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 2 季 13F 持有人
Southern Co 在 2023/6/30 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
- 1,728
- 較 2023 年第 1 季 +36 家
- 持有股數
- 6.94 億
- 較 2023 年第 1 季 −695.7 萬 (−1.0%)
- 總市值
- $487.6 億
- 較 2023 年第 1 季 −$3,635 萬 (−0.1%)
- 新進機構
- 117
- 另有 689 家加碼
- 清倉機構
- 81
- 另有 634 家減碼
另有 14 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| HM Payson & Co | 11,408 | $80.1 萬 | 0.02% | −268−2.3% | 減碼 |
| LaFleur & Godfrey LLC | 11,448 | $80.4 萬 | 0.12% | −207−1.8% | 減碼 |
| Nicollet Investment Management, Inc. | 11,461 | $80.5 萬 | 0.36% | 00.0% | 不變 |
| Detalus Advisors, LLC | 11,504 | $80.8 萬 | 0.36% | +580+5.3% | 加碼 |
| Virtue Capital Management, LLC | 11,336 | $81.3 萬 | 0.14% | −68−0.6% | 減碼 |
| Resources Management Corp | 11,595 | $81.5 萬 | 0.13% | −780−6.3% | 減碼 |
| Summit Global Investments | 11,698 | $82.2 萬 | 0.05% | +359+3.2% | 加碼 |
| Bartlett & Co. LLC | 11,721 | $82.3 萬 | 0.01% | +1,694+16.9% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 11,721 | $82.3 萬 | 0.01% | +1,694+16.9% | 加碼 |
| Bedell Frazier Investment Counseling, LLC | 11,744 | $82.5 萬 | 0.24% | −800−6.4% | 減碼 |
| Wedmont Private Capital | 11,562 | $82.5 萬 | 0.09% | +4,177+56.6% | 加碼 |
| Connectus Wealth, LLC | 11,748 | $82.6 萬 | 0.02% | +649+5.8% | 加碼 |
| Guardian Wealth Advisors, LLC | 11,761 | $82.6 萬 | 0.14% | −779−6.2% | 減碼 |
| ProVise Management Group, LLC | 11,771 | $82.7 萬 | 0.07% | −270−2.2% | 減碼 |
| RS Crum Inc. | 11,783 | $82.8 萬 | 0.30% | −624−5.0% | 減碼 |
| Gradient Investments LLC | 11,805 | $82.9 萬 | 0.02% | −70−0.6% | 減碼 |
| Exchange Traded Concepts, LLC | 11,817 | $83.0 萬 | 0.02% | −106,247−90.0% | 減碼 |
| Bahl & Gaynor Inc | 11,836 | $83.1 萬 | 0.01% | +331+2.9% | 加碼 |
| Cassaday & Co Wealth Management LLC | 11,892 | $83.5 萬 | 0.03% | −139−1.2% | 減碼 |
| Carnegie Capital Asset Management, LLC | 11,991 | $84.2 萬 | 0.03% | +43+0.4% | 加碼 |
| Aft, Forsyth & Company, Inc. | 11,998 | $84.3 萬 | 0.60% | 00.0% | 不變 |
| Marino, Stram & Associates LLC | 12,138 | $85.3 萬 | 0.24% | −510−4.0% | 減碼 |
| IFP Advisors, Inc | 19,292 | $85.3 萬 | 0.04% | −739−3.7% | 減碼 |
| Community Bank of Raymore | 12,150 | $85.4 萬 | 0.37% | −2,880−19.2% | 減碼 |
| Shepherd Financial Partners LLC | 12,154 | $85.4 萬 | 0.13% | +208+1.7% | 加碼 |
| AdvisorNet Financial, Inc | 12,204 | $85.7 萬 | 0.07% | +121+1.0% | 加碼 |
| Confluence Wealth Services, Inc. | 12,293 | $86.4 萬 | 0.18% | −103−0.8% | 減碼 |
| Cornerstone Management, Inc. | 12,336 | $86.7 萬 | 0.22% | +2,001+19.4% | 加碼 |
| Rocky Mountain Advisers, LLC | 12,525 | $87.1 萬 | 0.46% | 00.0% | 不變 |
| LMG Wealth Partners, LLC | 12,408 | $87.2 萬 | 0.27% | +959+8.4% | 加碼 |
