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 |
|---|---|---|---|---|---|
| Byrne Asset Management LLC | 3,975 | $27.6 萬 | 0.21% | −275−6.5% | 減碼 |
| Bourne Lent Asset Management Inc | 3,931 | $27.6 萬 | 0.11% | 00.0% | 不變 |
| Colton Groome Financial Advisors, LLC | 3,917 | $27.5 萬 | 0.12% | +3,917 | 新進 |
| Providence First Trust Co | 3,913 | $27.4 萬 | 0.13% | 00.0% | 不變 |
| Glassman Wealth Services | 3,912 | $27.4 萬 | 0.04% | −157−3.9% | 減碼 |
| Alaethes Wealth LLC | 3,905 | $27.4 萬 | 0.13% | 00.0% | 不變 |
| Beck Mack & Oliver LLC | 3,900 | $27.3 萬 | 0.01% | 00.0% | 不變 |
| Sapient Capital LLC | 3,892 | $27.3 萬 | 0.01% | +3,892 | 新進 |
| WMS Partners, LLC | 3,883 | $27.2 萬 | 0.02% | +149+4.0% | 加碼 |
| Proficio Capital Partners LLC | 3,881 | $27.2 萬 | 0.03% | −399−9.3% | 減碼 |
| Heartland Bank & Trust Co | 3,880 | $27.2 萬 | 0.19% | +3,880 | 新進 |
| Armstrong, Fleming & Moore, Inc | 3,879 | $27.2 萬 | 0.20% | 00.0% | 不變 |
| Retirement Income Solutions, Inc | 3,873 | $27.2 萬 | 0.07% | 00.0% | 不變 |
| Robertson Stephens Wealth Management, LLC | 3,866 | $27.1 萬 | 0.02% | −738−16.0% | 減碼 |
| Eads & Heald Wealth Management | 3,868 | $27.1 萬 | 0.13% | −160−4.0% | 減碼 |
| Fortitude Advisory Group L.L.C. | 3,863 | $27.1 萬 | 0.16% | 00.0% | 不變 |
| Frontier Asset Management, LLC | 3,858 | $27.1 萬 | 0.10% | +37+1.0% | 加碼 |
| Searle & Co. | 3,858 | $27.1 萬 | 0.07% | −318−7.6% | 減碼 |
| Cabot Wealth Management Inc | 3,855 | $27.0 萬 | 0.04% | 00.0% | 不變 |
| American State Bank (Iowa) | 3,854 | $27.0 萬 | 0.17% | −144−3.6% | 減碼 |
| Gateway Investment Advisers LLC | 3,852 | $27.0 萬 | 0.00% | −278−6.7% | 減碼 |
| FLC Capital Advisors | 3,840 | $26.9 萬 | 0.07% | 00.0% | 不變 |
| Live Oak Private Wealth LLC | 3,836 | $26.9 萬 | 0.05% | −111−2.8% | 減碼 |
| GEM Asset Management, LLC | 3,830 | $26.9 萬 | 0.19% | 00.0% | 不變 |
| Financial Security Advisor, Inc. | 3,822 | $26.8 萬 | 0.11% | −1,109−22.5% | 減碼 |
| Pitcairn Co | 3,814 | $26.7 萬 | 0.02% | −10.0% | 減碼 |
| Meridian Investment Counsel Inc. | 3,802 | $26.7 萬 | 0.09% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 3,777 | $26.5 萬 | 0.02% | −484−11.4% | 減碼 |
| Oak Hill Wealth Advisors, LLC | 3,775 | $26.5 萬 | 0.09% | −772−17.0% | 減碼 |
| Semmax Financial Advisors Inc. | 3,913 | $26.4 萬 | 0.10% | +34+0.9% | 加碼 |
| Klingman & Associates, LLC | 3,761 | $26.4 萬 | 0.02% | +34+0.9% | 加碼 |
| First Citizens Financial Corp | 3,757 | $26.3 萬 | 0.17% | −125−3.2% | 減碼 |
| Willis Investment Counsel | 3,757 | $26.3 萬 | 0.02% | 00.0% | 不變 |
