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 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 |
|---|---|---|---|---|---|
| Montecito Bank & Trust | 5,787 | $40.7 萬 | 0.09% | −575−9.0% | 減碼 |
| McGlone Suttner Wealth Management, Inc. | 5,791 | $40.7 萬 | 0.09% | +206+3.7% | 加碼 |
| First National Bank & Trust Co of Newtown | 5,815 | $40.9 萬 | 0.09% | +392+7.2% | 加碼 |
| Girard Partners Ltd. | 5,824 | $40.9 萬 | 0.04% | −183−3.0% | 減碼 |
| Waldron Private Wealth LLC | 5,865 | $41.2 萬 | 0.02% | +385+7.0% | 加碼 |
| Kingfisher Capital LLC | 5,883 | $41.3 萬 | 0.11% | +20+0.3% | 加碼 |
| Cape Cod Five Cents Savings Bank | 5,887 | $41.4 萬 | 0.04% | −122−2.0% | 減碼 |
| Appleton Partners Inc | 5,908 | $41.5 萬 | 0.04% | −281−4.5% | 減碼 |
| Prosperity Financial Group, Inc. | 5,956 | $41.8 萬 | 0.37% | −173−2.8% | 減碼 |
| Kapstone Financial Advisors LLC | 5,870 | $41.8 萬 | 0.35% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 6,029 | $41.9 萬 | 0.02% | +4,553+308.5% | 加碼 |
| Aldebaran Financial Inc. | 5,967 | $41.9 萬 | 0.60% | −325−5.2% | 減碼 |
| Doliver Advisors, LP | 5,968 | $41.9 萬 | 0.13% | −32−0.5% | 減碼 |
| Client 1st Advisory Group, LLC | 5,983 | $42.0 萬 | 0.22% | +2,600+76.9% | 加碼 |
| Cordatus Wealth Management LLC | 5,991 | $42.1 萬 | 0.16% | +5,991 | 新進 |
| Schulhoff & Co Inc | 6,000 | $42.1 萬 | 0.20% | 00.0% | 不變 |
| Sciencast Management LP | 5,946 | $42.2 萬 | 0.34% | −5,333−47.3% | 減碼 |
| Cambridge Trust Co | 6,005 | $42.2 萬 | 0.02% | −190−3.1% | 減碼 |
| Abound Wealth Management | 6,013 | $42.2 萬 | 0.18% | +122+2.1% | 加碼 |
| Congress Asset Management Co | 6,015 | $42.3 萬 | 0.00% | −250−4.0% | 減碼 |
| PFW Advisors LLC | 6,084 | $42.3 萬 | 0.14% | +6,084 | 新進 |
| Cranbrook Wealth Management, LLC | 6,036 | $42.4 萬 | 0.12% | 00.0% | 不變 |
| Verus Financial Partners, Inc. | 5,850 | $42.5 萬 | 0.05% | 00.0% | 不變 |
| Davy Global Fund Management Ltd | 6,054 | $42.5 萬 | 0.08% | 00.0% | 不變 |
| Independent Financial Group, LLC | 6,074 | $42.7 萬 | 0.03% | +273+4.7% | 加碼 |
| Formidable Asset Management, LLC | 6,075 | $42.7 萬 | 0.09% | 00.0% | 不變 |
| Baker Boyer National Bank | 6,084 | $42.7 萬 | 0.16% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 6,086 | $42.8 萬 | 0.04% | −317−5.0% | 減碼 |
| Mathes Company, Inc. | 6,092 | $42.8 萬 | 0.19% | +6,092 | 新進 |
| Moneta Group Investment Advisors LLC | 6,101 | $42.9 萬 | 0.01% | +658+12.1% | 加碼 |
| Keystone Financial Group | 6,118 | $43.0 萬 | 0.07% | +6,118 | 新進 |
| Diligent Investors, LLC | 6,127 | $43.0 萬 | 0.13% | +4+0.1% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 6,142 | $43.1 萬 | 0.14% | −400−6.1% | 減碼 |
