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 |
|---|---|---|---|---|---|
| St. Louis Trust Co | 3,500 | $22.7 萬 | 0.04% | 00.0% | 不變 |
| BLB&B Advisors, LLC | 3,512 | $22.7 萬 | 0.02% | −240−6.4% | 減碼 |
| RWM Asset Management, LLC | 3,520 | $22.8 萬 | 0.05% | −1,020−22.5% | 減碼 |
| Alpha Family Trust | 3,520 | $22.8 萬 | 0.17% | +3,520 | 新進 |
| Stonebridge Capital Advisors LLC | 3,545 | $22.9 萬 | 0.03% | −78−2.2% | 減碼 |
| Independent Solutions Wealth Management, LLC | 3,550 | $23.0 萬 | 0.06% | +298+9.2% | 加碼 |
| Morris Financial Concepts, Inc. | 3,555 | $23.0 萬 | 0.15% | −750−17.4% | 減碼 |
| Geller Advisors LLC | 3,556 | $23.0 萬 | 0.03% | +3,556 | 新進 |
| Graham Capital Management, L.P. | 3,561 | $23.0 萬 | 0.01% | +3,561 | 新進 |
| Prosperity Consulting Group, LLC | 3,562 | $23.1 萬 | 0.11% | +3,562 | 新進 |
| Bank of New Hampshire | 3,568 | $23.1 萬 | 0.07% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,306 | $23.2 萬 | 0.00% | −175−5.0% | 減碼 |
| Wiser Wealth Management, Inc | 3,587 | $23.2 萬 | 0.09% | +3,587 | 新進 |
| Integris Wealth Management, LLC | 3,600 | $23.3 萬 | 0.08% | 00.0% | 不變 |
| WealthBridge Capital Management, LLC | 3,605 | $23.3 萬 | 0.10% | 00.0% | 不變 |
| Austin Private Wealth, LLC | 3,630 | $23.5 萬 | 0.03% | +508+16.3% | 加碼 |
| NBW Capital LLC | 3,636 | $23.5 萬 | 0.06% | −260−6.7% | 減碼 |
| Oak Family Advisors, LLC | 3,638 | $23.5 萬 | 0.11% | −300−7.6% | 減碼 |
| Engineers Gate Manager LP | 3,647 | $23.6 萬 | 0.01% | −7,414−67.0% | 減碼 |
| Ambassador Advisors, LLC | 3,507 | $23.6 萬 | 0.06% | +3,507 | 新進 |
| Flaharty Asset Management, LLC | 3,650 | $23.6 萬 | 0.04% | 00.0% | 不變 |
| Greenfield Savings Bank | 3,651 | $23.6 萬 | 0.15% | 00.0% | 不變 |
| Family Asset Management, LLC | 3,652 | $23.6 萬 | 0.17% | 00.0% | 不變 |
| Dean Investment Associates, LLC | 3,657 | $23.7 萬 | 0.04% | −16−0.4% | 減碼 |
| Boston Financial Mangement LLC | 3,659 | $23.7 萬 | 0.01% | +760+26.2% | 加碼 |
| Strategic Advisors LLC | 3,660 | $23.7 萬 | 0.05% | −94−2.5% | 減碼 |
| Sawyer & Company, Inc | 3,668 | $23.7 萬 | 0.11% | 00.0% | 不變 |
| Davis R M Inc | 3,657 | $23.7 萬 | 0.01% | 00.0% | 不變 |
| Octavia Wealth Advisors, LLC | 3,662 | $23.7 萬 | 0.05% | +331+9.9% | 加碼 |
| Athena Investment Management | 3,663 | $23.7 萬 | 0.17% | 00.0% | 不變 |
| Miracle Mile Advisors, LLC | 3,668 | $23.7 萬 | 0.01% | −99−2.6% | 減碼 |
| Woodard & Co Asset Management Group Inc | 3,670 | $23.8 萬 | 0.08% | 00.0% | 不變 |
