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 |
|---|---|---|---|---|---|
| Lebenthal Global Advisors, LLC | 5,259 | $36.9 萬 | 0.09% | −32−0.6% | 減碼 |
| Salomon & Ludwin, LLC | 5,702 | $36.9 萬 | 0.04% | 00.0% | 不變 |
| Abn Amro Investment Solutions | 5,293 | $37.1 萬 | 0.01% | −404−7.1% | 減碼 |
| FineMark National Bank & Trust | 5,297 | $37.1 萬 | 0.02% | +187+3.7% | 加碼 |
| TCG Advisory Services, LLC | 5,314 | $37.3 萬 | 0.03% | +763+16.8% | 加碼 |
| AlphaCore Capital LLC | 5,318 | $37.3 萬 | 0.05% | −1,042−16.4% | 減碼 |
| United Capital Management of KS, Inc. | 5,321 | $37.3 萬 | 0.11% | −617−10.4% | 減碼 |
| Pinnacle West Asset Management, Inc. | 5,335 | $37.4 萬 | 0.32% | +190+3.7% | 加碼 |
| RB Capital Management, LLC | 5,335 | $37.4 萬 | 0.11% | −305−5.4% | 減碼 |
| Capstone Investment Advisors, LLC | 5,353 | $37.5 萬 | 0.01% | −18,256−77.3% | 減碼 |
| BEAM Asset Management, LLC | 5,397 | $37.8 萬 | 0.24% | +51+1.0% | 加碼 |
| ML & R Wealth Management LLC | 5,399 | $37.9 萬 | 0.09% | +1,133+26.6% | 加碼 |
| Bienville Capital Management, LLC | 5,400 | $37.9 萬 | 0.12% | 00.0% | 不變 |
| Davis Investment Partners, LLC | 5,283 | $37.9 萬 | 0.18% | +169+3.3% | 加碼 |
| JB Capital LLC | 5,415 | $38.0 萬 | 0.03% | +462+9.3% | 加碼 |
| Sollinda Capital Management LLC | 5,418 | $38.0 萬 | 0.11% | +5,418 | 新進 |
| Donald L. Hagan, LLC | 5,484 | $38.5 萬 | 0.21% | +10.0% | 加碼 |
| Cape Cod Five Cents Savings Bank | 5,494 | $38.5 萬 | 0.04% | −5,494−50.0% | 減碼 |
| Arcus Capital Partners, LLC | 5,498 | $38.6 萬 | 0.14% | +41+0.8% | 加碼 |
| Keystone Financial Planning, Inc. | 5,508 | $38.6 萬 | 0.13% | 00.0% | 不變 |
| Beta Wealth Group, Inc. | 5,510 | $38.6 萬 | 0.20% | −295−5.1% | 減碼 |
| Gotham Asset Management, LLC | 5,516 | $38.7 萬 | 0.01% | −107−1.9% | 減碼 |
| Buttonwood Financial Advisors Inc. | 5,526 | $38.7 萬 | 0.21% | −542−8.9% | 減碼 |
| Evergreen Capital Management LLC | 5,539 | $38.8 萬 | 0.02% | −2,472−30.9% | 減碼 |
| Fiduciary Trust Co | 5,547 | $38.9 萬 | 0.01% | −2,507−31.1% | 減碼 |
| Glass Jacobson Investment Advisors llc | 5,584 | $39.2 萬 | 0.16% | 00.0% | 不變 |
| St Germain D J Co Inc | 5,601 | $39.3 萬 | 0.02% | +383+7.3% | 加碼 |
| O'Rourke & Company, Inc | 5,625 | $39.4 萬 | 0.25% | +3+0.1% | 加碼 |
| Colonial Trust Advisors | 5,630 | $39.5 萬 | 0.04% | −1,843−24.7% | 減碼 |
| Independent Financial Group, LLC | 5,642 | $39.6 萬 | 0.02% | +35+0.6% | 加碼 |
| Appleton Partners Inc | 5,656 | $39.7 萬 | 0.03% | −54−0.9% | 減碼 |
| Summit Asset Management, LLC | 5,668 | $39.7 萬 | 0.10% | +17+0.3% | 加碼 |
