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 |
|---|---|---|---|---|---|
| Beacon Investment Advisors LLC | 7,291 | $50.7 萬 | 0.37% | +414+6.0% | 加碼 |
| DFPG Investments, LLC | 7,286 | $50.7 萬 | 0.05% | −70−1.0% | 減碼 |
| United Capital Management of KS, Inc. | 7,254 | $50.5 萬 | 0.19% | +25+0.3% | 加碼 |
| Moloney Securities Asset Management, LLC | 7,224 | $50.3 萬 | 0.09% | +49+0.7% | 加碼 |
| Element Wealth, LLC | 7,215 | $50.2 萬 | 0.38% | −356−4.7% | 減碼 |
| PSI Advisors, LLC | 7,199 | $50.1 萬 | 0.24% | 00.0% | 不變 |
| Principal Street Partners, LLC | 7,155 | $49.8 萬 | 0.13% | −25−0.3% | 減碼 |
| David J Yvars Group | 7,134 | $49.6 萬 | 0.45% | +105+1.5% | 加碼 |
| Haverford Trust Co | 7,125 | $49.6 萬 | 0.01% | +584+8.9% | 加碼 |
| Armstrong Advisory Group, Inc | 7,103 | $49.4 萬 | 0.06% | +300+4.4% | 加碼 |
| Sentry LLC | 7,091 | $49.3 萬 | 0.12% | +7,091 | 新進 |
| Woodward Diversified Capital, LLC | 7,086 | $49.3 萬 | 0.39% | +51+0.7% | 加碼 |
| Perpetual Ltd | 7,084 | $49.3 萬 | 0.00% | +7,084 | 新進 |
| Summit Asset Management, LLC | 7,065 | $49.2 萬 | 0.14% | +18+0.3% | 加碼 |
| Cozad Asset Management Inc | 7,056 | $49.1 萬 | 0.06% | +14+0.2% | 加碼 |
| Moseley Investment Management Inc | 7,049 | $49.0 萬 | 0.32% | +311+4.6% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 7,035 | $48.9 萬 | 0.24% | −67−0.9% | 減碼 |
| Van Hulzen Asset Management, LLC | 7,033 | $48.9 萬 | 0.05% | +375+5.6% | 加碼 |
| Horizon Investments, LLC | 7,090 | $48.9 萬 | 0.01% | −2,405−25.3% | 減碼 |
| Concord Asset Management, LLC | 7,003 | $48.7 萬 | 0.20% | +7,003 | 新進 |
| Delta Financial Group, Inc. | 7,005 | $48.7 萬 | 0.19% | +261+3.9% | 加碼 |
| 1620 Investment Advisors, Inc. | 6,963 | $48.4 萬 | 0.58% | +21+0.3% | 加碼 |
| Alpha Cubed Investments, LLC | 6,954 | $48.4 萬 | 0.04% | −623−8.2% | 減碼 |
| CX Institutional | 6,963 | $48.1 萬 | 0.03% | +821+13.4% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 6,911 | $48.1 萬 | 0.18% | 00.0% | 不變 |
| Xcel Wealth Management, LLC | 6,902 | $48.0 萬 | 0.17% | +625+10.0% | 加碼 |
| Clear Creek Financial Management, LLC | 6,896 | $48.0 萬 | 0.09% | +506+7.9% | 加碼 |
| Charter Trust Co | 6,893 | $48.0 萬 | 0.04% | −422−5.8% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 6,890 | $47.9 萬 | 0.12% | 00.0% | 不變 |
| Brady Family Wealth, LLC | 6,885 | $47.9 萬 | 0.19% | 00.0% | 不變 |
| Symmetry Partners, LLC | 6,856 | $47.7 萬 | 0.03% | −14,308−67.6% | 減碼 |
| City State Bank | 6,858 | $47.7 萬 | 0.27% | −102−1.5% | 減碼 |
