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 |
|---|---|---|---|---|---|
| PSI Advisors, LLC | 7,199 | $50.1 萬 | 0.24% | 00.0% | 不變 |
| Element Wealth, LLC | 7,215 | $50.2 萬 | 0.38% | −356−4.7% | 減碼 |
| Moloney Securities Asset Management, LLC | 7,224 | $50.3 萬 | 0.09% | +49+0.7% | 加碼 |
| United Capital Management of KS, Inc. | 7,254 | $50.5 萬 | 0.19% | +25+0.3% | 加碼 |
| DFPG Investments, LLC | 7,286 | $50.7 萬 | 0.05% | −70−1.0% | 減碼 |
| Beacon Investment Advisors LLC | 7,291 | $50.7 萬 | 0.37% | +414+6.0% | 加碼 |
| Tradition Wealth Management, LLC | 7,301 | $50.8 萬 | 0.06% | +22+0.3% | 加碼 |
| Flagship Harbor Advisors, LLC | 7,303 | $50.8 萬 | 0.05% | +1,126+18.2% | 加碼 |
| Cohen Investment Advisors LLC | 7,334 | $51.0 萬 | 0.40% | +199+2.8% | 加碼 |
| Exencial Wealth Advisors, LLC | 7,340 | $51.1 萬 | 0.03% | +309+4.4% | 加碼 |
| Lumature Wealth Partners, LLC | 7,343 | $51.1 萬 | 0.29% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 7,355 | $51.2 萬 | 0.01% | −4,699−39.0% | 減碼 |
| Paces Ferry Wealth Advisors, LLC | 7,359 | $51.2 萬 | 0.41% | +4,523+159.5% | 加碼 |
| Wulff, Hansen & Co. | 7,363 | $51.2 萬 | 0.58% | 00.0% | 不變 |
| Mechanics Financial Corp | 7,368 | $51.3 萬 | 0.30% | −742−9.1% | 減碼 |
| Northstar Advisory Group, LLC | 7,415 | $51.6 萬 | 0.39% | +149+2.1% | 加碼 |
| Trust Co of Toledo NA | 7,419 | $51.6 萬 | 0.09% | −370−4.8% | 減碼 |
| Fidelis Capital Partners, LLC | 6,909 | $51.8 萬 | 0.22% | +3,135+83.1% | 加碼 |
| Lathrop Investment Management Corp | 7,452 | $51.8 萬 | 0.11% | 00.0% | 不變 |
| Summitry LLC | 7,450 | $51.8 萬 | 0.03% | 00.0% | 不變 |
| Lowe Brockenbrough & Co Inc | 7,482 | $52.1 萬 | 0.04% | +401+5.7% | 加碼 |
| ISAM Funds (UK) Ltd | 7,485 | $52.1 萬 | 0.66% | +7,485 | 新進 |
| Advisors Capital Management, LLC | 7,494 | $52.1 萬 | 0.01% | +1,067+16.6% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 7,490 | $52.1 萬 | 0.05% | +1,360+22.2% | 加碼 |
| Peninsula Asset Management Inc | 7,490 | $52.1 萬 | 0.33% | 00.0% | 不變 |
| Private Capital Management, LLC | 7,500 | $52.2 萬 | 0.06% | +3,500+87.5% | 加碼 |
| Firestone Capital Management | 7,524 | $52.4 萬 | 0.19% | −195−2.5% | 減碼 |
| Sentry Investment Management LLC | 7,530 | $52.4 萬 | 0.22% | +1,786+31.1% | 加碼 |
| Clearstead Advisors, LLC | 7,581 | $52.7 萬 | 0.04% | +706+10.3% | 加碼 |
| Chicago Capital, LLC | 7,608 | $52.9 萬 | 0.03% | +1,333+21.2% | 加碼 |
| Balentine LLC | 7,614 | $53.0 萬 | 0.02% | −6,650−46.6% | 減碼 |
| McLean Asset Management Corp | 7,621 | $53.0 萬 | 0.22% | −77−1.0% | 減碼 |
