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 |
|---|---|---|---|---|---|
| RFG Advisory, LLC | 85,789 | $588.3 萬 | 0.40% | +2,051+2.4% | 加碼 |
| Oregon Public Employees Retirement Fund | 85,719 | $587.9 萬 | 0.06% | −2,900−3.3% | 減碼 |
| Old Point Trust & Financial Services N A | 83,349 | $571.6 萬 | 2.30% | +548+0.7% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 83,174 | $570.4 萬 | 1.08% | +2,444+3.0% | 加碼 |
| Central Trust Co | 82,740 | $567.5 萬 | 0.16% | −1,872−2.2% | 減碼 |
| Schnieders Capital Management LLC | 82,404 | $565.1 萬 | 1.32% | +1,000+1.2% | 加碼 |
| Mariner, LLC | 82,240 | $564.0 萬 | 0.02% | +7,809+10.5% | 加碼 |
| Sky Investment Group LLC | 81,616 | $559.7 萬 | 1.13% | +290+0.4% | 加碼 |
| First Republic Investment Management, Inc. | 81,307 | $557.6 萬 | 0.01% | +2,079+2.6% | 加碼 |
| Monte Financial Group, LLC | 81,117 | $556.3 萬 | 2.93% | +14,194+21.2% | 加碼 |
| Atria Investments LLC | 80,939 | $555.1 萬 | 0.10% | +5,106+6.7% | 加碼 |
| Maryland State Retirement & Pension System | 80,678 | $553.3 萬 | 0.14% | 00.0% | 不變 |
| Allstate Corp | 80,644 | $553.1 萬 | 0.11% | +66,653+476.4% | 加碼 |
| Elo Mutual Pension Insurance Co | 80,394 | $551.3 萬 | 0.15% | +6,198+8.4% | 加碼 |
| Insight Folios Inc | 78,797 | $540.4 萬 | 2.53% | +2,184+2.9% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 78,045 | $535.2 萬 | 0.05% | −3,005−3.7% | 減碼 |
| McRae Capital Management Inc | 77,774 | $533.4 萬 | 1.11% | +3,360+4.5% | 加碼 |
| Orion Portfolio Solutions, LLC | 77,487 | $531.4 萬 | 0.18% | +1,605+2.1% | 加碼 |
| Oppenheimer & Co Inc | 76,980 | $528.0 萬 | 0.09% | +2,961+4.0% | 加碼 |
| Summit Global Investments | 75,801 | $519.8 萬 | 0.33% | +46,394+157.8% | 加碼 |
| Bokf, NA | 74,733 | $512.5 萬 | 0.08% | −996−1.3% | 減碼 |
| CIBC World Markets Inc. | 73,037 | $500.9 萬 | 0.02% | +4,809+7.0% | 加碼 |
| Neuberger Berman Group LLC | 82,677 | $497.7 萬 | 0.00% | −12,347−13.0% | 減碼 |
| Sigma Planning Corp | 72,449 | $496.9 萬 | 0.14% | +408+0.6% | 加碼 |
| Naples Global Advisors, LLC | 71,935 | $493.3 萬 | 0.57% | +519+0.7% | 加碼 |
| Moors & Cabot, Inc. | 71,515 | $490.4 萬 | 0.30% | +827+1.2% | 加碼 |
| Carson Advisory Inc. | 71,218 | $488.4 萬 | 4.95% | +71,218 | 新進 |
| Sciencast Management LP | 70,216 | $484.0 萬 | 0.85% | +58,072+478.2% | 加碼 |
| Chronos Wealth Management, LLC | 70,000 | $480.1 萬 | 2.91% | −293−0.4% | 減碼 |
| Holloway Wealth Management, LLC | – | $479.7 萬 | 1.37% | – | – |
| Walleye Capital LLC | 69,744 | $478.3 萬 | 0.16% | +69,744 | 新進 |
| TD Private Client Wealth LLC | 69,742 | $478.3 萬 | 0.20% | −8,322−10.7% | 減碼 |
| D. E. Shaw & Co., Inc. | 68,976 | $473.0 萬 | 0.01% | +11,820+20.7% | 加碼 |
