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 |
|---|---|---|---|---|---|
| Montecito Bank & Trust | 9,026 | $65.5 萬 | 0.12% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 9,037 | $65.5 萬 | 0.06% | +13+0.1% | 加碼 |
| GPS Wealth Strategies Group, LLC | 9,036 | $65.5 萬 | 0.15% | +279+3.2% | 加碼 |
| Guardian Wealth Advisors, LLC | 9,030 | $65.5 萬 | 0.28% | +9,030 | 新進 |
| Wells Trecaso Financial Group, LLC | 9,055 | $65.7 萬 | 0.29% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 9,060 | $65.7 萬 | 0.04% | +519+6.1% | 加碼 |
| Caldwell Trust Co | 9,111 | $66.1 萬 | 0.08% | −1,173−11.4% | 減碼 |
| Jones Financial Companies LLLP | 9,184 | $66.6 萬 | 0.00% | +1,896+26.0% | 加碼 |
| Alpha Cubed Investments, LLC | 9,193 | $66.7 萬 | 0.04% | −250−2.6% | 減碼 |
| Ancora Advisors, LLC | 9,207 | $66.8 萬 | 0.02% | −536−5.5% | 減碼 |
| Financial Advocates Investment Management | 9,221 | $66.9 萬 | 0.04% | −267−2.8% | 減碼 |
| Smith Chas P & Associates Pa Cpas | 9,241 | $67.0 萬 | 0.05% | +75+0.8% | 加碼 |
| Clark Financial Advisors | 9,252 | $67.1 萬 | 0.63% | 00.0% | 不變 |
| Essex Savings Bank | 9,254 | $67.1 萬 | 0.22% | +1,840+24.8% | 加碼 |
| AlphaCrest Capital Management LLC | 9,247 | $67.1 萬 | 0.04% | +5,886+175.1% | 加碼 |
| Jmac Enterprises LLC | 9,302 | $67.4 萬 | 0.16% | +30.0% | 加碼 |
| Eagle Strategies LLC | 9,306 | $67.5 萬 | 0.26% | +42+0.5% | 加碼 |
| LVZ Advisors, Inc. | 9,303 | $67.5 萬 | 0.09% | +329+3.7% | 加碼 |
| Conning Inc. | 9,394 | $68.1 萬 | 0.02% | −1,150−10.9% | 減碼 |
| Congress Asset Management Co | 9,385 | $68.1 萬 | 0.01% | −100−1.1% | 減碼 |
| Community Bank, N.A. | 9,444 | $68.5 萬 | 0.08% | −9,254−49.5% | 減碼 |
| GoalVest Advisory LLC | 9,449 | $68.5 萬 | 0.39% | +9,449 | 新進 |
| Benin Management CORP | 9,462 | $68.6 萬 | 0.21% | 00.0% | 不變 |
| M Holdings Securities, Inc. | 9,464 | $68.6 萬 | 0.05% | +9,464 | 新進 |
| Insight Inv LLC | 9,490 | $68.8 萬 | 0.62% | +1,595+20.2% | 加碼 |
| Versor Investments LP | 9,529 | $69.1 萬 | 0.03% | +5,629+144.3% | 加碼 |
| Paces Ferry Wealth Advisors, LLC | 9,587 | $69.5 萬 | 0.55% | +5+0.1% | 加碼 |
| Verity Asset Management, Inc. | 9,592 | $69.6 萬 | 0.44% | +1,196+14.2% | 加碼 |
| Bradley Foster & Sargent Inc | 9,631 | $69.8 萬 | 0.01% | −231−2.3% | 減碼 |
| Simplicity Wealth,LLC | 9,634 | $69.9 萬 | 0.68% | 00.0% | 不變 |
| Gilbert & Cook, Inc. | 9,651 | $70.0 萬 | 0.11% | +292+3.1% | 加碼 |
| Valeo Financial Advisors, LLC | 9,677 | $70.2 萬 | 0.04% | +2,991+44.7% | 加碼 |
| Eastover Investment Advisors LLC | 9,729 | $70.5 萬 | 0.37% | +9,729 | 新進 |
