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 |
|---|---|---|---|---|---|
| Main Street Financial Solutions, LLC | 46,211 | $324.0 萬 | 0.42% | +661+1.5% | 加碼 |
| Putnam Investments LLC | 46,622 | $326.9 萬 | 0.00% | −1,233−2.6% | 減碼 |
| First National Trust Co | 47,009 | $329.6 萬 | 0.14% | −424−0.9% | 減碼 |
| Trinity Legacy Partners, LLC | 47,247 | $331.3 萬 | 1.04% | −575−1.2% | 減碼 |
| Meridian Wealth Management, LLC | 47,826 | $335.4 萬 | 0.21% | +34,813+267.5% | 加碼 |
| Steward Partners Investment Solutions, LLC | 48,234 | $338.2 萬 | 1.41% | +48,234 | 新進 |
| Greatmark Investment Partners, Inc. | 48,327 | $338.9 萬 | 0.53% | +444+0.9% | 加碼 |
| Stratos Wealth Advisors, LLC | 48,405 | $339.4 萬 | 0.20% | −5,356−10.0% | 減碼 |
| Sugarloaf Wealth Management, LLC | 48,857 | $342.6 萬 | 0.83% | −402−0.8% | 減碼 |
| Woodley Farra Manion Portfolio Management Inc | 48,998 | $343.6 萬 | 0.21% | +5,321+12.2% | 加碼 |
| Shelton Capital Management | 49,009 | $343.7 萬 | 0.11% | −10,266−17.3% | 減碼 |
| Apollon Wealth Management, LLC | 49,076 | $344.1 萬 | 0.12% | +13,253+37.0% | 加碼 |
| All Terrain Financial Advisors, LLC | 49,172 | $344.8 萬 | 1.59% | +90+0.2% | 加碼 |
| Laurel Wealth Advisors LLC | 49,751 | $348.8 萬 | 0.67% | +999+2.0% | 加碼 |
| Oakworth Capital, Inc. | 49,805 | $349.2 萬 | 0.28% | −3,513−6.6% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 50,157 | $351.7 萬 | 0.11% | +108+0.2% | 加碼 |
| Money Concepts Capital Corp | 50,733 | $355.7 萬 | 0.33% | −1,014−2.0% | 減碼 |
| Lincoln National Corp | 51,133 | $358.5 萬 | 0.06% | +581+1.1% | 加碼 |
| Sequoia Financial Advisors, LLC | 51,312 | $359.8 萬 | 0.04% | −3,167−5.8% | 減碼 |
| Ameritas Investment Partners, Inc. | 51,349 | $360.1 萬 | 0.13% | +4,114+8.7% | 加碼 |
| TD Private Client Wealth LLC | 51,717 | $362.6 萬 | 0.13% | −8,241−13.7% | 減碼 |
| Wealthcare Advisory Partners LLC | 51,833 | $363.5 萬 | 0.14% | +4,708+10.0% | 加碼 |
| Concurrent Investment Advisors, LLC | 52,228 | $366.2 萬 | 0.17% | +52,228 | 新進 |
| Glenmede Trust Co NA | 52,894 | $370.9 萬 | 0.02% | +4,519+9.3% | 加碼 |
| American Trust Investment Advisors, LLC | 52,982 | $371.5 萬 | 1.93% | +837+1.6% | 加碼 |
| Nordea Investment Management AB | 53,487 | $375.2 萬 | 0.00% | +1,642+3.2% | 加碼 |
| Quantinno Capital Management LP | 53,624 | $376.0 萬 | 0.13% | +16,088+42.9% | 加碼 |
| FIL Ltd | 53,700 | $376.5 萬 | 0.00% | +53,700 | 新進 |
| Cresset Asset Management, LLC | 54,079 | $379.2 萬 | 0.02% | −944−1.7% | 減碼 |
| Alpine Woods Capital Investors, LLC | 54,120 | $379.5 萬 | 0.57% | +54,120 | 新進 |
| Planning Capital Management Corp | 54,442 | $381.7 萬 | 2.98% | +54,442 | 新進 |
| First Citizens Bank & Trust Co | 55,028 | $385.9 萬 | 0.07% | +11,529+26.5% | 加碼 |
