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 |
|---|---|---|---|---|---|
| Virtue Capital Management, LLC | 11,404 | $82.8 萬 | 0.14% | −640−5.3% | 減碼 |
| Gradient Investments LLC | 11,875 | $82.6 萬 | 0.02% | −1,220−9.3% | 減碼 |
| RSM US Wealth Management LLC | 11,809 | $82.2 萬 | 0.03% | +3,236+37.7% | 加碼 |
| HBK Sorce Advisory LLC | 11,765 | $81.9 萬 | 0.04% | −12,425−51.4% | 減碼 |
| HM Payson & Co | 11,676 | $81.2 萬 | 0.02% | −515−4.2% | 減碼 |
| LaFleur & Godfrey LLC | 11,655 | $81.1 萬 | 0.13% | +8+0.1% | 加碼 |
| Legacy Wealth Asset Management, LLC | 11,597 | $80.7 萬 | 0.29% | +13+0.1% | 加碼 |
| Plimoth Trust Co LLC | 11,572 | $80.5 萬 | 0.25% | −200−1.7% | 減碼 |
| Chicago Trust Co NA | 11,569 | $80.5 萬 | 0.20% | −400−3.3% | 減碼 |
| Atlantic Trust, LLC | 11,560 | $80.4 萬 | 0.26% | +50+0.4% | 加碼 |
| Court Place Advisors, LLC | 11,552 | $80.4 萬 | 0.29% | −1,200−9.4% | 減碼 |
| Mastrapasqua Asset Management Inc | 11,540 | $80.3 萬 | 0.10% | +11,540 | 新進 |
| Bahl & Gaynor Inc | 11,505 | $80.1 萬 | 0.00% | −5,445−32.1% | 減碼 |
| Intrust Bank NA | 11,504 | $80.0 萬 | 0.10% | +1,065+10.2% | 加碼 |
| Nicollet Investment Management, Inc. | 11,461 | $79.7 萬 | 0.41% | 00.0% | 不變 |
| LMG Wealth Partners, LLC | 11,449 | $79.7 萬 | 0.26% | +8,111+243.0% | 加碼 |
| Avantax Planning Partners, Inc. | 11,367 | $79.1 萬 | 0.03% | +30.0% | 加碼 |
| Summit Global Investments | 11,339 | $78.9 萬 | 0.06% | −15,109−57.1% | 減碼 |
| Viawealth, LLC | 11,319 | $78.8 萬 | 0.62% | 00.0% | 不變 |
| Aberdeen Wealth Management LLC | 11,309 | $78.7 萬 | 0.59% | −245−2.1% | 減碼 |
| Center For Asset Management LLC | 11,252 | $78.3 萬 | 0.77% | +165+1.5% | 加碼 |
| Live Oak Investment Partners | – | $77.8 萬 | 0.68% | – | – |
| Nwam LLC | 11,183 | $77.8 萬 | 0.08% | −203−1.8% | 減碼 |
| Silverlake Wealth Management LLC | 11,178 | $77.8 萬 | 0.47% | +136+1.2% | 加碼 |
| FDx Advisors, Inc. | 10,872 | $77.6 萬 | 0.03% | 00.0% | 不變 |
| Farmers Trust Co | 11,151 | $77.6 萬 | 0.17% | −22−0.2% | 減碼 |
| Allred Capital Management, LLC | 11,142 | $77.5 萬 | 0.41% | +259+2.4% | 加碼 |
| Connectus Wealth, LLC | 11,099 | $77.3 萬 | 0.02% | +1,274+13.0% | 加碼 |
| Valeo Financial Advisors, LLC | 11,096 | $77.2 萬 | 0.04% | +278+2.6% | 加碼 |
| Park National Corp | 11,052 | $76.9 萬 | 0.03% | +83+0.8% | 加碼 |
| Excalibur Management Corp | 11,049 | $76.9 萬 | 0.40% | −35−0.3% | 減碼 |
| Detalus Advisors, LLC | 10,924 | $76.0 萬 | 0.36% | −284−2.5% | 減碼 |
| Financial Advocates Investment Management | 10,886 | $75.7 萬 | 0.06% | +16+0.1% | 加碼 |
| Chesley Taft & Associates LLC | 10,852 | $75.5 萬 | 0.05% | +164+1.5% | 加碼 |