| JJJ Advisors Inc. | 3,754 | $26.3 萬 | 0.06% | +631+20.2% | 加碼 |
| Drake & Associates, LLC | 3,748 | $26.3 萬 | 0.11% | +326+9.5% | 加碼 |
| Fiduciary Alliance LLC | 3,741 | $26.2 萬 | 0.05% | −84−2.2% | 減碼 |
| Second Half Financial Partners, LLC | 3,741 | $26.2 萬 | 0.13% | 00.0% | 不變 |
| Ardent Capital Management, Inc. | 3,739 | $26.2 萬 | 0.14% | 00.0% | 不變 |
| Dogwood Wealth Management LLC | 3,737 | $26.2 萬 | 0.20% | +3,737 | 新進 |
| Arbor Trust Wealth Advisors, LLC | 3,731 | $26.2 萬 | 0.16% | 00.0% | 不變 |
| Palumbo Wealth Management LLC | 3,709 | $26.0 萬 | 0.13% | −17−0.5% | 減碼 |
| King Wealth | 3,709 | $26.0 萬 | 0.05% | +3+0.1% | 加碼 |
| David Loasby | 3,630 | $26.0 萬 | 0.03% | −471−11.5% | 減碼 |
| Nadler Financial Group, Inc. | 3,701 | $26.0 萬 | 0.03% | 00.0% | 不變 |
| Premier Path Wealth Partners, LLC | 3,698 | $25.9 萬 | 0.06% | +3,698 | 新進 |
| Relyea Zuckerberg Hanson LLC | 3,681 | $25.8 萬 | 0.05% | +238+6.9% | 加碼 |
| Lifeworks Advisors, LLC | 3,680 | $25.8 萬 | 0.09% | −337−8.4% | 減碼 |
| MidWestOne Financial Group, Inc. | 3,675 | $25.8 萬 | 0.05% | −1,500−29.0% | 減碼 |
| WealthBridge Capital Management, LLC | 3,673 | $25.8 萬 | 0.10% | +68+1.9% | 加碼 |
| Arlington Trust Co LLC | 3,673 | $25.8 萬 | 0.07% | +3,625+7,552.1% | 加碼 |
| Woodard & Co Asset Management Group Inc | 3,670 | $25.7 萬 | 0.08% | 00.0% | 不變 |
| Sawyer & Company, Inc | 3,668 | $25.7 萬 | 0.11% | 00.0% | 不變 |
| Athena Investment Management | 3,663 | $25.7 萬 | 0.17% | 00.0% | 不變 |
| Drive Wealth Management, LLC | 3,662 | $25.7 萬 | 0.08% | +405+12.4% | 加碼 |
| Strategic Advisors LLC | 3,661 | $25.7 萬 | 0.05% | +10.0% | 加碼 |
| Sepio Capital, LP | 3,659 | $25.7 萬 | 0.02% | +3,659 | 新進 |
| WMG Financial Advisors, LLC | 3,658 | $25.7 萬 | 0.17% | −205−5.3% | 減碼 |
| Flaharty Asset Management, LLC | 3,650 | $25.6 萬 | 0.04% | 00.0% | 不變 |
| Oak Family Advisors, LLC | 3,638 | $25.5 萬 | 0.11% | 00.0% | 不變 |
| Miracle Mile Advisors, LLC | 3,628 | $25.4 萬 | 0.01% | −40−1.1% | 減碼 |
| NBW Capital LLC | 3,626 | $25.4 萬 | 0.06% | −10−0.3% | 減碼 |
| Plato Investment Management Ltd | 3,622 | $25.4 萬 | 0.31% | +3,622 | 新進 |
| MBM Wealth Consultants, LLC | 3,666 | $25.4 萬 | 0.09% | +18+0.5% | 加碼 |
| Allstate Corp | 3,609 | $25.3 萬 | 0.02% | +316+9.6% | 加碼 |
| Integris Wealth Management, LLC | 3,600 | $25.2 萬 | 0.07% | 00.0% | 不變 |
| Vise Technologies, Inc. | 3,581 | $25.1 萬 | 0.05% | −376−9.5% | 減碼 |
| Dean Investment Associates, LLC | 3,575 | $25.1 萬 | 0.04% | −82−2.2% | 減碼 |