| Simmons Bank | 55,519 | $389.3 萬 | 0.32% | +469+0.9% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 56,105 | $393.4 萬 | 1.01% | −644−1.1% | 減碼 |
| Kavar Capital Partners Group, LLC | 56,236 | $394.3 萬 | 0.44% | +27,734+97.3% | 加碼 |
| New Mexico Educational Retirement Board | 56,687 | $397.5 萬 | 0.15% | 00.0% | 不變 |
| StoneX Group Inc. | 57,316 | $401.9 萬 | 0.40% | +2,438+4.4% | 加碼 |
| Buckhead Capital Management LLC | 57,490 | $403.1 萬 | 1.49% | +2,745+5.0% | 加碼 |
| First Bank & Trust | 57,800 | $405.3 萬 | 0.98% | −140−0.2% | 減碼 |
| Pathway Financial Advisers, LLC | 57,810 | $405.4 萬 | 1.54% | −664−1.1% | 減碼 |
| Kestra Private Wealth Services, LLC | 58,391 | $409.4 萬 | 0.10% | +2,353+4.2% | 加碼 |
| Schnieders Capital Management LLC | 59,219 | $415.2 萬 | 0.92% | −4,170−6.6% | 減碼 |
| Holocene Advisors, LP | 59,944 | $420.3 萬 | 0.02% | −51,506−46.2% | 減碼 |
| Bridge Creek Capital Management LLC | 59,946 | $420.3 萬 | 1.46% | +75+0.1% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 60,012 | $420.8 萬 | 0.05% | +15,875+36.0% | 加碼 |
| Foundations Investment Advisors, LLC | 60,006 | $423.0 萬 | 0.11% | −1,920−3.1% | 減碼 |
| Advisors Asset Management, Inc. | 61,150 | $428.8 萬 | 0.09% | −5,810−8.7% | 減碼 |
| Birmingham Capital Management Co Inc | 61,250 | $429.5 萬 | 1.70% | −1,150−1.8% | 減碼 |
| Stratos Wealth Partners, LTD. | 61,317 | $430.0 萬 | 0.08% | −1,246−2.0% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 62,174 | $436.0 萬 | 0.20% | +6,650+12.0% | 加碼 |
| Montag A & Associates Inc | 62,328 | $437.0 萬 | 0.24% | +810+1.3% | 加碼 |
| Ieq Capital, LLC | 62,718 | $439.8 萬 | 0.07% | +3,089+5.2% | 加碼 |
| Shilanski & Associates, Inc. | 62,767 | $440.1 萬 | 1.68% | −728−1.1% | 減碼 |
| Clearbridge Investments, LLC | 62,974 | $441.6 萬 | 0.00% | +1,924+3.2% | 加碼 |
| City Holding Co | 63,006 | $441.7 萬 | 0.71% | +1,093+1.8% | 加碼 |
| Integrated Wealth Concepts LLC | 63,398 | $444.5 萬 | 0.07% | +5,372+9.3% | 加碼 |
| Metis Global Partners, LLC | 63,506 | $445.3 萬 | 0.18% | −1,589−2.4% | 減碼 |
| Squarepoint Ops LLC | 63,616 | $446.1 萬 | 0.02% | +33,018+107.9% | 加碼 |
| Baugh & Associates, LLC | 64,344 | $451.2 萬 | 2.59% | −722−1.1% | 減碼 |
| Goelzer Investment Management, Inc. | 64,349 | $451.2 萬 | 0.29% | −169−0.3% | 減碼 |
| Ellsworth Advisors, LLC | 65,693 | $460.6 萬 | 1.46% | +1,209+1.9% | 加碼 |
| Louisiana State Employees Retirement System | 65,900 | $462.1 萬 | 0.10% | −1,700−2.5% | 減碼 |
| Savant Capital, LLC | 65,937 | $462.4 萬 | 0.06% | +2,691+4.3% | 加碼 |
| Level Four Advisory Services, LLC | 66,229 | $464.4 萬 | 0.26% | +1,676+2.6% | 加碼 |
| King Luther Capital Management Corp | 66,350 | $465.2 萬 | 0.02% | +42,397+177.0% | 加碼 |
| Institutional & Family Asset Management, LLC | 66,499 | $466.3 萬 | 0.77% | −7,057−9.6% | 減碼 |
