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 |
|---|---|---|---|---|---|
| Jackson Thornton Asset Management, LLC | 10,646 | $74.6 萬 | 0.14% | −17−0.2% | 減碼 |
| 1620 Investment Advisors, Inc. | 10,630 | $74.5 萬 | 0.82% | −7,227−40.5% | 減碼 |
| Chesley Taft & Associates LLC | 10,629 | $74.5 萬 | 0.04% | −173−1.6% | 減碼 |
| LVW Advisors, LLC | 10,594 | $74.3 萬 | 0.14% | +4,264+67.4% | 加碼 |
| Insight Inv LLC | 10,530 | $73.8 萬 | 0.72% | +150+1.4% | 加碼 |
| Americana Partners, LLC | 10,654 | $73.7 萬 | 0.07% | −3,155−22.8% | 減碼 |
| Eqis Capital Management, Inc. | 10,507 | $73.7 萬 | 0.06% | +2,368+29.1% | 加碼 |
| Centre Asset Management, LLC | 10,497 | $73.6 萬 | 0.18% | −159−1.5% | 減碼 |
| Morningstar Investment Management LLC | 10,487 | $73.5 萬 | 0.08% | −93−0.9% | 減碼 |
| FCG Investment Co | 10,464 | $73.4 萬 | 0.72% | +10,464 | 新進 |
| MEMBERS Trust Co | 10,347 | $72.6 萬 | 0.02% | −475−4.4% | 減碼 |
| Investment Partners Asset Management, Inc. | 10,291 | $72.2 萬 | 0.72% | +10,291 | 新進 |
| HBK Sorce Advisory LLC | 10,276 | $72.1 萬 | 0.03% | −334−3.1% | 減碼 |
| BIP Wealth, LLC | 10,258 | $71.9 萬 | 0.06% | +2,185+27.1% | 加碼 |
| HM Payson & Co | 10,181 | $71.4 萬 | 0.01% | −1,227−10.8% | 減碼 |
| Quadrant Capital Group LLC | 10,157 | $71.2 萬 | 0.06% | +602+6.3% | 加碼 |
| Marco Investment Management LLC | 10,137 | $71.1 萬 | 0.07% | +262+2.7% | 加碼 |
| North Star Investment Management Corp. | 10,133 | $71.1 萬 | 0.05% | +10+0.1% | 加碼 |
| Verity Asset Management, Inc. | 10,116 | $70.9 萬 | 0.45% | +199+2.0% | 加碼 |
| Boston Financial Mangement LLC | 10,097 | $70.8 萬 | 0.02% | +6,438+175.9% | 加碼 |
| Summit Financial Group Inc | 10,034 | $70.4 萬 | 0.27% | 00.0% | 不變 |
| Journey Advisory Group, LLC | 10,033 | $70.4 萬 | 0.10% | −25−0.2% | 減碼 |
| Arrow Financial Corp | 10,011 | $70.2 萬 | 0.07% | −53−0.5% | 減碼 |
| DCM Advisors, LLC | 10,000 | $70.1 萬 | 0.25% | +10,000 | 新進 |
| ProVise Management Group, LLC | 9,983 | $70.0 萬 | 0.06% | −636−6.0% | 減碼 |
| Excalibur Management Corp | 9,935 | $69.7 萬 | 0.33% | −85−0.8% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 9,928 | $69.6 萬 | 0.09% | 00.0% | 不變 |
| Allred Capital Management, LLC | 9,919 | $69.6 萬 | 0.30% | −923−8.5% | 減碼 |
| Park National Corp | 9,899 | $69.4 萬 | 0.03% | −300−2.9% | 減碼 |
| Linscomb & Williams, Inc. | 9,894 | $69.4 萬 | 0.04% | +439+4.6% | 加碼 |
| Ancora Advisors, LLC | 9,893 | $69.4 萬 | 0.02% | +75+0.8% | 加碼 |
| Trueblood Wealth Management, LLC | 9,887 | $69.3 萬 | 0.43% | +9,887 | 新進 |
| Summit Global Investments | 9,879 | $69.3 萬 | 0.05% | −2,652−21.2% | 減碼 |
