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 |
|---|---|---|---|---|---|
| Archer Investment Corp | 8,800 | $62.8 萬 | 0.24% | −333−3.6% | 減碼 |
| Cambridge Trust Co | 8,865 | $63.3 萬 | 0.03% | +397+4.7% | 加碼 |
| Insight Inv LLC | 8,915 | $63.7 萬 | 0.64% | 00.0% | 不變 |
| Bradley Foster & Sargent Inc | 8,929 | $63.8 萬 | 0.02% | +1,041+13.2% | 加碼 |
| Zeke Capital Advisors, LLC | 8,944 | $63.9 萬 | 0.04% | −847−8.7% | 減碼 |
| WFA of San Diego, LLC | 8,960 | $64.0 萬 | 0.49% | 00.0% | 不變 |
| Gilbert & Cook, Inc. | 9,018 | $64.4 萬 | 0.12% | +155+1.7% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 9,029 | $64.5 萬 | 0.05% | −1,082−10.7% | 減碼 |
| Wells Trecaso Financial Group, LLC | 9,055 | $64.7 萬 | 0.32% | 00.0% | 不變 |
| Eagle Strategies LLC | 9,108 | $65.0 萬 | 0.19% | +9,108 | 新進 |
| Cobblestone Capital Advisors LLC | 9,113 | $65.1 萬 | 0.05% | +1,028+12.7% | 加碼 |
| Brighton Jones LLC | 9,162 | $65.4 萬 | 0.04% | −1,736−15.9% | 減碼 |
| Jump Financial, LLC | 9,208 | $65.8 萬 | 0.03% | −91,123−90.8% | 減碼 |
| Home Federal Bank of Tennessee | 9,240 | $66.0 萬 | 0.25% | 00.0% | 不變 |
| Acorn Wealth Advisors, LLC | 9,258 | $66.1 萬 | 0.51% | +97+1.1% | 加碼 |
| Silver Oak Securities, Inc | 9,316 | $66.5 萬 | 0.12% | −4,414−32.1% | 減碼 |
| Roberts Glore & Co Inc | 9,314 | $66.5 萬 | 0.23% | −390−4.0% | 減碼 |
| Welch & Forbes LLC | 9,327 | $66.6 萬 | 0.01% | −616−6.2% | 減碼 |
| M Holdings Securities, Inc. | 9,285 | $66.8 萬 | 0.07% | 00.0% | 不變 |
| Vident Investment Advisory, LLC | 9,386 | $67.0 萬 | 0.03% | +9,386 | 新進 |
| Equitable Holdings, Inc. | 9,432 | $67.4 萬 | 0.01% | +821+9.5% | 加碼 |
| Benin Management CORP | 9,462 | $67.6 萬 | 0.27% | 00.0% | 不變 |
| Valley Brook Capital Group | 9,467 | $67.6 萬 | 0.65% | +2,958+45.4% | 加碼 |
| Autumn Glory Partners, LLC | 9,470 | $67.6 萬 | 0.36% | +4,735+100.0% | 加碼 |
| Balboa Wealth Partners | 9,474 | $67.7 萬 | 0.30% | −726−7.1% | 減碼 |
| Horizon Investments, LLC | 9,495 | $67.8 萬 | 0.02% | −2,316−19.6% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 9,521 | $68.0 萬 | 0.03% | +1,230+14.8% | 加碼 |
| Ameritas Advisory Services, LLC | 9,524 | $68.0 萬 | 0.03% | +1,889+24.7% | 加碼 |
| Journey Advisory Group, LLC | 9,526 | $68.0 萬 | 0.17% | +5,921+164.2% | 加碼 |
| Verity Asset Management, Inc. | 9,533 | $68.1 萬 | 0.58% | +185+2.0% | 加碼 |
| Burke & Herbert Bank & Trust Co | 9,532 | $68.1 萬 | 0.51% | 00.0% | 不變 |
| Wrapmanager Inc | 9,597 | $68.5 萬 | 0.22% | +28+0.3% | 加碼 |
| First Hawaiian Bank | 9,592 | $68.5 萬 | 0.02% | +2,057+27.3% | 加碼 |