| Chicago Trust Co NA | 12,414 | $87.2 萬 | 0.21% | +845+7.3% | 加碼 |
| Accurate Wealth Management, LLC | 12,270 | $87.6 萬 | 0.27% | +338+2.8% | 加碼 |
| Valmark Advisers, Inc. | 12,476 | $87.6 萬 | 0.02% | −740−5.6% | 減碼 |
| Blue Fin Capital, Inc. | 12,485 | $87.7 萬 | 0.25% | +7+0.1% | 加碼 |
| Intrust Bank NA | 12,579 | $88.4 萬 | 0.11% | +1,075+9.3% | 加碼 |
| Symphony Financial, Ltd. Co. | 12,822 | $88.7 萬 | 0.22% | +3,059+31.3% | 加碼 |
| ForthRight Wealth Management, LLC | 12,697 | $89.2 萬 | 0.37% | −157−1.2% | 減碼 |
| Keudell/Morrison Wealth Management | 12,740 | $89.5 萬 | 0.26% | −882−6.5% | 減碼 |
| Golden State Equity Partners | 12,784 | $89.8 萬 | 0.25% | +8,282+184.0% | 加碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 12,799 | $89.9 萬 | 0.58% | −118−0.9% | 減碼 |
| Twin Capital Management Inc | 12,842 | $90.2 萬 | 0.12% | −113−0.9% | 減碼 |
| Stableford Capital II LLC | 13,012 | $90.3 萬 | 0.40% | +13,012 | 新進 |
| Widmann Financial Services, Inc. | 12,865 | $90.4 萬 | 0.86% | −80−0.6% | 減碼 |
| GSB Wealth Management, LLC | 12,885 | $90.5 萬 | 0.29% | −1,121−8.0% | 減碼 |
| Clarius Group, LLC | 12,918 | $90.7 萬 | 0.07% | +828+6.8% | 加碼 |
| RIA Advisory Group LLC | 12,929 | $90.8 萬 | 0.39% | −803−5.8% | 減碼 |
| Grimes & Company, Inc. | 12,975 | $91.1 萬 | 0.03% | −20−0.2% | 減碼 |
| Kovack Advisors, Inc. | 12,983 | $91.2 萬 | 0.12% | −406−3.0% | 減碼 |
| Checchi Capital Advisers, LLC | 13,022 | $91.5 萬 | 0.08% | +432+3.4% | 加碼 |
| Glenview Trust Co | 13,026 | $91.5 萬 | 0.02% | +990+8.2% | 加碼 |
| Bessemer Group Inc | 13,117 | $92.1 萬 | 0.00% | +2,914+28.6% | 加碼 |
| Coastline Trust Co | 13,197 | $92.7 萬 | 0.13% | −1,431−9.8% | 減碼 |
| Park Place Capital Corp | 13,207 | $92.8 萬 | 0.26% | −2,701−17.0% | 減碼 |
| Cigna Investments Inc | 13,229 | $92.9 萬 | 0.17% | −50−0.4% | 減碼 |
| Columbia Asset Management | 13,234 | $93.0 萬 | 0.20% | +37+0.3% | 加碼 |
| Silver Oak Securities, Inc | 13,244 | $93.0 萬 | 0.15% | +3,289+33.0% | 加碼 |
| Country Club Bank | 13,455 | $93.0 萬 | 0.07% | −33−0.2% | 減碼 |
| Assetmark, Inc | 13,299 | $93.4 萬 | 0.00% | +3,189+31.5% | 加碼 |
| McMillion Capital Management Inc | 13,340 | $93.7 萬 | 0.83% | −625−4.5% | 減碼 |
| Vident Investment Advisory, LLC | 13,541 | $95.4 萬 | 0.03% | +3,008+28.6% | 加碼 |
| Lazard Asset Management LLC | 13,599 | $95.5 萬 | 0.00% | −76−0.6% | 減碼 |
| United Bank | 13,600 | $95.5 萬 | 0.12% | 00.0% | 不變 |
| Coastal Investment Advisors, Inc. | 13,612 | $95.6 萬 | 0.21% | −17−0.1% | 減碼 |
| Silvercrest Asset Management Group LLC | 13,655 | $95.9 萬 | 0.01% | +5,674+71.1% | 加碼 |
| Advisor OS, LLC | 13,665 | $96.0 萬 | 0.16% | −6,642−32.7% | 減碼 |
