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 |
|---|---|---|---|---|---|
| Two Sigma Securities, LLC | 4,973 | $32.2 萬 | 0.01% | −5,199−51.1% | 減碼 |
| Hartline Investment Corp | 4,984 | $32.3 萬 | 0.06% | −337−6.3% | 減碼 |
| Continuum Advisory, LLC | 4,993 | $32.3 萬 | 0.05% | −702−12.3% | 減碼 |
| Altus Wealth Group LLC | 4,994 | $32.3 萬 | 0.21% | −237−4.5% | 減碼 |
| Renasant Bank | 5,000 | $32.4 萬 | 0.27% | +85+1.7% | 加碼 |
| Glen Eagle Advisors, LLC | 5,013 | $32.4 萬 | 0.08% | +125+2.6% | 加碼 |
| Venturi Wealth Management, LLC | 5,014 | $32.5 萬 | 0.03% | +5,014 | 新進 |
| WealthTrust Axiom LLC | 5,037 | $32.6 萬 | 0.12% | 00.0% | 不變 |
| Childress Capital Advisors, LLC | 5,109 | $32.6 萬 | 0.11% | +5,109 | 新進 |
| Koss-Olinger Consulting, LLC | 5,058 | $32.7 萬 | 0.05% | −700−12.2% | 減碼 |
| Sigma Investment Counselors Inc | 5,055 | $32.7 萬 | 0.02% | +13+0.3% | 加碼 |
| Rosenberg Matthew Hamilton | 5,073 | $32.8 萬 | 0.11% | −21−0.4% | 減碼 |
| Marcum Wealth, LLC | 5,100 | $33.0 萬 | 0.04% | +52+1.0% | 加碼 |
| Davis Investment Partners, LLC | 5,114 | $33.0 萬 | 0.18% | 00.0% | 不變 |
| FineMark National Bank & Trust | 5,110 | $33.1 萬 | 0.01% | −3,969−43.7% | 減碼 |
| Cim Investment Mangement Inc | 5,114 | $33.1 萬 | 0.12% | −110−2.1% | 減碼 |
| Kingdom Financial Group LLC. | 5,143 | $33.3 萬 | 0.31% | +7+0.1% | 加碼 |
| Pinnacle West Asset Management, Inc. | 5,145 | $33.3 萬 | 0.33% | +170+3.4% | 加碼 |
| Triton Wealth Management, PLLC | 4,691 | $33.3 萬 | 0.22% | 00.0% | 不變 |
| Cladis Investment Advisory, LLC | 5,160 | $33.4 萬 | 0.29% | 00.0% | 不變 |
| MidWestOne Financial Group, Inc. | 5,175 | $33.5 萬 | 0.08% | +950+22.5% | 加碼 |
| Auxano Advisors, LLC | 5,183 | $33.5 萬 | 0.14% | −17−0.3% | 減碼 |
| Eastover Investment Advisors LLC | 5,185 | $33.6 萬 | 0.20% | 00.0% | 不變 |
| TruWealth Advisors, LLC | 5,206 | $33.7 萬 | 0.03% | +126+2.5% | 加碼 |
| St Germain D J Co Inc | 5,218 | $33.8 萬 | 0.02% | +400+8.3% | 加碼 |
| GHP Investment Advisors, Inc. | 5,135 | $34.2 萬 | 0.02% | −894−14.8% | 減碼 |
| Lee Danner & Bass Inc | 5,279 | $34.2 萬 | 0.03% | 00.0% | 不變 |
| Lebenthal Global Advisors, LLC | 5,291 | $34.2 萬 | 0.10% | 00.0% | 不變 |
| REDW Wealth LLC | 5,324 | $34.5 萬 | 0.11% | +45+0.9% | 加碼 |
| TownSquare Capital, LLC | 5,337 | $34.5 萬 | 0.01% | +237+4.6% | 加碼 |
| BEAM Asset Management, LLC | 5,346 | $34.6 萬 | 0.25% | +8+0.1% | 加碼 |
| Zhang Financial LLC | 5,346 | $34.6 萬 | 0.04% | 00.0% | 不變 |
| Bienville Capital Management, LLC | 5,400 | $34.9 萬 | 0.11% | 00.0% | 不變 |