| Clearbridge Investments, LLC | 68,820 | $472.0 萬 | 0.00% | −600−0.9% | 減碼 |
| Alerus Financial NA | 68,736 | $471.4 萬 | 0.38% | +27,383+66.2% | 加碼 |
| D.A. Davidson & Co. | 68,553 | $470.1 萬 | 0.05% | +1,795+2.7% | 加碼 |
| Institutional & Family Asset Management, LLC | 68,118 | $467.2 萬 | 0.73% | −2,477−3.5% | 減碼 |
| Crossmark Global Holdings, Inc. | 68,041 | $466.6 萬 | 0.10% | −2,330−3.3% | 減碼 |
| Birmingham Capital Management Co Inc | 67,500 | $462.9 萬 | 1.67% | −200−0.3% | 減碼 |
| Level Four Advisory Services, LLC | 67,149 | $460.5 萬 | 0.35% | +32,010+91.1% | 加碼 |
| IFG Advisory, LLC | 66,488 | $455.9 萬 | 0.44% | −1,600−2.3% | 減碼 |
| Xponance, Inc. | 66,433 | $455.6 萬 | 0.07% | +12,924+24.2% | 加碼 |
| Louisiana State Employees Retirement System | 66,400 | $455.4 萬 | 0.10% | +500+0.8% | 加碼 |
| New Mexico Educational Retirement Board | 64,687 | $443.6 萬 | 0.15% | −4,600−6.6% | 減碼 |
| Schaper Benz & Wise Investment Counsel Inc | 64,506 | $442.4 萬 | 0.36% | +330+0.5% | 加碼 |
| Kentucky Retirement Systems | 63,566 | $435.9 萬 | 0.18% | +997+1.6% | 加碼 |
| Anchor Investment Management, LLC | 63,184 | $433.3 萬 | 0.54% | −1,331−2.1% | 減碼 |
| Visionary Wealth Advisors | 63,187 | $433.3 萬 | 0.36% | +4,190+7.1% | 加碼 |
| Stratos Wealth Advisors, LLC | 63,162 | $433.2 萬 | 0.31% | +478+0.8% | 加碼 |
| KBC Group NV | 62,855 | $431.1 萬 | 0.01% | −57,564−47.8% | 減碼 |
| Aigen Investment Management, LP | 64,008 | $428.9 萬 | 0.26% | +64,008 | 新進 |
| Daiwa Securities Group Inc. | 62,061 | $425.6 萬 | 0.03% | +1,326+2.2% | 加碼 |
| Albion Financial Group | 61,828 | $424.0 萬 | 0.34% | +3,272+5.6% | 加碼 |
| Community Bank & Trust, Waco, Texas | 61,613 | $422.5 萬 | 1.24% | +2,900+4.9% | 加碼 |
| Money Concepts Capital Corp | 61,157 | $419.4 萬 | 0.35% | +61,157 | 新進 |
| Telos Capital Management, Inc. | 60,927 | $417.8 萬 | 0.52% | +650+1.1% | 加碼 |
| Nordea Investment Management AB | 60,655 | $414.5 萬 | 0.00% | 00.0% | 不變 |
| Andra AP-fonden | 60,400 | $414.2 萬 | 0.08% | +4,800+8.6% | 加碼 |
| Wesbanco Bank Inc | 60,356 | $414.0 萬 | 0.15% | −1,290−2.1% | 減碼 |
| Shilanski & Associates, Inc. | 60,043 | $411.8 萬 | 1.76% | +519+0.9% | 加碼 |
| Siemens Fonds Invest GmbH | 60,076 | $410.7 萬 | 0.27% | −6,491−9.8% | 減碼 |
| Advisors Asset Management, Inc. | 59,687 | $409.3 萬 | 0.06% | −2,156−3.5% | 減碼 |
| Bridge Creek Capital Management LLC | 59,565 | $408.5 萬 | 1.40% | −150.0% | 減碼 |
| Steward Partners Investment Advisory, LLC | 59,316 | $406.8 萬 | 0.06% | −729−1.2% | 減碼 |
| Woodley Farra Manion Portfolio Management Inc | 59,206 | $406.0 萬 | 0.28% | +4,492+8.2% | 加碼 |
| NewSquare Capital LLC | 58,960 | $404.3 萬 | 0.43% | +6,273+11.9% | 加碼 |
| Baugh & Associates, LLC | 58,824 | $403.4 萬 | 2.23% | 00.0% | 不變 |
