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 3 季 13F 持有人
Southern Co 在 2023/9/30 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
- 1,713
- 較 2023 年第 2 季 +6 家
- 持有股數
- 6.93 億
- 較 2023 年第 2 季 +423.2 萬 (+0.6%)
- 總市值
- $448.6 億
- 較 2023 年第 2 季 −$35.2 億 (−7.3%)
- 新進機構
- 124
- 另有 657 家加碼
- 清倉機構
- 118
- 另有 660 家減碼
另有 21 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Smithfield Trust Co | 1,960 | $12.8 萬 | 0.01% | 00.0% | 不變 |
| Quintet Private Bank (Europe) S.A. | 2,000 | $12.9 萬 | 0.01% | +17+0.9% | 加碼 |
| Truvestments Capital LLC | 2,002 | $13.0 萬 | 0.07% | +2+0.1% | 加碼 |
| TFC Financial Management | 2,018 | $13.1 萬 | 0.03% | +5+0.2% | 加碼 |
| MCF Advisors LLC | 2,041 | $13.2 萬 | 0.01% | +500+32.4% | 加碼 |
| DT Investment Partners, LLC | 2,080 | $13.5 萬 | 0.02% | 00.0% | 不變 |
| Clear Investment Research, LLC | 2,096 | $13.6 萬 | 0.24% | −11−0.5% | 減碼 |
| Harbor Investment Advisory, LLC | 2,115 | $13.7 萬 | 0.02% | −101−4.6% | 減碼 |
| Foster Dykema Cabot & Co Inc | 2,155 | $13.9 萬 | 0.02% | 00.0% | 不變 |
| Chelsea Counsel Co | 2,155 | $13.9 萬 | 0.07% | −100−4.4% | 減碼 |
| JDM Financial Group LLC | 2,165 | $14.0 萬 | 0.13% | +2,165 | 新進 |
| Annis Gardner Whiting Capital Advisors, LLC | 2,172 | $14.1 萬 | 0.08% | +2,172 | 新進 |
| First Personal Financial Services | 2,183 | $14.1 萬 | 0.04% | −180−7.6% | 減碼 |
| Avion Wealth | 2,251 | $14.5 萬 | 0.04% | +9+0.4% | 加碼 |
| First Manhattan Co | 2,245 | $14.5 萬 | 0.00% | +10.0% | 加碼 |
| WR Wealth Planners, LLC | 2,271 | $14.7 萬 | 0.06% | −205−8.3% | 減碼 |
| Carolinas Wealth Consulting LLC | 49,191 | $14.8 萬 | 0.04% | +20.0% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 2,324 | $15.0 萬 | 0.07% | +5+0.2% | 加碼 |
| Whittier Trust Co of Nevada Inc | 2,324 | $15.0 萬 | 0.01% | +1,633+236.3% | 加碼 |
| Stephens Consulting, LLC | 2,379 | $15.4 萬 | 0.06% | 00.0% | 不變 |
| Legacy Bridge, LLC | 2,381 | $15.4 萬 | 0.11% | 00.0% | 不變 |
| Essex Investment Management Co LLC | 2,400 | $15.5 萬 | 0.03% | 00.0% | 不變 |
| Asahi Life Asset Management Co., Ltd. | 2,432 | $15.7 萬 | 0.05% | −3,710−60.4% | 減碼 |
| Westside Investment Management, Inc. | 2,453 | $15.9 萬 | 0.05% | 00.0% | 不變 |
| Tompkins Financial Corp | 2,455 | $15.9 萬 | 0.03% | 00.0% | 不變 |
| PEAK6 Investments LLC | 2,503 | $16.2 萬 | 0.01% | +2,503 | 新進 |
| Laffer Tengler Investments | 2,600 | $16.8 萬 | 0.05% | +2,600 | 新進 |
| AlphaMark Advisors, LLC | 2,655 | $17.2 萬 | 0.07% | −107−3.9% | 減碼 |
| Carmel Capital Partners, LLC | 2,724 | $17.6 萬 | 0.08% | +755+38.3% | 加碼 |
