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。
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 |
|---|---|---|---|---|---|
| Oppenheimer & Co Inc | 83,218 | $579.0 萬 | 0.12% | +2,213+2.7% | 加碼 |
| Old Point Trust & Financial Services N A | 83,124 | $578.4 萬 | 2.53% | +595+0.7% | 加碼 |
| Decade Renewable Partners LP | 82,900 | $576.8 萬 | 2.11% | −32,391−28.1% | 減碼 |
| Sky Investment Group LLC | 82,249 | $572.3 萬 | 1.31% | +2,225+2.8% | 加碼 |
| Bank of Nova Scotia | 80,970 | $563.4 萬 | 0.02% | −39,599−32.8% | 減碼 |
| Rafferty Asset Management, LLC | 79,956 | $556.3 萬 | 0.04% | +8,914+12.5% | 加碼 |
| Huntington National Bank | 79,252 | $551.4 萬 | 0.05% | −1,349−1.7% | 減碼 |
| Carret Asset Management, LLC | 79,152 | $550.7 萬 | 0.76% | −4,195−5.0% | 減碼 |
| Schaper Benz & Wise Investment Counsel Inc | 77,965 | $542.5 萬 | 0.55% | −475−0.6% | 減碼 |
| Chronos Wealth Management, LLC | 77,863 | $541.8 萬 | 4.07% | +287+0.4% | 加碼 |
| CWM, LLC | 77,043 | $536.1 萬 | 0.04% | +11,683+17.9% | 加碼 |
| IFG Advisory, LLC | 76,773 | $534.2 萬 | 0.50% | +6,430+9.1% | 加碼 |
| TD Private Client Wealth LLC | 75,659 | $526.4 萬 | 0.24% | +1,126+1.5% | 加碼 |
| D.A. Davidson & Co. | 74,736 | $520.0 萬 | 0.06% | +4,064+5.8% | 加碼 |
| Naples Global Advisors, LLC | 74,206 | $516.3 萬 | 0.64% | +764+1.0% | 加碼 |
| South Dakota Investment Council | 74,206 | $516.3 萬 | 0.11% | 00.0% | 不變 |
| GWM Advisors LLC | 72,807 | $511.4 萬 | 0.06% | −1,682−2.3% | 減碼 |
| Institutional & Family Asset Management, LLC | 73,394 | $510.7 萬 | 0.85% | +1,415+2.0% | 加碼 |
| Advisors Asset Management, Inc. | 72,872 | $507.0 萬 | 0.10% | +5,643+8.4% | 加碼 |
| Lido Advisors, LLC | 72,746 | $506.2 萬 | 0.07% | +2,015+2.8% | 加碼 |
| Level Four Advisory Services, LLC | 72,505 | $504.5 萬 | 0.33% | −9,045−11.1% | 減碼 |
| Atria Wealth Solutions, Inc. | 72,257 | $502.8 萬 | 0.07% | +3,682+5.4% | 加碼 |
| Albion Financial Group | 72,136 | $501.9 萬 | 0.46% | −793−1.1% | 減碼 |
| Carson Advisory Inc. | 71,771 | $499.4 萬 | 4.44% | −1,145−1.6% | 減碼 |
| National Asset Management, Inc. | 71,233 | $495.6 萬 | 0.13% | +16,777+30.8% | 加碼 |
| Warren Averett Asset Management, LLC | 71,100 | $494.7 萬 | 0.26% | +4,346+6.5% | 加碼 |
| Louisiana State Employees Retirement System | 70,800 | $492.6 萬 | 0.12% | +500+0.7% | 加碼 |
| Telos Capital Management, Inc. | 70,693 | $491.9 萬 | 0.69% | +3,702+5.5% | 加碼 |
| Kettle Hill Capital Management, LLC | 70,169 | $488.2 萬 | 1.12% | +70,169 | 新進 |
| Sigma Planning Corp | 69,911 | $486.4 萬 | 0.16% | −182−0.3% | 減碼 |
| Panagora Asset Management Inc | 68,921 | $479.6 萬 | 0.03% | −15,490−18.4% | 減碼 |
| JustInvest LLC | 68,378 | $475.8 萬 | 0.17% | +16,945+32.9% | 加碼 |
| Prospera Financial Services Inc | 68,239 | $474.9 萬 | 0.20% | +4,534+7.1% | 加碼 |
