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 |
|---|---|---|---|---|---|
| Glen Eagle Advisors, LLC | 5,427 | $38.8 萬 | 0.11% | −264−4.6% | 減碼 |
| Rodgers Brothers Inc. | 5,443 | $38.9 萬 | 0.08% | 00.0% | 不變 |
| American Financial Advisors, LLC | 5,447 | $38.9 萬 | 0.07% | +824+17.8% | 加碼 |
| Sandbox Financial Partners, LLC | 5,455 | $39.0 萬 | 0.27% | +10.0% | 加碼 |
| Red Wave Investments LLC | 5,473 | $39.1 萬 | 0.16% | −4,246−43.7% | 減碼 |
| O'Brien Greene & Co. Inc | 5,488 | $39.2 萬 | 0.15% | −11,189−67.1% | 減碼 |
| Chicago Partners Investment Group LLC | 5,796 | $39.3 萬 | 0.02% | +1,061+22.4% | 加碼 |
| Arden Trust Co | 5,505 | $39.3 萬 | 0.08% | 00.0% | 不變 |
| Keystone Financial Planning, Inc. | 5,508 | $39.3 萬 | 0.13% | 00.0% | 不變 |
| Elwood & Goetz Wealth Advisory Group, LLC | 5,510 | $39.3 萬 | 0.12% | +1,428+35.0% | 加碼 |
| Verus Financial Partners, Inc. | 5,850 | $39.6 萬 | 0.05% | 00.0% | 不變 |
| Flaharty Asset Management, LLC | 5,550 | $39.6 萬 | 0.07% | 00.0% | 不變 |
| Schmidt P J Investment Management Inc | 5,555 | $39.7 萬 | 0.09% | 00.0% | 不變 |
| Wedmont Private Capital | 5,564 | $39.9 萬 | 0.06% | −489−8.1% | 減碼 |
| O'Rourke & Company, Inc | 5,607 | $40.0 萬 | 0.32% | +923+19.7% | 加碼 |
| Kapstone Financial Advisors LLC | 5,870 | $40.3 萬 | 0.37% | +5,870 | 新進 |
| Klingman & Associates, LLC | 5,644 | $40.3 萬 | 0.04% | +180+3.3% | 加碼 |
| Goodwin Daniel L | 5,645 | $40.3 萬 | 0.20% | +195+3.6% | 加碼 |
| Duncker Streett & Co Inc | 5,650 | $40.3 萬 | 0.10% | 00.0% | 不變 |
| Key Client Fiduciary Advisors, LLC | 5,675 | $40.5 萬 | 0.28% | +5,675 | 新進 |
| Appleton Partners Inc | 5,687 | $40.6 萬 | 0.04% | 00.0% | 不變 |
| Glass Jacobson Investment Advisors llc | 5,694 | $40.7 萬 | 0.20% | +5,694 | 新進 |
| Carroll Investors, Inc | 5,692 | $40.7 萬 | 0.43% | −1,000−14.9% | 減碼 |
| Patten Group, Inc. | 5,721 | $40.9 萬 | 0.13% | +540+10.4% | 加碼 |
| Salomon & Ludwin, LLC | 5,726 | $40.9 萬 | 0.05% | +5,726 | 新進 |
| Kowal Investment Group, LLC | 5,736 | $41.0 萬 | 0.12% | +147+2.6% | 加碼 |
| Sentry Investment Management LLC | 5,744 | $41.0 萬 | 0.18% | −1,416−19.8% | 減碼 |
| Diligent Investors, LLC | 5,743 | $41.0 萬 | 0.13% | +5,743 | 新進 |
| Sherbrooke Park Advisers LLC | 5,800 | $41.4 萬 | 0.30% | +5,800 | 新進 |
| Forum Financial Management, LP | 5,803 | $41.4 萬 | 0.01% | +1,479+34.2% | 加碼 |
| Gratus Capital LLC | 5,806 | $41.5 萬 | 0.03% | +5+0.1% | 加碼 |
| Sound Income Strategies, LLC | 5,809 | $41.5 萬 | 0.05% | +4,122+244.3% | 加碼 |
| Kingfisher Capital LLC | 5,834 | $41.7 萬 | 0.11% | −182−3.0% | 減碼 |