| Parkside Financial Bank & Trust | 2,762 | $17.9 萬 | 0.04% | +212+8.3% | 加碼 |
| Godsey & Gibb Associates | 2,765 | $17.9 萬 | 0.02% | −55−2.0% | 減碼 |
| Nalls Sherbakoff Group, LLC | 2,769 | $17.9 萬 | 0.17% | +55+2.0% | 加碼 |
| Farther Finance Advisors, LLC | 2,781 | $18.0 萬 | 0.03% | +743+36.5% | 加碼 |
| Rational Advisors LLC | 2,795 | $18.1 萬 | 0.02% | −435−13.5% | 減碼 |
| Peoples Bank | 2,800 | $18.1 萬 | 0.16% | +2,800 | 新進 |
| Baystate Wealth Management LLC | 2,801 | $18.1 萬 | 0.01% | −135−4.6% | 減碼 |
| Old Second National Bank of Aurora | 2,808 | $18.2 萬 | 0.06% | 00.0% | 不變 |
| Spirit of America Management Corp | 2,850 | $18.4 萬 | 0.04% | +1,000+54.1% | 加碼 |
| ORG Partners LLC | 2,866 | $18.5 萬 | 0.05% | +3+0.1% | 加碼 |
| Beaird Harris Wealth Management, LLC | 2,893 | $18.7 萬 | 0.02% | 00.0% | 不變 |
| Motco | 3,064 | $19.8 萬 | 0.01% | −64−2.0% | 減碼 |
| Cedar Mountain Advisors, LLC | 3,094 | $20.0 萬 | 0.06% | +31+1.0% | 加碼 |
| Ascent Group, LLC | 2,957 | $20.1 萬 | 0.02% | −696−19.1% | 減碼 |
| Financial Advisory Service, Inc. | 3,112 | $20.1 萬 | 0.02% | −7−0.2% | 減碼 |
| YHB Investment Advisors, Inc. | 3,112 | $20.1 萬 | 0.02% | +63+2.1% | 加碼 |
| Accredited Investors Inc. | 3,121 | $20.2 萬 | 0.02% | 00.0% | 不變 |
| JJJ Advisors Inc. | 3,123 | $20.2 萬 | 0.05% | 00.0% | 不變 |
| North Star Asset Management Inc | 3,126 | $20.2 萬 | 0.01% | 00.0% | 不變 |
| Lazari Capital Management, Inc. | 3,127 | $20.2 萬 | 0.12% | +3,127 | 新進 |
| L2 Asset Management, LLC | 246 | $20.2 萬 | 0.10% | +246 | 新進 |
| Fulcrum Equity Management | 3,128 | $20.2 萬 | 0.24% | +3,128 | 新進 |
| Coho Partners, Ltd. | 3,139 | $20.3 萬 | 0.00% | 00.0% | 不變 |
| Rossmore Private Capital | 3,163 | $20.5 萬 | 0.03% | +183+6.1% | 加碼 |
| Delta Capital Management LLC | 3,160 | $20.5 萬 | 0.15% | 00.0% | 不變 |
| HC Advisors, LLC | 3,170 | $20.5 萬 | 0.12% | +95+3.1% | 加碼 |
| Chesapeake Wealth Management | 3,173 | $20.5 萬 | 0.09% | −100−3.1% | 減碼 |
| Biltmore Wealth Management, LLC | 3,179 | $20.6 萬 | 0.10% | +3+0.1% | 加碼 |
| Searcy Financial Services Inc | 3,180 | $20.6 萬 | 0.12% | +3,180 | 新進 |
| Congress Wealth Management LLC | 3,199 | $20.7 萬 | 0.00% | +3,199 | 新進 |
| Idaho Trust Bank | 3,200 | $20.7 萬 | 0.13% | +3,200 | 新進 |
| Quent Capital, LLC | 3,223 | $20.9 萬 | 0.03% | +645+25.0% | 加碼 |
| WealthTrust Asset Management, LLC | 3,223 | $20.9 萬 | 0.19% | +6+0.2% | 加碼 |
| Spire Wealth Management | 3,229 | $20.9 萬 | 0.01% | −288−8.2% | 減碼 |
| WealthPLAN Partners, LLC | 3,247 | $21.0 萬 | 0.02% | +13+0.4% | 加碼 |
| Insight Advisors, LLC | 3,250 | $21.0 萬 | 0.05% | −19−0.6% | 減碼 |
