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。
2022 年第 1 季 13F 持有人
Southern Co 在 2022/3/31 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
- 1,700
- 較 2021 年第 4 季 +71 家
- 持有股數
- 6.53 億
- 較 2021 年第 4 季 +1,287 萬 (+2.0%)
- 總市值
- $473.3 億
- 較 2021 年第 4 季 +$34.5 億 (+7.9%)
- 新進機構
- 154
- 另有 665 家加碼
- 清倉機構
- 83
- 另有 586 家減碼
另有 25 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Crossvault Capital Management LLC | 5,575 | $40.4 萬 | 0.13% | +100+1.8% | 加碼 |
| Donald L. Hagan, LLC | 5,581 | $40.5 萬 | 0.23% | 00.0% | 不變 |
| Laidlaw Wealth Management LLC | 5,595 | $40.6 萬 | 0.07% | +72+1.3% | 加碼 |
| Toews Corp | 5,600 | $40.6 萬 | 0.07% | +5,600 | 新進 |
| Pinnacle Wealth Management Group, Inc. | 5,614 | $40.7 萬 | 0.31% | 00.0% | 不變 |
| Schmidt P J Investment Management Inc | 5,555 | $40.8 萬 | 0.09% | 00.0% | 不變 |
| King Luther Capital Management Corp | 5,633 | $40.8 萬 | 0.00% | +231+4.3% | 加碼 |
| 1620 Investment Advisors, Inc. | 5,961 | $40.9 萬 | 0.45% | 00.0% | 不變 |
| Carroll Investors, Inc | 5,686 | $40.9 萬 | 0.26% | 00.0% | 不變 |
| Americana Partners, LLC | 5,760 | $41.1 萬 | 0.13% | +5,760 | 新進 |
| LifePro Asset Management | 5,678 | $41.2 萬 | 0.15% | 00.0% | 不變 |
| Wealthsource Partners, LLC | 5,713 | $41.4 萬 | 0.03% | −1,939−25.3% | 減碼 |
| Heritage Investors Management Corp | 5,717 | $41.5 萬 | 0.02% | −200−3.4% | 減碼 |
| Affinity Wealth Management LLC | 5,487 | $41.6 萬 | 0.08% | 00.0% | 不變 |
| Continuum Advisory, LLC | 5,665 | $41.6 萬 | 0.08% | +1,770+45.4% | 加碼 |
| Abound Wealth Management | 5,742 | $41.6 萬 | 0.30% | +361+6.7% | 加碼 |
| Premier Asset Management LLC | 5,757 | $41.7 萬 | 0.13% | −2,374−29.2% | 減碼 |
| Van Hulzen Asset Management, LLC | 5,754 | $41.7 萬 | 0.04% | 00.0% | 不變 |
| Bienville Capital Management, LLC | 5,750 | $41.7 萬 | 0.21% | 00.0% | 不變 |
| Schechter Investment Advisors, LLC | 5,753 | $41.7 萬 | 0.04% | +612+11.9% | 加碼 |
| Gratus Capital LLC | 5,748 | $41.7 萬 | 0.04% | +677+13.4% | 加碼 |
| MUFG Americas Holdings Corp | 5,764 | $41.8 萬 | 0.01% | +176+3.1% | 加碼 |
| BCR Wealth Strategies, LLC | 5,769 | $41.8 萬 | 0.40% | +2,066+55.8% | 加碼 |
| Relative Value Partners Group, LLC | 5,773 | $41.9 萬 | 0.03% | +5,773 | 新進 |
| St Germain D J Co Inc | 5,791 | $42.0 萬 | 0.02% | 00.0% | 不變 |
| Joel Isaacson & Co., LLC | 5,537 | $42.0 萬 | 0.03% | +15+0.3% | 加碼 |
| Kalos Management, Inc. | 5,792 | $42.0 萬 | 0.29% | +793+15.9% | 加碼 |
| Lee Danner & Bass Inc | 5,859 | $42.5 萬 | 0.04% | −11−0.2% | 減碼 |
| Bridges Investment Management Inc | 5,850 | $42.5 萬 | 0.01% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 5,856 | $42.5 萬 | 0.03% | +181+3.2% | 加碼 |