| Stokes Capital Advisors, LLC | 6,849 | $47.7 萬 | 0.16% | 00.0% | 不變 |
| Builder Investment Group Inc | 6,829 | $47.5 萬 | 0.21% | −563−7.6% | 減碼 |
| Hexagon Capital Partners LLC | 6,825 | $47.5 萬 | 0.13% | +496+7.8% | 加碼 |
| Northwest Bancshares, Inc. | 6,822 | $47.5 萬 | 0.09% | 00.0% | 不變 |
| Marietta Wealth Management, LLC | 6,817 | $47.4 萬 | 0.10% | −75−1.1% | 減碼 |
| Heritage Wealth Advisors | 6,785 | $47.2 萬 | 0.03% | +2,733+67.4% | 加碼 |
| Accredited Investors Inc. | 6,756 | $47.0 萬 | 0.04% | 00.0% | 不變 |
| Ballew Advisors, Inc | 6,715 | $46.9 萬 | 0.34% | −374−5.3% | 減碼 |
| Kowal Investment Group, LLC | 6,700 | $46.6 萬 | 0.13% | +964+16.8% | 加碼 |
| Constitution Capital LLC | 6,694 | $46.6 萬 | 0.28% | +700+11.7% | 加碼 |
| Trinity Financial Advisors LLC | 6,684 | $46.5 萬 | 0.28% | +6,684 | 新進 |
| Investment Management of Virginia LLC | 6,627 | $46.1 萬 | 0.09% | −60−0.9% | 減碼 |
| Transform Wealth, LLC | 6,600 | $45.9 萬 | 0.04% | +3,300+100.0% | 加碼 |
| LCNB Corp | 6,568 | $45.7 萬 | 0.21% | 00.0% | 不變 |
| Asahi Life Asset Management Co., Ltd. | 6,542 | $45.5 萬 | 0.14% | −78−1.2% | 減碼 |
| Thrive Wealth Management, LLC | 6,540 | $45.5 萬 | 0.12% | +1,388+26.9% | 加碼 |
| Cross Staff Investments Inc | 6,535 | $45.5 萬 | 0.45% | 00.0% | 不變 |
| Tradewinds, LLC. | 6,533 | $45.5 萬 | 0.28% | +6,533 | 新進 |
| Graypoint LLC | 6,532 | $45.5 萬 | 0.05% | +2,364+56.7% | 加碼 |
| IVC Wealth Advisors LLC | 6,523 | $45.4 萬 | 0.32% | −867−11.7% | 減碼 |
| Sittner & Nelson, LLC | 6,517 | $45.3 萬 | 0.26% | +30.0% | 加碼 |
| Acorn Financial Advisory Services Inc | 6,513 | $45.3 萬 | 0.09% | +619+10.5% | 加碼 |
| Axxcess Wealth Management, LLC | 6,507 | $45.3 萬 | 0.04% | +3,484+115.2% | 加碼 |
| NFP Retirement, Inc. | 6,482 | $45.1 萬 | 0.09% | −14−0.2% | 減碼 |
| Berger Financial Group, Inc | 6,473 | $45.0 萬 | 0.05% | −62−0.9% | 減碼 |
| Renasant Bank | 6,457 | $44.9 萬 | 0.35% | +33+0.5% | 加碼 |
| Banque Pictet & Cie SA | 6,408 | $44.6 萬 | 0.00% | −4,589−41.7% | 減碼 |
| Cornerstone Wealth Management, LLC | 6,403 | $44.6 萬 | 0.04% | +6,403 | 新進 |
| Key Client Fiduciary Advisors, LLC | 6,378 | $44.4 萬 | 0.28% | +703+12.4% | 加碼 |
| Thoroughbred Financial Services, LLC | 6,376 | $44.3 萬 | 0.07% | −18−0.3% | 減碼 |
| Montecito Bank & Trust | 6,362 | $44.3 萬 | 0.11% | −2,218−25.9% | 減碼 |
| Summit Trail Advisors, LLC | 6,348 | $44.2 萬 | 0.02% | +22+0.3% | 加碼 |
| BLB&B Advisors, LLC | 6,332 | $44.1 萬 | 0.03% | −93−1.4% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 6,318 | $44.0 萬 | 0.09% | −516−7.6% | 減碼 |
