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 |
|---|---|---|---|---|---|
| Roberts Glore & Co Inc | 8,990 | $63.2 萬 | 0.20% | −224−2.4% | 減碼 |
| First Dallas Securities Inc. | 8,990 | $63.2 萬 | 0.35% | −650−6.7% | 減碼 |
| Concord Asset Management, LLC | 9,053 | $63.6 萬 | 0.22% | +2,050+29.3% | 加碼 |
| Vista Capital Partners, Inc. | 9,055 | $63.6 萬 | 0.09% | 00.0% | 不變 |
| Wells Trecaso Financial Group, LLC | 9,055 | $63.6 萬 | 0.27% | 00.0% | 不變 |
| FineMark National Bank & Trust | 9,079 | $63.8 萬 | 0.03% | +617+7.3% | 加碼 |
| Eagle Strategies LLC | 9,113 | $64.0 萬 | 0.16% | +20.0% | 加碼 |
| Epoch Investment Partners, Inc. | 9,129 | $64.1 萬 | 0.00% | −925−9.2% | 減碼 |
| Bradley Foster & Sargent Inc | 9,138 | $64.2 萬 | 0.01% | −116−1.3% | 減碼 |
| Juncture Wealth Strategies, LLC | 9,175 | $64.5 萬 | 0.30% | +200+2.2% | 加碼 |
| Pacific Wealth Strategies Group, Inc. | 9,301 | $65.3 萬 | 0.67% | +800+9.4% | 加碼 |
| Cooper Financial Group | 9,347 | $65.7 萬 | 0.16% | −58−0.6% | 減碼 |
| Evergreen Capital Management LLC | 9,354 | $65.7 萬 | 0.03% | +1,003+12.0% | 加碼 |
| Trust Co of Toledo NA | 9,364 | $65.8 萬 | 0.11% | +1,945+26.2% | 加碼 |
| Summit Trail Advisors, LLC | 9,410 | $66.1 萬 | 0.02% | +3,062+48.2% | 加碼 |
| Affinity Wealth Management LLC | 9,416 | $66.1 萬 | 0.15% | +4,129+78.1% | 加碼 |
| Acorn Wealth Advisors, LLC | 9,426 | $66.2 萬 | 0.45% | +83+0.9% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 9,430 | $66.2 萬 | 0.30% | +2,395+34.0% | 加碼 |
| Jefferies Financial Group Inc. | 9,445 | $66.4 萬 | 0.01% | +5,603+145.8% | 加碼 |
| Linscomb & Williams, Inc. | 9,455 | $66.4 萬 | 0.04% | −223−2.3% | 減碼 |
| Benin Management CORP | 9,462 | $66.5 萬 | 0.24% | 00.0% | 不變 |
| Madden Securities Corp | 9,471 | $66.5 萬 | 0.34% | −2,700−22.2% | 減碼 |
| Waterfront Wealth Inc. | 9,134 | $66.7 萬 | 0.20% | +738+8.8% | 加碼 |
| Verity Asset Management, Inc. | 9,560 | $67.2 萬 | 0.50% | −9,736−50.5% | 減碼 |
| Peak Planning Group, LLC | 9,570 | $67.2 萬 | 0.50% | +10+0.1% | 加碼 |
| Avantax Planning Partners, Inc. | 9,588 | $67.4 萬 | 0.03% | −1,779−15.7% | 減碼 |
| Balboa Wealth Partners | 9,614 | $67.5 萬 | 0.24% | +102+1.1% | 加碼 |
| Laidlaw Wealth Management LLC | 9,630 | $67.6 萬 | 0.13% | −415−4.1% | 減碼 |
| Simplicity Wealth,LLC | 9,637 | $67.7 萬 | 0.42% | 00.0% | 不變 |
| St. Johns Investment Management Company, LLC | 9,655 | $67.8 萬 | 0.37% | −80−0.8% | 減碼 |
| Gladstone Institutional Advisory LLC | 9,693 | $68.1 萬 | 0.04% | −6,188−39.0% | 減碼 |
| First Hawaiian Bank | 9,736 | $68.4 萬 | 0.02% | +113+1.2% | 加碼 |
