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 |
|---|---|---|---|---|---|
| Bill Few Associates, Inc. | 4,223 | $29.7 萬 | 0.15% | +126+3.1% | 加碼 |
| Proficio Capital Partners LLC | 4,206 | $29.5 萬 | 0.04% | +133+3.3% | 加碼 |
| Oliver Lagore Vanvalin Investment Group | 4,192 | $29.5 萬 | 0.11% | +1,256+42.8% | 加碼 |
| Country Trust Bank | 4,171 | $29.3 萬 | 0.01% | 00.0% | 不變 |
| Callan Family Office, LLC | 4,171 | $29.3 萬 | 0.08% | +106+2.6% | 加碼 |
| Thompson Investment Management, Inc. | 4,165 | $29.3 萬 | 0.05% | 00.0% | 不變 |
| Brandywine Oak Private Wealth LLC | 4,162 | $29.2 萬 | 0.03% | 00.0% | 不變 |
| Norwood Financial Corp | 4,158 | $29.2 萬 | 0.44% | 00.0% | 不變 |
| 1st Source Bank | 4,119 | $28.9 萬 | 0.02% | −117−2.8% | 減碼 |
| Goldstone Financial Group, LLC | 4,098 | $28.8 萬 | 0.08% | +391+10.5% | 加碼 |
| Field & Main Bank | 4,085 | $28.7 萬 | 0.16% | +530+14.9% | 加碼 |
| Glassman Wealth Services | 4,082 | $28.7 萬 | 0.05% | −663−14.0% | 減碼 |
| Innovis Asset Management LLC | 4,077 | $28.6 萬 | 0.11% | −45−1.1% | 減碼 |
| Eads & Heald Wealth Management | 4,078 | $28.6 萬 | 0.14% | −7−0.2% | 減碼 |
| Penobscot Investment Management Company, Inc. | 4,050 | $28.5 萬 | 0.05% | 00.0% | 不變 |
| Syverson Strege & Co | 4,040 | $28.4 萬 | 0.12% | +70+1.8% | 加碼 |
| David Loasby | 4,009 | $28.4 萬 | 0.03% | +50+1.3% | 加碼 |
| Wayfinding Financial, LLC | 3,920 | $28.3 萬 | 0.20% | +378+10.7% | 加碼 |
| LCM Capital Management Inc | 4,027 | $28.3 萬 | 0.23% | −61−1.5% | 減碼 |
| Wealth Management Associates, Inc. | 4,021 | $28.2 萬 | 0.16% | −39−1.0% | 減碼 |
| Fagan Associates, Inc. | 4,011 | $28.2 萬 | 0.07% | 00.0% | 不變 |
| Advisory Research Inc | 4,007 | $28.1 萬 | 0.04% | +4,007 | 新進 |
| American State Bank (Iowa) | 3,998 | $28.1 萬 | 0.20% | 00.0% | 不變 |
| American National Bank | 3,990 | $28.0 萬 | 0.05% | +2,000+100.5% | 加碼 |
| TRUE Private Wealth Advisors | 3,981 | $28.0 萬 | 0.04% | 00.0% | 不變 |
| Horan Securities, Inc. | 3,978 | $27.9 萬 | 0.12% | +1,335+50.5% | 加碼 |
| ASB Consultores, LLC | 3,978 | $27.9 萬 | 0.14% | −8−0.2% | 減碼 |
| Altus Wealth Management, LLC | 3,973 | $27.9 萬 | 0.22% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 3,961 | $27.8 萬 | 0.00% | −871−18.0% | 減碼 |
| Relative Value Partners Group, LLC | 3,960 | $27.8 萬 | 0.02% | 00.0% | 不變 |
| Live Oak Private Wealth LLC | 3,947 | $27.7 萬 | 0.06% | 00.0% | 不變 |
| FLC Capital Advisors | 3,940 | $27.7 萬 | 0.08% | 00.0% | 不變 |
| Oak Family Advisors, LLC | 3,938 | $27.7 萬 | 0.13% | +225+6.1% | 加碼 |
