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。
2022 年第 2 季 13F 持有人
Southern Co 在 2022/6/30 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
- 1,683
- 較 2022 年第 1 季 +5 家
- 持有股數
- 6.61 億
- 較 2022 年第 1 季 +1,207 萬 (+1.9%)
- 總市值
- $471.5 億
- 較 2022 年第 1 季 +$1.28 億 (+0.3%)
- 新進機構
- 101
- 另有 705 家加碼
- 清倉機構
- 96
- 另有 563 家減碼
另有 22 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 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 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Simplicity Wealth,LLC | 9,634 | $68.7 萬 | 1.00% | 00.0% | 不變 |
| Infrastructure Capital Advisors, LLC | 9,784 | $69.7 萬 | 0.14% | +9,784 | 新進 |
| St. Johns Investment Management Company, LLC | 9,800 | $69.9 萬 | 0.44% | −349−3.4% | 減碼 |
| Sunburst Financial Group, LLC | 9,796 | $69.9 萬 | 0.34% | −85−0.9% | 減碼 |
| EPG Wealth Management LLC | 9,817 | $70.0 萬 | 0.30% | −70−0.7% | 減碼 |
| Exchange Traded Concepts, LLC | 9,843 | $70.2 萬 | 0.02% | +1,048+11.9% | 加碼 |
| Zeke Capital Advisors, LLC | 9,855 | $70.3 萬 | 0.05% | −6−0.1% | 減碼 |
| Archford Capital Strategies, LLC | 9,857 | $70.3 萬 | 0.18% | +246+2.6% | 加碼 |
| Burke & Herbert Bank & Trust Co | 9,892 | $70.5 萬 | 0.53% | 00.0% | 不變 |
| MAI Capital Management | 9,939 | $70.9 萬 | 0.01% | +2,583+35.1% | 加碼 |
| Silver Oak Securities, Inc | 9,793 | $71.0 萬 | 0.16% | −304−3.0% | 減碼 |
| Franklin Street Advisors Inc | 9,966 | $71.1 萬 | 0.07% | −67−0.7% | 減碼 |
| Coldstream Capital Management Inc | 9,972 | $71.1 萬 | 0.03% | +1,377+16.0% | 加碼 |
| Peak Planning Group, LLC | 9,978 | $71.2 萬 | 0.60% | +9,978 | 新進 |
| Warberg Asset Management LLC | 10,000 | $71.3 萬 | 0.24% | +10,000 | 新進 |
| Gilbert & Cook, Inc. | 10,043 | $71.6 萬 | 0.13% | +392+4.1% | 加碼 |
| Sunbelt Securities, Inc. | 10,100 | $72.0 萬 | 0.15% | +7+0.1% | 加碼 |
| Krane Funds Advisors LLC | 10,121 | $72.2 萬 | 0.03% | +2,645+35.4% | 加碼 |
| Arrow Financial Corp | 10,140 | $72.3 萬 | 0.10% | 00.0% | 不變 |
| Graves-Light Private Wealth Management, Inc. | 10,158 | $72.4 萬 | 0.11% | +10.0% | 加碼 |
| Roberts Glore & Co Inc | 10,164 | $72.5 萬 | 0.24% | −25−0.2% | 減碼 |
| Accurate Wealth Management, LLC | 10,154 | $72.5 萬 | 0.39% | +7+0.1% | 加碼 |
| Beaumont Financial Partners, LLC | 10,272 | $73.3 萬 | 0.07% | +200+2.0% | 加碼 |
| Fiduciary Trust Co | 10,293 | $73.4 萬 | 0.02% | −500−4.6% | 減碼 |
| Cornerstone Management, Inc. | 10,331 | $73.7 萬 | 0.19% | +20.0% | 加碼 |
| Shikiar Asset Management Inc | 10,350 | $73.8 萬 | 0.28% | −2,500−19.5% | 減碼 |
| Perigon Wealth Management, LLC | 10,354 | $73.8 萬 | 0.06% | +2,026+24.3% | 加碼 |
| Monetary Management Group Inc | 10,376 | $74.0 萬 | 0.23% | 00.0% | 不變 |
| Trexquant Investment LP | 10,420 | $74.3 萬 | 0.03% | −22,452−68.3% | 減碼 |
