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 4 季 13F 持有人
Southern Co 在 2022/12/31 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
- 1,737
- 較 2022 年第 3 季 +113 家
- 持有股數
- 6.88 億
- 較 2022 年第 3 季 +1,180 萬 (+1.7%)
- 總市值
- $490.8 億
- 較 2022 年第 3 季 +$31.2 億 (+6.8%)
- 新進機構
- 208
- 另有 734 家加碼
- 清倉機構
- 95
- 另有 513 家減碼
另有 37 家機構在 2022 年第 3 季持有、還沒有申報 2022 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 |
2022 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 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Avantax Planning Partners, Inc. | 11,364 | $81.1 萬 | 0.03% | +212+1.9% | 加碼 |
| Cassaday & Co Wealth Management LLC | 11,385 | $81.3 萬 | 0.04% | +11,385 | 新進 |
| Nwam LLC | 11,386 | $81.3 萬 | 0.07% | +534+4.9% | 加碼 |
| Qtron Investments LLC | 11,427 | $81.6 萬 | 0.17% | −1,658−12.7% | 減碼 |
| Glenview Trust Co | 11,448 | $81.8 萬 | 0.03% | +2,299+25.1% | 加碼 |
| Nicollet Investment Management, Inc. | 11,461 | $81.8 萬 | 0.47% | 00.0% | 不變 |
| RIA Advisory Group LLC | 13,878 | $81.9 萬 | 0.47% | +13,878 | 新進 |
| Atlantic Trust, LLC | 11,510 | $82.2 萬 | 0.27% | +56+0.5% | 加碼 |
| Aberdeen Wealth Management LLC | 11,554 | $82.5 萬 | 0.62% | +50.0% | 加碼 |
| Legacy Wealth Asset Management, LLC | 11,584 | $82.7 萬 | 0.32% | +195+1.7% | 加碼 |
| LaFleur & Godfrey LLC | 11,647 | $83.2 萬 | 0.14% | −1,591−12.0% | 減碼 |
| Trustcore Financial Services, LLC | 11,663 | $83.3 萬 | 0.07% | −842−6.7% | 減碼 |
| Clarius Group, LLC | 11,743 | $83.9 萬 | 0.08% | +738+6.7% | 加碼 |
| Bellwether Advisors, LLC | 11,764 | $84.0 萬 | 0.24% | −20,367−63.4% | 減碼 |
| Plimoth Trust Co LLC | 11,772 | $84.1 萬 | 0.27% | −185−1.5% | 減碼 |
| Stableford Capital II LLC | 11,774 | $84.2 萬 | 0.46% | +187+1.6% | 加碼 |
| Citizens Financial Group Inc | 11,851 | $84.6 萬 | 0.03% | −2,508−17.5% | 減碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 11,942 | $85.3 萬 | 0.59% | +201+1.7% | 加碼 |
| Shepherd Financial Partners LLC | 11,946 | $85.3 萬 | 0.15% | 00.0% | 不變 |
| Carnegie Capital Asset Management, LLC | 11,960 | $85.4 萬 | 0.04% | +224+1.9% | 加碼 |
| Chicago Trust Co NA | 11,969 | $85.5 萬 | 0.21% | +500+4.4% | 加碼 |
| Fund Management at Engine No. 1 LLC | 11,984 | $85.6 萬 | 0.21% | +1,762+17.2% | 加碼 |
| Kessler Investment Group, LLC | 11,988 | $85.6 萬 | 0.91% | −7,757−39.3% | 減碼 |
| Aft, Forsyth & Company, Inc. | 11,998 | $85.7 萬 | 0.73% | 00.0% | 不變 |
| Virtue Capital Management, LLC | 12,044 | $86.0 萬 | 0.13% | +8,937+287.6% | 加碼 |
| Confluence Wealth Services, Inc. | 12,102 | $86.4 萬 | 0.22% | −702−5.5% | 減碼 |
| Congress Asset Management Co | 12,140 | $86.7 萬 | 0.01% | 00.0% | 不變 |
| Stonnington Group, LLC | 12,205 | $86.8 萬 | 0.24% | −1,000−7.6% | 減碼 |