| XML Financial, LLC | 5,904 | $42.8 萬 | 0.05% | +205+3.6% | 加碼 |
| Sawyer & Company, Inc | 5,937 | $43.0 萬 | 0.19% | −315−5.0% | 減碼 |
| Xcel Wealth Management, LLC | 5,924 | $43.0 萬 | 0.12% | +150+2.6% | 加碼 |
| Glen Eagle Advisors, LLC | 5,941 | $43.1 萬 | 0.11% | 00.0% | 不變 |
| Cozad Asset Management Inc | 5,951 | $43.1 萬 | 0.06% | +1,819+44.0% | 加碼 |
| Duncker Streett & Co Inc | 5,960 | $43.2 萬 | 0.09% | 00.0% | 不變 |
| Meristem Family Wealth, LLC | 5,967 | $43.3 萬 | 0.05% | −71−1.2% | 減碼 |
| Cornerstone Wealth Management, LLC | 5,990 | $43.4 萬 | 0.04% | −697−10.4% | 減碼 |
| Charter Trust Co | 5,995 | $43.5 萬 | 0.04% | −445−6.9% | 減碼 |
| Baker Boyer National Bank | 6,000 | $43.5 萬 | 0.21% | 00.0% | 不變 |
| Schulhoff & Co Inc | 6,000 | $43.5 萬 | 0.18% | 00.0% | 不變 |
| Summit Asset Management, LLC | 6,002 | $43.5 萬 | 0.12% | +70+1.2% | 加碼 |
| Mathes Company, Inc. | 6,000 | $43.5 萬 | 0.17% | +100+1.7% | 加碼 |
| Acorn Financial Advisory Services Inc | 6,026 | $43.7 萬 | 0.09% | −722−10.7% | 減碼 |
| SNS Financial Group, LLC | 6,021 | $43.7 萬 | 0.05% | +36+0.6% | 加碼 |
| Longfellow Investment Management Co LLC | 6,029 | $43.8 萬 | 0.07% | −5,250−46.5% | 減碼 |
| Hanson & Doremus Investment Management | 6,044 | $43.8 萬 | 0.09% | 00.0% | 不變 |
| NFP Retirement, Inc. | 6,126 | $44.4 萬 | 0.11% | +6,126 | 新進 |
| ACG Wealth | 6,134 | $44.5 萬 | 0.08% | −2,612−29.9% | 減碼 |
| Wagner Wealth Management, LLC | 6,169 | $44.7 萬 | 0.31% | +13+0.2% | 加碼 |
| Formidable Asset Management, LLC | 6,184 | $44.8 萬 | 0.09% | 00.0% | 不變 |
| Telemus Capital, LLC | 6,194 | $44.9 萬 | 0.04% | −663−9.7% | 減碼 |
| Sunflower Bank, N.A. | 6,219 | $45.1 萬 | 0.06% | −588−8.6% | 減碼 |
| First Citizens Bank & Trust Co | 6,271 | $45.5 萬 | 0.02% | +806+14.7% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 6,296 | $45.7 萬 | 0.04% | +337+5.7% | 加碼 |
| Chicago Capital, LLC | 6,306 | $45.7 萬 | 0.02% | +10.0% | 加碼 |
| Shulman DeMeo Asset Management LLC | 6,303 | $45.7 萬 | 0.13% | +562+9.8% | 加碼 |
| Brighton Jones LLC | 6,339 | $45.9 萬 | 0.02% | +513+8.8% | 加碼 |
| Fayez Sarofim & Co | 6,358 | $46.1 萬 | 0.00% | 00.0% | 不變 |
| Jackson Hole Capital Partners, LLC | 6,390 | $46.3 萬 | 0.13% | −131−2.0% | 減碼 |
| Baldwin Investment Management, LLC | 6,465 | $46.9 萬 | 0.13% | 00.0% | 不變 |
| First Command Financial Services, Inc. | 6,477 | $47.0 萬 | 0.06% | 00.0% | 不變 |
| First Command Bank | 6,477 | $47.0 萬 | 0.06% | 00.0% | 不變 |
| Covington Capital Management | 6,503 | $47.2 萬 | 0.02% | −10−0.2% | 減碼 |
| Aldebaran Financial Inc. | 6,533 | $47.4 萬 | 0.39% | −317−4.6% | 減碼 |