| Anchor Investment Management, LLC | 68,004 | $473.2 萬 | 0.64% | −1,983−2.8% | 減碼 |
| Goelzer Investment Management, Inc. | 67,067 | $466.7 萬 | 0.41% | +7,558+12.7% | 加碼 |
| Schnieders Capital Management LLC | 66,570 | $463.2 萬 | 1.04% | −7,269−9.8% | 減碼 |
| Pacer Advisors, Inc. | 66,452 | $462.4 萬 | 0.02% | −120,458−64.4% | 減碼 |
| Patrick Mauro Investment Advisor, INC. | 65,617 | $456.6 萬 | 2.85% | +16,135+32.6% | 加碼 |
| Moors & Cabot, Inc. | 65,389 | $455.0 萬 | 0.31% | −356−0.5% | 減碼 |
| Foster Victor Wealth Advisors, LLC | 65,303 | $454.7 萬 | 0.55% | +4,038+6.6% | 加碼 |
| Arkadios Wealth Advisors | 65,315 | $454.5 萬 | 0.54% | +2,296+3.6% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 65,268 | $454.1 萬 | 0.28% | +9,310+16.6% | 加碼 |
| KBC Group NV | 64,164 | $446.5 萬 | 0.02% | +5,311+9.0% | 加碼 |
| Coldstream Capital Management Inc | 63,767 | $443.7 萬 | 0.15% | +1,196+1.9% | 加碼 |
| Birmingham Capital Management Co Inc | 63,250 | $440.1 萬 | 1.76% | 00.0% | 不變 |
| Lockheed Martin Investment Management Co | 63,200 | $439.7 萬 | 0.25% | 00.0% | 不變 |
| Baugh & Associates, LLC | 61,970 | $438.5 萬 | 2.80% | +4,066+7.0% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 62,817 | $437.1 萬 | 0.02% | −1,553−2.4% | 減碼 |
| Ellsworth Advisors, LLC | 62,187 | $432.7 萬 | 1.52% | +4,483+7.8% | 加碼 |
| Stratos Wealth Advisors, LLC | 61,952 | $431.1 萬 | 0.33% | +46+0.1% | 加碼 |
| Glenmede Trust Co NA | 61,883 | $430.6 萬 | 0.02% | −3,177−4.9% | 減碼 |
| Coston, McIsaac & Partners | 61,859 | $430.4 萬 | 1.60% | +3,972+6.9% | 加碼 |
| Virginia Wealth Management Group, Inc. | 61,750 | $429.7 萬 | 2.95% | +1,050+1.7% | 加碼 |
| Shilanski & Associates, Inc. | 59,728 | $427.1 萬 | 1.92% | +1,298+2.2% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 61,218 | $426.0 萬 | 0.07% | +7,253+13.4% | 加碼 |
| Community Bank & Trust, Waco, Texas | 61,082 | $425.0 萬 | 1.35% | −199−0.3% | 減碼 |
| CIBC World Markets Inc. | 60,667 | $422.1 萬 | 0.02% | −7,122−10.5% | 減碼 |
| Siemens Fonds Invest GmbH | 60,313 | $419.7 萬 | 0.44% | −123−0.2% | 減碼 |
| Montag A & Associates Inc | 59,929 | $417.0 萬 | 0.27% | +2,726+4.8% | 加碼 |
| Bridge Creek Capital Management LLC | 59,781 | $416.0 萬 | 1.56% | +1,086+1.9% | 加碼 |
| City Holding Co | 59,158 | $411.6 萬 | 0.74% | +2,880+5.1% | 加碼 |
| Steward Partners Investment Advisory, LLC | 58,967 | $410.3 萬 | 0.07% | −179−0.3% | 減碼 |
| Pathstone Family Office, LLC | 60,359 | $410.3 萬 | 0.07% | −20,295−25.2% | 減碼 |
| Harvest Portfolios Group Inc. | 58,858 | $409.5 萬 | 0.20% | +4,259+7.8% | 加碼 |
| Foundations Investment Advisors, LLC | 58,467 | $406.8 萬 | 0.15% | +13,332+29.5% | 加碼 |
| Pathway Financial Advisers, LLC | 58,157 | $404.7 萬 | 1.63% | +1,307+2.3% | 加碼 |