| Monetary Management Group Inc | 9,876 | $69.3 萬 | 0.22% | 00.0% | 不變 |
| EPG Wealth Management LLC | 10,249 | $69.2 萬 | 0.18% | +40.0% | 加碼 |
| Skopos Labs, Inc. | 9,867 | $69.2 萬 | 0.33% | +9,867 | 新進 |
| Pine Valley Investments Ltd Liability Co | 9,826 | $68.9 萬 | 0.06% | +5+0.1% | 加碼 |
| Gratus Capital LLC | 9,792 | $68.7 萬 | 0.04% | +3,355+52.1% | 加碼 |
| Advisor Resource Council | 9,780 | $68.6 萬 | 0.08% | +9,780 | 新進 |
| Beaumont Financial Advisors, LLC | 9,764 | $68.5 萬 | 0.06% | −9−0.1% | 減碼 |
| Thoroughbred Financial Services, LLC | 9,741 | $68.3 萬 | 0.06% | −212−2.1% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 9,714 | $68.2 萬 | 0.17% | +232+2.4% | 加碼 |
| Mendel Money Management | 9,683 | $67.9 萬 | 0.33% | +70+0.7% | 加碼 |
| Vinva Investment Management Ltd | 9,677 | $67.9 萬 | 0.05% | +2,520+35.2% | 加碼 |
| JT Stratford LLC | 9,680 | $67.9 萬 | 0.16% | −387−3.8% | 減碼 |
| WSFS Capital Management, LLC | 9,679 | $67.9 萬 | 0.04% | +3,864+66.4% | 加碼 |
| FourThought Financial Partners, LLC | 9,649 | $67.7 萬 | 0.08% | −1,106−10.3% | 減碼 |
| Fidelis Capital Partners, LLC | 9,616 | $67.4 萬 | 0.15% | +122+1.3% | 加碼 |
| First National Corp | 9,611 | $67.4 萬 | 0.17% | −240−2.4% | 減碼 |
| Acorn Wealth Advisors, LLC | 9,597 | $67.3 萬 | 0.40% | +76+0.8% | 加碼 |
| Essex Savings Bank | 9,588 | $67.2 萬 | 0.20% | +167+1.8% | 加碼 |
| Bradley Foster & Sargent Inc | 9,585 | $67.2 萬 | 0.01% | +447+4.9% | 加碼 |
| Virtue Capital Management, LLC | 9,365 | $66.6 萬 | 0.14% | −1,971−17.4% | 減碼 |
| Intrua Financial, LLC | 9,498 | $66.6 萬 | 0.10% | −789−7.7% | 減碼 |
| Wagner Wealth Management, LLC | 9,493 | $66.6 萬 | 0.22% | +570+6.4% | 加碼 |
| Successful Portfolios LLC | 9,492 | $66.6 萬 | 0.50% | +610+6.9% | 加碼 |
| Benin Management CORP | 9,462 | $66.3 萬 | 0.23% | 00.0% | 不變 |
| Affinity Wealth Management LLC | 9,433 | $66.1 萬 | 0.14% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 9,378 | $65.8 萬 | 0.05% | +6,597+237.2% | 加碼 |
| St. Johns Investment Management Company, LLC | 9,370 | $65.7 萬 | 0.34% | −247−2.6% | 減碼 |
| Valley Brook Capital Group | 9,320 | $65.4 萬 | 0.57% | −1,023−9.9% | 減碼 |
| Garner Asset Management Corp | 9,801 | $65.3 萬 | 0.33% | +212+2.2% | 加碼 |
| Sterling Investment Counsel, LLC | 9,300 | $65.2 萬 | 0.33% | +9,300 | 新進 |
| Madden Securities Corp | 9,296 | $65.2 萬 | 0.35% | −100−1.1% | 減碼 |
| Balboa Wealth Partners | 9,231 | $64.7 萬 | 0.22% | −104−1.1% | 減碼 |
| Ritholtz Wealth Management | 9,231 | $64.7 萬 | 0.03% | +1,246+15.6% | 加碼 |