| JT Stratford LLC | 7,628 | $53.1 萬 | 0.15% | +2,235+41.4% | 加碼 |
| Infrastructure Capital Advisors, LLC | 7,635 | $53.1 萬 | 0.10% | +7,635 | 新進 |
| Beacon Investment Advisory Services, Inc. | 7,639 | $53.1 萬 | 0.03% | +30.0% | 加碼 |
| Wedmont Private Capital | 7,385 | $53.2 萬 | 0.07% | +1,821+32.7% | 加碼 |
| W Advisors, LLC | 7,727 | $53.8 萬 | 0.44% | −105−1.3% | 減碼 |
| CoreFirst Bank & Trust | 7,775 | $54.1 萬 | 0.39% | 00.0% | 不變 |
| Thrive Capital Management, LLC | 7,835 | $54.1 萬 | 0.34% | +136+1.8% | 加碼 |
| Optimum Investment Advisors | 7,836 | $54.5 萬 | 0.29% | 00.0% | 不變 |
| Richwood Investment Advisors, LLC | 7,880 | $54.8 萬 | 0.55% | 00.0% | 不變 |
| Essex Savings Bank | 7,914 | $55.1 萬 | 0.19% | +50+0.6% | 加碼 |
| Bath Savings Trust Co | 7,938 | $55.2 萬 | 0.07% | +511+6.9% | 加碼 |
| Baldwin Brothers Inc | 7,954 | $55.3 萬 | 0.05% | 00.0% | 不變 |
| Baldwin Investment Management, LLC | 7,975 | $55.5 萬 | 0.10% | +1,700+27.1% | 加碼 |
| Silvercrest Asset Management Group LLC | 7,981 | $55.5 萬 | 0.00% | 00.0% | 不變 |
| KMG Fiduciary Partners, LLC | 8,003 | $55.7 萬 | 0.08% | +15+0.2% | 加碼 |
| Ahrens Investment Partners LLC | 8,023 | $55.8 萬 | 0.28% | +9+0.1% | 加碼 |
| Gables Capital Management Inc. | 8,031 | $55.9 萬 | 0.39% | 00.0% | 不變 |
| Kennedy Investment Group | 8,081 | $56.2 萬 | 0.34% | +968+13.6% | 加碼 |
| Chicago Partners Investment Group LLC | 7,589 | $56.2 萬 | 0.03% | +1,793+30.9% | 加碼 |
| Ameritas Advisory Services, LLC | 7,949 | $56.5 萬 | 0.03% | −1,575−16.5% | 減碼 |
| Conning Inc. | 8,136 | $56.6 萬 | 0.02% | −47−0.6% | 減碼 |
| Cornerstone Wealth Group, LLC | 8,171 | $56.9 萬 | 0.10% | −65−0.8% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 8,180 | $56.9 萬 | 0.09% | +926+12.8% | 加碼 |
| V Wealth Advisors LLC | 8,188 | $57.0 萬 | 0.11% | −493−5.7% | 減碼 |
| Archer Investment Corp | 8,800 | $57.1 萬 | 0.21% | 00.0% | 不變 |
| Wagner Wealth Management, LLC | 8,262 | $57.5 萬 | 0.26% | +1,088+15.2% | 加碼 |
| Evergreen Capital Management LLC | 8,351 | $58.1 萬 | 0.03% | +3,881+86.8% | 加碼 |
| Mendel Money Management | 8,353 | $58.1 萬 | 0.31% | +37+0.4% | 加碼 |
| First Command Bank | 8,370 | $58.2 萬 | 0.06% | +400+5.0% | 加碼 |
| First Command Financial Services, Inc. | 8,370 | $58.2 萬 | 0.06% | +400+5.0% | 加碼 |
| Schechter Investment Advisors, LLC | 8,374 | $58.3 萬 | 0.05% | +595+7.6% | 加碼 |
| Waterfront Wealth Inc. | 8,396 | $58.4 萬 | 0.19% | +519+6.6% | 加碼 |
| Beacon Financial Group | 8,126 | $58.5 萬 | 0.08% | 00.0% | 不變 |
| Brookfield Asset Management Inc. | 8,433 | $58.7 萬 | 0.00% | −31,089−78.7% | 減碼 |
