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 |
|---|---|---|---|---|---|
| Laidlaw Wealth Management LLC | 9,630 | $67.6 萬 | 0.13% | −415−4.1% | 減碼 |
| Balboa Wealth Partners | 9,614 | $67.5 萬 | 0.24% | +102+1.1% | 加碼 |
| Avantax Planning Partners, Inc. | 9,588 | $67.4 萬 | 0.03% | −1,779−15.7% | 減碼 |
| Peak Planning Group, LLC | 9,570 | $67.2 萬 | 0.50% | +10+0.1% | 加碼 |
| Verity Asset Management, Inc. | 9,560 | $67.2 萬 | 0.50% | −9,736−50.5% | 減碼 |
| Waterfront Wealth Inc. | 9,134 | $66.7 萬 | 0.20% | +738+8.8% | 加碼 |
| Madden Securities Corp | 9,471 | $66.5 萬 | 0.34% | −2,700−22.2% | 減碼 |
| Benin Management CORP | 9,462 | $66.5 萬 | 0.24% | 00.0% | 不變 |
| Linscomb & Williams, Inc. | 9,455 | $66.4 萬 | 0.04% | −223−2.3% | 減碼 |
| Jefferies Financial Group Inc. | 9,445 | $66.4 萬 | 0.01% | +5,603+145.8% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 9,430 | $66.2 萬 | 0.30% | +2,395+34.0% | 加碼 |
| Acorn Wealth Advisors, LLC | 9,426 | $66.2 萬 | 0.45% | +83+0.9% | 加碼 |
| Affinity Wealth Management LLC | 9,416 | $66.1 萬 | 0.15% | +4,129+78.1% | 加碼 |
| Summit Trail Advisors, LLC | 9,410 | $66.1 萬 | 0.02% | +3,062+48.2% | 加碼 |
| Trust Co of Toledo NA | 9,364 | $65.8 萬 | 0.11% | +1,945+26.2% | 加碼 |
| Evergreen Capital Management LLC | 9,354 | $65.7 萬 | 0.03% | +1,003+12.0% | 加碼 |
| Cooper Financial Group | 9,347 | $65.7 萬 | 0.16% | −58−0.6% | 減碼 |
| Pacific Wealth Strategies Group, Inc. | 9,301 | $65.3 萬 | 0.67% | +800+9.4% | 加碼 |
| Juncture Wealth Strategies, LLC | 9,175 | $64.5 萬 | 0.30% | +200+2.2% | 加碼 |
| Bradley Foster & Sargent Inc | 9,138 | $64.2 萬 | 0.01% | −116−1.3% | 減碼 |
| Epoch Investment Partners, Inc. | 9,129 | $64.1 萬 | 0.00% | −925−9.2% | 減碼 |
| Eagle Strategies LLC | 9,113 | $64.0 萬 | 0.16% | +20.0% | 加碼 |
| FineMark National Bank & Trust | 9,079 | $63.8 萬 | 0.03% | +617+7.3% | 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 |
| Concord Asset Management, LLC | 9,053 | $63.6 萬 | 0.22% | +2,050+29.3% | 加碼 |
| First Dallas Securities Inc. | 8,990 | $63.2 萬 | 0.35% | −650−6.7% | 減碼 |
| Roberts Glore & Co Inc | 8,990 | $63.2 萬 | 0.20% | −224−2.4% | 減碼 |
| Rodgers Brothers Inc. | 8,943 | $62.8 萬 | 0.11% | 00.0% | 不變 |
| Burke & Herbert Bank & Trust Co | 8,921 | $62.7 萬 | 0.42% | −341−3.7% | 減碼 |
| West Family Investments, Inc. | 8,920 | $62.7 萬 | 0.24% | +280+3.2% | 加碼 |
| Successful Portfolios LLC | 8,876 | $62.4 萬 | 0.54% | −117−1.3% | 減碼 |
| Chicago Partners Investment Group LLC | 8,771 | $62.2 萬 | 0.03% | +1,182+15.6% | 加碼 |