| Oppenheimer Asset Management Inc. | 5,401 | $35.0 萬 | 0.01% | +692+14.7% | 加碼 |
| Castleview Partners, LLC | 5,419 | $35.1 萬 | 0.32% | +320+6.3% | 加碼 |
| First National Bank & Trust Co of Newtown | 5,420 | $35.1 萬 | 0.08% | −395−6.8% | 減碼 |
| Financial Engines Advisors L.L.C. | 5,430 | $35.1 萬 | 0.00% | −172−3.1% | 減碼 |
| Arcus Capital Partners, LLC | 5,457 | $35.3 萬 | 0.11% | +44+0.8% | 加碼 |
| Waldron Private Wealth LLC | 5,464 | $35.4 萬 | 0.02% | −401−6.8% | 減碼 |
| Greylin Investment Mangement Inc | 5,475 | $35.4 萬 | 0.06% | +5,475 | 新進 |
| Donald L. Hagan, LLC | 5,483 | $35.5 萬 | 0.21% | 00.0% | 不變 |
| Goodwin Daniel L | 5,495 | $35.6 萬 | 0.17% | 00.0% | 不變 |
| Hall Capital Management Co Inc | 5,499 | $35.6 萬 | 0.23% | −55−1.0% | 減碼 |
| Keystone Financial Planning, Inc. | 5,508 | $35.6 萬 | 0.12% | 00.0% | 不變 |
| Schmidt P J Investment Management Inc | 5,405 | $35.9 萬 | 0.08% | −160−2.9% | 減碼 |
| PBMares Wealth Management LLC | 5,562 | $36.0 萬 | 0.13% | +466+9.1% | 加碼 |
| Glass Jacobson Investment Advisors llc | 5,584 | $36.1 萬 | 0.17% | 00.0% | 不變 |
| Elwood & Goetz Wealth Advisory Group, LLC | 5,589 | $36.2 萬 | 0.08% | +67+1.2% | 加碼 |
| American Financial Advisors, LLC | 5,596 | $36.2 萬 | 0.06% | +51+0.9% | 加碼 |
| Independent Financial Group, LLC | 5,607 | $36.3 萬 | 0.02% | −467−7.7% | 減碼 |
| Atom Investors LP | 5,609 | $36.3 萬 | 0.08% | +5,609 | 新進 |
| Gotham Asset Management, LLC | 5,623 | $36.4 萬 | 0.01% | −1,171−17.2% | 減碼 |
| O'Rourke & Company, Inc | 5,622 | $36.4 萬 | 0.27% | +5+0.1% | 加碼 |
| RB Capital Management, LLC | 5,640 | $36.5 萬 | 0.12% | −79−1.4% | 減碼 |
| Summit Asset Management, LLC | 5,651 | $36.6 萬 | 0.10% | +18+0.3% | 加碼 |
| Trust Co of Virginia | 5,667 | $36.7 萬 | 0.04% | +1,213+27.2% | 加碼 |
| Peak Planning Group, LLC | 5,668 | $36.7 萬 | 0.29% | −3,902−40.8% | 減碼 |
| Cannon Financial Strategists, Inc. | 5,680 | $36.8 萬 | 0.09% | +1,200+26.8% | 加碼 |
| Abn Amro Investment Solutions | 5,697 | $36.9 萬 | 0.01% | +682+13.6% | 加碼 |
| Salomon & Ludwin, LLC | 5,702 | $36.9 萬 | 0.04% | −24−0.4% | 減碼 |
| Scotia Capital Inc. | 5,704 | $36.9 萬 | 0.00% | 00.0% | 不變 |
| Appleton Partners Inc | 5,710 | $37.0 萬 | 0.03% | −198−3.4% | 減碼 |
| Patten Group, Inc. | 5,721 | $37.0 萬 | 0.11% | 00.0% | 不變 |
| Fusion Capital, LLC | 5,756 | $37.3 萬 | 0.21% | +4+0.1% | 加碼 |
| STAR Financial Bank | 5,774 | $37.4 萬 | 0.38% | −548−8.7% | 減碼 |
| Girard Partners Ltd. | 5,774 | $37.4 萬 | 0.04% | −50−0.9% | 減碼 |