| Telemus Capital, LLC | 6,313 | $43.9 萬 | 0.04% | −940−13.0% | 減碼 |
| Novare Capital Management LLC | 6,311 | $43.9 萬 | 0.05% | −269−4.1% | 減碼 |
| Shulman DeMeo Asset Management LLC | 6,302 | $43.9 萬 | 0.14% | −39−0.6% | 減碼 |
| NorthCrest Asset Manangement, LLC | 6,292 | $43.8 萬 | 0.02% | +6,292 | 新進 |
| Aldebaran Financial Inc. | 6,292 | $43.8 萬 | 0.59% | −175−2.7% | 減碼 |
| Continuum Advisory, LLC | 6,269 | $43.6 萬 | 0.07% | +29+0.5% | 加碼 |
| Congress Asset Management Co | 6,265 | $43.6 萬 | 0.00% | −5,875−48.4% | 減碼 |
| Verus Financial Partners, Inc. | 5,850 | $43.4 萬 | 0.06% | 00.0% | 不變 |
| BCR Wealth Strategies, LLC | 6,241 | $43.4 萬 | 0.35% | +10+0.2% | 加碼 |
| Cambridge Trust Co | 6,195 | $43.1 萬 | 0.02% | −2,670−30.1% | 減碼 |
| Appleton Partners Inc | 6,189 | $43.1 萬 | 0.04% | +502+8.8% | 加碼 |
| Westwood Holdings Group Inc. | 6,191 | $43.1 萬 | 0.00% | +6,191 | 新進 |
| Marble Harbor Investment Counsel, LLC | 6,191 | $43.1 萬 | 0.06% | 00.0% | 不變 |
| STAR Financial Bank | 6,172 | $42.9 萬 | 0.42% | +30+0.5% | 加碼 |
| MKT Advisors LLC | 5,992 | $42.8 萬 | 0.32% | −549−8.4% | 減碼 |
| Fee-Only Financial Planning, L.C. | 6,150 | $42.8 萬 | 0.35% | 00.0% | 不變 |
| Prosperity Financial Group, Inc. | 6,129 | $42.6 萬 | 0.43% | +5+0.1% | 加碼 |
| Diligent Investors, LLC | 6,123 | $42.6 萬 | 0.13% | +380+6.6% | 加碼 |
| Kapstone Financial Advisors LLC | 5,870 | $42.5 萬 | 0.38% | 00.0% | 不變 |
| Baker Boyer National Bank | 6,084 | $42.3 萬 | 0.16% | 00.0% | 不變 |
| Davy Global Fund Management Ltd | 6,054 | $42.1 萬 | 0.08% | 00.0% | 不變 |
| Schmidt P J Investment Management Inc | 5,715 | $42.0 萬 | 0.09% | +160+2.9% | 加碼 |
| Cranbrook Wealth Management, LLC | 6,036 | $42.0 萬 | 0.12% | +760+14.4% | 加碼 |
| Scotia Capital Inc. | 6,030 | $42.0 萬 | 0.00% | −639−9.6% | 減碼 |
| Formidable Asset Management, LLC | 6,075 | $41.9 萬 | 0.09% | 00.0% | 不變 |
| AIA Group Ltd | 6,012 | $41.8 萬 | 0.02% | −1,152−16.1% | 減碼 |
| Cape Cod Five Cents Savings Bank | 6,009 | $41.8 萬 | 0.05% | −1,460−19.5% | 減碼 |
| Girard Partners Ltd. | 6,007 | $41.8 萬 | 0.05% | −628−9.5% | 減碼 |
| Schulhoff & Co Inc | 6,000 | $41.7 萬 | 0.19% | 00.0% | 不變 |
| Doliver Advisors, LP | 6,000 | $41.7 萬 | 0.13% | +2,000+50.0% | 加碼 |
| Flputnam Investment Management Co | 5,973 | $41.6 萬 | 0.01% | +2,600+77.1% | 加碼 |
| Gratus Capital LLC | 5,953 | $41.4 萬 | 0.03% | +147+2.5% | 加碼 |
| Abound Wealth Management | 5,891 | $41.0 萬 | 0.18% | +42+0.7% | 加碼 |
| Kingfisher Capital LLC | 5,863 | $40.8 萬 | 0.11% | +29+0.5% | 加碼 |