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 4 季 13F 持有人
Southern Co 在 2023/12/31 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
- 1,838
- 較 2023 年第 3 季 +155 家
- 持有股數
- 7.01 億
- 較 2023 年第 3 季 +838.1 萬 (+1.2%)
- 總市值
- $491.5 億
- 較 2023 年第 3 季 +$43.2 億 (+9.6%)
- 新進機構
- 241
- 另有 648 家加碼
- 清倉機構
- 86
- 另有 711 家減碼
另有 30 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Gratus Capital LLC | 9,792 | $68.7 萬 | 0.04% | +3,355+52.1% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 9,826 | $68.9 萬 | 0.06% | +5+0.1% | 加碼 |
| Skopos Labs, Inc. | 9,867 | $69.2 萬 | 0.33% | +9,867 | 新進 |
| EPG Wealth Management LLC | 10,249 | $69.2 萬 | 0.18% | +40.0% | 加碼 |
| Monetary Management Group Inc | 9,876 | $69.3 萬 | 0.22% | 00.0% | 不變 |
| Summit Global Investments | 9,879 | $69.3 萬 | 0.05% | −2,652−21.2% | 減碼 |
| Trueblood Wealth Management, LLC | 9,887 | $69.3 萬 | 0.43% | +9,887 | 新進 |
| Ancora Advisors, LLC | 9,893 | $69.4 萬 | 0.02% | +75+0.8% | 加碼 |
| Linscomb & Williams, Inc. | 9,894 | $69.4 萬 | 0.04% | +439+4.6% | 加碼 |
| Park National Corp | 9,899 | $69.4 萬 | 0.03% | −300−2.9% | 減碼 |
| Allred Capital Management, LLC | 9,919 | $69.6 萬 | 0.30% | −923−8.5% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 9,928 | $69.6 萬 | 0.09% | 00.0% | 不變 |
| Excalibur Management Corp | 9,935 | $69.7 萬 | 0.33% | −85−0.8% | 減碼 |
| ProVise Management Group, LLC | 9,983 | $70.0 萬 | 0.06% | −636−6.0% | 減碼 |
| DCM Advisors, LLC | 10,000 | $70.1 萬 | 0.25% | +10,000 | 新進 |
| Arrow Financial Corp | 10,011 | $70.2 萬 | 0.07% | −53−0.5% | 減碼 |
| Journey Advisory Group, LLC | 10,033 | $70.4 萬 | 0.10% | −25−0.2% | 減碼 |
| Summit Financial Group Inc | 10,034 | $70.4 萬 | 0.27% | 00.0% | 不變 |
| Boston Financial Mangement LLC | 10,097 | $70.8 萬 | 0.02% | +6,438+175.9% | 加碼 |
| Verity Asset Management, Inc. | 10,116 | $70.9 萬 | 0.45% | +199+2.0% | 加碼 |
| North Star Investment Management Corp. | 10,133 | $71.1 萬 | 0.05% | +10+0.1% | 加碼 |
| Marco Investment Management LLC | 10,137 | $71.1 萬 | 0.07% | +262+2.7% | 加碼 |
| Quadrant Capital Group LLC | 10,157 | $71.2 萬 | 0.06% | +602+6.3% | 加碼 |
| HM Payson & Co | 10,181 | $71.4 萬 | 0.01% | −1,227−10.8% | 減碼 |
| BIP Wealth, LLC | 10,258 | $71.9 萬 | 0.06% | +2,185+27.1% | 加碼 |
| HBK Sorce Advisory LLC | 10,276 | $72.1 萬 | 0.03% | −334−3.1% | 減碼 |
| Investment Partners Asset Management, Inc. | 10,291 | $72.2 萬 | 0.72% | +10,291 | 新進 |
| MEMBERS Trust Co | 10,347 | $72.6 萬 | 0.02% | −475−4.4% | 減碼 |
| FCG Investment Co | 10,464 | $73.4 萬 | 0.72% | +10,464 | 新進 |
| Morningstar Investment Management LLC | 10,487 | $73.5 萬 | 0.08% | −93−0.9% | 減碼 |
