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 |
|---|---|---|---|---|---|
| Midland Wealth Advisors LLC | 8,670 | $60.8 萬 | 0.04% | +8,670 | 新進 |
| Intech Investment Management LLC | 8,670 | $60.8 萬 | 0.01% | 00.0% | 不變 |
| Steel Peak Wealth Management LLC | 8,644 | $60.6 萬 | 0.04% | −4,869−36.0% | 減碼 |
| Rodgers Brothers Inc. | 8,643 | $60.6 萬 | 0.10% | −300−3.4% | 減碼 |
| Resolution Capital Ltd | 8,614 | $60.4 萬 | 0.01% | −1,580−15.5% | 減碼 |
| Adviser Investments LLC | 8,607 | $60.3 萬 | 0.01% | −10,834−55.7% | 減碼 |
| Kennedy Investment Group | 8,572 | $60.1 萬 | 0.34% | +110+1.3% | 加碼 |
| William Allan, LLC | 8,543 | $59.9 萬 | 0.43% | −38−0.4% | 減碼 |
| Mechanics Financial Corp | 8,509 | $59.7 萬 | 0.34% | −50−0.6% | 減碼 |
| Perpetual Ltd | 8,484 | $59.5 萬 | 0.01% | 00.0% | 不變 |
| Atlantic Union Bankshares Corp | 8,435 | $59.1 萬 | 0.05% | 00.0% | 不變 |
| MONECO Advisors, LLC | 8,384 | $58.8 萬 | 0.11% | +8,384 | 新進 |
| Gables Capital Management Inc. | 8,371 | $58.7 萬 | 0.36% | −25−0.3% | 減碼 |
| First Command Advisory Services, Inc. | 8,345 | $58.5 萬 | 0.01% | −25−0.3% | 減碼 |
| SageView Advisory Group, LLC | 8,441 | $58.5 萬 | 0.03% | +8,441 | 新進 |
| Advisor OS, LLC | 8,239 | $57.8 萬 | 0.08% | +2,078+33.7% | 加碼 |
| Transamerica Financial Advisors, Inc. | 8,218 | $57.7 萬 | 0.08% | −2,768−25.2% | 減碼 |
| BluePath Capital Management, LLC | 8,001 | $57.5 萬 | 0.51% | −1,774−18.1% | 減碼 |
| Franklin Street Advisors Inc | 8,169 | $57.3 萬 | 0.05% | +5+0.1% | 加碼 |
| Summit Trail Advisors, LLC | 8,162 | $57.2 萬 | 0.02% | −396−4.6% | 減碼 |
| Beacon Financial Group | 8,126 | $57.0 萬 | 0.07% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 8,123 | $57.0 萬 | 0.05% | +1,432+21.4% | 加碼 |
| Atomi Financial Group, Inc. | 8,085 | $56.7 萬 | 0.08% | +3,942+95.1% | 加碼 |
| Richwood Investment Advisors, LLC | 8,053 | $56.5 萬 | 0.53% | +185+2.4% | 加碼 |
| Clearstead Advisors, LLC | 8,010 | $56.2 萬 | 0.03% | −45−0.6% | 減碼 |
| Buck Wealth Strategies, LLC | 8,000 | $56.1 萬 | 0.21% | −282−3.4% | 減碼 |
| Lowe Brockenbrough & Co Inc | 7,975 | $55.9 萬 | 0.04% | +544+7.3% | 加碼 |
| Bath Savings Trust Co | 7,938 | $55.7 萬 | 0.06% | 00.0% | 不變 |
| Prairie Sky Financial Group LLC | 7,895 | $55.4 萬 | 0.36% | −296−3.6% | 減碼 |
| Kowal Investment Group, LLC | 7,887 | $55.3 萬 | 0.13% | +490+6.6% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 7,875 | $55.2 萬 | 0.09% | −164−2.0% | 減碼 |
| Element Wealth, LLC | 7,852 | $55.1 萬 | 0.34% | +18+0.2% | 加碼 |
