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 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 |
|---|---|---|---|---|---|
| Forbes Financial Planning, Inc. | 3,498 | $23.8 萬 | 0.35% | 00.0% | 不變 |
| Transform Wealth, LLC | 3,300 | $23.6 萬 | 0.03% | +3,300 | 新進 |
| Campbell Wealth Management | 3,290 | $23.5 萬 | 0.03% | +35+1.1% | 加碼 |
| Howe & Rusling Inc | 3,285 | $23.5 萬 | 0.03% | +607+22.7% | 加碼 |
| WealthTrust Asset Management, LLC | 3,285 | $23.5 萬 | 0.23% | +6+0.2% | 加碼 |
| Zullo Investment Group, Inc. | 3,284 | $23.5 萬 | 0.14% | −27−0.8% | 減碼 |
| Phillips Wealth Planners LLC | 3,493 | $23.4 萬 | 0.41% | +3,493 | 新進 |
| Meridian Financial, LLC | 3,281 | $23.4 萬 | 0.25% | 00.0% | 不變 |
| LMG Wealth Partners, LLC | 3,338 | $23.4 萬 | 0.08% | +3,338 | 新進 |
| Comprehensive Financial Consultants Institutional, Inc. | 3,315 | $23.3 萬 | 0.14% | +3,315 | 新進 |
| Boyar Asset Management Inc. | 3,265 | $23.3 萬 | 0.19% | 00.0% | 不變 |
| Tufton Capital Management | 3,257 | $23.3 萬 | 0.05% | +125+4.0% | 加碼 |
| Two Sigma Securities, LLC | 3,256 | $23.3 萬 | 0.03% | −19,947−86.0% | 減碼 |
| Wealth Management Associates, Inc. | 3,250 | $23.2 萬 | 0.15% | −500−13.3% | 減碼 |
| First Interstate Bank | 3,252 | $23.2 萬 | 0.02% | 00.0% | 不變 |
| Gamble Jones Investment Counsel | 3,248 | $23.2 萬 | 0.02% | 00.0% | 不變 |
| Bangor Savings Bank | 3,225 | $23.1 萬 | 0.03% | 00.0% | 不變 |
| Anson Capital, Inc. | 3,235 | $23.1 萬 | 0.31% | +3,235 | 新進 |
| North Star Asset Management Inc | 3,227 | $23.0 萬 | 0.01% | +100+3.2% | 加碼 |
| West Paces Advisors Inc. | 3,210 | $22.9 萬 | 0.07% | −163−4.8% | 減碼 |
| Retirement Income Solutions, Inc | 3,194 | $22.8 萬 | 0.07% | +3,194 | 新進 |
| CAPROCK Group, Inc. | 3,189 | $22.8 萬 | 0.02% | +3,189 | 新進 |
| Resource Planning Group | 3,186 | $22.8 萬 | 0.18% | −1,194−27.3% | 減碼 |
| Total Clarity Wealth Management, Inc. | 3,181 | $22.7 萬 | 0.12% | +3,181 | 新進 |
| Biltmore Wealth Management, LLC | 3,171 | $22.6 萬 | 0.10% | +2+0.1% | 加碼 |
| Quadrature Capital Ltd | 3,171 | $22.6 萬 | 0.01% | −153,764−98.0% | 減碼 |
| Carmel Capital Partners, LLC | 3,162 | $22.6 萬 | 0.16% | 00.0% | 不變 |
| Bank of Nova Scotia Trust Co | 3,160 | $22.6 萬 | 0.02% | −46−1.4% | 減碼 |
| Sonora Investment Management Group, LLC | 3,160 | $22.6 萬 | 0.02% | −93−2.9% | 減碼 |
| Wedgewood Investors Inc | 3,150 | $22.5 萬 | 0.30% | 00.0% | 不變 |
| Octavia Wealth Advisors, LLC | 3,150 | $22.5 萬 | 0.06% | +68+2.2% | 加碼 |
| Coho Partners, Ltd. | 3,139 | $22.4 萬 | 0.00% | 00.0% | 不變 |
