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。
2023 年第 1 季 13F 持有人
Southern Co 在 2023/3/31 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
- 1,706
- 較 2022 年第 4 季 +9 家
- 持有股數
- 7.01 億
- 較 2022 年第 4 季 +1,525 萬 (+2.2%)
- 總市值
- $488.1 億
- 較 2022 年第 4 季 −$1.50 億 (−0.3%)
- 新進機構
- 111
- 另有 775 家加碼
- 清倉機構
- 102
- 另有 543 家減碼
另有 40 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| WealthShield Partners, LLC | 4,801 | $33.4 萬 | 0.05% | +1,967+69.4% | 加碼 |
| TCI Wealth Advisors, Inc. | 4,818 | $33.5 萬 | 0.04% | +10.0% | 加碼 |
| BEAM Asset Management, LLC | 4,821 | $33.5 萬 | 0.34% | −16−0.3% | 減碼 |
| Jones Financial Companies LLLP | 4,832 | $33.6 萬 | 0.00% | +374+8.4% | 加碼 |
| Platform Technology Partners | 4,835 | $33.6 萬 | 0.17% | +207+4.5% | 加碼 |
| Castleview Partners, LLC | 4,841 | $33.7 萬 | 0.30% | −3,571−42.5% | 減碼 |
| Bridges Investment Management Inc | 4,850 | $33.7 萬 | 0.01% | 00.0% | 不變 |
| Lokken Investment Group LLC | 4,867 | $33.9 萬 | 0.26% | +166+3.5% | 加碼 |
| Daymark Wealth Partners, LLC | 4,877 | $33.9 萬 | 0.05% | +874+21.8% | 加碼 |
| Cornercap Investment Counsel Inc | 4,889 | $34.0 萬 | 0.06% | −2,266−31.7% | 減碼 |
| Financial Advisory Service, Inc. | 4,894 | $34.1 萬 | 0.04% | −952−16.3% | 減碼 |
| SNS Financial Group, LLC | 4,901 | $34.1 萬 | 0.04% | −181−3.6% | 減碼 |
| CMG Global Holdings, LLC | 4,902 | $34.1 萬 | 0.31% | +22+0.5% | 加碼 |
| Wealthstar Advisors, LLC | 4,914 | $34.2 萬 | 0.15% | +10.0% | 加碼 |
| Keebeck Wealth Management, LLC | 4,924 | $34.3 萬 | 0.06% | −1,319−21.1% | 減碼 |
| Rossmore Private Capital | 4,937 | $34.4 萬 | 0.05% | +418+9.2% | 加碼 |
| AMG National Trust Bank | 4,950 | $34.4 萬 | 0.01% | +1,000+25.3% | 加碼 |
| Breakwater Capital Group | 4,951 | $34.5 萬 | 0.14% | +125+2.6% | 加碼 |
| Altfest L J & Co Inc | 4,968 | $34.6 萬 | 0.05% | +8+0.2% | 加碼 |
| Meridian Financial, LLC | 4,976 | $34.6 萬 | 0.34% | +1,695+51.7% | 加碼 |
| Connolly Sarah T. | 5,000 | $34.8 萬 | 0.22% | 00.0% | 不變 |
| Cladis Investment Advisory, LLC | 5,000 | $34.8 萬 | 0.31% | 00.0% | 不變 |
| Abn Amro Investment Solutions | 5,015 | $34.9 萬 | 0.01% | +5,015 | 新進 |
| Pinnacle West Asset Management, Inc. | 5,025 | $35.0 萬 | 0.37% | +5,025 | 新進 |
| WealthTrust Axiom LLC | 5,037 | $35.1 萬 | 0.12% | 00.0% | 不變 |
| SFMG, LLC | 5,047 | $35.1 萬 | 0.04% | +269+5.6% | 加碼 |
| Mairs & Power Inc | 5,060 | $35.2 萬 | 0.00% | +1,560+44.6% | 加碼 |
| Asset Management Resources, LLC | 5,069 | $35.3 萬 | 0.22% | +5,069 | 新進 |
| TruWealth Advisors, LLC | 5,080 | $35.3 萬 | 0.03% | +1,353+36.3% | 加碼 |
| PBMares Wealth Management LLC | 5,096 | $35.5 萬 | 0.13% | 00.0% | 不變 |