| Juncture Wealth Strategies, LLC | 12,188 | $87.0 萬 | 0.41% | −900−6.9% | 減碼 |
| HM Payson & Co | 12,191 | $87.1 萬 | 0.02% | −399−3.2% | 減碼 |
| Arete Wealth Advisors, LLC | 12,247 | $87.5 萬 | 0.08% | +3,472+39.6% | 加碼 |
| Integrated Advisors Network LLC | 12,270 | $87.6 萬 | 0.06% | +118+1.0% | 加碼 |
| Glassy Mountain Advisors, Inc. | 12,286 | $87.7 萬 | 0.48% | +12,286 | 新進 |
| RS Crum Inc. | 12,407 | $88.6 萬 | 0.41% | −3,204−20.5% | 減碼 |
| Marino, Stram & Associates LLC | 12,413 | $88.6 萬 | 0.28% | +70+0.6% | 加碼 |
| Bedell Frazier Investment Counseling, LLC | 12,494 | $89.2 萬 | 0.23% | −145−1.1% | 減碼 |
| Bessemer Group Inc | 12,500 | $89.3 萬 | 0.00% | −3,147−20.1% | 減碼 |
| ForthRight Wealth Management, LLC | 12,515 | $89.4 萬 | 0.46% | +42+0.3% | 加碼 |
| Trust Co of Virginia | 12,516 | $89.4 萬 | 0.10% | +8,916+247.7% | 加碼 |
| Rocky Mountain Advisers, LLC | 12,525 | $89.4 萬 | 0.50% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 12,545 | $89.6 萬 | 0.09% | −701−5.3% | 減碼 |
| Guardian Wealth Advisors, LLC | 12,546 | $89.6 萬 | 0.17% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 12,633 | $90.2 萬 | 0.09% | −1,530−10.8% | 減碼 |
| Widmann Financial Services, Inc. | 12,650 | $90.3 萬 | 0.95% | +113+0.9% | 加碼 |
| Country Club Bank | 12,658 | $90.4 萬 | 0.08% | +110+0.9% | 加碼 |
| Resources Management Corp | 12,745 | $91.0 萬 | 0.14% | 00.0% | 不變 |
| Court Place Advisors, LLC | 12,752 | $91.1 萬 | 0.33% | −432−3.3% | 減碼 |
| Magnolia Capital Advisors LLC | 12,759 | $91.1 萬 | 0.61% | +26+0.2% | 加碼 |
| Blue Fin Capital, Inc. | 12,782 | $91.3 萬 | 0.33% | −151−1.2% | 減碼 |
| Kovack Advisors, Inc. | 12,842 | $91.7 萬 | 0.13% | +4,179+48.2% | 加碼 |
| Pearl River Capital, LLC | 12,879 | $92.0 萬 | 0.16% | +12,879 | 新進 |
| ProVise Management Group, LLC | 13,020 | $93.0 萬 | 0.09% | −1,299−9.1% | 減碼 |
| Grimes & Company, Inc. | 13,037 | $93.1 萬 | 0.04% | +4,004+44.3% | 加碼 |
| Gradient Investments LLC | 13,095 | $93.5 萬 | 0.03% | −415−3.1% | 減碼 |
| Palumbo Wealth Management LLC | 13,158 | $94.0 萬 | 0.75% | +559+4.4% | 加碼 |
| RDA Financial Network | 13,190 | $94.2 萬 | 0.47% | +761+6.1% | 加碼 |
| Toroso Investments, LLC | 13,201 | $94.3 萬 | 0.04% | −85−0.6% | 減碼 |
| SG Americas Securities, LLC | 13,214 | $94.4 萬 | 0.01% | −43,270−76.6% | 減碼 |
| Columbia Asset Management | 13,258 | $94.7 萬 | 0.23% | −695−5.0% | 減碼 |
| Perigon Wealth Management, LLC | 13,396 | $95.7 萬 | 0.06% | +1,708+14.6% | 加碼 |
| Marco Investment Management LLC | 13,433 | $95.9 萬 | 0.11% | +13+0.1% | 加碼 |
| Cigna Investments Inc | 13,440 | $96.0 萬 | 0.20% | +394+3.0% | 加碼 |
| Banque Cantonale Vaudoise | 13,519 | $96.6 萬 | 0.05% | −14,464−51.7% | 減碼 |
| Burney Co | 13,536 | $96.7 萬 | 0.05% | 00.0% | 不變 |
| Sawtooth Solutions, LLC | 13,550 | $96.8 萬 | 0.13% | −1,635−10.8% | 減碼 |
