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 |
|---|---|---|---|---|---|
| Alpha Cubed Investments, LLC | 5,709 | $40.0 萬 | 0.02% | −983−14.7% | 減碼 |
| Sentry Investment Management LLC | 5,711 | $40.0 萬 | 0.17% | −614−9.7% | 減碼 |
| Cantor Fitzgerald Investment Adviser L.P. | 5,700 | $40.0 萬 | 0.03% | +5,700 | 新進 |
| Elwood & Goetz Wealth Advisory Group, LLC | 5,683 | $39.9 萬 | 0.08% | +94+1.7% | 加碼 |
| Keystone Financial Group | 5,677 | $39.8 萬 | 0.07% | −626−9.9% | 減碼 |
| Insigneo Advisory Services, LLC | 5,674 | $39.8 萬 | 0.06% | +791+16.2% | 加碼 |
| Summit Asset Management, LLC | 5,668 | $39.7 萬 | 0.10% | +17+0.3% | 加碼 |
| Appleton Partners Inc | 5,656 | $39.7 萬 | 0.03% | −54−0.9% | 減碼 |
| Independent Financial Group, LLC | 5,642 | $39.6 萬 | 0.02% | +35+0.6% | 加碼 |
| Colonial Trust Advisors | 5,630 | $39.5 萬 | 0.04% | −1,843−24.7% | 減碼 |
| O'Rourke & Company, Inc | 5,625 | $39.4 萬 | 0.25% | +3+0.1% | 加碼 |
| St Germain D J Co Inc | 5,601 | $39.3 萬 | 0.02% | +383+7.3% | 加碼 |
| Glass Jacobson Investment Advisors llc | 5,584 | $39.2 萬 | 0.16% | 00.0% | 不變 |
| Fiduciary Trust Co | 5,547 | $38.9 萬 | 0.01% | −2,507−31.1% | 減碼 |
| Evergreen Capital Management LLC | 5,539 | $38.8 萬 | 0.02% | −2,472−30.9% | 減碼 |
| Buttonwood Financial Advisors Inc. | 5,526 | $38.7 萬 | 0.21% | −542−8.9% | 減碼 |
| Gotham Asset Management, LLC | 5,516 | $38.7 萬 | 0.01% | −107−1.9% | 減碼 |
| Beta Wealth Group, Inc. | 5,510 | $38.6 萬 | 0.20% | −295−5.1% | 減碼 |
| Keystone Financial Planning, Inc. | 5,508 | $38.6 萬 | 0.13% | 00.0% | 不變 |
| Arcus Capital Partners, LLC | 5,498 | $38.6 萬 | 0.14% | +41+0.8% | 加碼 |
| Cape Cod Five Cents Savings Bank | 5,494 | $38.5 萬 | 0.04% | −5,494−50.0% | 減碼 |
| Donald L. Hagan, LLC | 5,484 | $38.5 萬 | 0.21% | +10.0% | 加碼 |
| Sollinda Capital Management LLC | 5,418 | $38.0 萬 | 0.11% | +5,418 | 新進 |
| JB Capital LLC | 5,415 | $38.0 萬 | 0.03% | +462+9.3% | 加碼 |
| Davis Investment Partners, LLC | 5,283 | $37.9 萬 | 0.18% | +169+3.3% | 加碼 |
| Bienville Capital Management, LLC | 5,400 | $37.9 萬 | 0.12% | 00.0% | 不變 |
| ML & R Wealth Management LLC | 5,399 | $37.9 萬 | 0.09% | +1,133+26.6% | 加碼 |
| BEAM Asset Management, LLC | 5,397 | $37.8 萬 | 0.24% | +51+1.0% | 加碼 |
| Capstone Investment Advisors, LLC | 5,353 | $37.5 萬 | 0.01% | −18,256−77.3% | 減碼 |
| RB Capital Management, LLC | 5,335 | $37.4 萬 | 0.11% | −305−5.4% | 減碼 |
| Pinnacle West Asset Management, Inc. | 5,335 | $37.4 萬 | 0.32% | +190+3.7% | 加碼 |
| United Capital Management of KS, Inc. | 5,321 | $37.3 萬 | 0.11% | −617−10.4% | 減碼 |
