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 |
|---|---|---|---|---|---|
| Berger Financial Group, Inc | 6,450 | $45.2 萬 | 0.05% | 00.0% | 不變 |
| Charter Trust Co | 6,452 | $45.2 萬 | 0.03% | −200−3.0% | 減碼 |
| Abel Hall, LLC | 6,458 | $45.3 萬 | 0.39% | +6,458 | 新進 |
| Tritonpoint Wealth, LLC | 6,474 | $45.4 萬 | 0.04% | +6,474 | 新進 |
| OneAscent Financial Services LLC | 6,495 | $45.5 萬 | 0.06% | +6,495 | 新進 |
| McGlone Suttner Wealth Management, Inc. | 6,495 | $45.5 萬 | 0.09% | +412+6.8% | 加碼 |
| BCR Wealth Strategies, LLC | 6,505 | $45.6 萬 | 0.33% | −27−0.4% | 減碼 |
| Mathes Company, Inc. | 6,500 | $45.6 萬 | 0.19% | +500+8.3% | 加碼 |
| PFW Advisors LLC | 6,507 | $45.6 萬 | 0.15% | +423+7.0% | 加碼 |
| Ballew Advisors, Inc | 6,501 | $45.7 萬 | 0.34% | −230−3.4% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 6,537 | $45.8 萬 | 0.06% | 00.0% | 不變 |
| Prosperity Consulting Group, LLC | 6,538 | $45.8 萬 | 0.15% | +2,976+83.5% | 加碼 |
| Girard Partners Ltd. | 6,552 | $45.9 萬 | 0.05% | +778+13.5% | 加碼 |
| Trust Co of Virginia | 6,553 | $45.9 萬 | 0.05% | +886+15.6% | 加碼 |
| Graypoint LLC | 6,575 | $46.1 萬 | 0.04% | +237+3.7% | 加碼 |
| Brady Family Wealth, LLC | 6,580 | $46.1 萬 | 0.16% | 00.0% | 不變 |
| Exencial Wealth Advisors, LLC | 6,597 | $46.3 萬 | 0.02% | −246−3.6% | 減碼 |
| Probity Advisors, Inc. | 6,600 | $46.3 萬 | 0.10% | −200−2.9% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 6,612 | $46.4 萬 | 0.03% | −280−4.1% | 減碼 |
| Sound Income Strategies, LLC | 6,635 | $46.5 萬 | 0.04% | −94−1.4% | 減碼 |
| Field & Main Bank | 6,655 | $46.7 萬 | 0.20% | +805+13.8% | 加碼 |
| Islay Capital Management, LLC | 6,666 | $46.7 萬 | 0.37% | −12,588−65.4% | 減碼 |
| Longfellow Investment Management Co LLC | 6,708 | $47.0 萬 | 0.12% | −3,526−34.5% | 減碼 |
| Congress Asset Management Co | 6,711 | $47.1 萬 | 0.00% | 00.0% | 不變 |
| Builder Investment Group Inc | 6,729 | $47.2 萬 | 0.17% | −100−1.5% | 減碼 |
| Union Savings Bank | 6,761 | $47.4 萬 | 0.27% | +102+1.5% | 加碼 |
| Cozad Asset Management Inc | 6,785 | $47.6 萬 | 0.05% | −87−1.3% | 減碼 |
| Client 1st Advisory Group, LLC | 6,803 | $47.7 萬 | 0.23% | +820+13.7% | 加碼 |
| Constitution Capital LLC | 6,808 | $47.7 萬 | 0.29% | +300+4.6% | 加碼 |
| PSI Advisors, LLC | 6,822 | $47.8 萬 | 0.18% | +121+1.8% | 加碼 |
| First Fiduciary Investment Counsel, Inc. | 6,840 | $48.0 萬 | 0.11% | 00.0% | 不變 |
| Caldwell Trust Co | 6,851 | $48.0 萬 | 0.06% | −102−1.5% | 減碼 |
| Moloney Securities Asset Management, LLC | 6,854 | $48.1 萬 | 0.08% | −438−6.0% | 減碼 |