| Beta Wealth Group, Inc. | 5,100 | $35.5 萬 | 0.20% | +300+6.3% | 加碼 |
| Cutter & CO Brokerage, Inc. | 5,104 | $35.5 萬 | 0.11% | +21+0.4% | 加碼 |
| Great Lakes Advisors, LLC | 5,108 | $35.5 萬 | 0.00% | −1,755−25.6% | 減碼 |
| Campion Asset Management LLC | 5,115 | $35.6 萬 | 0.34% | 00.0% | 不變 |
| Trust Co of Virginia | 5,126 | $35.7 萬 | 0.04% | −7,390−59.0% | 減碼 |
| Hartline Investment Corp | 5,126 | $35.7 萬 | 0.07% | 00.0% | 不變 |
| KRS Capital Management, LLC | 5,139 | $35.8 萬 | 0.40% | +6+0.1% | 加碼 |
| Sterling Manor Financial, LLC | 5,152 | $35.8 萬 | 0.35% | 00.0% | 不變 |
| Altus Wealth Group LLC | 5,179 | $36.0 萬 | 0.24% | +4+0.1% | 加碼 |
| Eastover Investment Advisors LLC | 5,185 | $36.1 萬 | 0.20% | 00.0% | 不變 |
| Parsec Financial Management, Inc. | 5,190 | $36.1 萬 | 0.02% | 00.0% | 不變 |
| Retirement Income Solutions, Inc | 5,194 | $36.1 萬 | 0.11% | +2,000+62.6% | 加碼 |
| Auxano Advisors, LLC | 5,200 | $36.2 萬 | 0.14% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 5,211 | $36.3 萬 | 0.12% | −64−1.2% | 減碼 |
| Cim Investment Mangement Inc | 5,214 | $36.3 萬 | 0.13% | +5,214 | 新進 |
| Davis Investment Partners, LLC | 5,216 | $36.3 萬 | 0.19% | 00.0% | 不變 |
| Inscription Capital, LLC | 5,229 | $36.4 萬 | 0.10% | 00.0% | 不變 |
| Avidian Wealth Solutions, LLC | 5,234 | $36.4 萬 | 0.02% | +341+7.0% | 加碼 |
| REDW Wealth LLC | 5,236 | $36.4 萬 | 0.12% | 00.0% | 不變 |
| Lee Danner & Bass Inc | 5,241 | $36.5 萬 | 0.03% | +21+0.4% | 加碼 |
| Lebenthal Global Advisors, LLC | 5,251 | $36.5 萬 | 0.11% | −150−2.8% | 減碼 |
| Vise Technologies, Inc. | 5,260 | $36.6 萬 | 0.10% | +957+22.2% | 加碼 |
| Donald L. Hagan, LLC | 5,262 | $36.6 萬 | 0.20% | 00.0% | 不變 |
| Courier Capital LLC | 5,277 | $36.7 萬 | 0.04% | −52−1.0% | 減碼 |
| Affinity Wealth Management LLC | 5,287 | $36.8 萬 | 0.09% | 00.0% | 不變 |
| Oppenheimer Asset Management Inc. | 5,298 | $36.9 萬 | 0.01% | +1,223+30.0% | 加碼 |
| Private Capital Advisors, Inc. | 5,300 | $36.9 萬 | 0.07% | 00.0% | 不變 |
| apricus wealth, LLC | 5,325 | $37.1 萬 | 0.34% | +1,100+26.0% | 加碼 |
| Marcum Wealth, LLC | 5,327 | $37.1 萬 | 0.05% | +145+2.8% | 加碼 |
| Sandbox Financial Partners, LLC | 5,333 | $37.1 萬 | 0.22% | −122−2.2% | 減碼 |
| Zhang Financial LLC | 5,337 | $37.1 萬 | 0.04% | −43−0.8% | 減碼 |
| Empowered Funds, LLC | 5,349 | $37.2 萬 | 0.02% | +1,640+44.2% | 加碼 |
| Summit Financial Wealth Advisors, LLC | 5,350 | $37.2 萬 | 0.09% | 00.0% | 不變 |
| Arcus Capital Partners, LLC | 5,371 | $37.4 萬 | 0.13% | +44+0.8% | 加碼 |
| Beaumont Asset Management, L.L.C. | 5,372 | $37.4 萬 | 0.27% | −22−0.4% | 減碼 |
| Register Financial Advisors LLC | 5,376 | $37.4 萬 | 0.29% | +1,000+22.9% | 加碼 |
