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 |
|---|---|---|---|---|---|
| OmniStar Financial Group, Inc. | 3,151 | $22.1 萬 | 0.28% | −200−6.0% | 減碼 |
| Lifestyle Asset Management, Inc. | 3,151 | $22.1 萬 | 0.12% | −199−5.9% | 減碼 |
| Smith, Salley & Associates | 3,152 | $22.1 萬 | 0.01% | −823−20.7% | 減碼 |
| Ambassador Advisors, LLC | 3,298 | $22.2 萬 | 0.05% | −209−6.0% | 減碼 |
| Rossmore Private Capital | 3,163 | $22.2 萬 | 0.03% | 00.0% | 不變 |
| USAdvisors Wealth Management, LLC | 3,167 | $22.2 萬 | 0.09% | +3,167 | 新進 |
| HC Advisors, LLC | 3,170 | $22.2 萬 | 0.12% | 00.0% | 不變 |
| Lloyd Advisory Services, LLC. | 3,174 | $22.3 萬 | 0.11% | +3,174 | 新進 |
| Searcy Financial Services Inc | 3,180 | $22.3 萬 | 0.12% | 00.0% | 不變 |
| Biltmore Wealth Management, LLC | 3,182 | $22.3 萬 | 0.11% | +3+0.1% | 加碼 |
| Asset Management Resources, LLC | 3,185 | $22.3 萬 | 0.13% | +3,185 | 新進 |
| Horan Securities, Inc. | 3,186 | $22.3 萬 | 0.11% | +3,186 | 新進 |
| Private Capital Advisors, Inc. | 3,200 | $22.4 萬 | 0.03% | 00.0% | 不變 |
| Idaho Trust Bank | 3,200 | $22.4 萬 | 0.13% | 00.0% | 不變 |
| First Financial Bankshares Inc | 3,201 | $22.4 萬 | 0.01% | +3,201 | 新進 |
| Keebeck Wealth Management, LLC | 3,203 | $22.5 萬 | 0.04% | −1,021−24.2% | 減碼 |
| Austin Private Wealth, LLC | 3,205 | $22.5 萬 | 0.03% | −425−11.7% | 減碼 |
| Renasant Bank | 3,221 | $22.6 萬 | 0.18% | −1,779−35.6% | 減碼 |
| WealthTrust Asset Management, LLC | 3,229 | $22.6 萬 | 0.19% | +6+0.2% | 加碼 |
| Insight Advisors, LLC | 3,238 | $22.7 萬 | 0.05% | −12−0.4% | 減碼 |
| New Republic Capital, LLC | 3,243 | $22.7 萬 | 0.16% | −152−4.5% | 減碼 |
| WealthPLAN Partners, LLC | 3,247 | $22.8 萬 | 0.02% | 00.0% | 不變 |
| Brevan Howard Capital Management LP | 3,252 | $22.8 萬 | 0.02% | +3,252 | 新進 |
| Apexium Financial, LP | 3,270 | $22.9 萬 | 0.02% | 00.0% | 不變 |
| Fort Washington Investment Advisors Inc | 3,292 | $23.1 萬 | 0.00% | 00.0% | 不變 |
| Elevate Wealth Advisory, Inc | 3,294 | $23.1 萬 | 0.21% | +3,294 | 新進 |
| Satovsky Asset Management LLC | 3,299 | $23.1 萬 | 0.07% | +32+1.0% | 加碼 |
| Signal Advisors Wealth, LLC | 3,304 | $23.2 萬 | 0.08% | +3,304 | 新進 |
| Gerber, LLC | 3,306 | $23.2 萬 | 0.21% | +3,306 | 新進 |
| Significant Wealth Partners LLC | 3,309 | $23.2 萬 | 0.17% | +3,309 | 新進 |
| Pure Financial Advisors, Inc. | 3,311 | $23.2 萬 | 0.01% | +3,311 | 新進 |
| Aveo Capital Partners, LLC | 3,318 | $23.3 萬 | 0.03% | +3,318 | 新進 |
| DF Dent & Co Inc | 3,362 | $23.6 萬 | 0.00% | −8−0.2% | 減碼 |