| Cross Staff Investments Inc | 6,535 | $47.4 萬 | 0.44% | 00.0% | 不變 |
| Greylin Investment Mangement Inc | 6,575 | $47.7 萬 | 0.08% | −300−4.4% | 減碼 |
| Trust Co of Toledo NA | 6,589 | $47.8 萬 | 0.07% | 00.0% | 不變 |
| Parallel Advisors, LLC | 6,593 | $47.8 萬 | 0.02% | +1,041+18.8% | 加碼 |
| Verus Financial Partners, Inc. | 6,345 | $47.9 萬 | 0.07% | +440+7.5% | 加碼 |
| Davy Global Fund Management Ltd | 6,621 | $48.0 萬 | 0.08% | −465−6.6% | 減碼 |
| Equitable Trust Co | 6,638 | $48.2 萬 | 0.03% | +1,569+31.0% | 加碼 |
| Mark Sheptoff Financial Planning, LLC | 6,675 | $48.4 萬 | 0.24% | +500+8.1% | 加碼 |
| Valley Brook Capital Group | 6,712 | $48.6 萬 | 0.42% | +20.0% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 6,718 | $48.7 萬 | 0.27% | +2,875+74.8% | 加碼 |
| Mechanics Financial Corp | 6,726 | $48.8 萬 | 0.25% | 00.0% | 不變 |
| IVC Wealth Advisors LLC | 6,796 | $49.3 萬 | 0.32% | +171+2.6% | 加碼 |
| Cohen Investment Advisors LLC | 6,832 | $49.5 萬 | 0.37% | +70+1.0% | 加碼 |
| Keystone Financial Planning, Inc. | 6,860 | $49.7 萬 | 0.17% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 6,853 | $49.7 萬 | 0.02% | +90+1.3% | 加碼 |
| Investment Management of Virginia LLC | 6,859 | $49.7 萬 | 0.09% | +190+2.8% | 加碼 |
| Marcum Wealth, LLC | 6,865 | $49.8 萬 | 0.07% | +1,360+24.7% | 加碼 |
| Arete Wealth Advisors, LLC | 6,886 | $49.9 萬 | 0.04% | +619+9.9% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 6,890 | $50.0 萬 | 0.12% | 00.0% | 不變 |
| Marietta Wealth Management, LLC | 6,892 | $50.0 萬 | 0.10% | 00.0% | 不變 |
| Principal Street Partners, LLC | 6,908 | $50.1 萬 | 0.11% | +124+1.8% | 加碼 |
| Frontier Wealth Management LLC | 6,636 | $50.1 萬 | 0.01% | +10.0% | 加碼 |
| Camden Capital, LLC | 6,920 | $50.2 萬 | 0.11% | −8,098−53.9% | 減碼 |
| Scotia Capital Inc. | 6,936 | $50.3 萬 | 0.00% | −116−1.6% | 減碼 |
| Lathrop Investment Management Corp | 6,970 | $50.5 萬 | 0.11% | −100−1.4% | 減碼 |
| Thoroughbred Financial Services, LLC | 6,976 | $50.5 萬 | 0.08% | +764+12.3% | 加碼 |
| Ahrens Investment Partners LLC | 7,012 | $50.8 萬 | 0.16% | 00.0% | 不變 |
| David J Yvars Group | 7,017 | $50.9 萬 | 0.35% | +4+0.1% | 加碼 |
| City State Bank | 7,035 | $51.0 萬 | 0.31% | 00.0% | 不變 |
| Wealth Alliance Advisory Group, LLC | 7,042 | $51.1 萬 | 0.22% | 00.0% | 不變 |
| MKT Advisors LLC | 6,879 | $51.1 萬 | 0.39% | +95+1.4% | 加碼 |
| Northwest Bancshares, Inc. | 7,086 | $51.4 萬 | 0.10% | −9,043−56.1% | 減碼 |
| Arden Trust Co | 7,105 | $51.5 萬 | 0.10% | −7,569−51.6% | 減碼 |
| LCNB Corp | 7,118 | $51.6 萬 | 0.24% | −125−1.7% | 減碼 |
| Lowe Brockenbrough & Co Inc | 7,131 | $51.7 萬 | 0.04% | +806+12.7% | 加碼 |