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 |
|---|---|---|---|---|---|
| Ardent Capital Management, Inc. | 3,739 | $26.2 萬 | 0.14% | 00.0% | 不變 |
| Second Half Financial Partners, LLC | 3,741 | $26.2 萬 | 0.13% | 00.0% | 不變 |
| Fiduciary Alliance LLC | 3,741 | $26.2 萬 | 0.05% | −84−2.2% | 減碼 |
| Drake & Associates, LLC | 3,748 | $26.3 萬 | 0.11% | +326+9.5% | 加碼 |
| JJJ Advisors Inc. | 3,754 | $26.3 萬 | 0.06% | +631+20.2% | 加碼 |
| First Citizens Financial Corp | 3,757 | $26.3 萬 | 0.17% | −125−3.2% | 減碼 |
| Willis Investment Counsel | 3,757 | $26.3 萬 | 0.02% | 00.0% | 不變 |
| Klingman & Associates, LLC | 3,761 | $26.4 萬 | 0.02% | +34+0.9% | 加碼 |
| Semmax Financial Advisors Inc. | 3,913 | $26.4 萬 | 0.10% | +34+0.9% | 加碼 |
| Oak Hill Wealth Advisors, LLC | 3,775 | $26.5 萬 | 0.09% | −772−17.0% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 3,777 | $26.5 萬 | 0.02% | −484−11.4% | 減碼 |
| Meridian Investment Counsel Inc. | 3,802 | $26.7 萬 | 0.09% | 00.0% | 不變 |
| Pitcairn Co | 3,814 | $26.7 萬 | 0.02% | −10.0% | 減碼 |
| Financial Security Advisor, Inc. | 3,822 | $26.8 萬 | 0.11% | −1,109−22.5% | 減碼 |
| GEM Asset Management, LLC | 3,830 | $26.9 萬 | 0.19% | 00.0% | 不變 |
| Live Oak Private Wealth LLC | 3,836 | $26.9 萬 | 0.05% | −111−2.8% | 減碼 |
| FLC Capital Advisors | 3,840 | $26.9 萬 | 0.07% | 00.0% | 不變 |
| Gateway Investment Advisers LLC | 3,852 | $27.0 萬 | 0.00% | −278−6.7% | 減碼 |
| American State Bank (Iowa) | 3,854 | $27.0 萬 | 0.17% | −144−3.6% | 減碼 |
| Cabot Wealth Management Inc | 3,855 | $27.0 萬 | 0.04% | 00.0% | 不變 |
| Searle & Co. | 3,858 | $27.1 萬 | 0.07% | −318−7.6% | 減碼 |
| Frontier Asset Management, LLC | 3,858 | $27.1 萬 | 0.10% | +37+1.0% | 加碼 |
| Fortitude Advisory Group L.L.C. | 3,863 | $27.1 萬 | 0.16% | 00.0% | 不變 |
| Eads & Heald Wealth Management | 3,868 | $27.1 萬 | 0.13% | −160−4.0% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 3,866 | $27.1 萬 | 0.02% | −738−16.0% | 減碼 |
| Retirement Income Solutions, Inc | 3,873 | $27.2 萬 | 0.07% | 00.0% | 不變 |
| Armstrong, Fleming & Moore, Inc | 3,879 | $27.2 萬 | 0.20% | 00.0% | 不變 |
| Heartland Bank & Trust Co | 3,880 | $27.2 萬 | 0.19% | +3,880 | 新進 |
| Proficio Capital Partners LLC | 3,881 | $27.2 萬 | 0.03% | −399−9.3% | 減碼 |
| WMS Partners, LLC | 3,883 | $27.2 萬 | 0.02% | +149+4.0% | 加碼 |
| Sapient Capital LLC | 3,892 | $27.3 萬 | 0.01% | +3,892 | 新進 |
| Beck Mack & Oliver LLC | 3,900 | $27.3 萬 | 0.01% | 00.0% | 不變 |
| Alaethes Wealth LLC | 3,905 | $27.4 萬 | 0.13% | 00.0% | 不變 |