| Boyar Asset Management Inc. | 3,365 | $23.6 萬 | 0.18% | 00.0% | 不變 |
| Summit Wealth Partners, LLC | 3,367 | $23.6 萬 | 0.05% | 00.0% | 不變 |
| Merriman Wealth Management, LLC | 3,389 | $23.8 萬 | 0.01% | −46−1.3% | 減碼 |
| Eagle Wealth Strategies LLC | 3,394 | $23.8 萬 | 0.14% | +3,394 | 新進 |
| Anchor Capital Advisors LLC | 3,400 | $23.8 萬 | 0.01% | 00.0% | 不變 |
| Family Asset Management, LLC | 3,402 | $23.9 萬 | 0.16% | −250−6.8% | 減碼 |
| Fulton Breakefield Broenniman LLC | 3,403 | $23.9 萬 | 0.02% | −290−7.9% | 減碼 |
| Octavia Wealth Advisors, LLC | 3,404 | $23.9 萬 | 0.04% | −258−7.0% | 減碼 |
| Old Second National Bank of Aurora | 3,408 | $23.9 萬 | 0.07% | +600+21.4% | 加碼 |
| Phillips Wealth Planners LLC | 3,478 | $23.9 萬 | 0.29% | +73+2.1% | 加碼 |
| Aspen Grove Capital, LLC | 3,451 | $24.0 萬 | 0.07% | +170+5.2% | 加碼 |
| Morris Financial Concepts, Inc. | 3,429 | $24.0 萬 | 0.14% | −126−3.5% | 減碼 |
| PFC Capital Group, Inc. | 3,450 | $24.1 萬 | 0.14% | +3,450 | 新進 |
| Zullo Investment Group, Inc. | 3,437 | $24.1 萬 | 0.12% | +157+4.8% | 加碼 |
| Continuum Advisory, LLC | 3,439 | $24.1 萬 | 0.03% | −1,554−31.1% | 減碼 |
| Saxony Capital Management, LLC | 3,448 | $24.2 萬 | 0.32% | +3,448 | 新進 |
| BLB&B Advisors, LLC | 3,449 | $24.2 萬 | 0.02% | −63−1.8% | 減碼 |
| Wedgewood Investors Inc | 3,450 | $24.2 萬 | 0.30% | −400−10.4% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 3,464 | $24.3 萬 | 0.01% | −8,740−71.6% | 減碼 |
| Dakota Wealth Management | 3,465 | $24.3 萬 | 0.01% | +3,465 | 新進 |
| Nikulski Financial, Inc. | 3,470 | $24.3 萬 | 0.09% | 00.0% | 不變 |
| Waterford Advisors, LLC | 3,471 | $24.3 萬 | 0.11% | +200+6.1% | 加碼 |
| Stonebridge Capital Advisors LLC | 3,478 | $24.4 萬 | 0.02% | −67−1.9% | 減碼 |
| 3Chopt Investment Partners, LLC | 3,483 | $24.4 萬 | 0.09% | +3,483 | 新進 |
| St. Louis Trust Co | 3,500 | $24.5 萬 | 0.04% | 00.0% | 不變 |
| Truvestments Capital LLC | 3,514 | $24.6 萬 | 0.11% | +1,512+75.5% | 加碼 |
| Private Portfolio Partners LLC | 3,518 | $24.7 萬 | 0.06% | +22+0.6% | 加碼 |
| PBMares Wealth Management LLC | 3,533 | $24.8 萬 | 0.07% | −2,029−36.5% | 減碼 |
| Greenfield Savings Bank | 3,535 | $24.8 萬 | 0.14% | −116−3.2% | 減碼 |
| Newbridge Financial Services Group, Inc. | 3,540 | $24.8 萬 | 0.12% | −892−20.1% | 減碼 |
| Country Trust Bank | 3,540 | $24.8 萬 | 0.01% | −574−14.0% | 減碼 |
| Altrius Capital Management Inc | 3,546 | $24.9 萬 | 0.07% | −617−14.8% | 減碼 |
| Worth Asset Management, LLC | 3,550 | $24.9 萬 | 0.18% | +3,550 | 新進 |