| Chiron Investment Management, LLC | 8,841 | $62.1 萬 | 0.17% | +8,841 | 新進 |
| Fiduciary Trust Co | 8,805 | $61.9 萬 | 0.01% | −229−2.5% | 減碼 |
| Carmichael Hill & Associates, Inc. | 8,795 | $61.8 萬 | 0.29% | +13+0.1% | 加碼 |
| Trinity Financial Advisors LLC | 8,788 | $61.7 萬 | 0.33% | +2,104+31.5% | 加碼 |
| Cypress Capital Group | 8,787 | $61.7 萬 | 0.09% | +4,125+88.5% | 加碼 |
| GPS Wealth Strategies Group, LLC | 8,745 | $61.4 萬 | 0.11% | −109−1.2% | 減碼 |
| Howard Capital Management Group, LLC | 8,697 | $61.1 萬 | 0.06% | −10.0% | 減碼 |
| Welch & Forbes LLC | 8,690 | $61.0 萬 | 0.01% | −242−2.7% | 減碼 |
| XML Financial, LLC | 8,640 | $60.7 萬 | 0.07% | +135+1.6% | 加碼 |
| Wealth Dimensions Group, Ltd. | 8,613 | $60.5 萬 | 0.22% | −5−0.1% | 減碼 |
| Allegheny Financial Group LTD | 8,596 | $60.4 萬 | 0.29% | −149−1.7% | 減碼 |
| Atlantic Union Bankshares Corp | 8,591 | $60.4 萬 | 0.06% | −1,610−15.8% | 減碼 |
| NorthRock Partners, LLC | 8,574 | $60.2 萬 | 0.07% | −849−9.0% | 減碼 |
| Marietta Wealth Management, LLC | 8,573 | $60.2 萬 | 0.11% | +1,756+25.8% | 加碼 |
| Mechanics Financial Corp | 8,559 | $60.1 萬 | 0.33% | +1,191+16.2% | 加碼 |
| Wrapmanager Inc | 8,536 | $60.0 萬 | 0.18% | −1,739−16.9% | 減碼 |
| William Allan, LLC | 8,531 | $59.9 萬 | 0.46% | −15−0.2% | 減碼 |
| Atlas Brown,Inc. | 8,516 | $59.8 萬 | 0.26% | +50+0.6% | 加碼 |
| Mendel Money Management | 8,513 | $59.8 萬 | 0.31% | +160+1.9% | 加碼 |
| Arvest Trust Co N A | 8,258 | $59.7 萬 | 0.04% | +8,258 | 新進 |
| Principal Street Partners, LLC | 8,487 | $59.6 萬 | 0.14% | +1,332+18.6% | 加碼 |
| Axxcess Wealth Management, LLC | 8,482 | $59.6 萬 | 0.04% | +1,975+30.4% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 8,456 | $59.4 萬 | 0.06% | +470+5.9% | 加碼 |
| Slagle Financial, LLC | 8,438 | $59.3 萬 | 0.37% | +8,438 | 新進 |
| First Command Bank | 8,370 | $58.8 萬 | 0.06% | 00.0% | 不變 |
| First Command Financial Services, Inc. | 8,370 | $58.8 萬 | 0.06% | 00.0% | 不變 |
| Home Federal Bank of Tennessee | 8,293 | $58.3 萬 | 0.21% | −697−7.8% | 減碼 |
| Franklin Street Advisors Inc | 8,269 | $58.1 萬 | 0.05% | −1,594−16.2% | 減碼 |
| V Wealth Advisors LLC | 8,224 | $57.8 萬 | 0.10% | +36+0.4% | 加碼 |
| Richwood Investment Advisors, LLC | 8,193 | $57.6 萬 | 0.56% | +313+4.0% | 加碼 |
| Prairie Sky Financial Group LLC | 8,191 | $57.5 萬 | 0.39% | +8,191 | 新進 |
| Wagner Wealth Management, LLC | 8,182 | $57.5 萬 | 0.22% | −80−1.0% | 減碼 |
| Essex Savings Bank | 8,154 | $57.3 萬 | 0.19% | +240+3.0% | 加碼 |