| Summit Wealth Partners, LLC | 3,120 | $22.3 萬 | 0.06% | 00.0% | 不變 |
| MCF Advisors LLC | 3,115 | $22.2 萬 | 0.02% | −642−17.1% | 減碼 |
| Charles Carroll Financial Partners, LLC | 3,100 | $22.1 萬 | 0.34% | −1,700−35.4% | 減碼 |
| Hemenway Trust Co LLC | 3,100 | $22.1 萬 | 0.02% | 00.0% | 不變 |
| Ipsen Advisor Group LLC | 3,097 | $22.1 萬 | 0.25% | +3,097 | 新進 |
| Financial Engines Advisors L.L.C. | 3,095 | $22.1 萬 | 0.00% | +3,095 | 新進 |
| JJJ Advisors Inc. | 3,123 | $22.0 萬 | 0.06% | 00.0% | 不變 |
| Calton & Associates, Inc. | 3,061 | $21.9 萬 | 0.08% | +3,061 | 新進 |
| Motco | 3,059 | $21.8 萬 | 0.02% | +254+9.1% | 加碼 |
| Patton Fund Management, Inc. | 3,038 | $21.7 萬 | 0.06% | +3,038 | 新進 |
| Brown Financial Advisory | 3,038 | $21.7 萬 | 0.22% | −1,576−34.2% | 減碼 |
| Axxcess Wealth Management, LLC | 3,023 | $21.6 萬 | 0.02% | −12−0.4% | 減碼 |
| VeraBank, N.A. | 3,012 | $21.5 萬 | 0.11% | 00.0% | 不變 |
| AlphaMark Advisors, LLC | 3,012 | $21.5 萬 | 0.11% | +166+5.8% | 加碼 |
| NBW Capital LLC | 3,010 | $21.5 萬 | 0.05% | +3,010 | 新進 |
| Field & Main Bank | 3,010 | $21.5 萬 | 0.14% | +175+6.2% | 加碼 |
| Cedar Mountain Advisors, LLC | 3,001 | $21.4 萬 | 0.07% | +13+0.4% | 加碼 |
| Madrona Financial Services, LLC | 3,000 | $21.4 萬 | 0.12% | 00.0% | 不變 |
| Asset Management Advisors, LLC | 3,000 | $21.4 萬 | 0.21% | 00.0% | 不變 |
| Aspen Grove Capital, LLC | 2,997 | $21.4 萬 | 0.10% | +2,997 | 新進 |
| Weybosset Research & Management LLC | 3,000 | $21.4 萬 | 0.08% | 00.0% | 不變 |
| Secure Asset Management, LLC | 2,995 | $21.4 萬 | 0.08% | −106−3.4% | 減碼 |
| Enterprise Financial Services Corp | 2,994 | $21.4 萬 | 0.15% | −23−0.8% | 減碼 |
| Joel Isaacson & Co., LLC | 2,979 | $21.3 萬 | 0.02% | −1,259−29.7% | 減碼 |
| First Manhattan Co | 2,973 | $21.2 萬 | 0.00% | +478+19.2% | 加碼 |
| Satovsky Asset Management LLC | 2,969 | $21.2 萬 | 0.09% | +30+1.0% | 加碼 |
| Voya Financial Advisors, Inc. | 2,937 | $21.2 萬 | 0.03% | +2,937 | 新進 |
| Ci Investments Inc. | 2,973 | $21.2 萬 | 0.00% | +1,560+110.4% | 加碼 |
| Alpha Omega Wealth Management LLC | 2,960 | $21.1 萬 | 0.04% | 00.0% | 不變 |
| Community Bank, N.A. | 2,957 | $21.1 萬 | 0.03% | +173+6.2% | 加碼 |
| 3Chopt Investment Partners, LLC | 2,951 | $21.1 萬 | 0.12% | +2,951 | 新進 |
| CRA Financial Services, LLC | 2,950 | $21.1 萬 | 0.07% | −217−6.9% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 2,949 | $21.1 萬 | 0.05% | +4+0.1% | 加碼 |
| LexAurum Advisors, LLC | 2,947 | $21.0 萬 | 0.08% | +2+0.1% | 加碼 |