| Geller Advisors LLC | 3,556 | $24.9 萬 | 0.02% | 00.0% | 不變 |
| L2 Asset Management, LLC | 3,562 | $25.0 萬 | 0.10% | +3,316+1,348.0% | 加碼 |
| Redwood Investment Management, LLC | 3,570 | $25.0 萬 | 0.02% | +3,570 | 新進 |
| Bank of New Hampshire | 3,568 | $25.0 萬 | 0.07% | 00.0% | 不變 |
| Quent Capital, LLC | 3,569 | $25.0 萬 | 0.03% | +346+10.7% | 加碼 |
| Dean Investment Associates, LLC | 3,575 | $25.1 萬 | 0.04% | −82−2.2% | 減碼 |
| Vise Technologies, Inc. | 3,581 | $25.1 萬 | 0.05% | −376−9.5% | 減碼 |
| Integris Wealth Management, LLC | 3,600 | $25.2 萬 | 0.07% | 00.0% | 不變 |
| Allstate Corp | 3,609 | $25.3 萬 | 0.02% | +316+9.6% | 加碼 |
| MBM Wealth Consultants, LLC | 3,666 | $25.4 萬 | 0.09% | +18+0.5% | 加碼 |
| Plato Investment Management Ltd | 3,622 | $25.4 萬 | 0.31% | +3,622 | 新進 |
| NBW Capital LLC | 3,626 | $25.4 萬 | 0.06% | −10−0.3% | 減碼 |
| Miracle Mile Advisors, LLC | 3,628 | $25.4 萬 | 0.01% | −40−1.1% | 減碼 |
| Oak Family Advisors, LLC | 3,638 | $25.5 萬 | 0.11% | 00.0% | 不變 |
| Flaharty Asset Management, LLC | 3,650 | $25.6 萬 | 0.04% | 00.0% | 不變 |
| WMG Financial Advisors, LLC | 3,658 | $25.7 萬 | 0.17% | −205−5.3% | 減碼 |
| Sepio Capital, LP | 3,659 | $25.7 萬 | 0.02% | +3,659 | 新進 |
| Strategic Advisors LLC | 3,661 | $25.7 萬 | 0.05% | +10.0% | 加碼 |
| Drive Wealth Management, LLC | 3,662 | $25.7 萬 | 0.08% | +405+12.4% | 加碼 |
| Athena Investment Management | 3,663 | $25.7 萬 | 0.17% | 00.0% | 不變 |
| Sawyer & Company, Inc | 3,668 | $25.7 萬 | 0.11% | 00.0% | 不變 |
| Woodard & Co Asset Management Group Inc | 3,670 | $25.7 萬 | 0.08% | 00.0% | 不變 |
| WealthBridge Capital Management, LLC | 3,673 | $25.8 萬 | 0.10% | +68+1.9% | 加碼 |
| Arlington Trust Co LLC | 3,673 | $25.8 萬 | 0.07% | +3,625+7,552.1% | 加碼 |
| MidWestOne Financial Group, Inc. | 3,675 | $25.8 萬 | 0.05% | −1,500−29.0% | 減碼 |
| Lifeworks Advisors, LLC | 3,680 | $25.8 萬 | 0.09% | −337−8.4% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 3,681 | $25.8 萬 | 0.05% | +238+6.9% | 加碼 |
| Premier Path Wealth Partners, LLC | 3,698 | $25.9 萬 | 0.06% | +3,698 | 新進 |
| Nadler Financial Group, Inc. | 3,701 | $26.0 萬 | 0.03% | 00.0% | 不變 |
| David Loasby | 3,630 | $26.0 萬 | 0.03% | −471−11.5% | 減碼 |
| King Wealth | 3,709 | $26.0 萬 | 0.05% | +3+0.1% | 加碼 |
| Palumbo Wealth Management LLC | 3,709 | $26.0 萬 | 0.13% | −17−0.5% | 減碼 |
| Arbor Trust Wealth Advisors, LLC | 3,731 | $26.2 萬 | 0.16% | 00.0% | 不變 |
| Dogwood Wealth Management LLC | 3,737 | $26.2 萬 | 0.20% | +3,737 | 新進 |