| L.M. Kohn & Company | 13,604 | $97.1 萬 | 0.45% | +674+5.2% | 加碼 |
| United Bank | 13,677 | $97.7 萬 | 0.14% | +77+0.6% | 加碼 |
| Coastal Investment Advisors, Inc. | 13,804 | $98.6 萬 | 0.24% | +316+2.3% | 加碼 |
| Twin Capital Management Inc | 13,918 | $99.4 萬 | 0.13% | +283+2.1% | 加碼 |
| Berkeley Capital Partners, LLC | 13,978 | $99.8 萬 | 0.39% | +483+3.6% | 加碼 |
| Americana Partners, LLC | 8,744 | $99.9 萬 | 0.17% | −4,558−34.3% | 減碼 |
| First United Bank Trust | 14,033 | $100.2 萬 | 0.49% | +595+4.4% | 加碼 |
| FinTrust Capital Advisors, LLC | 14,075 | $100.5 萬 | 0.24% | +208+1.5% | 加碼 |
| White Lighthouse Investment Management Inc. | 14,094 | $100.6 萬 | 0.27% | 00.0% | 不變 |
| Lazard Asset Management LLC | 14,149 | $101.0 萬 | 0.00% | +602+4.4% | 加碼 |
| Keudell/Morrison Wealth Management | 14,161 | $101.1 萬 | 0.32% | +114+0.8% | 加碼 |
| Rollins Financial | 14,188 | $101.3 萬 | 0.38% | −5,386−27.5% | 減碼 |
| Chatham Capital Group, Inc. | 14,193 | $101.4 萬 | 0.24% | 00.0% | 不變 |
| Ti-Trust, Inc | 14,210 | $101.5 萬 | 0.97% | 00.0% | 不變 |
| Balentine LLC | 14,264 | $101.9 萬 | 0.04% | −12,017−45.7% | 減碼 |
| HF Advisory Group, LLC | 14,328 | $102.3 萬 | 1.03% | +14,328 | 新進 |
| Am Investment Strategies LLC | 14,349 | $102.5 萬 | 0.37% | +53+0.4% | 加碼 |
| Laidlaw Wealth Management LLC | 14,369 | $102.6 萬 | 0.22% | +243+1.7% | 加碼 |
| GoalVest Advisory LLC | 14,395 | $102.8 萬 | 0.66% | +1,479+11.5% | 加碼 |
| SignalPoint Asset Management, LLC | 14,438 | $103.1 萬 | 0.36% | −52−0.4% | 減碼 |
| Comerica Securities,inc. | 14,461 | $103.3 萬 | 0.07% | +2,226+18.2% | 加碼 |
| EverSource Wealth Advisors, LLC | 14,526 | $103.7 萬 | 0.16% | +1,534+11.8% | 加碼 |
| Personal Cfo Solutions, LLC | 14,593 | $104.2 萬 | 0.22% | −1,388−8.7% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 14,692 | $104.9 萬 | 0.13% | −233−1.6% | 減碼 |
| Mitchell Sinkler & Starr | 14,695 | $104.9 萬 | 0.34% | +700+5.0% | 加碼 |
| Focus Financial Network, Inc. | 14,771 | $105.5 萬 | 0.09% | +10.0% | 加碼 |
| Private Advisor Group, LLC | 92,768 | $105.5 萬 | 0.05% | +2,325+2.6% | 加碼 |
| Guardian Investment Management | 14,910 | $106.5 萬 | 1.01% | 00.0% | 不變 |
| Rowland & Co Investment Counsel | 14,856 | $106.8 萬 | 0.26% | −75−0.5% | 減碼 |
| McMillion Capital Management Inc | 14,965 | $106.9 萬 | 0.97% | −170−1.1% | 減碼 |
| Chemung Canal Trust Co | 15,025 | $107.2 萬 | 0.24% | −2,759−15.5% | 減碼 |
| Highline Wealth Partners LLC | 15,061 | $107.6 萬 | 0.79% | 00.0% | 不變 |
| Coastline Trust Co | 15,094 | $107.8 萬 | 0.16% | +4,719+45.5% | 加碼 |
| Powers Advisory Group, LLC | 15,178 | $108.4 萬 | 0.80% | −16−0.1% | 減碼 |
| Evercore Wealth Management, LLC | 15,185 | $108.4 萬 | 0.02% | −1,829−10.7% | 減碼 |