| Centre Asset Management, LLC | 10,497 | $73.6 萬 | 0.18% | −159−1.5% | 減碼 |
| Eqis Capital Management, Inc. | 10,507 | $73.7 萬 | 0.06% | +2,368+29.1% | 加碼 |
| Americana Partners, LLC | 10,654 | $73.7 萬 | 0.07% | −3,155−22.8% | 減碼 |
| Insight Inv LLC | 10,530 | $73.8 萬 | 0.72% | +150+1.4% | 加碼 |
| LVW Advisors, LLC | 10,594 | $74.3 萬 | 0.14% | +4,264+67.4% | 加碼 |
| Chesley Taft & Associates LLC | 10,629 | $74.5 萬 | 0.04% | −173−1.6% | 減碼 |
| 1620 Investment Advisors, Inc. | 10,630 | $74.5 萬 | 0.82% | −7,227−40.5% | 減碼 |
| Jackson Thornton Asset Management, LLC | 10,646 | $74.6 萬 | 0.14% | −17−0.2% | 減碼 |
| Silverlake Wealth Management LLC | 10,652 | $74.7 萬 | 0.41% | −231−2.1% | 減碼 |
| Nwam LLC | 10,668 | $74.8 萬 | 0.06% | +494+4.9% | 加碼 |
| Firethorn Wealth Partners, LLC | 10,691 | $75.0 萬 | 0.49% | +310+3.0% | 加碼 |
| Eudaimonia Partners, LLC | 10,719 | $75.2 萬 | 0.20% | +133+1.3% | 加碼 |
| Aberdeen Wealth Management LLC | 10,724 | $75.2 萬 | 0.55% | −295−2.7% | 減碼 |
| Koshinski Asset Management, Inc. | 10,729 | $75.2 萬 | 0.11% | −2,175−16.9% | 減碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 10,756 | $75.4 萬 | 0.08% | −165−1.5% | 減碼 |
| Court Place Advisors, LLC | 10,779 | $75.6 萬 | 0.25% | −373−3.3% | 減碼 |
| Teza Capital Management LLC | 10,801 | $75.7 萬 | 0.13% | +4,201+63.7% | 加碼 |
| GTS Securities LLC | 10,830 | $75.9 萬 | 0.02% | −587−5.1% | 減碼 |
| Avantax Planning Partners, Inc. | 10,843 | $76.0 萬 | 0.03% | +896+9.0% | 加碼 |
| Wintrust Investments LLC | 10,850 | $76.1 萬 | 0.07% | +481+4.6% | 加碼 |
| BlueChip Wealth Advisors LLC | 10,871 | $76.2 萬 | 0.53% | +10,871 | 新進 |
| Farmers Trust Co | 10,935 | $76.7 萬 | 0.16% | −110−1.0% | 減碼 |
| Kuhn & Co Investment Counsel | 10,939 | $76.7 萬 | 0.79% | +10,939 | 新進 |
| Traverso Chambers Private Wealth Management, LLC | 11,002 | $77.1 萬 | 0.19% | −16−0.1% | 減碼 |
| Atlantic Trust, LLC | 11,005 | $77.2 萬 | 0.21% | +47+0.4% | 加碼 |
| Sunburst Financial Group, LLC | 11,027 | $77.3 萬 | 0.24% | +464+4.4% | 加碼 |
| Cobblestone Capital Advisors LLC | 11,072 | $77.6 萬 | 0.05% | 00.0% | 不變 |
| Detalus Advisors, LLC | 11,081 | $77.7 萬 | 0.31% | +67+0.6% | 加碼 |
| Vista Capital Partners, Inc. | 11,102 | $77.8 萬 | 0.10% | +2,477+28.7% | 加碼 |
| Bedell Frazier Investment Counseling, LLC | 11,103 | $77.9 萬 | 0.21% | −641−5.5% | 減碼 |
| Live Oak Investment Partners | – | $77.9 萬 | 0.71% | – | – |
| Plimoth Trust Co LLC | 11,112 | $77.9 萬 | 0.22% | −30−0.3% | 減碼 |
| Quest Partners LLC | 11,117 | $78.0 萬 | 0.17% | +11,117 | 新進 |
| Wright Investors Service Inc | 11,139 | $78.1 萬 | 0.22% | −2,199−16.5% | 減碼 |
| Legacy Wealth Asset Management, LLC | 11,159 | $78.2 萬 | 0.26% | +50.0% | 加碼 |