| AlphaCore Capital LLC | 5,318 | $37.3 萬 | 0.05% | −1,042−16.4% | 減碼 |
| TCG Advisory Services, LLC | 5,314 | $37.3 萬 | 0.03% | +763+16.8% | 加碼 |
| FineMark National Bank & Trust | 5,297 | $37.1 萬 | 0.02% | +187+3.7% | 加碼 |
| Abn Amro Investment Solutions | 5,293 | $37.1 萬 | 0.01% | −404−7.1% | 減碼 |
| Salomon & Ludwin, LLC | 5,702 | $36.9 萬 | 0.04% | 00.0% | 不變 |
| Lebenthal Global Advisors, LLC | 5,259 | $36.9 萬 | 0.09% | −32−0.6% | 減碼 |
| Correct Capital Wealth Management | 5,250 | $36.8 萬 | 0.09% | +5,250 | 新進 |
| Atom Investors LP | 5,239 | $36.7 萬 | 0.06% | −370−6.6% | 減碼 |
| First National Bank & Trust Co of Newtown | 5,235 | $36.7 萬 | 0.08% | −185−3.4% | 減碼 |
| NorthCrest Asset Manangement, LLC | 5,208 | $36.5 萬 | 0.01% | −1,839−26.1% | 減碼 |
| Angeles Investment Advisors, LLC | 5,202 | $36.5 萬 | 0.02% | +612+13.3% | 加碼 |
| Eastover Investment Advisors LLC | 5,185 | $36.4 萬 | 0.19% | 00.0% | 不變 |
| Camden Capital, LLC | 5,181 | $36.3 萬 | 0.04% | +5,181 | 新進 |
| Breakwater Capital Group | 5,276 | $36.3 萬 | 0.10% | +905+20.7% | 加碼 |
| Chaney Capital Management, Inc. | 5,166 | $36.2 萬 | 0.32% | +5,166 | 新進 |
| Cladis Investment Advisory, LLC | 5,160 | $36.2 萬 | 0.28% | 00.0% | 不變 |
| Wealth Quarterback LLC | 5,150 | $36.1 萬 | 0.22% | +1,284+33.2% | 加碼 |
| Lindbrook Capital, LLC | 5,141 | $36.0 萬 | 0.04% | +1,801+53.9% | 加碼 |
| Childress Capital Advisors, LLC | 5,141 | $36.0 萬 | 0.11% | +32+0.6% | 加碼 |
| WealthTrust Axiom LLC | 5,137 | $36.0 萬 | 0.12% | +100+2.0% | 加碼 |
| Requisite Capital Management, LLC | 5,128 | $36.0 萬 | 0.09% | +5,128 | 新進 |
| Cim Investment Mangement Inc | 5,114 | $35.9 萬 | 0.12% | 00.0% | 不變 |
| Sage Mountain Advisors LLC | 5,108 | $35.8 萬 | 0.04% | +646+14.5% | 加碼 |
| Greylin Investment Mangement Inc | 5,085 | $35.7 萬 | 0.06% | −390−7.1% | 減碼 |
| Waldron Private Wealth LLC | 5,076 | $35.6 萬 | 0.02% | −388−7.1% | 減碼 |
| TruWealth Advisors, LLC | 5,075 | $35.6 萬 | 0.03% | −131−2.5% | 減碼 |
| Cornerstone Advisory, LLC | 5,075 | $35.6 萬 | 0.06% | +510+11.2% | 加碼 |
| Sigma Investment Counselors Inc | 5,066 | $35.5 萬 | 0.03% | +11+0.2% | 加碼 |
| MQS Management LLC | 5,057 | $35.5 萬 | 0.20% | +5,057 | 新進 |
| RIA Advisory Group LLC | 6,342 | $35.4 萬 | 0.17% | −7,921−55.5% | 減碼 |
| Lee Danner & Bass Inc | 5,049 | $35.4 萬 | 0.03% | −230−4.4% | 減碼 |
| Penserra Capital Management LLC | 5,049 | $35.3 萬 | 0.01% | −1,059−17.3% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 5,024 | $35.2 萬 | 0.01% | +594+13.4% | 加碼 |
