05% | +250+3.5% | 加碼 |