| SCP Investment, LP | 7,800 | $54.8 萬 | 0.44% | +7,800 | 新進 |
| W Advisors, LLC | 7,814 | $54.8 萬 | 0.41% | +287+3.8% | 加碼 |
| McLean Asset Management Corp | 7,623 | $54.6 萬 | 0.20% | −20.0% | 減碼 |
| Burke & Herbert Bank & Trust Co | 7,758 | $54.4 萬 | 0.39% | 00.0% | 不變 |
| Jacobs Levy Equity Management, Inc | 7,756 | $54.4 萬 | 0.00% | 00.0% | 不變 |
| Woodward Diversified Capital, LLC | 7,749 | $54.3 萬 | 0.34% | −421−5.2% | 減碼 |
| Coastline Trust Co | 7,734 | $54.2 萬 | 0.07% | −4,866−38.6% | 減碼 |
| StrategIQ Financial Group, LLC | 7,689 | $53.9 萬 | 0.06% | −8,987−53.9% | 減碼 |
| AdvisorNet Financial, Inc | 7,687 | $53.9 萬 | 0.05% | −1,341−14.9% | 減碼 |
| ICA Group Wealth Management, LLC | 7,671 | $53.8 萬 | 0.12% | +1,254+19.5% | 加碼 |
| Novak & Powell Financial Services, Inc. | 7,636 | $53.5 萬 | 0.36% | +7,636 | 新進 |
| Mainsail Asset Management, LLC | 7,632 | $53.5 萬 | 0.50% | +7,632 | 新進 |
| Chicago Capital, LLC | 7,608 | $53.3 萬 | 0.02% | 00.0% | 不變 |
| Sherbrooke Park Advisers LLC | 7,574 | $53.1 萬 | 0.25% | +7,574 | 新進 |
| Wrapmanager Inc | 7,558 | $53.0 萬 | 0.16% | −108−1.4% | 減碼 |
| Baldwin Brothers Inc | 7,529 | $52.8 萬 | 0.04% | −175−2.3% | 減碼 |
| Firestone Capital Management | 7,524 | $52.8 萬 | 0.16% | 00.0% | 不變 |
| Epoch Investment Partners, Inc. | 7,512 | $52.7 萬 | 0.00% | +65+0.9% | 加碼 |
| Skyline Advisors, Inc. | 7,507 | $52.6 萬 | 0.25% | +7,507 | 新進 |
| World Equity Group, Inc. | 7,506 | $52.6 萬 | 0.11% | −336−4.3% | 減碼 |
| Welch & Forbes LLC | 7,487 | $52.5 萬 | 0.01% | −670−8.2% | 減碼 |
| TownSquare Capital, LLC | 7,483 | $52.5 萬 | 0.01% | +2,146+40.2% | 加碼 |
| Optimum Investment Advisors | 7,456 | $52.3 萬 | 0.26% | −500−6.3% | 減碼 |
| Leo Wealth, LLC | 7,484 | $52.3 萬 | 0.05% | +7,484 | 新進 |
| Summitry LLC | 7,450 | $52.2 萬 | 0.03% | 00.0% | 不變 |
| FDx Advisors, Inc. | 7,428 | $52.1 萬 | 0.04% | +235+3.3% | 加碼 |
| Clear Creek Financial Management, LLC | 7,426 | $52.1 萬 | 0.08% | +518+7.5% | 加碼 |
| Thrive Wealth Management, LLC | 7,420 | $52.0 萬 | 0.12% | −941−11.3% | 減碼 |
| Northstar Advisory Group, LLC | 7,407 | $51.9 萬 | 0.31% | +5+0.1% | 加碼 |
| Peninsula Asset Management Inc | 7,390 | $51.8 萬 | 0.30% | 00.0% | 不變 |
| Centiva Capital, LP | 7,365 | $51.6 萬 | 0.03% | +7,365 | 新進 |
| Wulff, Hansen & Co. | 7,363 | $51.6 萬 | 0.57% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 7,357 | $51.6 萬 | 0.09% | −733−9.1% | 減碼 |
| Archer Investment Corp | 7,350 | $51.5 萬 | 0.17% | 00.0% | 不變 |