| DFPG Investments, LLC | 6,672 | $48.2 萬 | 0.04% | −318−4.5% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 6,884 | $48.3 萬 | 0.13% | 00.0% | 不變 |
| Lathrop Investment Management Corp | 6,890 | $48.3 萬 | 0.10% | −392−5.4% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 6,890 | $48.3 萬 | 0.10% | 00.0% | 不變 |
| Moseley Investment Management Inc | 6,893 | $48.3 萬 | 0.27% | −389−5.3% | 減碼 |
| Qtron Investments LLC | 6,917 | $48.5 萬 | 0.08% | −6,395−48.0% | 減碼 |
| Second Line Capital, LLC | 6,919 | $48.5 萬 | 0.19% | +6,919 | 新進 |
| Stokes Capital Advisors, LLC | 6,919 | $48.5 萬 | 0.15% | +70+1.0% | 加碼 |
| KG&L Capital Management,LLC | 6,938 | $48.6 萬 | 0.20% | +977+16.4% | 加碼 |
| CoreCap Advisors, LLC | 6,936 | $48.6 萬 | 0.03% | −550−7.3% | 減碼 |
| Allegheny Financial Group LTD | 6,981 | $49.0 萬 | 0.16% | 00.0% | 不變 |
| Cidel Asset Management Inc | 7,006 | $49.1 萬 | 0.02% | +7,006 | 新進 |
| Beaumont Asset Management, L.L.C. | 7,010 | $49.2 萬 | 0.35% | −25−0.4% | 減碼 |
| Autumn Glory Partners, LLC | 6,995 | $49.2 萬 | 0.28% | 00.0% | 不變 |
| Beacon Investment Advisors LLC | 7,033 | $49.3 萬 | 0.31% | +30.0% | 加碼 |
| NFP Retirement, Inc. | 7,040 | $49.4 萬 | 0.08% | +31+0.4% | 加碼 |
| Yeomans Consulting Group, Inc. | 7,057 | $49.5 萬 | 0.25% | +7,057 | 新進 |
| Xcel Wealth Management, LLC | 7,068 | $49.6 萬 | 0.17% | +85+1.2% | 加碼 |
| Capital Asset Advisory Services LLC | 7,072 | $49.6 萬 | 0.03% | −1,104−13.5% | 減碼 |
| City State Bank | 7,076 | $49.6 萬 | 0.25% | −45−0.6% | 減碼 |
| Strategic Wealth Partners, Ltd. | 7,081 | $49.7 萬 | 0.06% | +7,081 | 新進 |
| Gradient Investments LLC | 7,096 | $49.8 萬 | 0.01% | −2,486−25.9% | 減碼 |
| Sentry LLC | 7,112 | $49.9 萬 | 0.11% | +12+0.2% | 加碼 |
| TBH Global Asset Management, LLC | 7,128 | $50.0 萬 | 0.10% | +348+5.1% | 加碼 |
| Slagle Financial, LLC | 14,250 | $50.0 萬 | 0.29% | +6,682+88.3% | 加碼 |
| Mogy Joel R Investment Counsel Inc | 7,131 | $50.0 萬 | 0.04% | −1,202−14.4% | 減碼 |
| PFG Investments, LLC | 7,137 | $50.0 萬 | 0.09% | +10.0% | 加碼 |
| David J Yvars Group | 7,147 | $50.1 萬 | 0.40% | +4+0.1% | 加碼 |
| Van Hulzen Asset Management, LLC | 7,160 | $50.2 萬 | 0.04% | +100+1.4% | 加碼 |
| Trust Co of Toledo NA | 7,160 | $50.2 萬 | 0.09% | −544−7.1% | 減碼 |
| Haverford Trust Co | 7,176 | $50.3 萬 | 0.01% | 00.0% | 不變 |
| Sonora Investment Management Group, LLC | 7,177 | $50.3 萬 | 0.04% | +801+12.6% | 加碼 |
| Cambridge Trust Co | 7,187 | $50.4 萬 | 0.02% | −151−2.1% | 減碼 |