| Fulton Breakefield Broenniman LLC | 3,693 | $23.9 萬 | 0.02% | +233+6.7% | 加碼 |
| Nadler Financial Group, Inc. | 3,701 | $24.0 萬 | 0.04% | 00.0% | 不變 |
| King Wealth | 3,706 | $24.0 萬 | 0.05% | −3−0.1% | 減碼 |
| Goldstone Financial Group, LLC | 3,712 | $24.0 萬 | 0.07% | −386−9.4% | 減碼 |
| Seven Eight Capital, LP | 3,721 | $24.1 萬 | 0.03% | +661+21.6% | 加碼 |
| Wayfinding Financial, LLC | 3,859 | $24.1 萬 | 0.18% | −61−1.6% | 減碼 |
| Palumbo Wealth Management LLC | 3,726 | $24.1 萬 | 0.13% | −5−0.1% | 減碼 |
| Klingman & Associates, LLC | 3,727 | $24.1 萬 | 0.02% | −1,915−33.9% | 減碼 |
| Arbor Trust Wealth Advisors, LLC | 3,731 | $24.1 萬 | 0.16% | 00.0% | 不變 |
| WMS Partners, LLC | 3,734 | $24.2 萬 | 0.02% | −6−0.2% | 減碼 |
| Ardent Capital Management, Inc. | 3,739 | $24.2 萬 | 0.14% | 00.0% | 不變 |
| Connolly Sarah T. | 3,740 | $24.2 萬 | 0.16% | −1,010−21.3% | 減碼 |
| Second Half Financial Partners, LLC | 3,741 | $24.2 萬 | 0.12% | −787−17.4% | 減碼 |
| MBM Wealth Consultants, LLC | 3,648 | $24.3 萬 | 0.11% | +217+6.3% | 加碼 |
| Willis Investment Counsel | 3,757 | $24.3 萬 | 0.02% | 00.0% | 不變 |
| Aprio Wealth Management, LLC | 3,760 | $24.3 萬 | 0.07% | +3,760 | 新進 |
| S.E.E.D. Planning Group LLC | 3,779 | $24.5 萬 | 0.09% | −144−3.7% | 減碼 |
| Meridian Investment Counsel Inc. | 3,802 | $24.6 萬 | 0.09% | 00.0% | 不變 |
| Strategic Financial Concepts, LLC | 3,807 | $24.6 萬 | 0.08% | +3,807 | 新進 |
| Pitcairn Co | 3,815 | $24.7 萬 | 0.02% | +402+11.8% | 加碼 |
| Frontier Asset Management, LLC | 3,821 | $24.7 萬 | 0.11% | 00.0% | 不變 |
| Fiduciary Alliance LLC | 3,825 | $24.8 萬 | 0.06% | +2,861+296.8% | 加碼 |
| GEM Asset Management, LLC | 3,830 | $24.8 萬 | 0.20% | 00.0% | 不變 |
| Syntegra Private Wealth Group, LLC | 3,831 | $24.8 萬 | 0.04% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 3,838 | $24.8 萬 | 0.02% | +39+1.0% | 加碼 |
| FLC Capital Advisors | 3,840 | $24.9 萬 | 0.08% | −100−2.5% | 減碼 |
| Cabot Wealth Management Inc | 3,855 | $24.9 萬 | 0.04% | +3,855 | 新進 |
| Wedgewood Investors Inc | 3,850 | $24.9 萬 | 0.34% | 00.0% | 不變 |
| WMG Financial Advisors, LLC | 3,863 | $25.0 萬 | 0.21% | −374−8.8% | 減碼 |
| Fortitude Advisory Group L.L.C. | 3,863 | $25.0 萬 | 0.17% | +204+5.6% | 加碼 |
| Wealth Quarterback LLC | 3,866 | $25.0 萬 | 0.22% | +112+3.0% | 加碼 |
| Retirement Income Solutions, Inc | 3,873 | $25.1 萬 | 0.07% | −1,321−25.4% | 減碼 |
| Armstrong, Fleming & Moore, Inc | 3,879 | $25.1 萬 | 0.24% | 00.0% | 不變 |
| First Citizens Financial Corp | 3,882 | $25.1 萬 | 0.18% | +3,882 | 新進 |