| Fee-Only Financial Planning, L.C. | 6,150 | $43.2 萬 | 0.33% | 00.0% | 不變 |
| BOS Asset Management, LLC | 6,161 | $43.3 萬 | 0.34% | +300+5.1% | 加碼 |
| Mission Wealth Management, LP | 6,167 | $43.3 萬 | 0.02% | +1,737+39.2% | 加碼 |
| Eqis Capital Management, Inc. | 6,170 | $43.3 萬 | 0.05% | +2,391+63.3% | 加碼 |
| Rehmann Capital Advisory Group | 6,178 | $43.4 萬 | 0.04% | +1,814+41.6% | 加碼 |
| Gratus Capital LLC | 6,186 | $43.5 萬 | 0.03% | +233+3.9% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 6,191 | $43.5 萬 | 0.05% | 00.0% | 不變 |
| BCR Wealth Strategies, LLC | 6,195 | $43.5 萬 | 0.34% | −46−0.7% | 減碼 |
| Thoroughbred Financial Services, LLC | 6,275 | $44.0 萬 | 0.06% | −101−1.6% | 減碼 |
| AlphaCore Capital LLC | 6,285 | $44.1 萬 | 0.07% | +6,285 | 新進 |
| Flputnam Investment Management Co | 6,290 | $44.2 萬 | 0.01% | +317+5.3% | 加碼 |
| STAR Financial Bank | 6,322 | $44.4 萬 | 0.41% | +150+2.4% | 加碼 |
| BFT Financial Group, LLC | 6,329 | $44.5 萬 | 0.05% | −15,876−71.5% | 減碼 |
| United Capital Management of KS, Inc. | 6,331 | $44.5 萬 | 0.14% | −923−12.7% | 減碼 |
| Lumature Wealth Partners, LLC | 6,343 | $44.6 萬 | 0.26% | −1,000−13.6% | 減碼 |
| Alpha Cubed Investments, LLC | 6,354 | $44.6 萬 | 0.03% | −600−8.6% | 減碼 |
| Westwood Holdings Group Inc. | 6,370 | $44.7 萬 | 0.00% | +179+2.9% | 加碼 |
| Shulman DeMeo Asset Management LLC | 6,390 | $44.9 萬 | 0.13% | +88+1.4% | 加碼 |
| NorthCrest Asset Manangement, LLC | 6,422 | $45.1 萬 | 0.02% | +130+2.1% | 加碼 |
| Main Street Research LLC | 6,460 | $45.4 萬 | 0.07% | +6,460 | 新進 |
| Berger Financial Group, Inc | 6,473 | $45.5 萬 | 0.05% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 6,495 | $45.6 萬 | 0.05% | −9,340−59.0% | 減碼 |
| LCNB Corp | 6,521 | $45.8 萬 | 0.20% | −47−0.7% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 6,522 | $45.8 萬 | 0.09% | +204+3.2% | 加碼 |
| Tradewinds, LLC. | 6,533 | $45.9 萬 | 0.27% | 00.0% | 不變 |
| Cross Staff Investments Inc | 6,535 | $45.9 萬 | 0.42% | 00.0% | 不變 |
| Benjamin Edwards Inc | 6,570 | $46.2 萬 | 0.11% | −2,236−25.4% | 減碼 |
| Novare Capital Management LLC | 6,585 | $46.3 萬 | 0.05% | +274+4.3% | 加碼 |
| Transform Wealth, LLC | 6,605 | $46.4 萬 | 0.04% | +5+0.1% | 加碼 |
| Constitution Capital LLC | 6,608 | $46.4 萬 | 0.26% | −86−1.3% | 減碼 |
| Acorn Financial Advisory Services Inc | 6,619 | $46.5 萬 | 0.08% | +106+1.6% | 加碼 |
| Sabal Trust CO | 6,630 | $46.6 萬 | 0.03% | +2,270+52.1% | 加碼 |
| PSI Advisors, LLC | 6,650 | $46.7 萬 | 0.21% | −549−7.6% | 減碼 |