| Firethorn Wealth Partners, LLC | 10,188 | $75.5 萬 | 0.59% | +157+1.6% | 加碼 |
| Cobblestone Capital Advisors LLC | 10,847 | $75.5 萬 | 0.06% | +1,734+19.0% | 加碼 |
| Centre Asset Management, LLC | 10,826 | $75.3 萬 | 0.18% | −269−2.4% | 減碼 |
| Sunburst Financial Group, LLC | 10,809 | $75.2 萬 | 0.28% | −23−0.2% | 減碼 |
| BIP Wealth, LLC | 10,758 | $74.9 萬 | 0.08% | +10,758 | 新進 |
| Catalyst Wealth Management, LLC | 10,754 | $74.8 萬 | 0.70% | +2,715+33.8% | 加碼 |
| Traverso Chambers Private Wealth Management, LLC | 10,748 | $74.8 萬 | 0.21% | −29−0.3% | 減碼 |
| Jeppson Wealth Management, LLC | 10,651 | $74.1 萬 | 0.32% | +140+1.3% | 加碼 |
| LVZ Advisors, Inc. | 10,607 | $73.8 萬 | 0.11% | +3,958+59.5% | 加碼 |
| Walter & Keenan Financial Consulting Co | 10,595 | $73.7 萬 | 0.28% | −388−3.5% | 減碼 |
| Archford Capital Strategies, LLC | 10,310 | $73.7 萬 | 0.15% | +10+0.1% | 加碼 |
| Jackson Thornton Asset Management, LLC | 10,594 | $73.7 萬 | 0.17% | +14+0.1% | 加碼 |
| Vident Investment Advisory, LLC | 10,533 | $73.3 萬 | 0.02% | +1,147+12.2% | 加碼 |
| Quadrant Capital Group LLC | 10,530 | $73.3 萬 | 0.08% | +4,222+66.9% | 加碼 |
| Valley Brook Capital Group | 10,463 | $72.8 萬 | 0.67% | +996+10.5% | 加碼 |
| Transamerica Financial Advisors, Inc. | 10,462 | $72.8 萬 | 0.10% | −15,616−59.9% | 減碼 |
| First National Corp | 10,436 | $72.6 萬 | 0.17% | −42−0.4% | 減碼 |
| Ballentine Partners, LLC | 10,435 | $72.6 萬 | 0.02% | +6,293+151.9% | 加碼 |
| Summit Financial Group Inc | 10,434 | $72.6 萬 | 0.29% | 00.0% | 不變 |
| Ritholtz Wealth Management | 10,382 | $72.2 萬 | 0.04% | −766−6.9% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 10,359 | $72.1 萬 | 0.06% | −8,965−46.4% | 減碼 |
| RFP Financial Group LLC | 10,358 | $72.1 萬 | 0.83% | −12,109−53.9% | 減碼 |
| Cornerstone Management, Inc. | 10,335 | $71.9 萬 | 0.19% | +20.0% | 加碼 |
| Sunbelt Securities, Inc. | 10,373 | $71.6 萬 | 0.12% | +403+4.0% | 加碼 |
| Capital Asset Advisory Services LLC | 10,282 | $71.5 萬 | 0.05% | −322−3.0% | 減碼 |
| Wrapmanager Inc | 10,275 | $71.5 萬 | 0.22% | +678+7.1% | 加碼 |
| North Star Investment Management Corp. | 10,253 | $71.3 萬 | 0.06% | +11+0.1% | 加碼 |
| Atlantic Union Bankshares Corp | 10,201 | $71.0 萬 | 0.07% | −787−7.2% | 減碼 |
| EPG Wealth Management LLC | 10,194 | $70.9 萬 | 0.22% | +374+3.8% | 加碼 |
| Bessemer Group Inc | 10,203 | $70.9 萬 | 0.00% | −2,297−18.4% | 減碼 |
| Qtron Investments LLC | 10,178 | $70.8 萬 | 0.15% | −1,249−10.9% | 減碼 |
| Arrow Financial Corp | 10,140 | $70.6 萬 | 0.09% | −89−0.9% | 減碼 |