| Fiduciary Trust Co | 9,643 | $68.9 萬 | 0.01% | −74−0.8% | 減碼 |
| Simplicity Wealth,LLC | 9,657 | $69.0 萬 | 0.61% | +23+0.2% | 加碼 |
| West Family Investments, Inc. | 9,687 | $69.2 萬 | 0.24% | −332−3.3% | 減碼 |
| NorthRock Partners, LLC | 9,781 | $69.8 萬 | 0.08% | −625−6.0% | 減碼 |
| EPG Wealth Management LLC | 9,820 | $70.1 萬 | 0.27% | +22+0.2% | 加碼 |
| Mark Sheptoff Financial Planning, LLC | 9,825 | $70.2 萬 | 0.41% | −600−5.8% | 減碼 |
| Connectus Wealth, LLC | 9,825 | $70.2 萬 | 0.02% | −216−2.2% | 減碼 |
| St. Johns Investment Management Company, LLC | 9,893 | $70.6 萬 | 0.42% | +88+0.9% | 加碼 |
| Peak Planning Group, LLC | 9,897 | $70.7 萬 | 0.62% | −91−0.9% | 減碼 |
| Delphia (USA) Inc. | 9,897 | $70.7 萬 | 0.82% | −2,310−18.9% | 減碼 |
| Ancora Advisors, LLC | 9,918 | $70.8 萬 | 0.02% | +19+0.2% | 加碼 |
| Sunbelt Securities, Inc. | 9,970 | $71.2 萬 | 0.14% | −136−1.3% | 減碼 |
| Franklin Street Advisors Inc | 9,977 | $71.2 萬 | 0.07% | +6+0.1% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 10,011 | $71.5 萬 | 0.01% | +15+0.2% | 加碼 |
| Beaumont Financial Advisors, LLC | 10,011 | $71.5 萬 | 0.07% | +10,011 | 新進 |
| Bartlett & Co. LLC | 10,011 | $71.5 萬 | 0.01% | +15+0.2% | 加碼 |
| Graves-Light Private Wealth Management, Inc. | 10,014 | $71.5 萬 | 0.11% | +10.0% | 加碼 |
| Firethorn Wealth Partners, LLC | 10,031 | $71.6 萬 | 0.61% | +299+3.1% | 加碼 |
| First Dallas Securities Inc. | 10,196 | $72.8 萬 | 0.44% | −199−1.9% | 減碼 |
| Arrow Financial Corp | 10,229 | $73.0 萬 | 0.10% | +89+0.9% | 加碼 |
| North Star Investment Management Corp. | 10,242 | $73.1 萬 | 0.06% | +202+2.0% | 加碼 |
| Linscomb & Williams, Inc. | 10,247 | $73.2 萬 | 0.04% | +1,953+23.5% | 加碼 |
| Archford Capital Strategies, LLC | 10,300 | $73.6 萬 | 0.17% | +466+4.7% | 加碼 |
| Cornerstone Management, Inc. | 10,333 | $73.8 萬 | 0.21% | +10.0% | 加碼 |
| Successful Portfolios LLC | 10,329 | $73.8 萬 | 0.48% | −73−0.7% | 減碼 |
| Monetary Management Group Inc | 10,376 | $74.1 萬 | 0.23% | 00.0% | 不變 |
| Summit Financial Group Inc | 10,434 | $74.5 萬 | 0.30% | 00.0% | 不變 |
| Intrust Bank NA | 10,439 | $74.5 萬 | 0.10% | −1,641−13.6% | 減碼 |
| Caldwell Trust Co | 10,456 | $74.7 萬 | 0.11% | +1,718+19.7% | 加碼 |
| Smith Chas P & Associates Pa Cpas | 10,456 | $74.7 萬 | 0.05% | +56+0.5% | 加碼 |
| First National Corp | 10,478 | $74.8 萬 | 0.18% | −561−5.1% | 減碼 |
| Jeppson Wealth Management, LLC | 10,511 | $75.1 萬 | 0.32% | +5,877+126.8% | 加碼 |
| Valmark Advisers, Inc. | 10,511 | $75.1 萬 | 0.02% | −130−1.2% | 減碼 |
| Symphony Financial, Ltd. Co. | 10,383 | $75.3 萬 | 0.20% | −1,138−9.9% | 減碼 |