| AlphaStar Capital Management, LLC | 5,241 | $37.4 萬 | 0.03% | 00.0% | 不變 |
| Bienville Capital Management, LLC | 5,400 | $37.6 萬 | 0.15% | 00.0% | 不變 |
| Duncker Streett & Co Inc | 5,402 | $37.6 萬 | 0.09% | −248−4.4% | 減碼 |
| Angeles Investment Advisors, LLC | 5,408 | $37.6 萬 | 0.03% | +818+17.8% | 加碼 |
| Hall Capital Management Co Inc | 5,409 | $37.6 萬 | 0.22% | +333+6.6% | 加碼 |
| Financial Architects, Inc | 5,414 | $37.7 萬 | 0.06% | −1,770−24.6% | 減碼 |
| First National Bank & Trust Co of Newtown | 5,423 | $37.7 萬 | 0.08% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 5,443 | $37.9 萬 | 0.01% | +788+16.9% | 加碼 |
| 9258 Wealth Management, LLC | 5,476 | $38.1 萬 | 0.08% | +1,218+28.6% | 加碼 |
| Fusion Capital, LLC | 5,479 | $38.1 萬 | 0.22% | +375+7.3% | 加碼 |
| Waldron Private Wealth LLC | 5,480 | $38.1 萬 | 0.02% | −159−2.8% | 減碼 |
| O'Brien Greene & Co. Inc | 5,488 | $38.2 萬 | 0.14% | 00.0% | 不變 |
| American Financial Advisors, LLC | 5,497 | $38.2 萬 | 0.06% | +50+0.9% | 加碼 |
| Keystone Financial Planning, Inc. | 5,508 | $38.3 萬 | 0.13% | 00.0% | 不變 |
| Elwood & Goetz Wealth Advisory Group, LLC | 5,516 | $38.4 萬 | 0.09% | +6+0.1% | 加碼 |
| KG&L Capital Management,LLC | 5,521 | $38.4 萬 | 0.20% | −411−6.9% | 減碼 |
| Goodwin Daniel L | 5,545 | $38.6 萬 | 0.20% | −100−1.8% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 5,545 | $38.6 萬 | 0.05% | +947+20.6% | 加碼 |
| Flaharty Asset Management, LLC | 5,550 | $38.6 萬 | 0.07% | 00.0% | 不變 |
| McGlone Suttner Wealth Management, Inc. | 5,585 | $38.9 萬 | 0.10% | +445+8.7% | 加碼 |
| Gateway Wealth Partners, LLC | 5,598 | $38.9 萬 | 0.06% | −496−8.1% | 減碼 |
| O'Rourke & Company, Inc | 5,612 | $39.0 萬 | 0.30% | +5+0.1% | 加碼 |
| PFG Investments, LLC | 5,626 | $39.1 萬 | 0.08% | +5,626 | 新進 |
| Ostrum Asset Management | 5,635 | $39.2 萬 | 0.03% | +5,635 | 新進 |
| Sigma Investment Counselors Inc | 5,640 | $39.2 萬 | 0.03% | +622+12.4% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 5,641 | $39.3 萬 | 0.00% | −62,631−91.7% | 減碼 |
| Klingman & Associates, LLC | 5,643 | $39.3 萬 | 0.03% | −10.0% | 減碼 |
| RB Capital Management, LLC | 5,647 | $39.3 萬 | 0.13% | +510+9.9% | 加碼 |
| Arden Trust Co | 5,644 | $39.3 萬 | 0.07% | +139+2.5% | 加碼 |
| Red Wave Investments LLC | 5,651 | $39.3 萬 | 0.16% | +178+3.3% | 加碼 |
| Bremer Bank National Association | 5,657 | $39.4 萬 | 0.08% | −300−5.0% | 減碼 |
| Resources Management Corp | 12,375 | $39.5 萬 | 0.08% | −370−2.9% | 減碼 |
| Carroll Investors, Inc | 5,692 | $39.6 萬 | 0.32% | 00.0% | 不變 |
| Patten Group, Inc. | 5,721 | $39.8 萬 | 0.12% | 00.0% | 不變 |