| Glassman Wealth Services | 3,912 | $27.4 萬 | 0.04% | −157−3.9% | 減碼 |
| Providence First Trust Co | 3,913 | $27.4 萬 | 0.13% | 00.0% | 不變 |
| Colton Groome Financial Advisors, LLC | 3,917 | $27.5 萬 | 0.12% | +3,917 | 新進 |
| Bourne Lent Asset Management Inc | 3,931 | $27.6 萬 | 0.11% | 00.0% | 不變 |
| Byrne Asset Management LLC | 3,975 | $27.6 萬 | 0.21% | −275−6.5% | 減碼 |
| Syntegra Private Wealth Group, LLC | 3,936 | $27.6 萬 | 0.04% | +105+2.7% | 加碼 |
| Rise Advisors, LLC | 3,944 | $27.7 萬 | 0.19% | +487+14.1% | 加碼 |
| LCM Capital Management Inc | 3,955 | $27.7 萬 | 0.20% | −73−1.8% | 減碼 |
| Altus Wealth Management, LLC | 3,973 | $27.9 萬 | 0.17% | 00.0% | 不變 |
| Wayfinding Financial, LLC | 3,979 | $27.9 萬 | 0.19% | +120+3.1% | 加碼 |
| OMNI 360 Wealth, Inc. | 3,986 | $27.9 萬 | 0.26% | +3,986 | 新進 |
| KMG Fiduciary Partners, LLC | 3,994 | $28.0 萬 | 0.03% | −500−11.1% | 減碼 |
| Fagan Associates, Inc. | 4,011 | $28.1 萬 | 0.06% | 00.0% | 不變 |
| Sargent Investment Group, LLC | 4,017 | $28.2 萬 | 0.06% | +120+3.1% | 加碼 |
| Rappaport Reiches Capital Management, LLC | 4,017 | $28.2 萬 | 0.10% | +4,017 | 新進 |
| Citizens Business Bank | 4,042 | $28.3 萬 | 0.06% | −3−0.1% | 減碼 |
| Aviso Wealth Management | 4,043 | $28.4 萬 | 0.21% | +4,043 | 新進 |
| Syverson Strege & Co | 4,043 | $28.4 萬 | 0.11% | −8−0.2% | 減碼 |
| Penobscot Investment Management Company, Inc. | 4,050 | $28.4 萬 | 0.03% | 00.0% | 不變 |
| EWG Elevate Inc. | 4,053 | $28.4 萬 | 0.12% | −467−10.3% | 減碼 |
| Bill Few Associates, Inc. | 4,073 | $28.6 萬 | 0.13% | 00.0% | 不變 |
| Goldstone Financial Group, LLC | 4,076 | $28.6 萬 | 0.07% | +364+9.8% | 加碼 |
| TRUE Private Wealth Advisors | 4,080 | $28.6 萬 | 0.04% | −20.0% | 減碼 |
| Ausdal Financial Partners, Inc. | 4,103 | $28.8 萬 | 0.04% | +6+0.1% | 加碼 |
| Transcend Wealth Collective, LLC | 4,114 | $28.8 萬 | 0.03% | +276+7.2% | 加碼 |
| 1st Source Bank | 4,119 | $28.9 萬 | 0.02% | 00.0% | 不變 |
| Round Rock Advisors, LLC | 4,121 | $28.9 萬 | 0.07% | −325−7.3% | 減碼 |
| Fundamentun, LLC | 4,139 | $29.0 萬 | 0.03% | −142−3.3% | 減碼 |
| Norwood Financial Corp | 4,158 | $29.2 萬 | 0.44% | 00.0% | 不變 |
| Brandywine Oak Private Wealth LLC | 4,162 | $29.2 萬 | 0.03% | 00.0% | 不變 |
| Ballentine Partners, LLC | 4,164 | $29.2 萬 | 0.01% | −4,104−49.6% | 減碼 |
| Morningstar Investment Services LLC | 4,155 | $29.2 萬 | 0.00% | +4,155 | 新進 |
| Wealthspan Partners, LLC | 4,191 | $29.4 萬 | 0.21% | +709+20.4% | 加碼 |