| Insigneo Advisory Services, LLC | 5,674 | $39.8 萬 | 0.06% | +791+16.2% | 加碼 |
| Keystone Financial Group | 5,677 | $39.8 萬 | 0.07% | −626−9.9% | 減碼 |
| Elwood & Goetz Wealth Advisory Group, LLC | 5,683 | $39.9 萬 | 0.08% | +94+1.7% | 加碼 |
| Cantor Fitzgerald Investment Adviser L.P. | 5,700 | $40.0 萬 | 0.03% | +5,700 | 新進 |
| Sentry Investment Management LLC | 5,711 | $40.0 萬 | 0.17% | −614−9.7% | 減碼 |
| Alpha Cubed Investments, LLC | 5,709 | $40.0 萬 | 0.02% | −983−14.7% | 減碼 |
| Balentine LLC | 5,715 | $40.1 萬 | 0.01% | −807−12.4% | 減碼 |
| Patten Group, Inc. | 5,716 | $40.1 萬 | 0.11% | −5−0.1% | 減碼 |
| Red Wave Investments LLC | 5,723 | $40.1 萬 | 0.16% | −55−1.0% | 減碼 |
| Oppenheimer Asset Management Inc. | 5,725 | $40.1 萬 | 0.01% | +324+6.0% | 加碼 |
| CSM Advisors, LLC | 5,726 | $40.2 萬 | 0.03% | −500−8.0% | 減碼 |
| NSI Retail Advisors, LLC | 5,726 | $40.2 萬 | 0.06% | −500−8.0% | 減碼 |
| Cornerstone Wealth Management, LLC | 5,743 | $40.3 萬 | 0.03% | −340−5.6% | 減碼 |
| Lake Street Advisors Group, LLC | 5,758 | $40.4 萬 | 0.02% | +5,758 | 新進 |
| Montecito Bank & Trust | 5,787 | $40.6 萬 | 0.09% | 00.0% | 不變 |
| GeoWealth Management, LLC | 5,816 | $40.8 萬 | 0.03% | −12,370−68.0% | 減碼 |
| S.E.E.D. Planning Group LLC | 5,826 | $40.9 萬 | 0.16% | +2,047+54.2% | 加碼 |
| Prosperity Financial Group, Inc. | 5,829 | $40.9 萬 | 0.28% | −240−4.0% | 減碼 |
| Symmetry Partners, LLC | 5,824 | $40.9 萬 | 0.02% | −1,032−15.1% | 減碼 |
| Kapstone Financial Advisors LLC | 5,952 | $41.2 萬 | 0.32% | +66+1.1% | 加碼 |
| GAMMA Investing LLC | 5,942 | $41.3 萬 | 0.11% | +5,942 | 新進 |
| Doliver Advisors, LP | 5,918 | $41.5 萬 | 0.13% | −150−2.5% | 減碼 |
| Kingfisher Capital LLC | 5,918 | $41.5 萬 | 0.11% | +26+0.4% | 加碼 |
| Diligent Investors, LLC | 5,936 | $41.6 萬 | 0.11% | −196−3.2% | 減碼 |
| Roundview Capital LLC | 5,954 | $41.7 萬 | 0.04% | +5,954 | 新進 |
| American Financial Advisors, LLC | 5,971 | $41.9 萬 | 0.06% | +375+6.7% | 加碼 |
| Key Client Fiduciary Advisors, LLC | 5,988 | $42.0 萬 | 0.24% | −377−5.9% | 減碼 |
| Acorn Financial Advisory Services Inc | 5,967 | $42.1 萬 | 0.07% | −652−9.9% | 減碼 |
| Schulhoff & Co Inc | 6,000 | $42.1 萬 | 0.20% | 00.0% | 不變 |
| BOS Asset Management, LLC | 6,012 | $42.2 萬 | 0.29% | −149−2.4% | 減碼 |
| FSA Advisors, Inc. | 6,019 | $42.2 萬 | 0.52% | +6,019 | 新進 |
| Cross Staff Investments Inc | 6,035 | $42.3 萬 | 0.37% | 00.0% | 不變 |
| Cranbrook Wealth Management, LLC | 6,036 | $42.3 萬 | 0.11% | 00.0% | 不變 |
| Point72 Europe (London) LLP | 6,048 | $42.4 萬 | 0.05% | +6,048 | 新進 |