| Glenmede Trust Co NA | 58,358 | $400.1 萬 | 0.02% | −3,131−5.1% | 減碼 |
| Avantax Advisory Services, Inc. | 57,997 | $397.8 萬 | 0.06% | +1,135+2.0% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 57,457 | $394.0 萬 | 0.18% | +2,711+5.0% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 56,874 | $390.0 萬 | 0.24% | +1,428+2.6% | 加碼 |
| Stratos Wealth Partners, LTD. | 56,537 | $387.7 萬 | 0.09% | +2,852+5.3% | 加碼 |
| Zions Bancorporation, N.A. | 56,383 | $386.7 萬 | 0.34% | +3,537+6.7% | 加碼 |
| Private Asset Management Inc | 56,086 | $384.6 萬 | 0.47% | −1,310−2.3% | 減碼 |
| Pacer Advisors, Inc. | 56,041 | $384.3 萬 | 0.04% | −40,393−41.9% | 減碼 |
| Goelzer Investment Management, Inc. | 54,738 | $375.4 萬 | 0.31% | +202+0.4% | 加碼 |
| Rench Wealth Management, Inc. | 54,622 | $374.6 萬 | 1.69% | −161−0.3% | 減碼 |
| Shelton Capital Management | 54,422 | $373.2 萬 | 0.13% | +161+0.3% | 加碼 |
| Prospera Financial Services Inc | 53,922 | $369.9 萬 | 0.16% | +2,152+4.2% | 加碼 |
| Richard Bernstein Advisors LLC | 53,647 | $367.9 萬 | 0.07% | +53,647 | 新進 |
| Two Sigma Investments, LP | 53,230 | $365.1 萬 | 0.01% | −387,857−87.9% | 減碼 |
| NN Investment Partners Holdings N.V. | 52,896 | $362.7 萬 | 0.02% | −14,300−21.3% | 減碼 |
| Fulton Bank, N.A. | 51,892 | $355.9 萬 | 0.16% | +830+1.6% | 加碼 |
| Roosevelt Investment Group LLC | 51,321 | $352.0 萬 | 0.19% | +11,377+28.5% | 加碼 |
| Coastal Bridge Advisors, LLC | 53,994 | $352.0 萬 | 0.73% | +25,773+91.3% | 加碼 |
| Sugarloaf Wealth Management, LLC | 51,048 | $350.1 萬 | 0.83% | +52+0.1% | 加碼 |
| First National Trust Co | 50,530 | $346.6 萬 | 0.18% | +572+1.1% | 加碼 |
| Tiaa, FSB | 49,915 | $342.3 萬 | 0.01% | +267+0.5% | 加碼 |
| GWM Advisors LLC | 49,704 | $340.9 萬 | 0.05% | +16,457+49.5% | 加碼 |
| City Holding Co | 52,603 | $340.7 萬 | 0.57% | −2,695−4.9% | 減碼 |
| Simplex Trading, LLC | 49,500 | $339.4 萬 | 0.11% | +38,761+360.9% | 加碼 |
| Canandaigua National Corp | 49,055 | $336.4 萬 | 0.50% | −233−0.5% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 48,361 | $331.7 萬 | 1.10% | +6,406+15.3% | 加碼 |
| Palisade Asset Management, LLC | 47,799 | $327.8 萬 | 0.37% | 00.0% | 不變 |
| Northwestern Mutual Investment Management Company, LLC | 47,678 | $327.0 萬 | 0.06% | −413−0.9% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 47,700 | $326.0 萬 | 0.00% | 00.0% | 不變 |
| Dixon Hubard Feinour & Brown Inc | 47,349 | $324.7 萬 | 0.31% | −161−0.3% | 減碼 |
| Ellsworth Advisors, LLC | 47,162 | $323.4 萬 | 1.20% | +9,896+26.6% | 加碼 |
| All Terrain Financial Advisors, LLC | 46,969 | $322.1 萬 | 1.37% | +455+1.0% | 加碼 |
| Spire Wealth Management | 46,774 | $320.8 萬 | 0.07% | +29,783+175.3% | 加碼 |