| Successful Portfolios LLC | 10,419 | $74.3 萬 | 0.50% | −50.0% | 減碼 |
| Cornercap Investment Counsel Inc | 10,453 | $74.5 萬 | 0.13% | −5,398−34.1% | 減碼 |
| Financial Advocates Investment Management | 10,480 | $74.8 萬 | 0.06% | +1,259+13.7% | 加碼 |
| BancorpSouth Bank | 10,505 | $74.9 萬 | 0.11% | −1,573−13.0% | 減碼 |
| Firethorn Wealth Partners, LLC | 9,763 | $74.9 萬 | 0.61% | +1,459+17.6% | 加碼 |
| Bayesian Capital Management, LP | 10,527 | $75.1 萬 | 0.14% | −26,473−71.5% | 減碼 |
| Allred Capital Management, LLC | 10,562 | $75.3 萬 | 0.47% | −843−7.4% | 減碼 |
| Traverso Chambers Private Wealth Management, LLC | 10,555 | $75.3 萬 | 0.25% | +314+3.1% | 加碼 |
| First Dallas Securities Inc. | 10,575 | $75.4 萬 | 0.51% | +10.0% | 加碼 |
| Alpha Cubed Investments, LLC | 10,677 | $76.1 萬 | 0.06% | +1,484+16.1% | 加碼 |
| Chesley Taft & Associates LLC | 10,688 | $76.2 萬 | 0.05% | +36+0.3% | 加碼 |
| Fund Management at Engine No. 1 LLC | 10,730 | $76.5 萬 | 0.20% | +1,758+19.6% | 加碼 |
| Jackson Thornton Asset Management, LLC | 10,741 | $76.6 萬 | 0.22% | +51+0.5% | 加碼 |
| Valmark Advisers, Inc. | 10,773 | $76.8 萬 | 0.01% | −46−0.4% | 減碼 |
| Great Valley Advisor Group, Inc. | 10,779 | $76.9 萬 | 0.04% | +1,751+19.4% | 加碼 |
| FDx Advisors, Inc. | 10,826 | $77.2 萬 | 0.03% | −902−7.7% | 減碼 |
| Clarius Group, LLC | 10,821 | $77.2 萬 | 0.08% | +209+2.0% | 加碼 |
| AlphaCrest Capital Management LLC | 10,822 | $77.2 萬 | 0.04% | +1,575+17.0% | 加碼 |
| Connectus Wealth, LLC | 10,826 | $77.2 萬 | 0.02% | +7,716+248.1% | 加碼 |
| Atlas Brown,Inc. | 10,856 | $77.4 萬 | 0.37% | +47+0.4% | 加碼 |
| First National Corp | 10,848 | $77.4 萬 | 0.20% | +198+1.9% | 加碼 |
| Foundations Investment Advisors, LLC | 10,847 | $77.5 萬 | 0.03% | +6,113+129.1% | 加碼 |
| Diversified Trust Co | 10,944 | $78.0 萬 | 0.03% | −164−1.5% | 減碼 |
| Henshaw Capital LLC | 10,940 | $78.0 萬 | 0.05% | 00.0% | 不變 |
| Rafferty Asset Management, LLC | 10,975 | $78.3 萬 | 0.01% | −2,173−16.5% | 減碼 |
| High Net Worth Advisory Group LLC | 11,024 | $78.6 萬 | 0.33% | −100−0.9% | 減碼 |
| Bartlett & Co. LLC | 11,041 | $78.7 萬 | 0.02% | +18+0.2% | 加碼 |
| Jupiter Asset Management Ltd | 11,030 | $78.7 萬 | 0.01% | +11,030 | 新進 |
| Bartlett & Co. Wealth Management LLC | 11,041 | $78.7 萬 | 0.02% | +18+0.2% | 加碼 |
| Nwam LLC | 11,210 | $79.4 萬 | 0.07% | +688+6.5% | 加碼 |
| Avantax Planning Partners, Inc. | 11,166 | $79.6 萬 | 0.03% | −952−7.9% | 減碼 |
| Summit Financial Group Inc | 11,218 | $80.0 萬 | 0.31% | 00.0% | 不變 |
| Farmers Trust Co | 11,217 | $80.0 萬 | 0.19% | 00.0% | 不變 |
| Detalus Advisors, LLC | 11,247 | $80.2 萬 | 0.47% | −6,313−36.0% | 減碼 |
| Ritholtz Wealth Management | 11,286 | $80.5 萬 | 0.05% | +2,434+27.5% | 加碼 |