| Forefront Wealth Management Inc. | 2,944 | $21.0 萬 | 0.28% | +3+0.1% | 加碼 |
| Abacus Planning Group, Inc. | 2,944 | $21.0 萬 | 0.06% | +2,944 | 新進 |
| Whittier Trust Co | 2,935 | $21.0 萬 | 0.00% | −25−0.8% | 減碼 |
| Congress Wealth Management LLC | 2,933 | $20.9 萬 | 0.01% | +2,933 | 新進 |
| Maven Securities LTD | 2,932 | $20.9 萬 | 0.04% | −6,862−70.1% | 減碼 |
| Aveo Capital Partners, LLC | 2,927 | $20.9 萬 | 0.03% | +2,927 | 新進 |
| Harvey Investment Co LLC | 2,926 | $20.9 萬 | 0.03% | +2,926 | 新進 |
| Chickasaw Capital Management LLC | 2,932 | $20.9 萬 | 0.01% | +2,932 | 新進 |
| Univest Financial Corp | 2,926 | $20.9 萬 | 0.07% | +2,926 | 新進 |
| High Falls Advisors, Inc | 2,919 | $20.8 萬 | 0.06% | −1,597−35.4% | 減碼 |
| LMCG Investments, LLC | 2,902 | $20.7 萬 | 0.01% | +2,902 | 新進 |
| Delta Capital Management LLC | 2,900 | $20.7 萬 | 0.15% | +2,900 | 新進 |
| Wilkins Investment Counsel Inc | 2,900 | $20.7 萬 | 0.05% | +2,900 | 新進 |
| Regent Investment Management LLC | 2,900 | $20.7 萬 | 0.06% | +2,900 | 新進 |
| Beaird Harris Wealth Management, LLC | 2,893 | $20.7 萬 | 0.04% | 00.0% | 不變 |
| Verus Capital Partners, LLC | 2,887 | $20.6 萬 | 0.04% | +2,887 | 新進 |
| Guyasuta Investment Advisors Inc | 2,865 | $20.5 萬 | 0.02% | +2,865 | 新進 |
| Parkside Advisors LLC | 2,864 | $20.4 萬 | 0.07% | +2,864 | 新進 |
| Seeyond | 2,863 | $20.4 萬 | 0.02% | −14,581−83.6% | 減碼 |
| Selective Wealth Management, Inc. | 3,021 | $20.3 萬 | 0.11% | −9,148−75.2% | 減碼 |
| FSA Wealth Management LLC | 2,837 | $20.3 萬 | 0.12% | +2,837 | 新進 |
| Paces Ferry Wealth Advisors, LLC | 2,836 | $20.2 萬 | 0.20% | −5,627−66.5% | 減碼 |
| WealthShield Partners, LLC | 2,834 | $20.2 萬 | 0.04% | +2,834 | 新進 |
| Ellis Investment Partners, LLC | 2,820 | $20.1 萬 | 0.05% | +21+0.8% | 加碼 |
| Insigneo Advisory Services, LLC | 2,819 | $20.1 萬 | 0.08% | +2,819 | 新進 |
| Baystate Wealth Management LLC | 2,770 | $19.8 萬 | 0.02% | +928+50.4% | 加碼 |
| Horan Securities, Inc. | 2,758 | $19.7 萬 | 0.11% | +119+4.5% | 加碼 |
| Gryphon Financial Partners LLC | 2,617 | $18.7 萬 | 0.05% | +2,617 | 新進 |
| Westside Investment Management, Inc. | 2,510 | $17.9 萬 | 0.00% | 00.0% | 不變 |
| Colonial Trust Co | 2,478 | $17.7 萬 | 0.05% | +100+4.2% | 加碼 |
| Tompkins Financial Corp | 2,455 | $17.6 萬 | 0.03% | 00.0% | 不變 |
| Essex Investment Management Co LLC | 2,400 | $17.1 萬 | 0.03% | 00.0% | 不變 |
| Dividend Assets Capital, LLC | 2,385 | $17.0 萬 | 0.04% | 00.0% | 不變 |
| Stephens Consulting, LLC | 2,379 | $17.0 萬 | 0.11% | 00.0% | 不變 |