| People's United Financial, Inc. | 9,793 | $71.0 萬 | 0.02% | −662−6.3% | 減碼 |
| Acorn Wealth Advisors, LLC | 9,833 | $71.3 萬 | 0.49% | +84+0.9% | 加碼 |
| Archford Capital Strategies, LLC | 9,611 | $71.5 萬 | 0.16% | +1,915+24.9% | 加碼 |
| Zeke Capital Advisors, LLC | 9,861 | $71.5 萬 | 0.04% | +9,861 | 新進 |
| Sunburst Financial Group, LLC | 9,881 | $71.6 萬 | 0.35% | −302−3.0% | 減碼 |
| EPG Wealth Management LLC | 9,887 | $71.7 萬 | 0.25% | +960+10.8% | 加碼 |
| Denali Advisors LLC | 9,900 | $71.8 萬 | 0.28% | −700−6.6% | 減碼 |
| Burke & Herbert Bank & Trust Co | 9,892 | $71.8 萬 | 0.46% | +1,180+13.5% | 加碼 |
| Marco Investment Management LLC | 9,920 | $71.9 萬 | 0.07% | 00.0% | 不變 |
| Franklin Street Advisors Inc | 10,033 | $72.7 萬 | 0.06% | +27+0.3% | 加碼 |
| Clarius Group, LLC | 10,612 | $72.8 萬 | 0.06% | 00.0% | 不變 |
| Beaumont Financial Partners, LLC | 10,072 | $73.0 萬 | 0.06% | −79−0.8% | 減碼 |
| Sand Hill Global Advisors, LLC | 10,066 | $73.0 萬 | 0.04% | +10,066 | 新進 |
| Sunbelt Securities, Inc. | 10,093 | $73.2 萬 | 0.13% | −989−8.9% | 減碼 |
| Arrow Financial Corp | 10,140 | $73.5 萬 | 0.09% | 00.0% | 不變 |
| Wrapmanager Inc | 10,140 | $73.5 萬 | 0.20% | +88+0.9% | 加碼 |
| Palladium Partners LLC | 10,130 | $73.5 萬 | 0.03% | +144+1.4% | 加碼 |
| Quadrature Capital Ltd | 10,149 | $73.6 萬 | 0.03% | −5,848−36.6% | 減碼 |
| St. Johns Investment Management Company, LLC | 10,149 | $73.6 萬 | 0.39% | +137+1.4% | 加碼 |
| Accurate Wealth Management, LLC | 10,147 | $73.6 萬 | 0.33% | +792+8.5% | 加碼 |
| Graves-Light Private Wealth Management, Inc. | 10,157 | $73.7 萬 | 0.10% | 00.0% | 不變 |
| Roberts Glore & Co Inc | 10,189 | $73.9 萬 | 0.21% | −584−5.4% | 減碼 |
| Red Wave Investments LLC | 10,216 | $74.1 萬 | 0.26% | +3,995+64.2% | 加碼 |
| Traverso Chambers Private Wealth Management, LLC | 10,241 | $74.3 萬 | 0.22% | +76+0.7% | 加碼 |
| B. Riley Wealth Management, Inc. | 10,321 | $74.8 萬 | 0.06% | −2,993−22.5% | 減碼 |
| Cornerstone Management, Inc. | 10,329 | $74.9 萬 | 0.18% | +10.0% | 加碼 |
| Monetary Management Group Inc | 10,376 | $75.2 萬 | 0.20% | 00.0% | 不變 |
| Change Path, LLC | 10,365 | $75.2 萬 | 0.04% | +1,535+17.4% | 加碼 |
| Element Capital Management LLC | 10,391 | $75.3 萬 | 0.38% | +10,391 | 新進 |
| Successful Portfolios LLC | 10,424 | $75.6 萬 | 0.43% | +75+0.7% | 加碼 |
| Silver Oak Securities, Inc | 10,097 | $75.8 萬 | 0.15% | +10,097 | 新進 |
| Virtu Financial LLC | 10,512 | $76.2 萬 | 0.06% | +10,512 | 新進 |
| Nwam LLC | 10,522 | $76.3 萬 | 0.06% | +1,838+21.2% | 加碼 |
| First Dallas Securities Inc. | 10,574 | $76.7 萬 | 0.43% | −250−2.3% | 減碼 |