| Douglass Winthrop Advisors, LLC | 4,200 | $29.5 萬 | 0.01% | 00.0% | 不變 |
| Peak Asset Management, LLC | 4,210 | $29.5 萬 | 0.06% | +310+7.9% | 加碼 |
| Callan Family Office, LLC | 4,211 | $29.5 萬 | 0.07% | +40+1.0% | 加碼 |
| Plante Moran Financial Advisors, LLC | 4,237 | $29.7 萬 | 0.03% | +14+0.3% | 加碼 |
| Sittner & Nelson, LLC | 4,246 | $29.8 萬 | 0.16% | 00.0% | 不變 |
| Sierra Summit Advisors LLC | 4,259 | $29.9 萬 | 0.09% | +4,259 | 新進 |
| Bey-Douglas LLC | 4,280 | $30.0 萬 | 0.31% | +4,280 | 新進 |
| Apella Capital, LLC | 4,192 | $30.1 萬 | 0.02% | +4,192 | 新進 |
| Longview Financial Advisors, Inc. | 4,296 | $30.1 萬 | 0.24% | +4,296 | 新進 |
| Cooper Financial Group | 4,297 | $30.1 萬 | 0.05% | −201−4.5% | 減碼 |
| Hoylecohen, LLC | 4,315 | $30.3 萬 | 0.02% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 4,321 | $30.3 萬 | 0.10% | −60−1.4% | 減碼 |
| Bridges Investment Management Inc | 4,325 | $30.3 萬 | 0.01% | 00.0% | 不變 |
| Argent Advisors, Inc. | 4,327 | $30.3 萬 | 0.13% | 00.0% | 不變 |
| Patriot Investment Management Inc. | 4,343 | $30.5 萬 | 0.03% | −407−8.6% | 減碼 |
| Secure Asset Management, LLC | 4,347 | $30.5 萬 | 0.08% | +27+0.6% | 加碼 |
| Thompson Investment Management, Inc. | 4,358 | $30.6 萬 | 0.05% | +193+4.6% | 加碼 |
| Avestar Capital, LLC | 4,361 | $30.6 萬 | 0.04% | +900+26.0% | 加碼 |
| Willis Johnson & Associates, Inc. | 4,365 | $30.6 萬 | 0.03% | +151+3.6% | 加碼 |
| Aldebaran Financial Inc. | 4,367 | $30.6 萬 | 0.47% | −500−10.3% | 減碼 |
| Hall Capital Management Co Inc | 4,394 | $30.8 萬 | 0.18% | −1,105−20.1% | 減碼 |
| KRS Capital Management, LLC | 4,403 | $30.9 萬 | 0.29% | −493−10.1% | 減碼 |
| FORA Capital, LLC | 4,404 | $30.9 萬 | 0.03% | +4,404 | 新進 |
| SNS Financial Group, LLC | 4,409 | $30.9 萬 | 0.04% | −530−10.7% | 減碼 |
| Telemus Capital, LLC | 4,418 | $31.0 萬 | 0.03% | +7+0.2% | 加碼 |
| O'Brien Greene & Co. Inc | 4,420 | $31.0 萬 | 0.11% | −146−3.2% | 減碼 |
| J. L. Bainbridge & Co., Inc. | 4,421 | $31.0 萬 | 0.04% | +4+0.1% | 加碼 |
| Investment House LLC | 4,424 | $31.0 萬 | 0.02% | +3+0.1% | 加碼 |
| Institute for Wealth Management, LLC. | 4,425 | $31.0 萬 | 0.05% | −106−2.3% | 減碼 |
| Jones Financial Companies LLLP | 4,451 | $31.2 萬 | 0.00% | +98+2.3% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 4,464 | $31.3 萬 | 0.03% | +29+0.7% | 加碼 |
| Trust Co of the South | 4,478 | $31.4 萬 | 0.08% | +4,478 | 新進 |
| Fusion Capital, LLC | 4,482 | $31.4 萬 | 0.16% | −1,274−22.1% | 減碼 |
| Capital Investment Counsel, Inc | 4,497 | $31.5 萬 | 0.06% | 00.0% | 不變 |