| Drive Wealth Management, LLC | 3,257 | $21.1 萬 | 0.08% | +86+2.7% | 加碼 |
| Campbell Wealth Management | 3,260 | $21.1 萬 | 0.03% | +9+0.3% | 加碼 |
| Satovsky Asset Management LLC | 3,267 | $21.1 萬 | 0.07% | +34+1.1% | 加碼 |
| Apexium Financial, LP | 3,270 | $21.2 萬 | 0.02% | −193−5.6% | 減碼 |
| Waterford Advisors, LLC | 3,271 | $21.2 萬 | 0.12% | −265−7.5% | 減碼 |
| Zullo Investment Group, Inc. | 3,280 | $21.2 萬 | 0.12% | +60+1.9% | 加碼 |
| Aspen Grove Capital, LLC | 3,281 | $21.2 萬 | 0.08% | −1,684−33.9% | 減碼 |
| Fort Washington Investment Advisors Inc | 3,292 | $21.3 萬 | 0.00% | −77−2.3% | 減碼 |
| Allstate Corp | 3,293 | $21.3 萬 | 0.01% | 00.0% | 不變 |
| Infrastructure Capital Advisors, LLC | 32,635 | $21.3 萬 | 0.04% | +22,000+206.9% | 加碼 |
| Private Capital Advisors, Inc. | 3,200 | $21.5 萬 | 0.03% | −2,100−39.6% | 減碼 |
| Hardy Reed LLC | 3,338 | $21.6 萬 | 0.04% | +3,338 | 新進 |
| Lindbrook Capital, LLC | 3,340 | $21.6 萬 | 0.02% | +26+0.8% | 加碼 |
| Lifestyle Asset Management, Inc. | 3,350 | $21.7 萬 | 0.13% | +3,350 | 新進 |
| OmniStar Financial Group, Inc. | 3,351 | $21.7 萬 | 0.26% | 00.0% | 不變 |
| Gray Wealth Management Inc. | 3,357 | $21.7 萬 | 0.11% | −248−6.9% | 減碼 |
| Boyar Asset Management Inc. | 3,365 | $21.8 萬 | 0.17% | +100+3.1% | 加碼 |
| Summit Wealth Partners, LLC | 3,367 | $21.8 萬 | 0.06% | +227+7.2% | 加碼 |
| DF Dent & Co Inc | 3,370 | $21.8 萬 | 0.00% | −7−0.2% | 減碼 |
| Ironsides Asset Advisors, LLC | 3,380 | $21.9 萬 | 0.10% | −50−1.5% | 減碼 |
| New Republic Capital, LLC | 3,395 | $22.0 萬 | 0.18% | +3,395 | 新進 |
| Finer Wealth Management, Inc. | 3,397 | $22.0 萬 | 0.18% | 00.0% | 不變 |
| Anchor Capital Advisors LLC | 3,400 | $22.0 萬 | 0.01% | 00.0% | 不變 |
| Milestone Advisory Partners | 3,408 | $22.1 萬 | 0.18% | 00.0% | 不變 |
| Drake & Associates, LLC | 3,422 | $22.1 萬 | 0.10% | −42−1.2% | 減碼 |
| Merriman Wealth Management, LLC | 3,435 | $22.2 萬 | 0.01% | 00.0% | 不變 |
| Relyea Zuckerberg Hanson LLC | 3,443 | $22.3 萬 | 0.05% | −369−9.7% | 減碼 |
| Aviance Capital Partners, LLC | 3,457 | $22.4 萬 | 0.05% | −771−18.2% | 減碼 |
| Rise Advisors, LLC | 3,457 | $22.4 萬 | 0.18% | +985+39.8% | 加碼 |
| Avestar Capital, LLC | 3,461 | $22.4 萬 | 0.03% | +3,461 | 新進 |
| Nikulski Financial, Inc. | 3,470 | $22.5 萬 | 0.09% | −150−4.1% | 減碼 |
| Wealthspan Partners, LLC | 3,482 | $22.5 萬 | 0.18% | −87−2.4% | 減碼 |
| New Hampshire Trust | 3,487 | $22.6 萬 | 0.06% | −142−3.9% | 減碼 |
| Private Portfolio Partners LLC | 3,496 | $22.6 萬 | 0.06% | −200−5.4% | 減碼 |
| Phillips Wealth Planners LLC | 3,405 | $22.6 萬 | 0.31% | +88+2.7% | 加碼 |