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 |
|---|---|---|---|---|---|
| Folger Nolan Fleming Douglas Capital Management, Inc | 44,343 | $311.5 萬 | 0.34% | +380+0.9% | 加碼 |
| Red Cedar Investment Management, LLC | 44,468 | $312.4 萬 | 0.48% | +1,050+2.4% | 加碼 |
| Greatmark Investment Partners, Inc. | 45,032 | $316.3 萬 | 0.53% | +5,885+15.0% | 加碼 |
| Hengehold Capital Management LLC | 45,119 | $317.0 萬 | 0.42% | −231−0.5% | 減碼 |
| Wealthcare Advisory Partners LLC | 45,170 | $317.3 萬 | 0.14% | −335−0.7% | 減碼 |
| Woodley Farra Manion Portfolio Management Inc | 45,229 | $317.7 萬 | 0.20% | −2,032−4.3% | 減碼 |
| Profund Advisors LLC | 45,391 | $318.9 萬 | 0.17% | −4,054−8.2% | 減碼 |
| Argent Trust Co | 45,585 | $320.2 萬 | 0.17% | +1,674+3.8% | 加碼 |
| Csenge Advisory Group | 45,928 | $322.6 萬 | 0.22% | +916+2.0% | 加碼 |
| Canandaigua National Bank & Trust Co | 46,140 | $324.1 萬 | 0.53% | −814−1.7% | 減碼 |
| Andra AP-fonden | 46,400 | $326.0 萬 | 0.08% | +4,900+11.8% | 加碼 |
| Metropolitan Life Insurance Co | 47,518 | $333.8 萬 | 0.16% | −1,176−2.4% | 減碼 |
| Palisade Asset Management, LLC | 47,574 | $334.2 萬 | 0.39% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 47,792 | $335.7 萬 | 0.11% | +12,390+35.0% | 加碼 |
| Shelton Capital Management | 47,864 | $336.2 萬 | 0.12% | +4,782+11.1% | 加碼 |
| FAI Wealth Management | 48,101 | $337.9 萬 | 3.02% | +602+1.3% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 48,284 | $339.2 萬 | 0.13% | −830−1.7% | 減碼 |
| All Terrain Financial Advisors, LLC | 48,308 | $339.4 萬 | 1.53% | +1,184+2.5% | 加碼 |
| Cresset Asset Management, LLC | 48,764 | $342.6 萬 | 0.02% | +41,409+563.0% | 加碼 |
| First National Trust Co | 49,064 | $344.7 萬 | 0.16% | −1,150−2.3% | 減碼 |
| CIBC World Markets Inc. | 49,203 | $345.7 萬 | 0.01% | −11,464−18.9% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 49,834 | $350.1 萬 | 0.12% | +5,864+13.3% | 加碼 |
| First Citizens Bank & Trust Co | 50,317 | $353.5 萬 | 0.06% | +7,437+17.3% | 加碼 |
| Lincoln National Corp | 50,577 | $355.3 萬 | 0.07% | +2,755+5.8% | 加碼 |
| Nordea Investment Management AB | 52,685 | $365.8 萬 | 0.01% | +1,379+2.7% | 加碼 |
| StoneX Group Inc. | 52,085 | $365.9 萬 | 0.38% | +1,445+2.9% | 加碼 |
| Sugarloaf Wealth Management, LLC | 52,162 | $366.4 萬 | 0.86% | +2,347+4.7% | 加碼 |
| Laurel Wealth Advisors LLC | 52,547 | $369.1 萬 | 0.75% | −1,881−3.5% | 減碼 |
| New Mexico Educational Retirement Board | 52,887 | $371.5 萬 | 0.16% | +2,500+5.0% | 加碼 |
| Advisor Partners II, LLC | 53,019 | $372.5 萬 | 0.17% | +9,056+20.6% | 加碼 |
| Trinity Legacy Partners, LLC | 53,732 | $377.5 萬 | 1.32% | +2,862+5.6% | 加碼 |
| Wesbanco Bank Inc | 54,018 | $379.4 萬 | 0.16% | −1,626−2.9% | 減碼 |