| Stiles Financial Services Inc | 7,207 | $50.5 萬 | 0.23% | +1,411+24.3% | 加碼 |
| Sar Wealth Management Group, LLC | 7,313 | $51.3 萬 | 0.52% | +7,313 | 新進 |
| Delta Financial Group, Inc. | 7,319 | $51.3 萬 | 0.16% | +17+0.2% | 加碼 |
| Nations Financial Group Inc, | 7,318 | $51.3 萬 | 0.05% | −46−0.6% | 減碼 |
| Conning Inc. | 7,331 | $51.4 萬 | 0.02% | +55+0.8% | 加碼 |
| Lakeshore Financial Planning, Inc. | 7,347 | $51.5 萬 | 0.29% | −137−1.8% | 減碼 |
| Archer Investment Corp | 7,350 | $51.5 萬 | 0.17% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 7,357 | $51.6 萬 | 0.09% | −733−9.1% | 減碼 |
| Wulff, Hansen & Co. | 7,363 | $51.6 萬 | 0.57% | 00.0% | 不變 |
| Centiva Capital, LP | 7,365 | $51.6 萬 | 0.03% | +7,365 | 新進 |
| Peninsula Asset Management Inc | 7,390 | $51.8 萬 | 0.30% | 00.0% | 不變 |
| Northstar Advisory Group, LLC | 7,407 | $51.9 萬 | 0.31% | +5+0.1% | 加碼 |
| Thrive Wealth Management, LLC | 7,420 | $52.0 萬 | 0.12% | −941−11.3% | 減碼 |
| Clear Creek Financial Management, LLC | 7,426 | $52.1 萬 | 0.08% | +518+7.5% | 加碼 |
| FDx Advisors, Inc. | 7,428 | $52.1 萬 | 0.04% | +235+3.3% | 加碼 |
| Summitry LLC | 7,450 | $52.2 萬 | 0.03% | 00.0% | 不變 |
| Leo Wealth, LLC | 7,484 | $52.3 萬 | 0.05% | +7,484 | 新進 |
| Optimum Investment Advisors | 7,456 | $52.3 萬 | 0.26% | −500−6.3% | 減碼 |
| TownSquare Capital, LLC | 7,483 | $52.5 萬 | 0.01% | +2,146+40.2% | 加碼 |
| Welch & Forbes LLC | 7,487 | $52.5 萬 | 0.01% | −670−8.2% | 減碼 |
| World Equity Group, Inc. | 7,506 | $52.6 萬 | 0.11% | −336−4.3% | 減碼 |
| Skyline Advisors, Inc. | 7,507 | $52.6 萬 | 0.25% | +7,507 | 新進 |
| Epoch Investment Partners, Inc. | 7,512 | $52.7 萬 | 0.00% | +65+0.9% | 加碼 |
| Firestone Capital Management | 7,524 | $52.8 萬 | 0.16% | 00.0% | 不變 |
| Baldwin Brothers Inc | 7,529 | $52.8 萬 | 0.04% | −175−2.3% | 減碼 |
| Wrapmanager Inc | 7,558 | $53.0 萬 | 0.16% | −108−1.4% | 減碼 |
| Sherbrooke Park Advisers LLC | 7,574 | $53.1 萬 | 0.25% | +7,574 | 新進 |
| Chicago Capital, LLC | 7,608 | $53.3 萬 | 0.02% | 00.0% | 不變 |
| Mainsail Asset Management, LLC | 7,632 | $53.5 萬 | 0.50% | +7,632 | 新進 |
| Novak & Powell Financial Services, Inc. | 7,636 | $53.5 萬 | 0.36% | +7,636 | 新進 |
| ICA Group Wealth Management, LLC | 7,671 | $53.8 萬 | 0.12% | +1,254+19.5% | 加碼 |
| AdvisorNet Financial, Inc | 7,687 | $53.9 萬 | 0.05% | −1,341−14.9% | 減碼 |
| StrategIQ Financial Group, LLC | 7,689 | $53.9 萬 | 0.06% | −8,987−53.9% | 減碼 |
| Coastline Trust Co | 7,734 | $54.2 萬 | 0.07% | −4,866−38.6% | 減碼 |