| Armstrong Advisory Group, Inc | 6,686 | $47.0 萬 | 0.05% | −417−5.9% | 減碼 |
| Heritage Wealth Advisors | 6,704 | $47.1 萬 | 0.02% | −81−1.2% | 減碼 |
| IVC Wealth Advisors LLC | 6,711 | $47.1 萬 | 0.30% | +188+2.9% | 加碼 |
| Charter Trust Co | 6,752 | $47.4 萬 | 0.04% | −141−2.0% | 減碼 |
| Ballew Advisors, Inc | 6,715 | $47.5 萬 | 0.34% | 00.0% | 不變 |
| Vinva Investment Management Ltd | 6,900 | $47.7 萬 | 0.04% | −30,153−81.4% | 減碼 |
| Gotham Asset Management, LLC | 6,794 | $47.7 萬 | 0.01% | −11,724−63.3% | 減碼 |
| Thrive Capital Management, LLC | 6,802 | $47.8 萬 | 0.27% | −1,033−13.2% | 減碼 |
| Builder Investment Group Inc | 6,829 | $48.0 萬 | 0.19% | 00.0% | 不變 |
| M Holdings Securities, Inc. | 6,853 | $48.1 萬 | 0.10% | −2,417−26.1% | 減碼 |
| Stokes Capital Advisors, LLC | 6,849 | $48.1 萬 | 0.16% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 6,850 | $48.1 萬 | 0.13% | +25+0.4% | 加碼 |
| Union Savings Bank | 6,659 | $48.2 萬 | 0.29% | +6,659 | 新進 |
| Symmetry Partners, LLC | 6,856 | $48.2 萬 | 0.03% | 00.0% | 不變 |
| City State Bank | 6,856 | $48.2 萬 | 0.26% | −20.0% | 減碼 |
| Beaumont Asset Management, L.L.C. | 6,877 | $48.3 萬 | 0.37% | +1,505+28.0% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 6,884 | $48.4 萬 | 0.17% | −27−0.4% | 減碼 |
| Brady Family Wealth, LLC | 6,885 | $48.4 萬 | 0.18% | 00.0% | 不變 |
| Mraz, Amerine & Associates, Inc. | 6,890 | $48.4 萬 | 0.11% | 00.0% | 不變 |
| Clear Creek Financial Management, LLC | 6,895 | $48.4 萬 | 0.08% | −10.0% | 減碼 |
| NFP Retirement, Inc. | 6,921 | $48.6 萬 | 0.09% | +439+6.8% | 加碼 |
| Fidelis Capital Partners, LLC | 6,924 | $48.6 萬 | 0.18% | +15+0.2% | 加碼 |
| Woodward Diversified Capital, LLC | 6,965 | $48.9 萬 | 0.37% | −121−1.7% | 減碼 |
| Cozad Asset Management Inc | 6,969 | $49.0 萬 | 0.06% | −87−1.2% | 減碼 |
| Autumn Glory Partners, LLC | 6,995 | $49.1 萬 | 0.36% | +6,995 | 新進 |
| Beacon Investment Advisors LLC | 7,004 | $49.2 萬 | 0.34% | −287−3.9% | 減碼 |
| Northwest Bancshares, Inc. | 7,017 | $49.3 萬 | 0.09% | +195+2.9% | 加碼 |
| Key Client Fiduciary Advisors, LLC | 7,040 | $49.5 萬 | 0.29% | +662+10.4% | 加碼 |
| Penserra Capital Management LLC | 7,061 | $49.5 萬 | 0.01% | +6,442+1,040.7% | 加碼 |
| 1620 Investment Advisors, Inc. | 7,051 | $49.5 萬 | 0.56% | +88+1.3% | 加碼 |
| Jackson Hole Capital Partners, LLC | 7,062 | $49.6 萬 | 0.14% | −1,550−18.0% | 減碼 |
| Perpetual Ltd | 7,084 | $49.8 萬 | 0.00% | 00.0% | 不變 |
| Sentry LLC | 7,096 | $49.8 萬 | 0.11% | +5+0.1% | 加碼 |
| Probity Advisors, Inc. | 7,100 | $49.9 萬 | 0.11% | +7,100 | 新進 |