| Avidian Wealth Solutions, LLC | 6,051 | $42.4 萬 | 0.03% | +30.0% | 加碼 |
| Davy Global Fund Management Ltd | 6,054 | $42.5 萬 | 0.05% | 00.0% | 不變 |
| Abound Wealth Management | 6,062 | $42.5 萬 | 0.17% | −20.0% | 減碼 |
| Formidable Asset Management, LLC | 6,075 | $42.6 萬 | 0.09% | 00.0% | 不變 |
| Benjamin Edwards Inc | 6,083 | $42.7 萬 | 0.09% | −181−2.9% | 減碼 |
| Congress Wealth Management LLC | 6,094 | $42.7 萬 | 0.01% | +2,895+90.5% | 加碼 |
| Heritage Wealth Advisors | 6,104 | $42.8 萬 | 0.02% | 00.0% | 不變 |
| Verus Financial Partners, Inc. | 6,208 | $42.9 萬 | 0.05% | +178+3.0% | 加碼 |
| Mosley Wealth Management | 6,136 | $43.0 萬 | 0.42% | +6,136 | 新進 |
| Forum Financial Management, LP | 6,145 | $43.1 萬 | 0.01% | −1,445−19.0% | 減碼 |
| Fee-Only Financial Planning, L.C. | 6,150 | $43.1 萬 | 0.31% | 00.0% | 不變 |
| Harmony Asset Management LLC | 6,164 | $43.2 萬 | 0.18% | +6,164 | 新進 |
| SFMG, LLC | 6,172 | $43.3 萬 | 0.04% | −117−1.9% | 減碼 |
| Valued Retirements, Inc. | 6,192 | $43.4 萬 | 0.75% | +6,192 | 新進 |
| Tradition Wealth Management, LLC | 6,210 | $43.5 萬 | 0.05% | −123−1.9% | 減碼 |
| Northwest Bancshares, Inc. | 6,230 | $43.7 萬 | 0.08% | −1,599−20.4% | 減碼 |
| Syon Capital LLC | 6,238 | $43.7 萬 | 0.04% | +6,238 | 新進 |
| Armstrong Advisory Group, Inc | 6,270 | $44.0 萬 | 0.04% | −116−1.8% | 減碼 |
| Westwood Holdings Group Inc. | 6,272 | $44.0 萬 | 0.00% | −46−0.7% | 減碼 |
| Novare Capital Management LLC | 6,278 | $44.0 萬 | 0.04% | +30+0.5% | 加碼 |
| Mission Wealth Management, LP | 6,281 | $44.0 萬 | 0.01% | +89+1.4% | 加碼 |
| Hexagon Capital Partners LLC | 6,296 | $44.1 萬 | 0.11% | −465−6.9% | 減碼 |
| Cyndeo Wealth Partners, LLC | 6,296 | $44.2 萬 | 0.04% | +508+8.8% | 加碼 |
| Jackson Hole Capital Partners, LLC | 6,306 | $44.2 萬 | 0.11% | −378−5.7% | 減碼 |
| LCNB Corp | 6,321 | $44.3 萬 | 0.17% | 00.0% | 不變 |
| IVC Wealth Advisors LLC | 6,343 | $44.5 萬 | 0.28% | −320−4.8% | 減碼 |
| CX Institutional | 6,370 | $44.7 萬 | 0.02% | −727−10.2% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 6,376 | $44.7 萬 | 0.08% | −151−2.3% | 減碼 |
| Cohen Investment Advisors LLC | 6,382 | $44.8 萬 | 0.33% | −586−8.4% | 減碼 |
| STAR Financial Bank | 6,385 | $44.8 萬 | 0.41% | +611+10.6% | 加碼 |
| Summit Financial Wealth Advisors, LLC | 6,400 | $44.9 萬 | 0.10% | +50+0.8% | 加碼 |
| Buckingham Strategic Partners | 6,421 | $45.0 萬 | 0.02% | −2,521−28.2% | 減碼 |
| Colonial River Wealth Management, LLC | 6,426 | $45.1 萬 | 0.27% | −1,602−20.0% | 減碼 |
| Bush Investment Group, LLC | 6,698 | $45.1 萬 | 0.42% | +6,698 | 新進 |