| Walter & Keenan Financial Consulting Co | 9,806 | $68.9 萬 | 0.25% | −789−7.4% | 減碼 |
| Gilbert & Cook, Inc. | 9,814 | $68.9 萬 | 0.11% | +672+7.4% | 加碼 |
| Ancora Advisors, LLC | 9,818 | $69.0 萬 | 0.02% | 00.0% | 不變 |
| FDx Advisors, Inc. | 9,840 | $69.1 萬 | 0.04% | −1,032−9.5% | 減碼 |
| Monetary Management Group Inc | 9,876 | $69.4 萬 | 0.21% | 00.0% | 不變 |
| First National Corp | 9,881 | $69.4 萬 | 0.16% | −555−5.3% | 減碼 |
| Quadrant Capital Group LLC | 9,919 | $69.7 萬 | 0.07% | −611−5.8% | 減碼 |
| MEMBERS Trust Co | 9,922 | $69.7 萬 | 0.02% | +9,922 | 新進 |
| Beaumont Financial Advisors, LLC | 9,956 | $69.9 萬 | 0.07% | +116+1.2% | 加碼 |
| Parallel Advisors, LLC | 10,013 | $70.3 萬 | 0.02% | +741+8.0% | 加碼 |
| Reaves W H & Co Inc | 10,025 | $70.4 萬 | 0.03% | −28,258−73.8% | 減碼 |
| Journey Advisory Group, LLC | 10,058 | $70.7 萬 | 0.11% | +300+3.1% | 加碼 |
| BIP Wealth, LLC | 10,098 | $70.9 萬 | 0.06% | −660−6.1% | 減碼 |
| Capital Asset Advisory Services LLC | 9,940 | $71.0 萬 | 0.05% | −342−3.3% | 減碼 |
| North Star Investment Management Corp. | 10,112 | $71.0 萬 | 0.06% | −141−1.4% | 減碼 |
| Excalibur Management Corp | 10,120 | $71.1 萬 | 0.36% | −929−8.4% | 減碼 |
| Arrow Financial Corp | 10,140 | $71.2 萬 | 0.09% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 10,149 | $71.3 萬 | 0.03% | −2,612−20.5% | 減碼 |
| Two Sigma Securities, LLC | 10,172 | $71.5 萬 | 0.06% | +5,589+122.0% | 加碼 |
| Wintrust Investments LLC | 10,173 | $71.5 萬 | 0.07% | +652+6.8% | 加碼 |
| Garner Asset Management Corp | 10,187 | $71.6 萬 | 0.42% | −5,998−37.1% | 減碼 |
| Qtron Investments LLC | 10,194 | $71.6 萬 | 0.14% | +16+0.2% | 加碼 |
| EPG Wealth Management LLC | 10,216 | $71.8 萬 | 0.21% | +22+0.2% | 加碼 |
| HBK Sorce Advisory LLC | 10,222 | $71.8 萬 | 0.03% | −1,543−13.1% | 減碼 |
| Cape Investment Advisory, Inc. | 10,227 | $71.8 萬 | 0.40% | +695+7.3% | 加碼 |
| Eudaimonia Partners, LLC | 10,267 | $72.1 萬 | 0.16% | +881+9.4% | 加碼 |
| Firethorn Wealth Partners, LLC | 10,281 | $72.2 萬 | 0.54% | +93+0.9% | 加碼 |
| Sunbelt Securities, Inc. | 10,330 | $72.6 萬 | 0.10% | −43−0.4% | 減碼 |
| Park National Corp | 10,357 | $72.8 萬 | 0.03% | −695−6.3% | 減碼 |
| Nwam LLC | 10,389 | $73.0 萬 | 0.06% | −794−7.1% | 減碼 |
| Summit Financial Group Inc | 10,434 | $73.3 萬 | 0.29% | 00.0% | 不變 |
| Schechter Investment Advisors, LLC | 10,437 | $73.3 萬 | 0.07% | +2,063+24.6% | 加碼 |
| Valley Brook Capital Group | 10,440 | $73.3 萬 | 0.68% | −23−0.2% | 減碼 |
| Jeppson Wealth Management, LLC | 10,501 | $73.8 萬 | 0.32% | −150−1.4% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 10,527 | $74.0 萬 | 0.10% | +512+5.1% | 加碼 |