| Bourne Lent Asset Management Inc | 3,931 | $27.6 萬 | 0.10% | 00.0% | 不變 |
| Atlas Wealth Partners, LLC | 3,772 | $27.6 萬 | 0.79% | +3,772 | 新進 |
| S.E.E.D. Planning Group LLC | 3,923 | $27.6 萬 | 0.10% | +3+0.1% | 加碼 |
| Providence First Trust Co | 3,913 | $27.5 萬 | 0.15% | −174−4.3% | 減碼 |
| Cornercap Investment Counsel Inc | 3,909 | $27.5 萬 | 0.05% | −980−20.0% | 減碼 |
| Alaethes Wealth LLC | 3,905 | $27.4 萬 | 0.15% | 00.0% | 不變 |
| Beck Mack & Oliver LLC | 3,900 | $27.4 萬 | 0.01% | 00.0% | 不變 |
| Peak Asset Management, LLC | 3,900 | $27.4 萬 | 0.06% | 00.0% | 不變 |
| NBW Capital LLC | 3,896 | $27.4 萬 | 0.06% | +395+11.3% | 加碼 |
| Armstrong, Fleming & Moore, Inc | 3,879 | $27.3 萬 | 0.25% | +3,879 | 新進 |
| Wedgewood Investors Inc | 3,850 | $27.0 萬 | 0.35% | +275+7.7% | 加碼 |
| WealthShield Partners, LLC | 3,835 | $26.9 萬 | 0.04% | −966−20.1% | 減碼 |
| BDO Wealth Advisors, LLC | 3,834 | $26.9 萬 | 0.03% | +733+23.6% | 加碼 |
| Syntegra Private Wealth Group, LLC | 3,831 | $26.9 萬 | 0.04% | +150+4.1% | 加碼 |
| GEM Asset Management, LLC | 3,830 | $26.9 萬 | 0.21% | 00.0% | 不變 |
| Frontier Asset Management, LLC | 3,821 | $26.8 萬 | 0.12% | +38+1.0% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 3,812 | $26.8 萬 | 0.06% | +252+7.1% | 加碼 |
| Sweet Financial Partners, LLC | 3,806 | $26.7 萬 | 0.07% | 00.0% | 不變 |
| Meridian Investment Counsel Inc. | 3,802 | $26.7 萬 | 0.10% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 3,799 | $26.7 萬 | 0.03% | +171+4.7% | 加碼 |
| Miracle Mile Advisors, LLC | 3,767 | $26.5 萬 | 0.01% | +19+0.5% | 加碼 |
| Willis Investment Counsel | 3,757 | $26.4 萬 | 0.02% | −235−5.9% | 減碼 |
| Strategic Advisors LLC | 3,754 | $26.4 萬 | 0.05% | 00.0% | 不變 |
| Wealth Quarterback LLC | 3,754 | $26.4 萬 | 0.18% | +3,754 | 新進 |
| BLB&B Advisors, LLC | 3,752 | $26.4 萬 | 0.02% | −2,580−40.7% | 減碼 |
| Hodges Capital Management Inc. | 0 | $26.3 萬 | 0.02% | −4,011−100.0% | 減碼 |
| WMS Partners, LLC | 3,740 | $26.3 萬 | 0.02% | −183−4.7% | 減碼 |
| Ardent Capital Management, Inc. | 3,739 | $26.3 萬 | 0.16% | −17−0.5% | 減碼 |
| Arbor Trust Wealth Advisors, LLC | 3,731 | $26.2 萬 | 0.17% | 00.0% | 不變 |
| Palumbo Wealth Management LLC | 3,731 | $26.2 萬 | 0.16% | −8,653−69.9% | 減碼 |
| King Wealth | 3,709 | $26.1 萬 | 0.05% | 00.0% | 不變 |
| HCR Wealth Advisors | 3,708 | $26.0 萬 | 0.05% | +3,708 | 新進 |
| Nadler Financial Group, Inc. | 3,701 | $26.0 萬 | 0.04% | 00.0% | 不變 |
| Private Portfolio Partners LLC | 3,696 | $26.0 萬 | 0.07% | +23+0.6% | 加碼 |
