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 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 |
|---|---|---|---|---|---|
| Trust Co of Vermont | 21,379 | $149.9 萬 | 0.10% | −1,399−6.1% | 減碼 |
| Davis Capital Management | 21,453 | $150.4 萬 | 1.44% | +21,453 | 新進 |
| Advisors Capital Management, LLC | 21,567 | $151.2 萬 | 0.03% | +191+0.9% | 加碼 |
| Harbor Capital Advisors, Inc. | 21,628 | $151.7 萬 | 0.29% | −12−0.1% | 減碼 |
| Alberta Investment Management Corp | 21,700 | $152.2 萬 | 0.01% | 00.0% | 不變 |
| Cohen Klingenstein LLC | 21,800 | $152.9 萬 | 0.06% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 22,008 | $154.3 萬 | 0.06% | +112+0.5% | 加碼 |
| ZWJ Investment Counsel Inc | 22,012 | $154.3 萬 | 0.08% | −41−0.2% | 減碼 |
| Nomura Holdings Inc | 22,065 | $154.7 萬 | 0.01% | +22,065 | 新進 |
| Hudson Valley Investment Advisors Inc | 21,654 | $156.3 萬 | 0.21% | +3,524+19.4% | 加碼 |
| HF Advisory Group, LLC | 22,329 | $156.6 萬 | 1.00% | +303+1.4% | 加碼 |
| Consolidated Planning Corp | 22,445 | $157.4 萬 | 0.29% | −148−0.7% | 減碼 |
| Perigon Wealth Management, LLC | 22,460 | $157.5 萬 | 0.05% | +11,152+98.6% | 加碼 |
| Weiss Asset Management LP | 22,551 | $158.1 萬 | 0.11% | −24,277−51.8% | 減碼 |
| Brown Brothers Harriman & Co | 22,619 | $158.6 萬 | 0.01% | −726−3.1% | 減碼 |
| Claro Advisors LLC | 23,200 | $162.7 萬 | 0.35% | −1,150−4.7% | 減碼 |
| JPL Wealth Management, LLC | 23,275 | $163.2 萬 | 1.18% | +23,275 | 新進 |
| Concord Wealth Partners | 23,308 | $163.4 萬 | 0.33% | +2,611+12.6% | 加碼 |
| Peoples Financial Services Corp. | 23,325 | $163.5 萬 | 0.71% | −257−1.1% | 減碼 |
| Tyche Wealth Partners LLC | 23,550 | $165.1 萬 | 0.40% | +23,550 | 新進 |
| Stock Yards Bank & Trust Co | 23,575 | $165.3 萬 | 0.06% | −999−4.1% | 減碼 |
| Pearl River Capital, LLC | 23,663 | $165.9 萬 | 0.27% | +23,663 | 新進 |
| NTV Asset Management LLC | 23,771 | $166.7 萬 | 0.28% | −890−3.6% | 減碼 |
| Linden Thomas Advisory Services, LLC | 23,779 | $166.7 萬 | 0.31% | +1,115+4.9% | 加碼 |
| Allworth Financial LP | 23,904 | $167.6 萬 | 0.01% | +704+3.0% | 加碼 |
| apricus wealth, LLC | 23,970 | $168.1 萬 | 1.28% | +16,865+237.4% | 加碼 |
| Citizens National Bank Trust Department | 24,131 | $169.2 萬 | 0.43% | −125−0.5% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 24,273 | $170.2 萬 | 0.16% | −10,142−29.5% | 減碼 |
| Sawtooth Solutions, LLC | 24,352 | $170.8 萬 | 0.05% | −44−0.2% | 減碼 |
| Bleakley Financial Group, LLC | 24,352 | $170.8 萬 | 0.05% | −44−0.2% | 減碼 |
| Financial Advisory Service, Inc. | 24,362 | $170.8 萬 | 0.16% | +21,250+682.8% | 加碼 |
| Capital Investment Advisory Services, LLC | 24,411 | $171.2 萬 | 0.16% | +4,351+21.7% | 加碼 |