| Gables Capital Management Inc. | 8,131 | $57.1 萬 | 0.37% | +100+1.2% | 加碼 |
| JT Stratford LLC | 8,104 | $56.9 萬 | 0.15% | +476+6.2% | 加碼 |
| Beacon Financial Group | 8,196 | $56.7 萬 | 0.08% | +70+0.9% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 8,047 | $56.5 萬 | 0.09% | −133−1.6% | 減碼 |
| Kapitalo Investimentos Ltda | 8,026 | $56.4 萬 | 0.10% | +8,026 | 新進 |
| Horizon Investments, LLC | 8,009 | $56.3 萬 | 0.02% | +919+13.0% | 加碼 |
| KMG Fiduciary Partners, LLC | 8,003 | $56.2 萬 | 0.07% | 00.0% | 不變 |
| UniSuper Management Pty Ltd | 8,000 | $56.2 萬 | 0.01% | +8,000 | 新進 |
| Strategic Wealth Designers | 7,970 | $56.0 萬 | 0.09% | +7,970 | 新進 |
| Baldwin Brothers Inc | 7,954 | $55.9 萬 | 0.05% | 00.0% | 不變 |
| First National Bank of South Miami | 7,947 | $55.8 萬 | 0.45% | −809−9.2% | 減碼 |
| Bath Savings Trust Co | 7,938 | $55.8 萬 | 0.07% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 7,917 | $55.6 萬 | 0.00% | +4,696+145.8% | 加碼 |
| CTC Alternative Strategies, Ltd. | 7,900 | $55.5 萬 | 0.69% | +7,900 | 新進 |
| Element Wealth, LLC | 7,797 | $54.8 萬 | 0.38% | +582+8.1% | 加碼 |
| Baldwin Investment Management, LLC | 7,775 | $54.6 萬 | 0.09% | −200−2.5% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 7,771 | $54.6 萬 | 0.04% | −1,124−12.6% | 減碼 |
| Kennedy Investment Group | 7,752 | $54.5 萬 | 0.32% | −329−4.1% | 減碼 |
| W Advisors, LLC | 7,727 | $54.3 萬 | 0.43% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 7,714 | $54.2 萬 | 0.03% | +133+1.8% | 加碼 |
| CoreCap Advisors, LLC | 7,683 | $54.0 萬 | 0.04% | +7,683 | 新進 |
| Colonial Trust Advisors | 7,672 | $53.9 萬 | 0.06% | −871−10.2% | 減碼 |
| McLean Asset Management Corp | 7,625 | $53.6 萬 | 0.21% | +4+0.1% | 加碼 |
| MJP Associates Inc | 7,621 | $53.5 萬 | 0.18% | −892−10.5% | 減碼 |
| Chicago Capital, LLC | 7,608 | $53.4 萬 | 0.02% | 00.0% | 不變 |
| Private Capital Management, LLC | 7,582 | $53.3 萬 | 0.06% | +82+1.1% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 7,574 | $53.2 萬 | 0.03% | +7,574 | 新進 |
| Forum Financial Management, LP | 7,564 | $53.1 萬 | 0.01% | +1,820+31.7% | 加碼 |
| Sentry Investment Management LLC | 7,530 | $52.9 萬 | 0.20% | 00.0% | 不變 |
| Krane Funds Advisors LLC | 7,531 | $52.9 萬 | 0.03% | +3,203+74.0% | 加碼 |
| Thrive Wealth Management, LLC | 7,528 | $52.9 萬 | 0.14% | +988+15.1% | 加碼 |
| Firestone Capital Management | 7,524 | $52.8 萬 | 0.17% | 00.0% | 不變 |
| Peninsula Asset Management Inc | 7,490 | $52.6 萬 | 0.31% | 00.0% | 不變 |
| Nations Financial Group Inc, | 7,475 | $52.5 萬 | 0.05% | −1,002−11.8% | 減碼 |