| Wela Strategies, Inc. | 5,006 | $35.1 萬 | 0.19% | +157+3.2% | 加碼 |
| Altus Wealth Group LLC | 4,994 | $35.0 萬 | 0.19% | 00.0% | 不變 |
| Mirador Capital Partners LP | 4,973 | $34.9 萬 | 0.07% | +180+3.8% | 加碼 |
| REDW Wealth LLC | 4,972 | $34.9 萬 | 0.10% | −352−6.6% | 減碼 |
| Koss-Olinger Consulting, LLC | 4,958 | $34.8 萬 | 0.03% | −100−2.0% | 減碼 |
| Paces Ferry Wealth Advisors, LLC | 4,956 | $34.8 萬 | 0.24% | +454+10.1% | 加碼 |
| Rosenberg Matthew Hamilton | 4,946 | $34.7 萬 | 0.11% | −127−2.5% | 減碼 |
| Zhang Financial LLC | 4,941 | $34.6 萬 | 0.03% | −405−7.6% | 減碼 |
| Meridian Financial, LLC | 4,926 | $34.5 萬 | 0.27% | 00.0% | 不變 |
| Davis R M Inc | 4,926 | $34.5 萬 | 0.01% | +1,269+34.7% | 加碼 |
| Campion Asset Management LLC | 4,920 | $34.5 萬 | 0.29% | 00.0% | 不變 |
| MKT Advisors LLC | 4,811 | $34.5 萬 | 0.23% | −10.0% | 減碼 |
| Plan Group Financial, LLC | 4,912 | $34.4 萬 | 0.30% | −2,045−29.4% | 減碼 |
| Benedetti & Gucer, Inc. | 4,901 | $34.4 萬 | 0.18% | 00.0% | 不變 |
| Coppell Advisory Solutions LLC | 4,898 | $34.3 萬 | 0.07% | +3,815+352.3% | 加碼 |
| Royal Fund Management, LLC | 4,895 | $34.3 萬 | 0.04% | +9+0.2% | 加碼 |
| Kingdom Financial Group LLC. | 4,891 | $34.3 萬 | 0.30% | −252−4.9% | 減碼 |
| Legacy Financial Advisors, Inc. | 4,875 | $34.2 萬 | 0.07% | +371+8.2% | 加碼 |
| Jentner Corp | 4,872 | $34.2 萬 | 0.13% | +4,872 | 新進 |
| Cutter & CO Brokerage, Inc. | 4,861 | $34.1 萬 | 0.09% | −89−1.8% | 減碼 |
| Moneta Group Investment Advisors LLC | 4,859 | $34.1 萬 | 0.01% | +620+14.6% | 加碼 |
| Williams Jones Wealth Management, LLC. | 4,850 | $34.0 萬 | 0.00% | +450+10.2% | 加碼 |
| Enterprise Financial Services Corp | 4,843 | $34.0 萬 | 0.21% | +4,843 | 新進 |
| V-Square Quantitative Management LLC | 4,839 | $33.9 萬 | 0.08% | +246+5.4% | 加碼 |
| Relative Value Partners Group, LLC | 4,832 | $33.9 萬 | 0.02% | +377+8.5% | 加碼 |
| Glen Eagle Advisors, LLC | 4,829 | $33.9 萬 | 0.07% | −184−3.7% | 減碼 |
| Wynn Capital, LLC | 4,828 | $33.9 萬 | 0.28% | +4,828 | 新進 |
| Pinnacle Wealth Management Group, Inc. | 4,824 | $33.8 萬 | 0.28% | +400+9.0% | 加碼 |
| Triton Wealth Management, PLLC | 4,691 | $33.8 萬 | 0.22% | 00.0% | 不變 |
| Hardy Reed LLC | 4,815 | $33.8 萬 | 0.05% | +1,477+44.2% | 加碼 |
| Duncker Streett & Co Inc | 4,815 | $33.8 萬 | 0.07% | 00.0% | 不變 |
| Scotia Capital Inc. | 4,804 | $33.7 萬 | 0.00% | −900−15.8% | 減碼 |
| Lokken Investment Group LLC | 4,794 | $33.6 萬 | 0.19% | 00.0% | 不變 |
| Southland Equity Partners LLC | 4,792 | $33.6 萬 | 0.11% | +101+2.2% | 加碼 |
| Hartline Investment Corp | 4,784 | $33.5 萬 | 0.05% | −200−4.0% | 減碼 |