| Financial Advisory Service, Inc. | 5,846 | $41.7 萬 | 0.05% | +48+0.8% | 加碼 |
| Abound Wealth Management | 5,849 | $41.8 萬 | 0.20% | +34+0.6% | 加碼 |
| Ausdal Financial Partners, Inc. | 5,850 | $41.8 萬 | 0.06% | +1,137+24.1% | 加碼 |
| Independent Financial Group, LLC | 5,860 | $41.8 萬 | 0.04% | −2,126−26.6% | 減碼 |
| BOS Asset Management, LLC | 5,861 | $41.9 萬 | 0.37% | +5,861 | 新進 |
| Keystone Financial Group | 5,886 | $42.0 萬 | 0.08% | +92+1.6% | 加碼 |
| Acorn Financial Advisory Services Inc | 5,894 | $42.1 萬 | 0.09% | 00.0% | 不變 |
| Colonial Trust Advisors | 5,911 | $42.2 萬 | 0.05% | −669−10.2% | 減碼 |
| KG&L Capital Management,LLC | 5,932 | $42.4 萬 | 0.24% | +5,932 | 新進 |
| Bremer Bank National Association | 5,957 | $42.5 萬 | 0.08% | −1,056−15.1% | 減碼 |
| Old Second National Bank of Aurora | 5,958 | $42.5 萬 | 0.13% | +1,400+30.7% | 加碼 |
| Mathes Company, Inc. | 6,000 | $42.8 萬 | 0.22% | 00.0% | 不變 |
| Constitution Capital LLC | 5,994 | $42.8 萬 | 0.26% | −1,500−20.0% | 減碼 |
| Schulhoff & Co Inc | 6,000 | $42.8 萬 | 0.20% | 00.0% | 不變 |
| Davy Global Fund Management Ltd | 6,054 | $43.2 萬 | 0.09% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 6,130 | $43.3 萬 | 0.04% | +227+3.8% | 加碼 |
| Formidable Asset Management, LLC | 6,075 | $43.4 萬 | 0.10% | 00.0% | 不變 |
| Baker Boyer National Bank | 6,084 | $43.4 萬 | 0.18% | +84+1.4% | 加碼 |
| Cresset Asset Management, LLC | 12,054 | $43.5 萬 | 0.01% | −1,303−9.8% | 減碼 |
| Gateway Wealth Partners, LLC | 6,094 | $43.5 萬 | 0.07% | +6,094 | 新進 |
| Prosperity Financial Group, Inc. | 6,124 | $43.7 萬 | 0.47% | +6,124 | 新進 |
| STAR Financial Bank | 6,142 | $43.9 萬 | 0.44% | +6,142 | 新進 |
| CX Institutional | 6,142 | $43.9 萬 | 0.03% | +2,823+85.1% | 加碼 |
| Fee-Only Financial Planning, L.C. | 6,150 | $43.9 萬 | 0.37% | +6,150 | 新進 |
| Flagship Harbor Advisors, LLC | 6,177 | $44.1 萬 | 0.05% | +1,081+21.2% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 6,191 | $44.2 萬 | 0.06% | 00.0% | 不變 |
| BCR Wealth Strategies, LLC | 6,231 | $44.4 萬 | 0.38% | +61+1.0% | 加碼 |
| Continuum Advisory, LLC | 6,240 | $44.6 萬 | 0.08% | +472+8.2% | 加碼 |
| Keebeck Wealth Management, LLC | 6,243 | $44.6 萬 | 0.08% | +63+1.0% | 加碼 |
| Chicago Capital, LLC | 6,275 | $44.8 萬 | 0.02% | 00.0% | 不變 |
| Baldwin Investment Management, LLC | 6,275 | $44.8 萬 | 0.08% | +1,475+30.7% | 加碼 |
| Xcel Wealth Management, LLC | 6,277 | $44.8 萬 | 0.18% | +350+5.9% | 加碼 |
| Quadrant Capital Group LLC | 6,308 | $45.0 萬 | 0.05% | −264−4.0% | 減碼 |