| Empire Financial Management Company, LLC | 13,667 | $96.0 萬 | 0.38% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 13,751 | $96.6 萬 | 0.11% | −377−2.7% | 減碼 |
| Burney Co | 13,763 | $96.7 萬 | 0.04% | +207+1.5% | 加碼 |
| RDA Financial Network | 13,783 | $96.8 萬 | 0.41% | +130+1.0% | 加碼 |
| Rollins Financial | 13,793 | $96.9 萬 | 0.26% | −2,906−17.4% | 減碼 |
| Red Door Wealth Management, LLC | 13,819 | $97.1 萬 | 0.22% | +94+0.7% | 加碼 |
| Archford Capital Strategies, LLC | 13,384 | $97.6 萬 | 0.19% | +3,074+29.8% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 13,939 | $97.9 萬 | 0.07% | +3,580+34.6% | 加碼 |
| Valeo Financial Advisors, LLC | 13,954 | $98.0 萬 | 0.04% | +2,858+25.8% | 加碼 |
| Wright Investors Service Inc | 13,974 | $98.2 萬 | 0.28% | −11,664−45.5% | 減碼 |
| LVZ Advisors, Inc. | 14,007 | $98.4 萬 | 0.14% | +3,400+32.1% | 加碼 |
| Comerica Securities,inc. | 14,062 | $98.8 萬 | 0.07% | −632−4.3% | 減碼 |
| Ci Investments Inc. | 14,090 | $99.0 萬 | 0.00% | +1,943+16.0% | 加碼 |
| White Lighthouse Investment Management Inc. | 14,094 | $99.0 萬 | 0.24% | 00.0% | 不變 |
| Mastrapasqua Asset Management Inc | 14,120 | $99.2 萬 | 0.11% | +2,580+22.4% | 加碼 |
| Fund Management at Engine No. 1 LLC | 14,193 | $99.7 萬 | 0.18% | +990+7.5% | 加碼 |
| Chatham Capital Group, Inc. | 14,193 | $99.7 萬 | 0.21% | 00.0% | 不變 |
| Integrated Advisors Network LLC | 14,202 | $99.8 萬 | 0.06% | +394+2.9% | 加碼 |
| Ti-Trust, Inc | 14,210 | $99.8 萬 | 0.92% | 00.0% | 不變 |
| SignalPoint Asset Management, LLC | 14,227 | $99.9 萬 | 0.31% | −213−1.5% | 減碼 |
| FinTrust Capital Advisors, LLC | 14,075 | $100.5 萬 | 0.24% | 00.0% | 不變 |
| Diversified Trust Co | 14,392 | $101.1 萬 | 0.04% | +773+5.7% | 加碼 |
| Chemung Canal Trust Co | 14,395 | $101.1 萬 | 0.22% | −200−1.4% | 減碼 |
| Arden Trust Co | 14,424 | $101.3 萬 | 0.17% | +8,780+155.6% | 加碼 |
| NovaPoint Capital, LLC | 14,422 | $101.3 萬 | 0.38% | +114+0.8% | 加碼 |
| Berkeley Capital Partners, LLC | 14,517 | $102.0 萬 | 0.36% | +54+0.4% | 加碼 |
| TrinityPoint Wealth, LLC | 14,569 | $102.3 萬 | 0.20% | +16+0.1% | 加碼 |
| Columbus Macro, LLC | 14,639 | $102.5 萬 | 0.41% | −2,087−12.5% | 減碼 |
| Sheets Smith Wealth Management | 14,740 | $103.5 萬 | 0.15% | −176−1.2% | 減碼 |
| Naviter Wealth, LLC | 14,813 | $104.1 萬 | 0.26% | +1,237+9.1% | 加碼 |
| First United Bank Trust | 14,833 | $104.2 萬 | 0.46% | +263+1.8% | 加碼 |
| Personal Cfo Solutions, LLC | 14,876 | $104.5 萬 | 0.21% | +104+0.7% | 加碼 |
| Guardian Investment Management | 14,910 | $104.7 萬 | 0.90% | 00.0% | 不變 |
| L.M. Kohn & Company | 14,948 | $105.0 萬 | 0.40% | −112−0.7% | 減碼 |
| Highline Wealth Partners LLC | 15,061 | $105.8 萬 | 0.67% | 00.0% | 不變 |