| Lakeshore Financial Planning, Inc. | 7,347 | $51.5 萬 | 0.29% | −137−1.8% | 減碼 |
| Conning Inc. | 7,331 | $51.4 萬 | 0.02% | +55+0.8% | 加碼 |
| Nations Financial Group Inc, | 7,318 | $51.3 萬 | 0.05% | −46−0.6% | 減碼 |
| Delta Financial Group, Inc. | 7,319 | $51.3 萬 | 0.16% | +17+0.2% | 加碼 |
| Sar Wealth Management Group, LLC | 7,313 | $51.3 萬 | 0.52% | +7,313 | 新進 |
| Stiles Financial Services Inc | 7,207 | $50.5 萬 | 0.23% | +1,411+24.3% | 加碼 |
| Cambridge Trust Co | 7,187 | $50.4 萬 | 0.02% | −151−2.1% | 減碼 |
| Sonora Investment Management Group, LLC | 7,177 | $50.3 萬 | 0.04% | +801+12.6% | 加碼 |
| Haverford Trust Co | 7,176 | $50.3 萬 | 0.01% | 00.0% | 不變 |
| Trust Co of Toledo NA | 7,160 | $50.2 萬 | 0.09% | −544−7.1% | 減碼 |
| Van Hulzen Asset Management, LLC | 7,160 | $50.2 萬 | 0.04% | +100+1.4% | 加碼 |
| David J Yvars Group | 7,147 | $50.1 萬 | 0.40% | +4+0.1% | 加碼 |
| PFG Investments, LLC | 7,137 | $50.0 萬 | 0.09% | +10.0% | 加碼 |
| Mogy Joel R Investment Counsel Inc | 7,131 | $50.0 萬 | 0.04% | −1,202−14.4% | 減碼 |
| Slagle Financial, LLC | 14,250 | $50.0 萬 | 0.29% | +6,682+88.3% | 加碼 |
| TBH Global Asset Management, LLC | 7,128 | $50.0 萬 | 0.10% | +348+5.1% | 加碼 |
| Sentry LLC | 7,112 | $49.9 萬 | 0.11% | +12+0.2% | 加碼 |
| Gradient Investments LLC | 7,096 | $49.8 萬 | 0.01% | −2,486−25.9% | 減碼 |
| Strategic Wealth Partners, Ltd. | 7,081 | $49.7 萬 | 0.06% | +7,081 | 新進 |
| City State Bank | 7,076 | $49.6 萬 | 0.25% | −45−0.6% | 減碼 |
| Capital Asset Advisory Services LLC | 7,072 | $49.6 萬 | 0.03% | −1,104−13.5% | 減碼 |
| Xcel Wealth Management, LLC | 7,068 | $49.6 萬 | 0.17% | +85+1.2% | 加碼 |
| Yeomans Consulting Group, Inc. | 7,057 | $49.5 萬 | 0.25% | +7,057 | 新進 |
| NFP Retirement, Inc. | 7,040 | $49.4 萬 | 0.08% | +31+0.4% | 加碼 |
| Beacon Investment Advisors LLC | 7,033 | $49.3 萬 | 0.31% | +30.0% | 加碼 |
| Autumn Glory Partners, LLC | 6,995 | $49.2 萬 | 0.28% | 00.0% | 不變 |
| Beaumont Asset Management, L.L.C. | 7,010 | $49.2 萬 | 0.35% | −25−0.4% | 減碼 |
| Cidel Asset Management Inc | 7,006 | $49.1 萬 | 0.02% | +7,006 | 新進 |
| Allegheny Financial Group LTD | 6,981 | $49.0 萬 | 0.16% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 6,936 | $48.6 萬 | 0.03% | −550−7.3% | 減碼 |
| KG&L Capital Management,LLC | 6,938 | $48.6 萬 | 0.20% | +977+16.4% | 加碼 |
| Stokes Capital Advisors, LLC | 6,919 | $48.5 萬 | 0.15% | +70+1.0% | 加碼 |
| Second Line Capital, LLC | 6,919 | $48.5 萬 | 0.19% | +6,919 | 新進 |
| Qtron Investments LLC | 6,917 | $48.5 萬 | 0.08% | −6,395−48.0% | 減碼 |