| FineMark National Bank & Trust | 8,462 | $58.9 萬 | 0.03% | +425+5.3% | 加碼 |
| Atlas Brown,Inc. | 8,466 | $58.9 萬 | 0.27% | +53+0.6% | 加碼 |
| Nations Financial Group Inc, | 8,477 | $59.0 萬 | 0.06% | −84−1.0% | 減碼 |
| Pacific Wealth Strategies Group, Inc. | 8,501 | $59.1 萬 | 0.68% | +3,374+65.8% | 加碼 |
| XML Financial, LLC | 8,505 | $59.2 萬 | 0.07% | +1,781+26.5% | 加碼 |
| MJP Associates Inc | 8,513 | $59.2 萬 | 0.18% | +542+6.8% | 加碼 |
| CSM Advisors, LLC | 8,526 | $59.3 萬 | 0.05% | 00.0% | 不變 |
| NSI Retail Advisors, LLC | 8,526 | $59.3 萬 | 0.13% | 00.0% | 不變 |
| Pine Valley Investments Ltd Liability Co | 7,986 | $59.4 萬 | 0.09% | +7,986 | 新進 |
| Colonial Trust Advisors | 8,543 | $59.4 萬 | 0.07% | +2,632+44.5% | 加碼 |
| William Allan, LLC | 8,546 | $59.5 萬 | 0.47% | +80+0.9% | 加碼 |
| Asset Management Corp | 8,585 | $59.7 萬 | 0.47% | +91+1.1% | 加碼 |
| Evergreen Wealth Management, LLC | 8,616 | $59.9 萬 | 0.53% | +28+0.3% | 加碼 |
| Wealth Dimensions Group, Ltd. | 8,618 | $60.0 萬 | 0.23% | +814+10.4% | 加碼 |
| Jackson Hole Capital Partners, LLC | 8,612 | $60.1 萬 | 0.16% | −10−0.1% | 減碼 |
| West Family Investments, Inc. | 8,640 | $60.1 萬 | 0.24% | −1,047−10.8% | 減碼 |
| Howard Capital Management Group, LLC | 8,698 | $60.5 萬 | 0.06% | 00.0% | 不變 |
| Allegheny Financial Group LTD | 8,745 | $60.8 萬 | 0.25% | +10+0.1% | 加碼 |
| First National Bank of South Miami | 8,756 | $60.9 萬 | 0.49% | +676+8.4% | 加碼 |
| Carmichael Hill & Associates, Inc. | 8,782 | $61.1 萬 | 0.31% | +255+3.0% | 加碼 |
| Benjamin Edwards Inc | 8,806 | $61.3 萬 | 0.15% | −32,293−78.6% | 減碼 |
| Americana Partners, LLC | 8,816 | $61.3 萬 | 0.10% | +72+0.8% | 加碼 |
| GPS Wealth Strategies Group, LLC | 8,854 | $61.6 萬 | 0.13% | +8,854 | 新進 |
| Caldwell Trust Co | 8,856 | $61.6 萬 | 0.09% | −1,600−15.3% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 8,895 | $61.9 萬 | 0.05% | −134−1.5% | 減碼 |
| Welch & Forbes LLC | 8,932 | $62.1 萬 | 0.01% | −395−4.2% | 減碼 |
| Rodgers Brothers Inc. | 8,943 | $62.2 萬 | 0.12% | +3,500+64.3% | 加碼 |
| Insight Inv LLC | 8,955 | $62.3 萬 | 0.67% | +40+0.4% | 加碼 |
| WFA of San Diego, LLC | 8,960 | $62.3 萬 | 0.65% | 00.0% | 不變 |
| Juncture Wealth Strategies, LLC | 8,975 | $62.4 萬 | 0.31% | −3,213−26.4% | 減碼 |
| Home Federal Bank of Tennessee | 8,990 | $62.6 萬 | 0.23% | −250−2.7% | 減碼 |
| Successful Portfolios LLC | 8,993 | $62.6 萬 | 0.39% | −1,336−12.9% | 減碼 |
| Fiduciary Trust Co | 9,034 | $62.9 萬 | 0.01% | −609−6.3% | 減碼 |
| Brighton Jones LLC | 9,045 | $62.9 萬 | 0.04% | −117−1.3% | 減碼 |