| Stratos Wealth Partners, LTD. | 58,148 | $404.6 萬 | 0.11% | −5,917−9.2% | 減碼 |
| Norinchukin Bank, The | 58,098 | $404.2 萬 | 0.08% | +2,130+3.8% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 56,957 | $396.3 萬 | 1.23% | +273+0.5% | 加碼 |
| Clearbridge Investments, LLC | 56,914 | $396.0 萬 | 0.00% | −5,350−8.6% | 減碼 |
| Brookstone Capital Management | 54,446 | $393.9 萬 | 0.08% | +9,885+22.2% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 56,174 | $390.9 萬 | 1.18% | +2,419+4.5% | 加碼 |
| Ieq Capital, LLC | 55,864 | $388.7 萬 | 0.09% | +9,516+20.5% | 加碼 |
| Simmons Bank | 55,802 | $388.3 萬 | 0.33% | +731+1.3% | 加碼 |
| Cyndeo Wealth Partners, LLC | 55,762 | $388.0 萬 | 0.42% | +52,309+1,514.9% | 加碼 |
| Intech Investment Management LLC | 55,753 | $387.9 萬 | 0.03% | −2,007−3.5% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 55,658 | $387.2 萬 | 0.06% | +11,320+25.5% | 加碼 |
| Wesbanco Bank Inc | 55,644 | $387.1 萬 | 0.17% | 00.0% | 不變 |
| CIBC World Markets Corp | 55,053 | $383.1 萬 | 0.06% | −72,938−57.0% | 減碼 |
| Laurel Wealth Advisors LLC | 54,428 | $378.7 萬 | 0.81% | +2,725+5.3% | 加碼 |
| Richard Bernstein Advisors LLC | 54,039 | $376.0 萬 | 0.08% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 53,723 | $373.8 萬 | 0.33% | +2,660+5.2% | 加碼 |
| Savant Capital, LLC | 52,992 | $368.7 萬 | 0.07% | +15,513+41.4% | 加碼 |
| Sequoia Financial Advisors, LLC | 51,797 | $360.4 萬 | 0.08% | +1,816+3.6% | 加碼 |
| Centaurus Financial, Inc. | 51,718 | $359.9 萬 | 0.29% | −5,146−9.0% | 減碼 |
| Wealth Advisors of Tampa Bay, LLC | 51,200 | $356.3 萬 | 2.04% | +136+0.3% | 加碼 |
| Nordea Investment Management AB | 51,306 | $355.1 萬 | 0.01% | +3,449+7.2% | 加碼 |
| Trinity Legacy Partners, LLC | 50,870 | $354.0 萬 | 1.33% | +1,038+2.1% | 加碼 |
| StoneX Group Inc. | 50,640 | $352.4 萬 | 0.39% | +2,611+5.4% | 加碼 |
| Putnam Investments LLC | 50,642 | $352.4 萬 | 0.01% | −4,568−8.3% | 減碼 |
| Crestline Management, LP | 50,500 | $351.4 萬 | 0.43% | +50,500 | 新進 |
| New Mexico Educational Retirement Board | 50,387 | $350.6 萬 | 0.18% | −1,600−3.1% | 減碼 |
| First National Trust Co | 50,214 | $349.4 萬 | 0.19% | +35+0.1% | 加碼 |
| Sugarloaf Wealth Management, LLC | 49,815 | $346.6 萬 | 0.85% | −180.0% | 減碼 |
| Profund Advisors LLC | 49,445 | $344.0 萬 | 0.21% | −2,783−5.3% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 49,114 | $341.7 萬 | 0.14% | +1,824+3.9% | 加碼 |
| Integrated Wealth Concepts LLC | 48,744 | $339.2 萬 | 0.07% | +30,240+163.4% | 加碼 |
| Metropolitan Life Insurance Co | 48,694 | $338.8 萬 | 0.17% | −14,274−22.7% | 減碼 |
| ICA Group Wealth Management, LLC | 48,454 | $337.1 萬 | 0.80% | +516+1.1% | 加碼 |
| Fulton Bank, N.A. | 48,062 | $334.4 萬 | 0.18% | −693−1.4% | 減碼 |