| Assetmark, Inc | 10,110 | $70.3 萬 | 0.00% | +5,650+126.7% | 加碼 |
| Epoch Investment Partners, Inc. | 10,054 | $70.0 萬 | 0.00% | −8,909−47.0% | 減碼 |
| Laidlaw Wealth Management LLC | 10,045 | $69.9 萬 | 0.14% | −4,324−30.1% | 減碼 |
| Bartlett & Co. LLC | 10,027 | $69.8 萬 | 0.01% | +16+0.2% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 10,027 | $69.8 萬 | 0.01% | +16+0.2% | 加碼 |
| Graves-Light Private Wealth Management, Inc. | 10,015 | $69.7 萬 | 0.11% | +10.0% | 加碼 |
| Silver Oak Securities, Inc | 9,955 | $69.3 萬 | 0.11% | +639+6.9% | 加碼 |
| Monetary Management Group Inc | 9,876 | $68.7 萬 | 0.20% | −500−4.8% | 減碼 |
| Franklin Street Advisors Inc | 9,863 | $68.6 萬 | 0.06% | −114−1.1% | 減碼 |
| Beaumont Financial Advisors, LLC | 9,840 | $68.5 萬 | 0.07% | −171−1.7% | 減碼 |
| Ancora Advisors, LLC | 9,818 | $68.3 萬 | 0.02% | −100−1.0% | 減碼 |
| Journey Advisory Group, LLC | 9,758 | $67.9 萬 | 0.11% | +232+2.4% | 加碼 |
| Intrua Financial, LLC | 9,253 | $67.9 萬 | 0.14% | +1,056+12.9% | 加碼 |
| St. Johns Investment Management Company, LLC | 9,735 | $67.7 萬 | 0.39% | −158−1.6% | 減碼 |
| Symphony Financial, Ltd. Co. | 9,763 | $67.4 萬 | 0.17% | −620−6.0% | 減碼 |
| Linscomb & Williams, Inc. | 9,678 | $67.3 萬 | 0.04% | −569−5.6% | 減碼 |
| First Dallas Securities Inc. | 9,640 | $67.1 萬 | 0.40% | −556−5.5% | 減碼 |
| Retirement Financial Solutions, LLC | 9,642 | $67.1 萬 | 0.53% | +7,509+352.0% | 加碼 |
| Simplicity Wealth,LLC | 9,637 | $67.1 萬 | 0.45% | −20−0.2% | 減碼 |
| First Hawaiian Bank | 9,623 | $67.0 萬 | 0.02% | +31+0.3% | 加碼 |
| Peak Planning Group, LLC | 9,560 | $66.5 萬 | 0.54% | −337−3.4% | 減碼 |
| Cape Investment Advisory, Inc. | 9,532 | $66.3 萬 | 0.40% | +9,532 | 新進 |
| Wintrust Investments LLC | 9,521 | $66.2 萬 | 0.08% | +4,908+106.4% | 加碼 |
| Balboa Wealth Partners | 9,512 | $66.2 萬 | 0.25% | +38+0.4% | 加碼 |
| Benin Management CORP | 9,462 | $65.8 萬 | 0.25% | 00.0% | 不變 |
| NorthRock Partners, LLC | 9,423 | $65.6 萬 | 0.07% | −358−3.7% | 減碼 |
| Cooper Financial Group | 9,405 | $65.4 萬 | 0.18% | −1,425−13.2% | 減碼 |
| PFG Advisors | 9,396 | $65.4 萬 | 0.05% | +2,575+37.8% | 加碼 |
| Blueshift Asset Management, LLC | 9,390 | $65.3 萬 | 0.27% | +9,390 | 新進 |
| Eudaimonia Partners, LLC | 9,386 | $65.3 萬 | 0.16% | −1,619−14.7% | 減碼 |
| Acorn Wealth Advisors, LLC | 9,343 | $65.0 萬 | 0.48% | +85+0.9% | 加碼 |
| Parallel Advisors, LLC | 9,272 | $64.5 萬 | 0.02% | +2,240+31.9% | 加碼 |
| Burke & Herbert Bank & Trust Co | 9,262 | $64.4 萬 | 0.47% | −270−2.8% | 減碼 |
| Bradley Foster & Sargent Inc | 9,254 | $64.4 萬 | 0.02% | +325+3.6% | 加碼 |