| Dean Investment Associates, LLC | 3,673 | $25.8 萬 | 0.04% | −163−4.2% | 減碼 |
| Arlington Partners LLC | 3,673 | $25.8 萬 | 0.04% | 00.0% | 不變 |
| Sawyer & Company, Inc | 3,668 | $25.8 萬 | 0.12% | 00.0% | 不變 |
| Woodard & Co Asset Management Group Inc | 3,670 | $25.8 萬 | 0.09% | −400−9.8% | 減碼 |
| Athena Investment Management | 3,663 | $25.7 萬 | 0.18% | 00.0% | 不變 |
| Fortitude Advisory Group L.L.C. | 3,659 | $25.7 萬 | 0.19% | +10.0% | 加碼 |
| Davis R M Inc | 3,657 | $25.7 萬 | 0.01% | +5+0.1% | 加碼 |
| Family Asset Management, LLC | 3,652 | $25.7 萬 | 0.17% | 00.0% | 不變 |
| Greenfield Savings Bank | 3,651 | $25.6 萬 | 0.17% | +359+10.9% | 加碼 |
| Flaharty Asset Management, LLC | 3,650 | $25.6 萬 | 0.04% | −1,900−34.2% | 減碼 |
| New Hampshire Trust | 3,629 | $25.5 萬 | 0.07% | +169+4.9% | 加碼 |
| Stonebridge Capital Advisors LLC | 3,623 | $25.5 萬 | 0.03% | +190+5.5% | 加碼 |
| Nikulski Financial, Inc. | 3,620 | $25.4 萬 | 0.11% | 00.0% | 不變 |
| WealthBridge Capital Management, LLC | 3,605 | $25.3 萬 | 0.10% | −4−0.1% | 減碼 |
| Gray Wealth Management Inc. | 3,605 | $25.3 萬 | 0.13% | +5+0.1% | 加碼 |
| Integris Wealth Management, LLC | 3,600 | $25.3 萬 | 0.09% | 00.0% | 不變 |
| KC Investment Advisors, LLC | 3,588 | $25.2 萬 | 0.17% | −1,071−23.0% | 減碼 |
| Cornerstone Retirement Group, Inc. | 3,581 | $25.2 萬 | 0.07% | +3,581 | 新進 |
| Ascent Group, LLC | 3,653 | $25.1 萬 | 0.03% | −11,881−76.5% | 減碼 |
| Retirement Financial Solutions, LLC | 3,570 | $25.1 萬 | 0.17% | −6,072−63.0% | 減碼 |
| Wealthspan Partners, LLC | 3,569 | $25.1 萬 | 0.20% | +3+0.1% | 加碼 |
| Bank of New Hampshire | 3,568 | $25.1 萬 | 0.07% | +600+20.2% | 加碼 |
| Total Clarity Wealth Management, Inc. | 3,547 | $24.9 萬 | 0.12% | +118+3.4% | 加碼 |
| Waterford Advisors, LLC | 3,536 | $24.8 萬 | 0.12% | 00.0% | 不變 |
| Spire Wealth Management | 3,517 | $24.7 萬 | 0.01% | +71+2.1% | 加碼 |
| St. Louis Trust Co | 3,500 | $24.6 萬 | 0.05% | 00.0% | 不變 |
| MBM Wealth Consultants, LLC | 3,431 | $24.6 萬 | 0.11% | +1,516+79.2% | 加碼 |
| Verus Capital Partners, LLC | 3,481 | $24.5 萬 | 0.03% | −117−3.3% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,481 | $24.5 萬 | 0.00% | −823−19.1% | 減碼 |
| Howe & Rusling Inc | 3,478 | $24.4 萬 | 0.03% | +3,478 | 新進 |
| Drake & Associates, LLC | 3,464 | $24.3 萬 | 0.11% | −101−2.8% | 減碼 |
| Apexium Financial, LP | 3,463 | $24.3 萬 | 0.02% | −378−9.8% | 減碼 |
| Fulton Breakefield Broenniman LLC | 3,460 | $24.3 萬 | 0.02% | +35+1.0% | 加碼 |