| Capital Square, LLC | 24,497 | $171.8 萬 | 1.94% | −499−2.0% | 減碼 |
| Stolper Co | 24,517 | $171.9 萬 | 0.69% | −279−1.1% | 減碼 |
| LBMC Investment Advisors, LLC | 24,611 | $172.6 萬 | 0.16% | −3,024−10.9% | 減碼 |
| Azimuth Capital Investment Management LLC | 24,809 | $174.0 萬 | 0.08% | −851−3.3% | 減碼 |
| Asset Dedication, LLC | 24,815 | $174.1 萬 | 0.14% | −312−1.2% | 減碼 |
| Nepsis, Inc. | 24,844 | $174.2 萬 | 0.50% | −918−3.6% | 減碼 |
| Ascent Wealth Partners, LLC | 24,870 | $174.4 萬 | 0.28% | +120+0.5% | 加碼 |
| IHT Wealth Management, LLC | 24,958 | $175.0 萬 | 0.08% | −30−0.1% | 減碼 |
| American Assets Investment Management, LLC | 25,000 | $175.3 萬 | 0.18% | 00.0% | 不變 |
| Edgestream Partners, L.P. | 25,116 | $176.1 萬 | 0.13% | +9,650+62.4% | 加碼 |
| Cubist Systematic Strategies, LLC | 25,381 | $178.0 萬 | 0.02% | +25,381 | 新進 |
| Investment Management Corp of Ontario | 25,442 | $178.4 萬 | 0.04% | +25,442 | 新進 |
| Keene & Associates, Inc. | 25,576 | $179.3 萬 | 1.49% | +243+1.0% | 加碼 |
| Degroof Petercam Asset Management | 25,679 | $180.1 萬 | 0.02% | +25,679 | 新進 |
| John G Ullman & Associates Inc | 25,700 | $180.2 萬 | 0.29% | 00.0% | 不變 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 25,728 | $180.4 萬 | 0.35% | +3,390+15.2% | 加碼 |
| Old Port Advisors | 25,806 | $180.9 萬 | 0.60% | +151+0.6% | 加碼 |
| Kingswood Wealth Advisors, LLC | 25,962 | $182.0 萬 | 0.21% | +18,717+258.3% | 加碼 |
| Smith Group Asset Management, LLC | 26,178 | $183.6 萬 | 0.11% | +26,178 | 新進 |
| Regal Investment Advisors LLC | 26,465 | $185.6 萬 | 0.14% | −729−2.7% | 減碼 |
| Private Trust Co NA | 26,468 | $185.6 萬 | 0.22% | +3,920+17.4% | 加碼 |
| Argyle Capital Management Inc. | 26,471 | $185.6 萬 | 0.77% | −7,000−20.9% | 減碼 |
| EverSource Wealth Advisors, LLC | 26,558 | $186.2 萬 | 0.17% | +12,478+88.6% | 加碼 |
| Kingsview Wealth Management, LLC | 26,659 | $186.9 萬 | 0.06% | −1,894−6.6% | 減碼 |
| Assenagon Asset Management S.A. | 26,917 | $188.7 萬 | 0.01% | +2,800+11.6% | 加碼 |
| Mutual Advisors, LLC | 26,932 | $188.9 萬 | 0.07% | +1,580+6.2% | 加碼 |
| Essex LLC | 26,975 | $189.1 萬 | 0.47% | +442+1.7% | 加碼 |
| J.W. Cole Advisors, Inc. | 27,021 | $189.5 萬 | 0.11% | +3,646+15.6% | 加碼 |
| Adalta Capital Management LLC | 27,261 | $191.2 萬 | 1.16% | 00.0% | 不變 |
| TFG Advisers LLC | 27,573 | $193.3 萬 | 0.81% | +679+2.5% | 加碼 |
| Snowden Capital Advisors LLC | 27,581 | $193.4 萬 | 0.07% | −70.0% | 減碼 |
| 1832 Asset Management L.P. | 27,645 | $193.8 萬 | 0.00% | +805+3.0% | 加碼 |
| Rockline Wealth Management, LLC | 27,744 | $194.5 萬 | 0.81% | +27,744 | 新進 |
| First Personal Financial Services | 27,776 | $194.8 萬 | 0.47% | +25,593+1,172.4% | 加碼 |