| Flputnam Investment Management Co | 9,218 | $64.6 萬 | 0.02% | −1,448−13.6% | 減碼 |
| First Hawaiian Bank | 9,211 | $64.6 萬 | 0.02% | −284−3.0% | 減碼 |
| KPP Advisory Services LLC | 9,208 | $64.6 萬 | 0.57% | −407−4.2% | 減碼 |
| Walter & Keenan Financial Consulting Co | 9,177 | $64.3 萬 | 0.23% | −156−1.7% | 減碼 |
| Clarius Group, LLC | 9,093 | $63.8 萬 | 0.05% | −413−4.3% | 減碼 |
| Ameritas Advisory Services, LLC | 9,230 | $63.7 萬 | 0.04% | +842+10.0% | 加碼 |
| Wells Trecaso Financial Group, LLC | 9,055 | $63.5 萬 | 0.26% | 00.0% | 不變 |
| Eagle Strategies LLC | 9,023 | $63.3 萬 | 0.14% | −93−1.0% | 減碼 |
| Gladstone Institutional Advisory LLC | 9,023 | $63.3 萬 | 0.04% | +484+5.7% | 加碼 |
| Parallel Advisors, LLC | 8,993 | $63.1 萬 | 0.02% | −465−4.9% | 減碼 |
| Roberts Glore & Co Inc | 8,990 | $63.0 萬 | 0.20% | 00.0% | 不變 |
| Chicago Trust Co NA | 8,972 | $62.9 萬 | 0.14% | −3,039−25.3% | 減碼 |
| Carmichael Hill & Associates, Inc. | 8,951 | $62.8 萬 | 0.28% | −68−0.8% | 減碼 |
| Home Federal Bank of Tennessee | 8,940 | $62.7 萬 | 0.21% | +216+2.5% | 加碼 |
| UniSuper Management Pty Ltd | 8,929 | $62.6 萬 | 0.01% | +929+11.6% | 加碼 |
| Exchange Traded Concepts, LLC | 8,910 | $62.5 萬 | 0.02% | −14−0.2% | 減碼 |
| Modera Wealth Management, LLC | 8,895 | $62.4 萬 | 0.01% | −874−8.9% | 減碼 |
| First Dallas Securities Inc. | 8,870 | $62.2 萬 | 0.32% | +8,870 | 新進 |
| Tucker Asset Management LLC | 8,864 | $62.2 萬 | 0.16% | −370−4.0% | 減碼 |
| Sunbelt Securities, Inc. | 8,839 | $62.0 萬 | 0.08% | −150−1.7% | 減碼 |
| Atlas Brown,Inc. | 8,820 | $61.8 萬 | 0.26% | +251+2.9% | 加碼 |
| Baldwin Investment Management, LLC | 8,800 | $61.7 萬 | 0.10% | +1,325+17.7% | 加碼 |
| Edge Capital Group, LLC | 8,783 | $61.6 萬 | 0.03% | −3,461−28.3% | 減碼 |
| Juncture Wealth Strategies, LLC | 8,775 | $61.5 萬 | 0.28% | −300−3.3% | 減碼 |
| Marietta Wealth Management, LLC | 8,763 | $61.4 萬 | 0.11% | +1,946+28.5% | 加碼 |
| Shulman DeMeo Asset Management LLC | 8,760 | $61.4 萬 | 0.17% | +2,503+40.0% | 加碼 |
| Smartleaf Asset Management LLC | 9,123 | $61.2 萬 | 0.16% | +9,123 | 新進 |
| Belpointe Asset Management LLC | 8,713 | $61.1 萬 | 0.05% | +1,662+23.6% | 加碼 |
| Cypress Capital Group | 8,703 | $61.0 萬 | 0.08% | −384−4.2% | 減碼 |
| West Family Investments, Inc. | 8,702 | $61.0 萬 | 0.21% | −346−3.8% | 減碼 |
| Bahl & Gaynor Inc | 8,701 | $61.0 萬 | 0.00% | −3,268−27.3% | 減碼 |
| Howard Capital Management Group, LLC | 8,698 | $61.0 萬 | 0.05% | 00.0% | 不變 |
| Chicago Partners Investment Group LLC | 8,924 | $60.9 萬 | 0.03% | +167+1.9% | 加碼 |
| Wealth Dimensions Group, Ltd. | 8,671 | $60.8 萬 | 0.19% | +14+0.2% | 加碼 |