| Summit Trail Advisors, LLC | 6,326 | $45.2 萬 | 0.02% | −814−11.4% | 減碼 |
| Hexagon Capital Partners LLC | 6,329 | $45.2 萬 | 0.13% | −223−3.4% | 減碼 |
| Shulman DeMeo Asset Management LLC | 6,341 | $45.3 萬 | 0.15% | −8−0.1% | 減碼 |
| First International Bank & Trust | 6,351 | $45.4 萬 | 0.15% | +146+2.4% | 加碼 |
| Thoroughbred Financial Services, LLC | 6,394 | $45.6 萬 | 0.07% | +104+1.7% | 加碼 |
| Clear Creek Financial Management, LLC | 6,390 | $45.6 萬 | 0.10% | +2,039+46.9% | 加碼 |
| Renasant Bank | 6,424 | $45.9 萬 | 0.35% | −534−7.7% | 減碼 |
| BLB&B Advisors, LLC | 6,425 | $45.9 萬 | 0.04% | −210−3.2% | 減碼 |
| Advisors Capital Management, LLC | 6,427 | $45.9 萬 | 0.01% | +495+8.3% | 加碼 |
| Aldebaran Financial Inc. | 6,467 | $46.2 萬 | 0.51% | 00.0% | 不變 |
| NFP Retirement, Inc. | 6,496 | $46.4 萬 | 0.10% | +724+12.5% | 加碼 |
| Sittner & Nelson, LLC | 6,514 | $46.5 萬 | 0.28% | +503+8.4% | 加碼 |
| Concord Wealth Partners | 6,518 | $46.5 萬 | 0.14% | −395−5.7% | 減碼 |
| Berger Financial Group, Inc | 6,535 | $46.7 萬 | 0.06% | −629−8.8% | 減碼 |
| Cross Staff Investments Inc | 6,535 | $46.7 萬 | 0.49% | 00.0% | 不變 |
| Haverford Trust Co | 6,541 | $46.7 萬 | 0.01% | −5,245−44.5% | 減碼 |
| MKT Advisors LLC | 6,541 | $46.8 萬 | 0.35% | −134−2.0% | 減碼 |
| LCNB Corp | 6,568 | $46.9 萬 | 0.22% | −150−2.2% | 減碼 |
| Novare Capital Management LLC | 6,580 | $47.0 萬 | 0.06% | −2,870−30.4% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 6,620 | $47.3 萬 | 0.16% | +3,820+136.4% | 加碼 |
| Girard Partners Ltd. | 6,635 | $47.4 萬 | 0.05% | +3,371+103.3% | 加碼 |
| LVZ Advisors, Inc. | 6,649 | $47.5 萬 | 0.07% | −44−0.7% | 減碼 |
| Van Hulzen Asset Management, LLC | 6,658 | $47.5 萬 | 0.05% | +32+0.5% | 加碼 |
| Scotia Capital Inc. | 6,669 | $47.6 萬 | 0.00% | −9,180−57.9% | 減碼 |
| Investment Management of Virginia LLC | 6,687 | $47.8 萬 | 0.09% | −47−0.7% | 減碼 |
| XML Financial, LLC | 6,724 | $48.0 萬 | 0.06% | +1,059+18.7% | 加碼 |
| Moseley Investment Management Inc | 6,738 | $48.1 萬 | 0.34% | −245−3.5% | 減碼 |
| Accredited Investors Inc. | 6,756 | $48.2 萬 | 0.04% | +6,756 | 新進 |
| Armstrong Advisory Group, Inc | 6,803 | $48.6 萬 | 0.06% | +6,803 | 新進 |
| Delta Financial Group, Inc. | 6,744 | $48.7 萬 | 0.22% | +6,744 | 新進 |
| PFG Advisors | 6,821 | $48.7 萬 | 0.05% | +894+15.1% | 加碼 |
| Northwest Bancshares, Inc. | 6,822 | $48.7 萬 | 0.10% | 00.0% | 不變 |
| Mosaic Family Wealth Partners, LLC | 6,834 | $48.8 萬 | 0.14% | +6,834 | 新進 |
| Stokes Capital Advisors, LLC | 6,849 | $48.9 萬 | 0.17% | +6,849 | 新進 |