| First National Corp | 10,650 | $77.2 萬 | 0.16% | −192−1.8% | 減碼 |
| Jackson Thornton Asset Management, LLC | 10,690 | $77.5 萬 | 0.20% | +227+2.2% | 加碼 |
| First Farmers & Merchants Bank / Trust | 10,697 | $77.6 萬 | 0.83% | −977−8.4% | 減碼 |
| Exane Derivatives | 10,744 | $77.9 萬 | 0.22% | +2,171+25.3% | 加碼 |
| Greenleaf Trust | 10,740 | $77.9 萬 | 0.01% | +804+8.1% | 加碼 |
| Fiduciary Trust Co | 10,793 | $78.2 萬 | 0.01% | −480−4.3% | 減碼 |
| Linscomb & Williams, Inc. | 10,782 | $78.2 萬 | 0.04% | +200+1.9% | 加碼 |
| Vident Investment Advisory, LLC | 10,799 | $78.4 萬 | 0.02% | −482−4.3% | 減碼 |
| Atlas Brown,Inc. | 10,809 | $78.4 萬 | 0.32% | −13−0.1% | 減碼 |
| Valmark Advisers, Inc. | 10,819 | $78.4 萬 | 0.01% | +1,005+10.2% | 加碼 |
| Advisor OS, LLC | 10,883 | $79.0 萬 | 0.23% | +3,325+44.0% | 加碼 |
| Henshaw Capital LLC | 10,940 | $79.3 萬 | 0.05% | −1,348−11.0% | 減碼 |
| Sawtooth Solutions, LLC | 10,963 | $79.5 萬 | 0.10% | +2,743+33.4% | 加碼 |
| Bartlett & Co. LLC | 11,023 | $79.9 萬 | 0.01% | +15+0.1% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 11,023 | $79.9 萬 | 0.01% | +15+0.1% | 加碼 |
| Virtue Capital Management, LLC | 11,093 | $80.4 萬 | 0.13% | +2,720+32.5% | 加碼 |
| Diversified Trust Co | 11,108 | $80.5 萬 | 0.03% | −2,966−21.1% | 減碼 |
| Chesley Taft & Associates LLC | 10,652 | $80.5 萬 | 0.05% | 00.0% | 不變 |
| High Net Worth Advisory Group LLC | 11,124 | $80.7 萬 | 0.29% | 00.0% | 不變 |
| Comerica Securities,inc. | 11,123 | $80.7 萬 | 0.05% | +24+0.2% | 加碼 |
| Farmers Trust Co | 11,217 | $81.3 萬 | 0.17% | −253−2.2% | 減碼 |
| Summit Financial Group Inc | 11,218 | $81.4 萬 | 0.28% | −200−1.8% | 減碼 |
| EverSource Wealth Advisors, LLC | 11,272 | $81.7 萬 | 0.21% | +651+6.1% | 加碼 |
| Allred Capital Management, LLC | 11,405 | $82.6 萬 | 0.44% | −79−0.7% | 減碼 |
| Juncture Wealth Strategies, LLC | 11,411 | $82.7 萬 | 0.39% | −200−1.7% | 減碼 |
| Checchi Capital Advisers, LLC | 11,425 | $82.8 萬 | 0.09% | +272+2.4% | 加碼 |
| Silverlake Wealth Management LLC | 11,431 | $82.9 萬 | 0.47% | +35+0.3% | 加碼 |
| Nicollet Investment Management, Inc. | 11,461 | $83.1 萬 | 0.37% | 00.0% | 不變 |
| Aberdeen Wealth Management LLC | 11,541 | $83.7 萬 | 0.57% | +50.0% | 加碼 |
| L.M. Kohn & Company | 11,535 | $83.7 萬 | 0.32% | +11,535 | 新進 |
| Global Retirement Partners, LLC | 11,065 | $83.8 萬 | 0.07% | +11,065 | 新進 |
| Centre Asset Management, LLC | 11,570 | $83.9 萬 | 0.27% | −53−0.5% | 減碼 |
| Palumbo Wealth Management LLC | 11,589 | $84.0 萬 | 0.54% | +233+2.1% | 加碼 |