| Red Wave Investments LLC | 5,778 | $37.4 萬 | 0.16% | 00.0% | 不變 |
| Montecito Bank & Trust | 5,787 | $37.5 萬 | 0.09% | 00.0% | 不變 |
| Cyndeo Wealth Partners, LLC | 5,788 | $37.5 萬 | 0.04% | −52,644−90.1% | 減碼 |
| Stiles Financial Services Inc | 5,796 | $37.5 萬 | 0.19% | +1,362+30.7% | 加碼 |
| Beta Wealth Group, Inc. | 5,805 | $37.6 萬 | 0.22% | +205+3.7% | 加碼 |
| WSFS Capital Management, LLC | 5,815 | $37.6 萬 | 0.02% | +216+3.9% | 加碼 |
| Field & Main Bank | 5,850 | $37.9 萬 | 0.18% | +1,765+43.2% | 加碼 |
| Kapstone Financial Advisors LLC | 5,886 | $38.1 萬 | 0.34% | +16+0.3% | 加碼 |
| Kingfisher Capital LLC | 5,892 | $38.1 萬 | 0.10% | +9+0.2% | 加碼 |
| United Capital Management of KS, Inc. | 5,938 | $38.4 萬 | 0.13% | −393−6.2% | 減碼 |
| KG&L Capital Management,LLC | 5,961 | $38.6 萬 | 0.19% | +958+19.1% | 加碼 |
| Group One Trading, L.P. | 5,977 | $38.7 萬 | 0.02% | +5,977 | 新進 |
| Client 1st Advisory Group, LLC | 5,983 | $38.7 萬 | 0.20% | 00.0% | 不變 |
| Mathes Company, Inc. | 6,000 | $38.8 萬 | 0.18% | −92−1.5% | 減碼 |
| Schulhoff & Co Inc | 6,000 | $38.8 萬 | 0.20% | 00.0% | 不變 |
| Cross Staff Investments Inc | 6,035 | $39.1 萬 | 0.38% | −500−7.7% | 減碼 |
| Cranbrook Wealth Management, LLC | 6,036 | $39.1 萬 | 0.12% | 00.0% | 不變 |
| Avidian Wealth Solutions, LLC | 6,048 | $39.1 萬 | 0.03% | +719+13.5% | 加碼 |
| Davy Global Fund Management Ltd | 6,054 | $39.2 萬 | 0.08% | 00.0% | 不變 |
| Abound Wealth Management | 6,064 | $39.2 萬 | 0.17% | +51+0.8% | 加碼 |
| Buttonwood Financial Advisors Inc. | 6,068 | $39.3 萬 | 0.25% | +1,293+27.1% | 加碼 |
| Doliver Advisors, LP | 6,068 | $39.3 萬 | 0.12% | +100+1.7% | 加碼 |
| Prosperity Financial Group, Inc. | 6,069 | $39.3 萬 | 0.32% | +113+1.9% | 加碼 |
| Formidable Asset Management, LLC | 6,075 | $39.3 萬 | 0.09% | 00.0% | 不變 |
| McGlone Suttner Wealth Management, Inc. | 6,083 | $39.4 萬 | 0.09% | +292+5.0% | 加碼 |
| Cornerstone Wealth Management, LLC | 6,083 | $39.4 萬 | 0.04% | −30.0% | 減碼 |
| PFW Advisors LLC | 6,084 | $39.4 萬 | 0.14% | 00.0% | 不變 |
| Penserra Capital Management LLC | 6,108 | $39.4 萬 | 0.01% | −953−13.5% | 減碼 |
| Heritage Wealth Advisors | 6,104 | $39.5 萬 | 0.02% | −600−8.9% | 減碼 |
| Diligent Investors, LLC | 6,132 | $39.7 萬 | 0.12% | +5+0.1% | 加碼 |
| Fee-Only Financial Planning, L.C. | 6,150 | $39.8 萬 | 0.32% | 00.0% | 不變 |
| Advisor OS, LLC | 6,161 | $39.9 萬 | 0.06% | −7,504−54.9% | 減碼 |
| BOS Asset Management, LLC | 6,161 | $39.9 萬 | 0.29% | 00.0% | 不變 |
| Mission Wealth Management, LP | 6,192 | $40.1 萬 | 0.02% | +25+0.4% | 加碼 |