| Comerica Securities,inc. | 11,331 | $80.8 萬 | 0.06% | +208+1.9% | 加碼 |
| HAP Trading, LLC | 11,382 | $81.2 萬 | 0.10% | +11,382 | 新進 |
| H. L. Ormond & Company, LLC | 11,400 | $81.3 萬 | 1.32% | −348−3.0% | 減碼 |
| Silverlake Wealth Management LLC | 11,436 | $81.6 萬 | 0.53% | +50.0% | 加碼 |
| Centre Asset Management, LLC | 11,452 | $81.7 萬 | 0.22% | −118−1.0% | 減碼 |
| Nicollet Investment Management, Inc. | 11,461 | $81.7 萬 | 0.44% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 11,523 | $82.2 萬 | 0.07% | +458+4.1% | 加碼 |
| Aberdeen Wealth Management LLC | 11,545 | $82.3 萬 | 0.65% | +40.0% | 加碼 |
| Wulff, Hansen & Co. | 7,363 | $82.5 萬 | 0.93% | 00.0% | 不變 |
| Farmers & Merchants Trust Co of Chambersburg PA | 11,582 | $82.6 萬 | 0.60% | +11,055+2,097.7% | 加碼 |
| GoalVest Advisory LLC | 11,712 | $82.9 萬 | 0.53% | +2,263+23.9% | 加碼 |
| Juncture Wealth Strategies, LLC | 11,663 | $83.2 萬 | 0.41% | +252+2.2% | 加碼 |
| EverSource Wealth Advisors, LLC | 11,706 | $83.5 萬 | 0.22% | +434+3.9% | 加碼 |
| Claro Advisors LLC | 11,755 | $83.8 萬 | 0.33% | +2,253+23.7% | 加碼 |
| Silvercrest Asset Management Group LLC | 11,836 | $84.4 萬 | 0.01% | −4,782−28.8% | 減碼 |
| Symphony Financial, Ltd. Co. | 11,945 | $84.4 萬 | 0.25% | +345+3.0% | 加碼 |
| Shepherd Financial Partners LLC | 11,946 | $85.2 萬 | 0.17% | −4,410−27.0% | 減碼 |
| Carnegie Capital Asset Management, LLC | 11,945 | $85.2 萬 | 0.04% | 00.0% | 不變 |
| Haverford Trust Co | 11,962 | $85.3 萬 | 0.01% | −1,167−8.9% | 減碼 |
| Aft, Forsyth & Company, Inc. | 11,998 | $85.6 萬 | 0.69% | +265+2.3% | 加碼 |
| Plimoth Trust Co LLC | 12,012 | $85.7 萬 | 0.27% | −620−4.9% | 減碼 |
| Country Club Bank | 12,135 | $85.7 萬 | 0.08% | −88−0.7% | 減碼 |
| RDA Financial Network | 12,054 | $86.0 萬 | 0.43% | −656−5.2% | 減碼 |
| Park National Corp | 12,126 | $86.5 萬 | 0.04% | −202−1.6% | 減碼 |
| Excalibur Management Corp | 12,191 | $86.9 萬 | 0.45% | −5,723−31.9% | 減碼 |
| Intrust Bank NA | 12,201 | $87.0 萬 | 0.13% | −573−4.5% | 減碼 |
| Bahl & Gaynor Inc | 12,238 | $87.3 萬 | 0.01% | −209−1.7% | 減碼 |
| PSI Advisors, LLC | 12,265 | $87.5 萬 | 0.43% | −920−7.0% | 減碼 |
| Palumbo Wealth Management LLC | 12,271 | $87.5 萬 | 0.69% | +682+5.9% | 加碼 |
| EP Wealth Advisors, LLC | 12,280 | $87.6 萬 | 0.02% | −2,599−17.5% | 減碼 |
| Invst, LLC | 11,209 | $87.8 萬 | 0.14% | +3,418+43.9% | 加碼 |
| Americana Partners, LLC | 12,916 | $87.9 萬 | 0.16% | +7,156+124.2% | 加碼 |
| Marino, Stram & Associates LLC | 12,370 | $88.2 萬 | 0.31% | +20.0% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 12,429 | $88.6 萬 | 0.08% | −160−1.3% | 減碼 |
| Trustcore Financial Services, LLC | 12,501 | $89.1 萬 | 0.08% | +30.0% | 加碼 |
| Rocky Mountain Advisers, LLC | 12,525 | $89.3 萬 | 1.10% | −200−1.6% | 減碼 |