| RSM US Wealth Management LLC | 10,536 | $74.0 萬 | 0.03% | −1,273−10.8% | 減碼 |
| Sunburst Financial Group, LLC | 10,561 | $74.2 萬 | 0.26% | −248−2.3% | 減碼 |
| Insight Inv LLC | 10,570 | $74.3 萬 | 0.76% | +1,615+18.0% | 加碼 |
| Morningstar Investment Management LLC | 10,580 | $74.3 萬 | 0.10% | +10,580 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 10,592 | $74.4 萬 | 0.08% | +10,592 | 新進 |
| Traverso Chambers Private Wealth Management, LLC | 10,627 | $74.7 萬 | 0.20% | −121−1.1% | 減碼 |
| Infrastructure Capital Advisors, LLC | 10,635 | $74.7 萬 | 0.14% | +3,000+39.3% | 加碼 |
| GoalVest Advisory LLC | 10,640 | $74.7 萬 | 0.39% | −5,429−33.8% | 減碼 |
| Jackson Thornton Asset Management, LLC | 10,674 | $75.0 萬 | 0.15% | +80+0.8% | 加碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 10,696 | $75.1 萬 | 0.11% | +10,696 | 新進 |
| Ballentine Partners, LLC | 10,729 | $75.4 萬 | 0.02% | +294+2.8% | 加碼 |
| Financial Advocates Investment Management | 10,772 | $75.7 萬 | 0.06% | −114−1.0% | 減碼 |
| Ritholtz Wealth Management | 10,807 | $75.9 萬 | 0.03% | +425+4.1% | 加碼 |
| Centre Asset Management, LLC | 10,826 | $76.1 萬 | 0.17% | 00.0% | 不變 |
| Transamerica Financial Advisors, Inc. | 10,823 | $76.1 萬 | 0.10% | +361+3.5% | 加碼 |
| Atlantic Trust, LLC | 10,908 | $76.6 萬 | 0.25% | −652−5.6% | 減碼 |
| Brighton Jones LLC | 10,947 | $76.9 萬 | 0.04% | +1,902+21.0% | 加碼 |
| Allred Capital Management, LLC | 10,978 | $77.1 萬 | 0.38% | −164−1.5% | 減碼 |
| Aberdeen Wealth Management LLC | 11,014 | $77.4 萬 | 0.56% | −295−2.6% | 減碼 |
| Farmers Trust Co | 11,045 | $77.6 萬 | 0.17% | −106−1.0% | 減碼 |
| Engineers Gate Manager LP | 11,061 | $77.7 萬 | 0.03% | +11,061 | 新進 |
| Intrua Financial, LLC | 11,093 | $77.9 萬 | 0.14% | +1,840+19.9% | 加碼 |
| Chesley Taft & Associates LLC | 11,102 | $78.0 萬 | 0.05% | +250+2.3% | 加碼 |
| Live Oak Investment Partners | – | $78.2 萬 | 0.65% | – | – |
| Silverlake Wealth Management LLC | 11,138 | $78.2 萬 | 0.43% | −40−0.4% | 減碼 |
| Plimoth Trust Co LLC | 11,142 | $78.3 萬 | 0.23% | −430−3.7% | 減碼 |
| Court Place Advisors, LLC | 11,152 | $78.3 萬 | 0.27% | −400−3.5% | 減碼 |
| Legacy Wealth Asset Management, LLC | 11,156 | $78.4 萬 | 0.27% | −441−3.8% | 減碼 |
| Cobblestone Capital Advisors LLC | 11,241 | $79.0 萬 | 0.06% | +394+3.6% | 加碼 |
| Marco Investment Management LLC | 11,256 | $79.1 萬 | 0.09% | −2,376−17.4% | 減碼 |
| Viawealth, LLC | 11,319 | $79.5 萬 | 0.59% | 00.0% | 不變 |
| Bangor Savings Bank | 11,323 | $79.5 萬 | 0.09% | +9,526+530.1% | 加碼 |
| FourThought Financial Partners, LLC | 11,379 | $79.9 萬 | 0.11% | −16,350−59.0% | 減碼 |