| Cannon Financial Strategists, Inc. | 11,185 | $78.4 萬 | 0.17% | +5,505+96.9% | 加碼 |
| Gilbert & Cook, Inc. | 11,202 | $78.5 萬 | 0.11% | +462+4.3% | 加碼 |
| Valmark Advisers, Inc. | 11,309 | $79.3 萬 | 0.01% | −1,189−9.5% | 減碼 |
| Viawealth, LLC | 11,319 | $79.4 萬 | 0.55% | 00.0% | 不變 |
| LaFleur & Godfrey LLC | 11,331 | $79.5 萬 | 0.12% | −117−1.0% | 減碼 |
| Infrastructure Capital Advisors, LLC | 11,406 | $80.0 萬 | 0.12% | −21,229−65.0% | 減碼 |
| Rollins Financial Advisors, LLC | 11,424 | $80.1 萬 | 0.17% | +11,424 | 新進 |
| Nicollet Investment Management, Inc. | 11,461 | $80.4 萬 | 0.33% | 00.0% | 不變 |
| Cassaday & Co Wealth Management LLC | 11,502 | $80.7 萬 | 0.03% | −329−2.8% | 減碼 |
| HITE Hedge Asset Management LLC | 11,504 | $80.7 萬 | 0.08% | −400,884−97.2% | 減碼 |
| Park Place Capital Corp | 11,510 | $80.7 萬 | 0.32% | −1,596−12.2% | 減碼 |
| Cigna Investments Inc | 11,548 | $81.0 萬 | 0.17% | −172−1.5% | 減碼 |
| Visionary Horizons, LLC | 11,551 | $81.0 萬 | 0.66% | +11,551 | 新進 |
| Machina Capital S.A.S. | 11,587 | $81.2 萬 | 0.52% | +26+0.2% | 加碼 |
| Groupama Asset Managment | 11,598 | $81.4 萬 | 0.02% | +11,598 | 新進 |
| Wedmont Private Capital | 11,341 | $81.8 萬 | 0.07% | +2,048+22.0% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 11,700 | $82.0 萬 | 0.03% | +11,700 | 新進 |
| Baker Boyer National Bank | 11,741 | $82.3 萬 | 0.30% | 00.0% | 不變 |
| Intrust Bank NA | 11,751 | $82.4 萬 | 0.10% | −1,847−13.6% | 減碼 |
| NovaPoint Capital, LLC | 11,755 | $82.4 萬 | 0.31% | −2,385−16.9% | 減碼 |
| Guardian Wealth Advisors, LLC | 11,767 | $82.5 萬 | 0.13% | +150+1.3% | 加碼 |
| Waterfront Wealth Inc. | 11,823 | $82.9 萬 | 0.24% | +254+2.2% | 加碼 |
| Resources Management Corp | 11,860 | $83.2 萬 | 0.12% | −125−1.0% | 減碼 |
| Bangor Savings Bank | 11,869 | $83.2 萬 | 0.09% | +34+0.3% | 加碼 |
| Shepherd Financial Partners LLC | 11,901 | $83.5 萬 | 0.12% | +20.0% | 加碼 |
| Lineweaver Wealth Advisors, LLC | 11,910 | $83.6 萬 | 0.22% | +5,586+88.3% | 加碼 |
| Siemens Fonds Invest GmbH | 11,949 | $83.8 萬 | 0.07% | −13,091−52.3% | 減碼 |
| Blue Fin Capital, Inc. | 11,980 | $84.0 萬 | 0.22% | −149−1.2% | 減碼 |
| Aft, Forsyth & Company, Inc. | 11,998 | $84.1 萬 | 0.53% | 00.0% | 不變 |
| Twin Capital Management Inc | 12,018 | $84.3 萬 | 0.11% | +152+1.3% | 加碼 |
| Venturi Wealth Management, LLC | 12,026 | $84.3 萬 | 0.06% | +7,012+139.8% | 加碼 |
| Rogco, LP | 12,052 | $84.5 萬 | 0.37% | +7+0.1% | 加碼 |
| Financial Advocates Investment Management | 12,077 | $84.7 萬 | 0.06% | +448+3.9% | 加碼 |
| Schechter Investment Advisors, LLC | 12,081 | $84.7 萬 | 0.07% | +407+3.5% | 加碼 |
| Marino, Stram & Associates LLC | 12,105 | $84.9 萬 | 0.22% | −12−0.1% | 減碼 |