| Jackson Thornton Asset Management, LLC | 10,580 | $75.6 萬 | 0.18% | −384−3.5% | 減碼 |
| Chesley Taft & Associates LLC | 10,688 | $76.3 萬 | 0.05% | 00.0% | 不變 |
| Corton Capital Inc. | 10,743 | $76.7 萬 | 0.63% | −1,240−10.3% | 減碼 |
| Traverso Chambers Private Wealth Management, LLC | 10,777 | $77.0 萬 | 0.22% | −89−0.8% | 減碼 |
| Versor Investments LP | 10,800 | $77.1 萬 | 0.07% | −36,200−77.0% | 減碼 |
| Valeo Financial Advisors, LLC | 10,818 | $77.3 萬 | 0.04% | +1,296+13.6% | 加碼 |
| Cooper Financial Group | 10,830 | $77.3 萬 | 0.24% | −1,883−14.8% | 減碼 |
| Sunburst Financial Group, LLC | 10,832 | $77.3 萬 | 0.31% | +368+3.5% | 加碼 |
| Live Oak Investment Partners | – | $77.4 萬 | 0.71% | – | 新進 |
| Boston Financial Mangement LLC | 10,865 | $77.6 萬 | 0.03% | 00.0% | 不變 |
| FDx Advisors, Inc. | 10,872 | $77.6 萬 | 0.03% | +44+0.4% | 加碼 |
| Financial Advocates Investment Management | 10,870 | $77.6 萬 | 0.06% | +1,306+13.7% | 加碼 |
| Allred Capital Management, LLC | 10,883 | $77.7 萬 | 0.43% | +319+3.0% | 加碼 |
| Park National Corp | 10,969 | $78.3 萬 | 0.03% | −1,230−10.1% | 減碼 |
| Great Valley Advisor Group, Inc. | 10,986 | $78.4 萬 | 0.04% | −1,907−14.8% | 減碼 |
| NovaPoint Capital, LLC | 10,980 | $78.4 萬 | 0.34% | +785+7.7% | 加碼 |
| Walter & Keenan Financial Consulting Co | 10,983 | $78.4 萬 | 0.31% | +981+9.8% | 加碼 |
| Atlantic Union Bankshares Corp | 10,988 | $78.5 萬 | 0.08% | −1,665−13.2% | 減碼 |
| Invst, LLC | 11,602 | $78.5 萬 | 0.12% | −782−6.3% | 減碼 |
| Banque Pictet & Cie SA | 10,997 | $78.5 萬 | 0.01% | +1,808+19.7% | 加碼 |
| Toews Corp | 11,000 | $78.6 萬 | 0.39% | −4,000−26.7% | 減碼 |
| Eudaimonia Partners, LLC | 11,005 | $78.6 萬 | 0.19% | −6,240−36.2% | 減碼 |
| Silverlake Wealth Management LLC | 11,042 | $78.9 萬 | 0.49% | +50.0% | 加碼 |
| Capital Asset Advisory Services LLC | 10,604 | $79.1 萬 | 0.06% | −1,846−14.8% | 減碼 |
| Excalibur Management Corp | 11,084 | $79.2 萬 | 0.41% | −53−0.5% | 減碼 |
| Center For Asset Management LLC | 11,087 | $79.2 萬 | 0.74% | +196+1.8% | 加碼 |
| Centre Asset Management, LLC | 11,095 | $79.2 萬 | 0.21% | −427−3.7% | 減碼 |
| Ritholtz Wealth Management | 11,148 | $79.6 萬 | 0.04% | −9,017−44.7% | 減碼 |
| Farmers Trust Co | 11,173 | $79.8 萬 | 0.18% | 00.0% | 不變 |
| Detalus Advisors, LLC | 11,208 | $80.0 萬 | 0.39% | +89+0.8% | 加碼 |
| Accurate Wealth Management, LLC | 11,327 | $80.5 萬 | 0.30% | +3,525+45.2% | 加碼 |
| Viawealth, LLC | 11,319 | $80.9 萬 | 0.67% | +11,319 | 新進 |
| Change Path, LLC | 11,352 | $81.1 萬 | 0.04% | +1,695+17.6% | 加碼 |