| Lumbard & Kellner, LLC | 66,501 | $466.3 萬 | 2.70% | +66,501 | 新進 |
| Community Bank & Trust, Waco, Texas | 66,516 | $466.4 萬 | 1.27% | +2,256+3.5% | 加碼 |
| ING Groep NV | 66,552 | $466.7 萬 | 0.04% | −72,400−52.1% | 減碼 |
| NBC Securities, Inc. | 66,794 | $468.3 萬 | 0.47% | +6,491+10.8% | 加碼 |
| Moors & Cabot, Inc. | 66,965 | $469.6 萬 | 0.29% | +466+0.7% | 加碼 |
| Brookstone Capital Management | 67,167 | $471.0 萬 | 0.09% | +454+0.7% | 加碼 |
| Intact Investment Management Inc. | 67,200 | $471.2 萬 | 0.19% | 00.0% | 不變 |
| Am Investment Strategies LLC | 67,301 | $471.9 萬 | 1.33% | +206+0.3% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 67,689 | $474.6 萬 | 1.26% | −1,060−1.5% | 減碼 |
| Coldstream Capital Management Inc | 68,550 | $480.7 萬 | 0.13% | +2,607+4.0% | 加碼 |
| Panagora Asset Management Inc | 68,947 | $483.5 萬 | 0.03% | +120.0% | 加碼 |
| Securian Asset Management, Inc | 69,023 | $484.0 萬 | 0.14% | −9,235−11.8% | 減碼 |
| Lido Advisors, LLC | 69,815 | $489.5 萬 | 0.05% | −2,370−3.3% | 減碼 |
| Carson Advisory Inc. | 70,228 | $492.4 萬 | 3.83% | −539−0.8% | 減碼 |
| Coston, McIsaac & Partners | 70,241 | $492.5 萬 | 1.72% | +2,324+3.4% | 加碼 |
| Crestline Management, LP | 70,252 | $492.6 萬 | 0.46% | −69,314−49.7% | 減碼 |
| Moran Wealth Management, LLC | 71,027 | $498.0 萬 | 0.18% | −158,509−69.1% | 減碼 |
| South Dakota Investment Council | 71,106 | $498.6 萬 | 0.11% | −1,800−2.5% | 減碼 |
| JustInvest LLC | 71,258 | $499.7 萬 | 0.13% | −11,481−13.9% | 減碼 |
| Schaper Benz & Wise Investment Counsel Inc | 71,359 | $500.4 萬 | 0.45% | −6,436−8.3% | 減碼 |
| Naples Global Advisors, LLC | 72,822 | $510.6 萬 | 0.56% | −161−0.2% | 減碼 |
| D.A. Davidson & Co. | 73,033 | $512.1 萬 | 0.05% | +650+0.9% | 加碼 |
| KBC Group NV | 73,212 | $513.4 萬 | 0.02% | +2,428+3.4% | 加碼 |
| Hartford Investment Management Co | 73,498 | $515.4 萬 | 0.19% | −2,120−2.8% | 減碼 |
| Steward Partners Investment Advisory, LLC | 73,554 | $515.8 萬 | 0.07% | +21,972+42.6% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 74,076 | $519.4 萬 | 0.30% | −1,964−2.6% | 減碼 |
| Oppenheimer & Co Inc | 74,422 | $521.8 萬 | 0.10% | +2,848+4.0% | 加碼 |
| Telos Capital Management, Inc. | 74,512 | $522.5 萬 | 0.64% | +2,968+4.1% | 加碼 |
| Baltimore-Washington Financial Advisors, Inc. | 74,758 | $524.2 萬 | 0.36% | +3,128+4.4% | 加碼 |
| Warren Averett Asset Management, LLC | 74,983 | $525.8 萬 | 0.20% | −7,310−8.9% | 減碼 |
| National Asset Management, Inc. | 75,293 | $528.0 萬 | 0.14% | −3,343−4.3% | 減碼 |
| Anchor Investment Management, LLC | 75,612 | $530.2 萬 | 0.61% | −608−0.8% | 減碼 |
| Carret Asset Management, LLC | 76,244 | $534.6 萬 | 0.68% | −273−0.4% | 減碼 |
| Huntington National Bank | 76,488 | $536.3 萬 | 0.05% | −1,761−2.3% | 減碼 |