| NBT Bank N A | 27,843 | $195.2 萬 | 0.15% | +2,847+11.4% | 加碼 |
| Hancock Whitney Corp | 27,890 | $195.6 萬 | 0.07% | −792−2.8% | 減碼 |
| Veriti Management LLC | 27,890 | $195.6 萬 | 0.18% | +4,297+18.2% | 加碼 |
| Imprint Wealth LLC | 27,903 | $195.7 萬 | 1.57% | −425−1.5% | 減碼 |
| Dynamic Technology Lab Private Ltd | 28,002 | $196.4 萬 | 0.21% | +5,466+24.3% | 加碼 |
| FJ Investments, LLC | 28,083 | $196.9 萬 | 0.09% | +28,083 | 新進 |
| First City Capital Management, Inc. | 28,272 | $198.2 萬 | 1.15% | +145+0.5% | 加碼 |
| Harbour Investments, Inc. | 28,310 | $198.5 萬 | 0.08% | +1,226+4.5% | 加碼 |
| Diversified, LLC | 28,367 | $198.9 萬 | 0.43% | +550+2.0% | 加碼 |
| Equitable Trust Co | 28,645 | $200.9 萬 | 0.15% | +4,884+20.6% | 加碼 |
| First County Bank | 28,682 | $201.1 萬 | 0.97% | −5,322−15.7% | 減碼 |
| Toroso Investments, LLC | 28,692 | $201.2 萬 | 0.05% | +7,721+36.8% | 加碼 |
| Verdence Capital Advisors LLC | 28,875 | $202.5 萬 | 0.20% | −17−0.1% | 減碼 |
| Proequities, Inc. | 28,943 | $203.0 萬 | 0.15% | +419+1.5% | 加碼 |
| Donaldson Capital Management, LLC | 29,010 | $203.4 萬 | 0.09% | −2,164−6.9% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 29,046 | $203.7 萬 | 0.08% | +29,046 | 新進 |
| Centaurus Financial, Inc. | 29,096 | $204.0 萬 | 0.15% | −2,371−7.5% | 減碼 |
| Jacobi Capital Management LLC | 29,248 | $205.1 萬 | 0.21% | +493+1.7% | 加碼 |
| Buckingham Strategic Wealth, LLC | 29,429 | $206.4 萬 | 0.02% | +2,446+9.1% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 29,474 | $206.7 萬 | 0.24% | −301−1.0% | 減碼 |
| Venture Visionary Partners LLC | 29,746 | $208.6 萬 | 0.11% | +132+0.4% | 加碼 |
| Wills Financial Group, Inc. | 29,768 | $208.7 萬 | 1.05% | −1,840−5.8% | 減碼 |
| Focus Financial Network Inc | 29,918 | $209.8 萬 | 0.08% | +29,918 | 新進 |
| Systematic Alpha Investments, LLC | 30,000 | $210.4 萬 | 0.09% | 00.0% | 不變 |
| United Community Bank | 30,018 | $210.5 萬 | 0.89% | −1,389−4.4% | 減碼 |
| Mechanics Bank Trust Department | 30,170 | $211.6 萬 | 0.33% | −650−2.1% | 減碼 |
| South State Corp. | 30,213 | $211.9 萬 | 0.18% | 00.0% | 不變 |
| Sigma Planning Corp | 30,332 | $212.7 萬 | 0.17% | −33,564−52.5% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 30,575 | $214.4 萬 | 0.19% | −110.0% | 減碼 |
| Biltmore Family Office, LLC | 30,652 | $214.9 萬 | 0.44% | −5,577−15.4% | 減碼 |
| Bank of Hawaii | 30,704 | $215.3 萬 | 0.12% | +730+2.4% | 加碼 |
| Broadwater Capital Management LLC | 30,979 | $217.2 萬 | 1.70% | +30,979 | 新進 |
| Green Square Capital Advisors LLC | 31,094 | $218.0 萬 | 0.29% | −624−2.0% | 減碼 |
| Wealthspire Advisors, LLC | 31,106 | $218.1 萬 | 0.03% | +9,434+43.5% | 加碼 |