| Quent Capital, LLC | 3,569 | $25.0 萬 | 0.03% | +346+10.7% | 加碼 |
| Bank of New Hampshire | 3,568 | $25.0 萬 | 0.07% | 00.0% | 不變 |
| Redwood Investment Management, LLC | 3,570 | $25.0 萬 | 0.02% | +3,570 | 新進 |
| L2 Asset Management, LLC | 3,562 | $25.0 萬 | 0.10% | +3,316+1,348.0% | 加碼 |
| Geller Advisors LLC | 3,556 | $24.9 萬 | 0.02% | 00.0% | 不變 |
| Worth Asset Management, LLC | 3,550 | $24.9 萬 | 0.18% | +3,550 | 新進 |
| Altrius Capital Management Inc | 3,546 | $24.9 萬 | 0.07% | −617−14.8% | 減碼 |
| Country Trust Bank | 3,540 | $24.8 萬 | 0.01% | −574−14.0% | 減碼 |
| Newbridge Financial Services Group, Inc. | 3,540 | $24.8 萬 | 0.12% | −892−20.1% | 減碼 |
| Greenfield Savings Bank | 3,535 | $24.8 萬 | 0.14% | −116−3.2% | 減碼 |
| PBMares Wealth Management LLC | 3,533 | $24.8 萬 | 0.07% | −2,029−36.5% | 減碼 |
| Private Portfolio Partners LLC | 3,518 | $24.7 萬 | 0.06% | +22+0.6% | 加碼 |
| Truvestments Capital LLC | 3,514 | $24.6 萬 | 0.11% | +1,512+75.5% | 加碼 |
| St. Louis Trust Co | 3,500 | $24.5 萬 | 0.04% | 00.0% | 不變 |
| 3Chopt Investment Partners, LLC | 3,483 | $24.4 萬 | 0.09% | +3,483 | 新進 |
| Stonebridge Capital Advisors LLC | 3,478 | $24.4 萬 | 0.02% | −67−1.9% | 減碼 |
| Waterford Advisors, LLC | 3,471 | $24.3 萬 | 0.11% | +200+6.1% | 加碼 |
| Nikulski Financial, Inc. | 3,470 | $24.3 萬 | 0.09% | 00.0% | 不變 |
| Dakota Wealth Management | 3,465 | $24.3 萬 | 0.01% | +3,465 | 新進 |
| Maverick Capital Ltd大師Maverick 資本 | 3,464 | $24.3 萬 | 0.01% | −8,740−71.6% | 減碼 |
| Wedgewood Investors Inc | 3,450 | $24.2 萬 | 0.30% | −400−10.4% | 減碼 |
| BLB&B Advisors, LLC | 3,449 | $24.2 萬 | 0.02% | −63−1.8% | 減碼 |
| Saxony Capital Management, LLC | 3,448 | $24.2 萬 | 0.32% | +3,448 | 新進 |
| Continuum Advisory, LLC | 3,439 | $24.1 萬 | 0.03% | −1,554−31.1% | 減碼 |
| Zullo Investment Group, Inc. | 3,437 | $24.1 萬 | 0.12% | +157+4.8% | 加碼 |
| PFC Capital Group, Inc. | 3,450 | $24.1 萬 | 0.14% | +3,450 | 新進 |
| Morris Financial Concepts, Inc. | 3,429 | $24.0 萬 | 0.14% | −126−3.5% | 減碼 |
| Aspen Grove Capital, LLC | 3,451 | $24.0 萬 | 0.07% | +170+5.2% | 加碼 |
| Phillips Wealth Planners LLC | 3,478 | $23.9 萬 | 0.29% | +73+2.1% | 加碼 |
| Old Second National Bank of Aurora | 3,408 | $23.9 萬 | 0.07% | +600+21.4% | 加碼 |
| Octavia Wealth Advisors, LLC | 3,404 | $23.9 萬 | 0.04% | −258−7.0% | 減碼 |
| Fulton Breakefield Broenniman LLC | 3,403 | $23.9 萬 | 0.02% | −290−7.9% | 減碼 |
| Family Asset Management, LLC | 3,402 | $23.9 萬 | 0.16% | −250−6.8% | 減碼 |