| Sargent Investment Group, LLC | 3,897 | $25.2 萬 | 0.06% | +917+30.8% | 加碼 |
| Beck Mack & Oliver LLC | 3,900 | $25.2 萬 | 0.01% | 00.0% | 不變 |
| Peak Asset Management, LLC | 3,900 | $25.2 萬 | 0.06% | 00.0% | 不變 |
| Appleton Group, LLC | 3,904 | $25.3 萬 | 0.88% | +3,904 | 新進 |
| Alaethes Wealth LLC | 3,905 | $25.3 萬 | 0.14% | 00.0% | 不變 |
| Providence First Trust Co | 3,913 | $25.3 萬 | 0.14% | 00.0% | 不變 |
| Bourne Lent Asset Management Inc | 3,931 | $25.4 萬 | 0.11% | 00.0% | 不變 |
| Live Oak Private Wealth LLC | 3,947 | $25.5 萬 | 0.05% | 00.0% | 不變 |
| Vise Technologies, Inc. | 3,957 | $25.6 萬 | 0.06% | −620−13.5% | 減碼 |
| Headlands Technologies LLC | 3,971 | $25.7 萬 | 0.13% | +3,971 | 新進 |
| Altus Wealth Management, LLC | 3,973 | $25.7 萬 | 0.18% | 00.0% | 不變 |
| Smith, Salley & Associates | 3,975 | $25.7 萬 | 0.02% | +3,975 | 新進 |
| American State Bank (Iowa) | 3,998 | $25.9 萬 | 0.19% | 00.0% | 不變 |
| Advisory Research Inc | 4,011 | $26.0 萬 | 0.04% | +4+0.1% | 加碼 |
| Fagan Associates, Inc. | 4,011 | $26.0 萬 | 0.06% | 00.0% | 不變 |
| Lifeworks Advisors, LLC | 4,017 | $26.0 萬 | 0.10% | +4,017 | 新進 |
| LCM Capital Management Inc | 4,028 | $26.1 萬 | 0.21% | +10.0% | 加碼 |
| Eads & Heald Wealth Management | 4,028 | $26.1 萬 | 0.14% | −50−1.2% | 減碼 |
| Semmax Financial Advisors Inc. | 3,879 | $26.1 萬 | 0.10% | +3,879 | 新進 |
| Citizens Business Bank | 4,045 | $26.2 萬 | 0.06% | −210−4.9% | 減碼 |
| Penobscot Investment Management Company, Inc. | 4,050 | $26.2 萬 | 0.04% | 00.0% | 不變 |
| Syverson Strege & Co | 4,051 | $26.2 萬 | 0.12% | +11+0.3% | 加碼 |
| Glassman Wealth Services | 4,069 | $26.3 萬 | 0.04% | −13−0.3% | 減碼 |
| Bill Few Associates, Inc. | 4,073 | $26.4 萬 | 0.14% | −150−3.6% | 減碼 |
| TRUE Private Wealth Advisors | 4,082 | $26.4 萬 | 0.04% | +101+2.5% | 加碼 |
| KC Investment Advisors, LLC | 4,087 | $26.5 萬 | 0.17% | +499+13.9% | 加碼 |
| MBE Wealth Management, LLC | 4,090 | $26.5 萬 | 0.15% | +4,090 | 新進 |
| David Loasby | 4,101 | $26.5 萬 | 0.03% | +92+2.3% | 加碼 |
| Ausdal Financial Partners, Inc. | 4,097 | $26.5 萬 | 0.04% | −423−9.4% | 減碼 |
| WealthShield Partners, LLC | 4,099 | $26.5 萬 | 0.04% | +264+6.9% | 加碼 |
| Country Trust Bank | 4,114 | $26.6 萬 | 0.01% | −57−1.4% | 減碼 |
| 1st Source Bank | 4,119 | $26.7 萬 | 0.02% | 00.0% | 不變 |
| Gateway Investment Advisers LLC | 4,130 | $26.7 萬 | 0.00% | −423−9.3% | 減碼 |
| Innovis Asset Management LLC | 4,142 | $26.8 萬 | 0.10% | +65+1.6% | 加碼 |