| Richard Bernstein Advisors LLC | 54,039 | $379.6 萬 | 0.08% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 54,818 | $385.1 萬 | 0.07% | +6,074+12.5% | 加碼 |
| Norinchukin Bank, The | 55,445 | $389.5 萬 | 0.07% | −2,653−4.6% | 減碼 |
| Birmingham Capital Management Co Inc | 55,600 | $390.6 萬 | 1.64% | −7,650−12.1% | 減碼 |
| Sequoia Financial Advisors, LLC | 55,638 | $390.9 萬 | 0.07% | +3,841+7.4% | 加碼 |
| Lighthouse Investment Partners, LLC | 55,653 | $391.0 萬 | 0.30% | +55,653 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 55,658 | $391.0 萬 | 0.05% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 55,930 | $392.9 萬 | 0.33% | +2,207+4.1% | 加碼 |
| Steward Partners Investment Advisory, LLC | 56,386 | $396.1 萬 | 0.06% | −2,581−4.4% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 56,412 | $396.3 萬 | 1.09% | +238+0.4% | 加碼 |
| Metis Global Partners, LLC | 56,821 | $399.2 萬 | 0.22% | +22,710+66.6% | 加碼 |
| First Bank & Trust | 57,065 | $400.9 萬 | 1.02% | +10,445+22.4% | 加碼 |
| Simmons Bank | 57,076 | $401.0 萬 | 0.34% | +1,274+2.3% | 加碼 |
| Ieq Capital, LLC | 57,871 | $406.5 萬 | 0.08% | +2,007+3.6% | 加碼 |
| Twinbeech Capital LP | 57,967 | $407.2 萬 | 0.08% | +57,967 | 新進 |
| Cyndeo Wealth Partners, LLC | 58,432 | $410.5 萬 | 0.43% | +2,670+4.8% | 加碼 |
| Siemens Fonds Invest GmbH | 59,181 | $413.7 萬 | 0.40% | −1,132−1.9% | 減碼 |
| Bridge Creek Capital Management LLC | 59,676 | $419.2 萬 | 1.50% | −105−0.2% | 減碼 |
| Stratos Wealth Advisors, LLC | 59,688 | $419.3 萬 | 0.30% | −2,264−3.7% | 減碼 |
| Savant Capital, LLC | 59,887 | $420.7 萬 | 0.07% | +6,895+13.0% | 加碼 |
| Foundations Investment Advisors, LLC | 59,949 | $421.1 萬 | 0.14% | +1,482+2.5% | 加碼 |
| City Holding Co | 60,092 | $422.1 萬 | 0.73% | +934+1.6% | 加碼 |
| Cornerstone Wealth Group, LLC | 60,567 | $425.5 萬 | 0.77% | +52,396+641.2% | 加碼 |
| Community Bank & Trust, Waco, Texas | 60,779 | $427.0 萬 | 1.28% | −303−0.5% | 減碼 |
| Montag A & Associates Inc | 60,939 | $428.1 萬 | 0.26% | +1,010+1.7% | 加碼 |
| Glenmede Trust Co NA | 61,883 | $430.6 萬 | 0.02% | 00.0% | 不變 |
| Virginia Wealth Management Group, Inc. | 61,341 | $430.9 萬 | 2.96% | −409−0.7% | 減碼 |
| Shilanski & Associates, Inc. | 61,684 | $433.3 萬 | 1.76% | +1,956+3.3% | 加碼 |
| Clearbridge Investments, LLC | 61,992 | $435.5 萬 | 0.00% | +5,078+8.9% | 加碼 |
| Stratos Wealth Partners, LTD. | 62,455 | $438.8 萬 | 0.10% | +4,307+7.4% | 加碼 |
| Pathstone Family Office, LLC | 61,944 | $440.6 萬 | 0.06% | +1,585+2.6% | 加碼 |
| Sigma Planning Corp | 62,774 | $441.0 萬 | 0.16% | −7,137−10.2% | 減碼 |
| Baugh & Associates, LLC | 62,974 | $442.4 萬 | 2.66% | +1,004+1.6% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 63,415 | $445.5 萬 | 1.29% | +6,458+11.3% | 加碼 |
| Coston, McIsaac & Partners | 63,800 | $448.1 萬 | 1.54% | +1,941+3.1% | 加碼 |
| Ellsworth Advisors, LLC | 63,846 | $448.5 萬 | 1.55% | +1,659+2.7% | 加碼 |
| Robeco Institutional Asset Management B.V. | 64,363 | $452.2 萬 | 0.01% | +43,227+204.5% | 加碼 |
| Brookstone Capital Management | 64,371 | $455.0 萬 | 0.09% | +9,925+18.2% | 加碼 |
| Schnieders Capital Management LLC | 64,995 | $456.6 萬 | 0.95% | −1,575−2.4% | 減碼 |
| Arkadios Wealth Advisors | 65,041 | $456.9 萬 | 0.53% | −274−0.4% | 減碼 |
| TD Private Client Wealth LLC | 65,156 | $457.7 萬 | 0.20% | −10,503−13.9% | 減碼 |
| Money Concepts Capital Corp | 65,317 | $458.8 萬 | 0.47% | −390,960−85.7% | 減碼 |
| Goelzer Investment Management, Inc. | 66,638 | $468.1 萬 | 0.40% | −429−0.6% | 減碼 |
| Coldstream Capital Management Inc | 66,660 | $468.3 萬 | 0.15% | +2,893+4.5% | 加碼 |
| Moors & Cabot, Inc. | 66,704 | $468.6 萬 | 0.31% | +1,315+2.0% | 加碼 |
| Pacer Advisors, Inc. | 66,941 | $470.3 萬 | 0.02% | +489+0.7% | 加碼 |
| Bayesian Capital Management, LP | 67,274 | $472.6 萬 | 0.51% | +67,274 | 新進 |
| KBC Group NV | 67,427 | $473.7 萬 | 0.02% | +3,263+5.1% | 加碼 |
| Louisiana State Employees Retirement System | 67,500 | $474.2 萬 | 0.11% | −3,300−4.7% | 減碼 |
| Foster Victor Wealth Advisors, LLC | 67,400 | $483.1 萬 | 0.54% | +2,097+3.2% | 加碼 |
| Panagora Asset Management Inc | 68,921 | $484.2 萬 | 0.03% | 00.0% | 不變 |
| Telos Capital Management, Inc. | 69,862 | $490.8 萬 | 0.65% | −831−1.2% | 減碼 |
| Lockheed Martin Investment Management Co | 70,500 | $495.3 萬 | 0.28% | +7,300+11.6% | 加碼 |
| Carson Advisory Inc. | 70,973 | $498.6 萬 | 4.21% | −798−1.1% | 減碼 |
| Clear Street LLC | 71,600 | $503.0 萬 | 0.12% | +71,600 | 新進 |
| Level Four Advisory Services, LLC | 71,651 | $503.3 萬 | 0.30% | −854−1.2% | 減碼 |
| Beacon Pointe Advisors, LLC | 71,655 | $503.4 萬 | 0.08% | −33,513−31.9% | 減碼 |
| National Asset Management, Inc. | 72,321 | $508.1 萬 | 0.11% | +1,088+1.5% | 加碼 |
| D.A. Davidson & Co. | 72,725 | $510.9 萬 | 0.05% | −2,011−2.7% | 減碼 |
| South Dakota Investment Council | 72,906 | $512.2 萬 | 0.11% | −1,300−1.8% | 減碼 |
| Albion Financial Group | 73,021 | $513.0 萬 | 0.45% | +885+1.2% | 加碼 |
| Naples Global Advisors, LLC | 73,060 | $513.2 萬 | 0.60% | −1,146−1.5% | 減碼 |
| Advisors Asset Management, Inc. | 73,089 | $513.5 萬 | 0.10% | +217+0.3% | 加碼 |
| Institutional & Family Asset Management, LLC | 73,518 | $516.5 萬 | 0.84% | +124+0.2% | 加碼 |
| Prospera Financial Services Inc | 74,273 | $521.8 萬 | 0.20% | +6,034+8.8% | 加碼 |
| Warren Averett Asset Management, LLC | 75,820 | $532.6 萬 | 0.23% | +4,720+6.6% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 76,120 | $534.7 萬 | 0.32% | +10,852+16.6% | 加碼 |
| Anchor Investment Management, LLC | 76,279 | $535.9 萬 | 0.68% | +8,275+12.2% | 加碼 |